DBL Comm Real Est DebtDCREETF
13F holders, Q3 2025 (September 30)58holders −1
8new positions
9sold out
$52.04avg. 13F price*
At the end of Q3 2025, 58 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, down 1 from Q2 2025. 8 opened new positions and 9 sold out. The largest holders were Shufro Rose & Co. LLC ($43.3M), Sanctuary Advisors, LLC ($34.5M) and Foundations Investment Advisors, LLC ($16.6M).
- Company
- DBL Comm Real Est Debt
- Filed as
- DOUBLELINE ETF TRUST (Q3 2025)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.5M |
| Exits | 9 | $29.1M |
All 13F filers, Q2 2025 → Q3 2025: 472,752 shares bought and 663,143 shares sold, net −190,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Shufro Rose & Co. LLC | 3.57% | Reduce -1.0% | 834,919 | $43.3M |
| Sanctuary Advisors, LLC | 0.20% | Reduce -6.6% | 661,661 | $34.5M |
| Foundations Investment Advisors, LLC | 0.24% | Reduce -4.1% | 318,248 | $16.6M |
| Gradient Investments LLC | 0.27% | Add +5.2% | 308,721 | $16.1M |
| Tortoise Investment Management, LLC | 1.12% | Add +15.3% | 240,961 | $12.5M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -0.8% | 224,676 | $11.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +33.5% | 172,026 | $9.0M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.79% | Add +7.9% | 167,392 | $8.7M |
| Seascape Capital Management | 2.32% | Add +2.9% | 155,614 | $8.1M |
| Leavell Investment Management, Inc. | 0.27% | Add +1.4% | 123,116 | $6.4M |
| Holcombe Financial, Inc. | 4.08% | Add +1.6% | 112,290 | $5.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.89% | Add +4.4% | 102,250 | $5.3M |
| Hutchinson Capital Management | 0.88% | Add +69.7% | 98,172 | $5.1M |
| Saxon Interests, Inc. | 1.92% | Add +0.8% | 94,254 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +2208.3% | 83,146 | $4.3M |
| Independent Family Office, LLC | 1.52% | Add +20.1% | 69,183 | $3.6M |
| Centaurus Financial, Inc. | 0.16% | Add +5.3% | 66,013 | $3.4M |
| Virtu Financial LLC | 0.19% | New | 64,383 | $3.4M |
| Jane Street Group, LLC | 0.00% | New | 61,969 | $3.2M |
| Baldwin Wealth Partners LLC | 0.19% | No change | 55,595 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -0.3% | 40,346 | $2.1M |
| Franklin Resources Inc. | 0.00% | Reduce -19.9% | 40,260 | $2.1M |
| Stapp Wealth Management, PLLC | 2.39% | Add +4.0% | 34,201 | $1.8M |
| Optima Capital LLC | 0.81% | Add +1.4% | 32,179 | $1.7M |
| Naples Global Advisors, LLC | 0.13% | Add +21.4% | 30,885 | $1.6M |
| Endurance Services Ltd | 0.27% | No change | 30,750 | $1.6M |
| Compound Planning, Inc. | 0.04% | Add +42.6% | 25,356 | $1.3M |
| Csenge Advisory Group | 0.06% | New | 23,699 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -27.5% | 23,603 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.7% | 19,106 | $995K |
| Journey Strategic Wealth LLC | 0.03% | Add +185.0% | 17,300 | $901K |
| First Financial Group Corp | 0.75% | Add +52.5% | 16,606 | $865K |
| Argonautica Private Wealth Management, Inc. | 0.24% | New | 15,740 | $820K |
| Sunbeam Capital Management, LLC | 0.48% | No change | 14,792 | $770K |
| Paladin Wealth, LLC | 0.48% | Reduce -0.8% | 12,596 | $656K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,572 | $603K |
| Brown Financial Advisors | 0.22% | Add +2.0% | 11,376 | $592K |
| Private Advisor Group, LLC | 0.00% | Add +6.6% | 8,753 | $456K |
| Bank of America Corp. | 0.00% | Reduce -25.1% | 6,837 | $356K |
| UBS Group AG | 0.00% | No change | 5,505 | $287K |
| MML Investors Services, LLC | 0.00% | Add +5.4% | 5,432 | $283K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -40.2% | 5,415 | $282K |
| Mattson Financial Services, LLC | 0.07% | Add +7.4% | 5,403 | $281K |
| SCS Capital Management LLC | 0.00% | Add +1.3% | 5,337 | $278K |
| SK Wealth Management, LLC | 0.09% | Add +1.3% | 4,787 | $248K |
| Morgan Stanley | 0.00% | Add +5048.4% | 4,685 | $244K |
| A4 Wealth Advisors LLC | 0.20% | — | 4,450 | $232K |
| Rareview Capital LLC | 0.14% | Reduce -45.8% | 4,342 | $226K |
| LPL Financial LLC | 0.00% | New | 4,322 | $225K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -47.6% | 4,147 | $216K |
| Southeast Asset Advisors, LLC | 0.02% | No change | 3,956 | $206K |
| Comerica Bank | 0.00% | Add +12.0% | 3,770 | $196K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 829 | $43K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 331 | $17K |
| Private Trust Co. NA | 0.00% | No change | 268 | $14K |
| AE Wealth Management LLC | 0.00% | Add +5240.0% | 267 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 38 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 20 | $1K |
"% of holder's portfolio" is DCRE's weight in each manager's 13F, not the share of DBL Comm Real Est Debt the manager owns.