DBL Comm Real Est DebtDCREETF
13F holders, Q4 2025 (December 31)63holders +5
8new positions
5sold out
2famous investors
$51.93avg. 13F price*
At the end of Q4 2025, 63 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 5 from Q3 2025. 8 opened new positions and 5 sold out. The largest holders were Shufro Rose & Co. LLC ($75.9M), Sanctuary Advisors, LLC ($34.6M) and Foundations Investment Advisors, LLC ($27.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- DBL Comm Real Est Debt
- Filed as
- DOUBLELINE ETF TRUST (Q4 2025)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.0M |
| Exits | 5 | $5.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,313,926 shares bought and 193,821 shares sold, net +1,120,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Shufro Rose & Co. LLC | 5.16% | Add +75.0% | 1,461,567 | $75.9M |
| Sanctuary Advisors, LLC | 0.19% | Add +0.8% | 666,603 | $34.6M |
| Foundations Investment Advisors, LLC | 0.35% | Add +63.8% | 521,381 | $27.1M |
| Gradient Investments LLC | 0.27% | Add +4.5% | 322,527 | $16.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +62.1% | 278,797 | $14.5M |
| Tortoise Investment Management, LLC | 1.21% | Add +9.9% | 264,905 | $13.7M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -12.1% | 197,440 | $10.2M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.72% | Add +4.3% | 174,523 | $9.1M |
| Seascape Capital Management | 2.32% | Add +0.8% | 156,941 | $8.1M |
| Leavell Investment Management, Inc. | 0.30% | Add +12.6% | 138,598 | $7.2M |
| Holcombe Financial, Inc. | 3.73% | Add +1.9% | 114,485 | $5.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.92% | Add +7.6% | 110,036 | $5.7M |
| Hutchinson Capital Management | 0.96% | Add +10.4% | 108,345 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +135.0% | 94,613 | $4.9M |
| Saxon Interests, Inc. | 1.72% | Reduce -0.8% | 93,509 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +8.4% | 90,094 | $4.7M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.35% | — | 86,814 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | New | 81,925 | $4.3M |
| Centaurus Financial, Inc. | 0.17% | Add +9.6% | 72,334 | $3.8M |
| Independent Family Office, LLC | 1.56% | No change | 69,183 | $3.7M |
| Citadel Advisors | 0.00% | New | 61,577 | $3.2M |
| Baldwin Wealth Partners LLC | 0.17% | Reduce -6.5% | 52,003 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -24.3% | 46,923 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +7.0% | 43,192 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +123.5% | 42,697 | $2.2M |
| Naples Global Advisors, LLC | 0.15% | Add +27.2% | 39,275 | $2.0M |
| Stapp Wealth Management, PLLC | 2.39% | Add +4.5% | 35,726 | $1.9M |
| Compound Planning, Inc. | 0.04% | Add +11.3% | 28,230 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +4.0% | 24,545 | $1.3M |
| Csenge Advisory Group | 0.06% | Add +0.8% | 23,901 | $1.2M |
| First Financial Group Corp | 0.92% | Add +25.4% | 20,831 | $1.1M |
| Argonautica Private Wealth Management, Inc. | 0.25% | Add +4.0% | 16,372 | $850K |
| Sunbeam Capital Management, LLC | 0.45% | No change | 14,792 | $768K |
| Tidal Investments LLC | 0.00% | New | 13,513 | $701K |
| Blue Line Capital, LLC / IL | 0.78% | — | 12,702 | $659K |
| Paladin Wealth, LLC | 0.45% | Reduce -0.2% | 12,576 | $653K |
| Brown Financial Advisors | 0.21% | Reduce -2.4% | 11,108 | $577K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.3% | 10,617 | $551K |
| Private Advisor Group, LLC | 0.00% | Add +4.3% | 9,128 | $474K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -48.0% | 9,000 | $467K |
| Bank of America Corp. | 0.00% | Add +29.7% | 8,866 | $460K |
| Gotham Asset Management | 0.00% | New | 7,208 | $374K |
| Mattson Financial Services, LLC | 0.07% | Add +14.4% | 6,181 | $321K |
| UBS Group AG | 0.00% | No change | 5,505 | $286K |
| MML Investors Services, LLC | 0.00% | Add +0.7% | 5,470 | $284K |
| SCS Capital Management LLC | 0.00% | Add +1.6% | 5,422 | $281K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +27.4% | 5,282 | $274K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -6.7% | 5,050 | $262K |
| Brucke Financial, Inc. | 0.14% | New | 4,956 | $257K |
| SK Wealth Management, LLC | 0.07% | Add +1.2% | 4,843 | $253K |
| Morgan Stanley | 0.00% | Reduce -3.8% | 4,505 | $234K |
| LPL Financial LLC | 0.00% | Reduce -4.7% | 4,118 | $214K |
| Rareview Capital LLC | 0.13% | Reduce -11.4% | 3,848 | $200K |
| SageView Advisory Group, LLC | 0.01% | New | 3,606 | $187K |
| Comerica Bank | 0.00% | Reduce -38.9% | 2,305 | $120K |
| Optima Capital LLC | 0.03% | Reduce -95.9% | 1,306 | $68K |
| Larson Financial Group LLC | 0.00% | Reduce -8.0% | 763 | $40K |
| Kestra Advisory Services, LLC | 0.00% | New | 443 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 335 | $17K |
| AE Wealth Management LLC | 0.00% | Reduce -76.8% | 62 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Cwm, LLC | 0.00% | New | 11 | $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.