DBL Comm Real Est DebtDCREETF
13F holders, Q1 2026 (March 31)77holders +14
23new positions
8sold out
1famous investor
$51.54avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding DBL Comm Real Est Debt (DCRE) in their 13F filings, up 14 from Q4 2025. 23 opened new positions and 8 sold out. The largest holders were Shufro Rose & Co. LLC ($79.6M), Foundations Investment Advisors, LLC ($40.8M) and Sanctuary Advisors, LLC ($36.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- DBL Comm Real Est Debt
- Filed as
- DOUBLELINE ETF TRUST (Q1 2026)
- CUSIP
- 25861R303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $47.5M |
| Exits | 8 | $7.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,894,052 shares bought and 330,337 shares sold, net +1,563,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Shufro Rose & Co. LLC | 5.42% | Add +4.8% | 1,531,335 | $79.6M |
| Foundations Investment Advisors, LLC | 0.51% | Add +50.6% | 785,389 | $40.8M |
| Sanctuary Advisors, LLC | 0.20% | Add +5.0% | 700,290 | $36.4M |
| Envestnet Asset Management Inc. | 0.01% | New | 433,137 | $22.5M |
| Gradient Investments LLC | 0.28% | Add +6.3% | 342,918 | $17.8M |
| Cresset Asset Management, LLC | 0.06% | Add +245.1% | 282,687 | $14.7M |
| Tortoise Investment Management, LLC | 1.17% | Add +2.6% | 271,791 | $14.1M |
| LPL Financial LLC | 0.00% | Add +4375.2% | 184,287 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -34.5% | 182,739 | $9.5M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.79% | Add +4.4% | 182,196 | $9.5M |
| Motley Fool Wealth Management, LLC | 1.06% | Reduce -8.8% | 180,108 | $9.4M |
| Clark Capital Management Group, Inc. | 0.06% | New | 173,486 | $9.0M |
| Seascape Capital Management | 2.38% | Add +1.5% | 159,260 | $8.3M |
| Leavell Investment Management, Inc. | 0.31% | Add +6.5% | 147,629 | $7.7M |
| Hutchinson Capital Management | 1.22% | Add +18.0% | 127,826 | $6.6M |
| Holcombe Financial, Inc. | 3.69% | Add +5.6% | 120,937 | $6.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.92% | Add +3.2% | 113,563 | $5.9M |
| Franklin Resources Inc. | 0.00% | Add +12.4% | 106,321 | $5.5M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.57% | Add +8.7% | 94,331 | $4.9M |
| Principal Securities, Inc. | 0.07% | New | 92,886 | $4.8M |
| Saxon Interests, Inc. | 1.65% | Reduce -1.6% | 92,033 | $4.8M |
| Clear Point Advisors Inc. | 3.43% | New | 143,543 | $4.4M |
| Centaurus Financial, Inc. | 0.20% | Add +11.0% | 80,310 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.3% | 73,592 | $3.8M |
| Independent Family Office, LLC | 1.56% | Add +5.6% | 73,058 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +6.5% | 46,014 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.1% | 45,310 | $2.4M |
| Naples Global Advisors, LLC | 0.17% | Add +14.4% | 44,935 | $2.3M |
| Stapp Wealth Management, PLLC | 2.81% | Add +18.5% | 42,339 | $2.2M |
| Park Avenue Securities LLC | 0.02% | New | 41,123 | $2.1M |
| Baldwin Wealth Partners LLC | 0.12% | Reduce -37.5% | 32,485 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +27.9% | 31,398 | $1.6M |
| Ritholtz Wealth Management | 0.03% | New | 29,443 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +353.2% | 24,790 | $1.3M |
| First Financial Group Corp | 0.98% | Add +11.1% | 23,141 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +47.0% | 19,868 | $1.0M |
| Argonautica Private Wealth Management, Inc. | 0.27% | Add +3.3% | 16,916 | $879K |
| Brucke Financial, Inc. | 0.43% | Add +232.6% | 16,481 | $856K |
| US Bancorp \de | 0.00% | New | 15,032 | $781K |
| Sunbeam Capital Management, LLC | 0.44% | No change | 14,792 | $769K |
| Paladin Wealth, LLC | 0.46% | Add +3.2% | 12,981 | $674K |
| Virtu Financial LLC | 0.03% | New | 12,072 | $627K |
| Brown Financial Advisors | 0.21% | Reduce -3.7% | 10,699 | $556K |
| Blue Line Capital, LLC / IL | 0.56% | Reduce -24.9% | 9,544 | $496K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 9,203 | $478K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -16.7% | 7,500 | $390K |
| Gotham Asset Management | 0.00% | No change | 7,208 | $375K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.17% | New | 7,140 | $371K |
| Mattson Financial Services, LLC | 0.08% | Add +6.3% | 6,571 | $341K |
| Shore Point Advisors, LLC | 0.13% | New | 6,413 | $333K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +19.0% | 6,285 | $327K |
| UBS Group AG | 0.00% | Add +3.8% | 5,714 | $297K |
| Csenge Advisory Group | 0.01% | Reduce -76.2% | 5,683 | $295K |
| SCS Capital Management LLC | 0.00% | Add +0.8% | 5,464 | $284K |
| Bank of America Corp. | 0.00% | Reduce -38.9% | 5,414 | $281K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,050 | $262K |
| SK Wealth Management, LLC | 0.07% | Add +0.8% | 4,881 | $253K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 4,510 | $234K |
| Morgan Stanley | 0.00% | Reduce -0.0% | 4,504 | $234K |
| Rareview Capital LLC | 0.13% | Add +12.4% | 4,324 | $225K |
| Root Financial Partners, LLC | 0.01% | New | 3,214 | $167K |
| Family Manage LLC | 0.02% | New | 2,430 | $126K |
| Fifth Third Bancorp | 0.00% | New | 2,374 | $123K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,130 | $59K |
| Cornerstone Planning Group LLC | 0.01% | New | 973 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | New | 900 | $47K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 768 | $40K |
| Ameritas Advisory Services, LLC | 0.00% | New | 488 | $25K |
| Bokf, NA | 0.00% | New | 440 | $23K |
| Richardson Financial Services Inc. | 0.01% | New | 413 | $21K |
| AdvisorNet Financial, Inc | 0.00% | No change | 335 | $17K |
| Signature Equity Partners, LLC | 0.01% | New | 248 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | New | 146 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 62 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 38 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 23 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 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.