Free Trial

Doubleline Commercial Real Estate ETF (DCMB) Institutional Ownership

$51.53 -0.05 (-0.10%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Doubleline Commercial Real Estate ETF (NYSEARCA:DCMB)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$46.14M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.85M
Get DCMB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Doubleline Commercial Real Estate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DCMB Institutional Buying and Selling by Quarter

Doubleline Commercial Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2024 Kathmere Capital Management LLC180,017$9.25M1.0%+59.6%6.977%
8/2/2024 Belpointe Asset Management LLC38,248$1.97M0.1%+72.5%1.482%
8/2/2024 Foundations Investment Advisors LLC16,709$859K0.0%N/A0.648%
7/24/2024 Diversified LLC258,663$13.29M1.6%+3.0%10.026%
7/19/2024Raymond James & Associates86,316$4.44M0.0%+3.8%3.346%
7/18/2024 Gradient Investments LLC360,345$18.52M0.4%+18.3%13.967%
7/18/2024 Naples Global Advisors LLC8,640$444K0.0%N/A0.335%
7/17/2024 Leavell Investment Management Inc.72,790$3.74M0.2%+35.5%2.821%
7/8/2024 Sugarloaf Wealth Management LLC13,757$707K0.1%+85.1%0.533%
7/1/2024 Kathmere Capital Management LLC90,543$4.61M0.6%-19.7%3.509%
5/8/2024 Motley Fool Wealth Management LLC30,295$1.55M0.1%N/A1.174%
5/2/2024 Diversified LLC251,218$12.88M1.8%+5.5%9.890%
5/1/2024 Janney Montgomery Scott LLC12,066$618K0.0%-4.8%0.475%
4/29/2024 Seascape Capital Management129,229$6.62M2.5%-0.4%5.088%
4/24/2024 Leavell Investment Management Inc.53,737$2.75M0.2%+34.6%2.116%
4/23/2024 Gradient Investments LLC304,483$15.61M0.4%-1.7%11.988%
4/23/2024 Sugarloaf Wealth Management LLC7,434$381K0.1%N/A0.293%
4/23/2024KLR Investment Advisors LLC209,602$10.69M7.6%+13.4%8.252%
4/16/2024 Kathmere Capital Management LLC112,798$5.78M0.7%+24.6%19.448%
4/11/2024 Fortitude Family Office LLC746$38K0.0%N/A0.129%
2/29/2024 Tortoise Investment Management LLC900$46K0.0%N/A0.155%
2/13/2024 Southeast Asset Advisors Inc.3,956$201K0.0%N/A0.682%
2/13/2024 Belpointe Asset Management LLC5,963$303K0.0%-3.2%1.028%
2/12/2024Relative Value Partners Group LLC23,346$1.19M0.1%N/A4.025%
2/8/2024 Tortoise Investment Management LLC900$46K0.0%N/A0.155%
2/8/2024 NorthRock Partners LLC7,399$377K0.0%-15.1%1.276%
2/8/2024Curi Wealth Management LLC119,603$6.09M0.8%+3.9%20.621%
2/8/2024KLR Investment Advisors LLC184,759$9.40M6.8%N/A31.855%
2/8/2024 Janney Montgomery Scott LLC12,673$645K0.0%-3.5%2.185%
2/7/2024 NBC Securities Inc.8,269$420K0.0%-5.5%1.426%
2/6/2024 Private Advisor Group LLC13,838$704K0.0%+11.5%2.386%
2/1/2024 Diversified LLC238,221$12.12M2.6%+2.9%41.073%
1/29/2024 Seascape Capital Management129,771$6.60M2.8%+12.7%22.374%
1/23/2024 Leavell Investment Management Inc.39,929$2.03M0.1%N/A6.884%
1/18/2024 Gradient Investments LLC309,901$15.77M0.4%N/A53.431%
1/16/2024Raymond James & Associates87,493$4.45M0.0%-5.3%15.085%
11/16/2023 Belpointe Asset Management LLC6,163$311K0.0%N/A1.063%
11/13/2023 Envestnet Asset Management Inc.90,896$4.59M0.0%N/A15.672%
11/9/2023 Seascape Capital Management115,135$5.81M2.8%N/A19.851%
11/8/2023 Janney Montgomery Scott LLC13,130$663K0.0%N/A2.264%
Rare "crisis signal" triggers for third time in U.S. market (Ad)

A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the market crashed 78% (the dot-com bust) and 89% (the Great Depression). Today, according to one of America's leading experts (who has predicted nearly every financial crisis of the last 25 years), what's coming next could soon crash the market by 50% or more, and keep it down for 10, 20, or even 30 years.

11/6/2023Curi Wealth Management LLC115,140$5.81M0.9%-8.6%19.852%
11/4/2023 NBC Securities Inc.8,746$441K0.0%N/A1.508%
11/3/2023 Private Advisor Group LLC12,413$626K0.0%N/A2.140%
11/2/2023 Diversified LLC231,474$11.68M3.0%+4.1%39.909%
10/24/2023 NorthRock Partners LLC8,719$440K0.0%N/A1.503%
10/24/2023Raymond James & Associates92,392$4.66M0.0%N/A15.930%
7/31/2023Curi Wealth Management LLC125,915$6.35M0.9%N/A24.214%
(Data available from 1/1/2016 forward)

DCMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCMB shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Doubleline Commercial Real Estate ETF. The most heavily invested institutionals were Gradient Investments LLC ($18.52M), Diversified LLC ($13.29M), KLR Investment Advisors LLC ($10.69M), Kathmere Capital Management LLC ($9.25M), Seascape Capital Management ($6.62M), Curi Wealth Management LLC ($6.09M), and Envestnet Asset Management Inc. ($4.59M).Learn more on DCMB's institutional investors.

Which institutional investors have been buying Doubleline Commercial Real Estate ETF stock?

Of the 22 institutional investors that purchased Doubleline Commercial Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($365.76K), KLR Investment Advisors LLC ($209.60K), Curi Wealth Management LLC ($130.38K), Seascape Capital Management ($129.77K), Raymond James & Associates ($95.52K), Envestnet Asset Management Inc. ($90.90K), and Kathmere Capital Management LLC ($89.47K).

How much institutional buying is happening at Doubleline Commercial Real Estate ETF?

Institutional investors have bought a total of 1,386,474 shares in the last 24 months. This purchase volume represents approximately $70.49M in transactions.

Which Doubleline Commercial Real Estate ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Doubleline Commercial Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kathmere Capital Management LLC ($22.26K), Curi Wealth Management LLC ($10.78K), Gradient Investments LLC ($5.42K), Raymond James & Associates ($4.90K), NorthRock Partners LLC ($1.32K), Janney Montgomery Scott LLC ($1.06K), and Seascape Capital Management ($542.00).

How much institutional selling is happening at Doubleline Commercial Real Estate ETF?

Institutional investors have sold a total of 46,950 shares in the last 24 months. This volume of shares sold represents approximately $2.40M in transactions.



This page (NYSEARCA:DCMB) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners