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DoubleLine Commercial Real Estate ETF (DCRE) Institutional Ownership

$51.96 +0.02 (+0.03%)
As of 03:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for DoubleLine Commercial Real Estate ETF (NYSEARCA:DCRE)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$216.05M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$49.46M
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DCRE Institutional Buying and Selling by Quarter

DoubleLine Commercial Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/29/2025 Centaurus Financial Inc.62,676$3.26M0.2%+3.0%1.021%
8/27/2025 Orion Porfolio Solutions LLC16,809$875K0.0%+58.9%0.274%
8/26/2025 Thrivent Financial for Lutherans128,865$6.71M0.0%N/A2.099%
8/15/2025 Brown Financial Advisors11,149$580K0.2%-2.6%0.182%
8/15/2025 Orion Porfolio Solutions LLC25,318$1.32M0.0%+139.3%0.412%
8/14/2025 Ausdal Financial Partners Inc.7,922$412K0.0%N/A0.129%
8/14/2025 Raymond James Financial Inc.767$40K0.0%N/A0.012%
8/13/2025 CW Advisors LLC73,312$3.82M0.0%+60.7%1.194%
8/13/2025 Independent Family Office LLC57,623$3.00M1.4%+53.8%0.938%
8/12/2025 Journey Strategic Wealth LLC6,070$316K0.0%-11.9%0.099%
8/12/2025 Franklin Resources Inc.50,239$2.61M0.0%+146.8%0.818%
8/8/2025 Tortoise Investment Management LLC208,916$10.87M1.0%+1,912.7%3.403%
8/8/2025 Foundations Investment Advisors LLC331,830$17.27M0.3%+138.3%5.404%
8/7/2025 Global Wealth Management Investment Advisory Inc.97,920$5.10M1.0%+1.9%1.595%
8/5/2025 Rareview Capital LLC8,009$417K0.3%-3.8%0.130%
8/5/2025 W.G. Shaheen & Associates DBA Whitney & Co155,187$8.08M0.8%+3.8%2.527%
8/4/2025 Hutchinson Capital Management CA57,862$3.01M0.5%+1,363.4%0.942%
8/1/2025 Motley Fool Wealth Management LLC226,595$11.79M0.7%-9.7%3.690%
8/1/2025 Envestnet Asset Management Inc.55,896$2.91M0.0%-5.1%0.910%
7/31/2025 Leavell Investment Management Inc.121,407$6.32M0.3%+3.5%1.977%
7/28/2025 RFG Advisory LLC52,569$2.74M0.1%+29.6%0.856%
7/24/2025 Baldwin Wealth Partners LLC MA55,595$2.89M0.2%-5.7%0.905%
7/23/2025 First Financial Group Corp10,892$567K0.6%+21.5%0.177%
7/22/2025 Belpointe Asset Management LLC32,541$1.69M0.1%+15.0%0.530%
7/22/2025 Wealthcare Advisory Partners LLC40,488$2.11M0.0%-3.6%0.659%
7/18/2025 Naples Global Advisors LLC25,450$1.32M0.1%+53.7%0.414%
7/16/2025 Kathmere Capital Management LLC440,469$22.92M1.8%+10.6%7.174%
7/15/2025 Optima Capital LLC31,747$1.65M0.9%+7.5%0.517%
7/14/2025 Seascape Capital Management151,292$7.87M2.5%+2.6%2.464%
7/14/2025 Stapp Wealth Management Pllc32,895$1.71M2.5%-16.8%0.536%
7/8/2025 Paladin Wealth LLC12,699$661K0.5%-8.4%0.210%
7/8/2025 Holcombe Financial Inc.110,555$5.75M4.3%-4.7%1.830%
7/8/2025 Gradient Investments LLC293,498$15.27M0.3%-0.8%4.859%
6/13/2025 Optima Capital LLC29,544$1.53M1.0%+87.7%0.564%
5/22/2025 Mattson Financial Services LLC5,146$267K0.1%-27.1%0.100%
5/20/2025 Belpointe Asset Management LLC28,294$1.47M0.1%-26.6%0.548%
5/19/2025 Jane Street Group LLC21,345$1.11M0.0%+85.3%0.414%
5/19/2025 SCS Capital Management LLC5,208$270K0.0%N/A0.101%
5/15/2025 Tortoise Investment Management LLC10,380$538K0.1%+1,053.3%0.201%
5/14/2025 Compound Planning Inc.12,734$661K0.0%N/A0.247%
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5/14/2025 CW Advisors LLC45,613$2.37M0.0%+206.9%0.884%
5/12/2025 Motley Fool Wealth Management LLC251,036$13.02M0.8%-7.7%4.865%
5/12/2025 Virtu Financial LLC138,413$7.18M0.4%N/A2.682%
5/9/2025 Cary Street Partners Financial LLC9,050$469K0.0%-9.5%0.175%
5/8/2025 Shufro Rose & Co. LLC855,345$44.37M3.5%+1.9%16.576%
5/7/2025 Foundations Investment Advisors LLC139,224$7.22M0.1%+31.2%2.698%
5/7/2025 Rareview Capital LLC8,325$432K0.3%-49.6%0.161%
5/6/2025 Sunbeam Capital Management LLC14,792$767K0.7%+5.9%0.287%
5/6/2025 Journey Strategic Wealth LLC6,890$357K0.0%+40.9%0.134%
5/6/2025 W.G. Shaheen & Associates DBA Whitney & Co149,500$7.76M0.8%N/A2.897%
5/5/2025 Private Advisor Group LLC7,283$378K0.0%-48.8%0.141%
5/2/2025 Larson Financial Group LLC1,303$68K0.0%+768.7%0.026%
5/1/2025 Sentinel Trust Co. LBA9,685$502K0.1%N/A0.191%
5/1/2025 Kathmere Capital Management LLC398,313$20.66M1.8%+27.0%7.872%
4/30/2025 Leavell Investment Management Inc.117,247$6.08M0.3%+2.5%2.317%
4/29/2025 Envestnet Asset Management Inc.58,870$3.05M0.0%-54.7%1.163%
4/29/2025 Seascape Capital Management147,423$7.65M2.7%+7.1%2.913%
4/29/2025 Global Wealth Management Investment Advisory Inc.96,095$4.98M1.0%+680.8%1.899%
4/28/2025 Holcombe Financial Inc.115,961$6.02M5.0%-12.8%2.292%
4/25/2025 Saxon Interests Inc.93,527$4.85M2.3%+1.1%1.848%
4/22/2025 First Financial Group Corp8,962$475K0.5%+47.9%0.177%
4/22/2025 Stapp Wealth Management Pllc39,557$2.05M3.2%N/A0.782%
4/15/2025 Wealthcare Advisory Partners LLC42,015$2.18M0.1%+37.3%0.830%
4/14/2025 Baldwin Wealth Partners LLC MA58,937$3.06M0.2%-25.9%1.165%
4/10/2025 Naples Global Advisors LLC16,555$859K0.1%+71.4%0.370%
4/9/2025 RFG Advisory LLC40,558$2.10M0.1%+124.8%0.905%
4/9/2025 Paladin Wealth LLC13,859$719K0.6%-34.9%0.309%
4/9/2025 Gradient Investments LLC295,750$15.34M0.3%-32.7%6.602%
3/12/2025 Centaurus Financial Inc.42,381$2.18M0.1%+28.4%0.946%
3/10/2025 Mattson Financial Services LLC7,059$367K0.1%-5.9%0.158%
2/25/2025 Shufro Rose & Co. LLC839,350$43.19M3.3%N/A18.735%
2/24/2025 Sunbeam Capital Management LLC13,966$719K0.7%N/A0.312%
2/20/2025 Sunbeam Capital Management LLC13,966$719K1.5%N/A0.312%
2/17/2025 NorthRock Partners LLC4,071$209K0.0%N/A0.158%
2/17/2025 Citadel Advisors LLC33,417$1.72M0.0%+196.9%1.295%
2/17/2025 Cary Street Partners Financial LLC10,005$515K0.0%N/A0.388%
2/17/2025 Bank of America Corp DE10,579$544K0.0%N/A0.410%
2/14/2025 Jane Street Group LLC11,521$593K0.0%+106.3%0.447%
2/14/2025 Holcombe Financial Inc.133,001$6.84M5.6%N/A5.155%
2/13/2025 Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
2/13/2025 Envestnet Asset Management Inc.130,017$6.69M0.0%-56.1%5.039%
2/12/2025 Motley Fool Wealth Management LLC272,029$13.99M0.7%-1.8%10.544%
2/11/2025 Congress Wealth Management LLC DE14,863$765K0.0%N/A0.576%
2/10/2025 Thrivent Financial for Lutherans76,651$3.94M0.0%N/A2.971%
2/10/2025 Independent Family Office LLC26,748$1.38M0.7%+27.8%1.037%
2/10/2025 Diversified Enterprises LLC4,960$255K0.0%-98.1%0.192%
2/10/2025 First Financial Group Corp6,060$312K0.3%N/A0.235%
2/10/2025 Rareview Capital LLC16,533$859K0.6%+8.0%0.641%
2/7/2025 Cushing Capital Partners LLC11,880$611K0.6%N/A0.460%
2/6/2025 Raymond James Financial Inc.18,907$973K0.0%N/A0.733%
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead? (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
2/5/2025 Smartleaf Asset Management LLC7,626$392K0.0%-62.3%0.296%
2/4/2025 Brown Financial Advisors17,656$909K0.4%-18.4%0.684%
2/3/2025 Private Advisor Group LLC14,229$732K0.0%-41.1%0.552%
1/31/2025 3EDGE Asset Management LP29,488$1.52M0.1%-1.0%1.143%
1/31/2025Sanctuary Advisors LLC397,382$20.56M0.1%+4.9%15.402%
1/30/2025 Seascape Capital Management137,704$7.09M2.5%+1.5%5.337%
1/29/2025 Naples Global Advisors LLC9,660$497K0.0%+10.2%0.374%
1/29/2025 Leavell Investment Management Inc.114,360$5.89M0.3%+11.2%4.433%
1/29/2025 Paladin Wealth LLC21,297$1.10M0.9%+35.0%0.825%
1/29/2025 Global Wealth Management Investment Advisory Inc.12,308$633K0.1%+11.8%0.477%
(Data available from 1/1/2016 forward)

DCRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCRE shares?

During the previous two years, 59 institutional investors and hedge funds held shares of DoubleLine Commercial Real Estate ETF. The most heavily invested institutionals were Shufro Rose & Co. LLC ($44.37M), Kathmere Capital Management LLC ($22.92M), Sanctuary Advisors LLC ($20.56M), Foundations Investment Advisors LLC ($17.27M), Gradient Investments LLC ($15.27M), Diversified LLC ($13.80M), and Motley Fool Wealth Management LLC ($11.79M).Learn more on DoubleLine Commercial Real Estate ETF's institutional investors.

Which institutional investors have been buying DoubleLine Commercial Real Estate ETF's stock?

Of the 54 institutional investors that purchased DoubleLine Commercial Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Shufro Rose & Co. LLC ($855.35K), Sanctuary Advisors LLC ($397.38K), Kathmere Capital Management LLC ($363.69K), Foundations Investment Advisors LLC ($331.83K), Envestnet Asset Management Inc. ($293.26K), Diversified LLC ($265.53K), and Tortoise Investment Management LLC ($208.02K).

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

Institutional investors have bought a total of 4,174,988 shares in the last 24 months. This purchase volume represents approximately $216.05M in transactions.

Which of DoubleLine Commercial Real Estate ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold DoubleLine Commercial Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diversified Enterprises LLC ($260.57K), Envestnet Asset Management Inc. ($239.98K), Gradient Investments LLC ($146.02K), Baldwin Wealth Partners LLC MA ($139.36K), Motley Fool Wealth Management LLC ($61.06K), Holcombe Financial Inc. ($22.45K), and Private Advisor Group LLC ($16.87K).

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

Institutional investors have sold a total of 958,027 shares in the last 24 months. This volume of shares sold represents approximately $49.46M in transactions.


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This page (NYSEARCA:DCRE) was last updated on 9/2/2025 by MarketBeat.com Staff
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