Who Owns DoubleLine Commercial Real Estate ETF (DCRE)?Hedge Fund & Institutional Holders

$51.91-0.04 (-0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.585536873345964e+185T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$51.26$51.54$51.82$52.10$52.38Sep 24Jun 25Mar 26

DCRE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+2.2M+$114.2M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+521K+$26.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+279K+$14.0M
Seascape Capital ManagementNew Position+157K+$8.1M
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+139K+$7.0M
Holcombe Financial, Inc.New Position+114K+$5.9M
Global Wealth Management Investment Advisory, Inc.New Position+110K+$5.7M
SAXON INTERESTS, INC.New Position+94K+$4.9M
SBE LLC DBA CEDAR COVE WEALTH PARTNERSNew Position+87K+$4.5M
Cresset Asset Management, LLCNew Position+82K+$4.0M
CITADEL ADVISORS LLCNew Position+62K+$3.0M
NAPLES GLOBAL ADVISORS, LLCNew Position+39K+$2.0M
STAPP WEALTH MANAGEMENT, PLLCNew Position+36K+$1.9M
Belpointe Asset Management LLCNew Position+25K+$1.3M
Csenge Advisory GroupNew Position+24K+$1.2M

DCRE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Motley Fool Wealth Management, LLCDecreased-27K-$11.7B
JANE STREET GROUP, LLCDecreased-15K-$3.2B
BALDWIN WEALTH PARTNERS LLC/MADecreased-4K-$2.9B
Endurance Services LtdClosed Position-31K-$1.6B
JOURNEY STRATEGIC WEALTH LLCDecreased-8K-$901.0M
Paladin Wealth, LLCDecreased-20-$655.3M
GOLDMAN SACHS GROUP INCDecreased-955-$602.7M
Brown Financial AdvisorsDecreased-268-$591.9M
CARY STREET PARTNERS FINANCIAL LLCDecreased-365-$281.8M
MORGAN STANLEYDecreased-180-$244.0M
Rareview Capital LLCDecreased-494-$225.7M
LPL Financial LLCDecreased-204-$225.1M
Southeast Asset Advisors, LLCClosed Position-4K-$206.0M
COMERICA BANKDecreased-1K-$196.2M
Larson Financial Group LLCDecreased-66-$43.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SHUFRO ROSE & CO LLC1,461,567$75.9M5.13%Share
2Sanctuary Advisors, LLC708,674$36.9M0.23%Share
3Sanctuary Advisors, LLC666,603$34.6M0.19%Share
4FOUNDATIONS INVESTMENT ADVISORS, LLC486,777$25.0M0.33%Share
5Sanctuary Advisors, LLC412,185$21.4M0.15%Share
6Sanctuary Advisors, LLC412,185$21.4M0.14%Share
7Gradient Investments LLC322,527$16.7M0.27%Share
8Tortoise Investment Management, LLC264,905$13.7M1.21%Share
9Motley Fool Wealth Management, LLC197,440$10.0M0.78%Share
10W.G. Shaheen & Associates DBA Whitney & Co174,523$9.1M0.72%Share
11THRIVENT FINANCIAL FOR LUTHERANS175,401$9.0M0.02%Share
12Seascape Capital Management156,941$8.1M2.32%Share
13LEAVELL INVESTMENT MANAGEMENT, INC.138,598$7.0M0.29%Share
14Holcombe Financial, Inc.114,485$5.9M3.73%Share
15Global Wealth Management Investment Advisory, Inc.110,036$5.7M0.92%Share
16HUTCHINSON CAPITAL MANAGEMENT/CA108,345$5.6M0.96%Share
17THRIVENT FINANCIAL FOR LUTHERANS103,396$5.0M0.01%Share
18SAXON INTERESTS, INC.93,509$4.9M1.70%Share
19SBE LLC DBA CEDAR COVE WEALTH PARTNERS86,814$4.5M2.35%Share
20FRANKLIN RESOURCES INC78,567$4.0M0.00%Share
21OSAIC HOLDINGS, INC.82,789$4.0M0.01%Share
22Cresset Asset Management, LLC81,925$4.0M0.02%Share
23Independent Family Office, LLC69,183$3.7M1.56%Share
24CITADEL ADVISORS LLC61,577$3.0M0.00%Share
25CENTAURUS FINANCIAL, INC.72,334$3.0M0.14%Share
26BALDWIN WEALTH PARTNERS LLC/MA52,003$2.7M0.17%Share
27Wealthcare Advisory Partners LLC43,192$2.2M0.04%Share
28NAPLES GLOBAL ADVISORS, LLC39,275$2.0M0.15%Share
29Orion Porfolio Solutions, LLC42,697$2.0M0.01%Share
30JANE STREET GROUP, LLC46,923$2.0M0.00%Share
31STAPP WEALTH MANAGEMENT, PLLC35,726$1.9M2.39%Share
32Compound Planning, Inc.28,228$1.5M0.04%Share
33Belpointe Asset Management LLC24,545$1.3M0.05%Share
34Csenge Advisory Group23,901$1.2M0.06%Share
35First Financial Group Corp20,831$1.1M0.92%Share
36FOUNDATIONS INVESTMENT ADVISORS, LLC20,542$1.0M0.01%Share
37ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC16,372$849K0.25%Share
38Sunbeam Capital Management, LLC14,792$767K0.45%Share
39Blue Line Capital, LLC / IL12,702$659K0.78%Share
40Paladin Wealth, LLC12,576$652K0.45%Share
41Brown Financial Advisors11,108$576K0.21%Share
42Mattson Financial Services, LLC6,181$320K0.07%Share
43UBS Group AG5,505$285K0.00%Share
44SCS Capital Management LLC5,422$281K0.00%Share
45Ausdal Financial Partners, Inc.5,282$274K0.01%Share
46CARY STREET PARTNERS FINANCIAL LLC5,050$262K0.01%Share
47Brucke Financial, Inc.4,956$257K0.14%Share
48SK Wealth Management, LLC4,843$252K0.07%Share
49Rareview Capital LLC3,848$200K0.13%Share
50COMERICA BANK2,305$119K0.00%Share

DCRE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202563$366.9M+27
Q3 202536$126.0B-16
Q2 202552$183.9B-3
Q1 202555$164.0B+1
Q4 202454$59.0T+22
Q3 202432$92.2T+2
Q2 202430$56.9T+13
Q1 202417$38.2T—

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As of Q4 2025, 50 institutional investors hold DCRE (DoubleLine Commercial Real Estate ETF). The largest holder is SHUFRO ROSE & CO LLC with $75.9M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DCRE?

As of Q4 2025, 50 institutional investors report holding DCRE (DoubleLine Commercial Real Estate ETF) in their 13F filings.

Who is the largest institutional holder of DCRE?

The largest institutional holder of DCRE is SHUFRO ROSE & CO LLC with $75.9M in shares.

Is institutional ownership of DCRE increasing or decreasing?

This quarter, 15 institutions opened new positions in DCRE and 2 closed their positions.