DOUBLELINE COMM RL EST ETF (DCRE) Institutional Ownership Changes & 13F Activity

DOUBLELINE COMM RL EST ETF (DCRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Foundations Investment Advisors, Llc, Steward Partners Investment Advisory, Llc, Virtu Financial Llc, Goldman Sachs Group Inc, and Shufro Rose & Co Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+112112$5.80KQ2 2026Sep 18, 2026
Brown, Lisle/Cummings, Inc.Buy+256256$13.26KQ2 2026Sep 02, 2026
Brown Financial AdvisorsBuy+620+5.8%11,319$586.38KQ2 2026Aug 26, 2026
Centaurus Financial, Inc.Buy+11,201+13.9%91,511$4.74MQ2 2026Aug 17, 2026
Foundations Investment Advisors, LlcBuy+148,625+18.9%934,014$48.39MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+49,48949,489$2.56MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+25,78125,781$1.34MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-19,574-26.6%54,018$2.80MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+9,899+5.4%192,638$9.98MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+9,618+177.7%15,032$778.73KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+6,9406,940$359.53KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+5,800+2.1%288,487$14.95MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+4,232+9.3%49,542$2.57MQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+2,447+33.9%9,655$500.18KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+1,127+17.9%7,412$383.96KQ2 2026Aug 14, 2026
Family Manage LlcSell-965-39.7%1,465$75.89KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+436436$23.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+99+430.4%122$6.32KQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+7+0.9%775$40.14KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+126,829126,829$6.57MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+99,599+825.0%111,671$5.79MQ2 2026Aug 13, 2026
Ubs Group AgBuy+14,251+249.4%19,965$1.03MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-3,315-0.5%696,975$36.11MQ2 2026Aug 13, 2026
Tidal Investments LlcSell-2,662-13.4%17,206$888.17KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+0.0%4,505$233.39KQ2 2026Aug 13, 2026
Shufro Rose & Co LlcBuy+38,129+2.5%1,569,464$81.31MQ2 2026Aug 12, 2026
Us Bancorp \De\Sell-14,914-99.2%118$6.11KQ2 2026Aug 12, 2026
Saxon Interests, Inc.Buy+5,971+6.5%98,004$5.08MQ2 2026Aug 12, 2026
Sk Wealth Management, LlcBuy+97+2.0%4,978$256.54KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+3838$1.97KQ2 2026Aug 12, 2026
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Frequently asked questions about DCRE activity

  • Which institutional owners are buying DCRE?

    Institutional owners buying DCRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DCRE activity?

    "Buy" means an investor increased their reported position in DCRE compared to the prior reporting period. This reflects growing exposure to DOUBLELINE COMM RL EST ETF (DCRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DCRE increasing?

    Institutional interest in DCRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.