DCRE Institutional Ownership & Shareholders
DOUBLELINE COMM RL EST ETF (DCRE) is currently held by 83 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $394.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Shufro Rose & Co Llc is currently the largest disclosed institutional shareholder of DCRE tracked by InsiderSet, reporting ownership valued at approximately $81.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $80.14M, representing an estimated loss of -1.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed DCRE value among the investors covered in this analysis. Major shareholders include Shufro Rose & Co Llc, Foundations Investment Advisors, Llc, Sanctuary Advisors, Llc, and several other long-term asset managers with concentrated positions in DOUBLELINE COMM RL EST ETF (DCRE).
This page ranks the largest institutional DCRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$394.91M
Largest Holder
Shufro Rose & Co Llc
Largest Position
$81.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shufro Rose & Co Llc | 4.68% | 1,569,464 | $81,306,103 | $80,136,832 | -$1,169,271 | -1.44% | |
| Foundations Investment Advisors, Llc | 0.50% | 934,014 | $48,386,599 | $47,690,755 | -$695,844 | -1.44% | |
| Sanctuary Advisors, Llc | 0.17% | 696,975 | $36,106,814 | $35,587,544 | -$519,271 | -1.44% | |
| Gradient Investments Llc | 0.29% | 396,952 | $20,252,484 | $20,268,369 | +$15,885 | +0.08% | |
| Envestnet Asset Management Inc | 0.00% | 332,428 | $17,221,426 | $16,973,774 | -$247,652 | -1.44% | |
| Cresset Asset Management, Llc | 0.05% | 288,487 | $14,945,069 | $14,730,146 | -$214,923 | -1.44% | |
| Tortoise Investment Management, Llc | 1.06% | 273,990 | $14,194,048 | $13,989,929 | -$204,119 | -1.44% | |
| W.G. Shaheen & Associates Dba Whitney & Co | 0.73% | 193,985 | $10,049,380 | $9,904,874 | -$144,506 | -1.44% | |
| Midland Wealth Advisors, Llc | 0.46% | 196,454 | $10,023,083 | $10,030,941 | +$7,858 | +0.08% | |
| Thrivent Financial For Lutherans | 0.02% | 192,638 | $9,980,000 | $9,836,096 | -$143,904 | -1.44% | |
| Leavell Investment Management, Inc. | 0.31% | 164,149 | $8,503,723 | $8,381,448 | -$122,275 | -1.44% | |
| Seascape Capital Management | 2.00% | 160,888 | $8,335,000 | $8,214,941 | -$120,059 | -1.44% | |
| Lpl Financial Llc | 0.00% | 147,011 | $7,615,917 | $7,506,382 | -$109,535 | -1.44% | |
| Hutchinson Capital Management/Ca | 1.20% | 135,006 | $6,993,986 | $6,893,406 | -$100,580 | -1.44% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 126,829 | $6,570,378 | $6,475,889 | -$94,489 | -1.44% | |
| Holcombe Financial, Inc. | 3.35% | 118,712 | $6,056,692 | $6,061,435 | +$4,743 | +0.08% | |
| Global Wealth Management Investment Advisory, Inc. | 0.85% | 115,634 | $5,990,443 | $5,904,272 | -$86,171 | -1.44% | |
| Virtu Financial Llc | 0.18% | 111,671 | $5,785,000 | $5,701,921 | -$83,079 | -1.44% | |
| Saxon Interests, Inc. | 1.73% | 97,592 | $4,979,132 | $4,983,048 | +$3,916 | +0.08% | |
| Centaurus Financial, Inc. | 0.18% | 91,511 | $4,741,000 | $4,672,552 | -$68,448 | -1.44% | |
| Auour Investments Llc | 1.33% | 91,818 | $4,684,540 | $4,688,227 | +$3,687 | +0.08% | |
| Clark Capital Management Group, Inc. | 0.03% | 90,309 | $4,678,461 | $4,611,178 | -$67,283 | -1.44% | |
| Ashton Thomas Private Wealth, Llc | 0.10% | 88,890 | $4,604,970 | $4,538,723 | -$66,247 | -1.44% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 1.90% | 78,666 | $4,013,536 | $4,016,686 | +$3,150 | +0.08% | |
| Independent Family Office, Llc | 1.52% | 73,058 | $3,784,770 | $3,730,341 | -$54,429 | -1.44% | |
| Apollon Wealth Management, Llc | 0.03% | 57,864 | $2,952,214 | $2,954,536 | +$2,322 | +0.08% | |
| Osaic Holdings, Inc. | 0.00% | 54,018 | $2,798,403 | $2,758,159 | -$40,244 | -1.44% | |
| Principal Securities, Inc. | 0.03% | 50,971 | $2,640,572 | $2,602,579 | -$37,993 | -1.44% | |
| Orion Porfolio Solutions, Llc | 0.02% | 49,542 | $2,566,548 | $2,529,615 | -$36,933 | -1.44% | |
| Goldman Sachs Group Inc | 0.00% | 49,489 | $2,563,778 | $2,526,908 | -$36,870 | -1.44% | |
| Naples Global Advisors, Llc | 0.15% | 46,886 | $2,428,917 | $2,393,999 | -$34,918 | -1.44% | |
| Wealthcare Advisory Partners Llc | 0.04% | 46,446 | $2,369,693 | $2,371,533 | +$1,840 | +0.08% | |
| Stapp Wealth Management, Pllc | 2.82% | 42,702 | $2,178,652 | $2,180,364 | +$1,712 | +0.08% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.74% | 36,218 | $1,847,851 | $1,849,291 | +$1,440 | +0.08% | |
| Brucke Financial, Inc. | 0.65% | 30,582 | $1,560,318 | $1,561,517 | +$1,199 | +0.08% | |
| Ritholtz Wealth Management | 0.02% | 28,731 | $1,488,410 | $1,467,005 | -$21,405 | -1.44% | |
| Whipplewood Advisors, Llc | 0.95% | 27,477 | $1,401,877 | $1,402,976 | +$1,099 | +0.08% | |
| Jane Street Group, Llc | 0.00% | 25,781 | $1,335,585 | $1,316,378 | -$19,207 | -1.44% | |
| First Financial Group Corp | 0.96% | 24,630 | $1,256,623 | $1,257,608 | +$985 | +0.08% | |
| Belpointe Asset Management Llc | 0.04% | 22,424 | $1,161,691 | $1,144,969 | -$16,722 | -1.44% | |
| Baldwin Wealth Partners Llc/Ma | 0.08% | 22,495 | $1,147,695 | $1,148,595 | +$900 | +0.08% | |
| Ubs Group Ag | 0.00% | 19,965 | $1,034,287 | $1,019,413 | -$14,874 | -1.44% | |
| Mml Investors Services, Llc | 0.00% | 18,059 | $935,526 | $922,093 | -$13,433 | -1.44% | |
| Argonautica Private Wealth Management, Inc | 0.23% | 17,974 | $917,033 | $917,752 | +$719 | +0.08% | |
| Tidal Investments Llc | 0.00% | 17,206 | $888,171 | $878,538 | -$9,633 | -1.08% | |
| Freegulliver Llc | 0.29% | 15,875 | $822,405 | $810,578 | -$11,828 | -1.44% | |
| Bank Of America Corp | 0.00% | 15,032 | $778,733 | $767,534 | -$11,199 | -1.44% | |
| Sunbeam Capital Management, Llc | 0.35% | 14,829 | $768,216 | $757,169 | -$11,047 | -1.44% | |
| Paladin Wealth, Llc | 0.39% | 14,221 | $725,552 | $726,124 | +$572 | +0.08% | |
| Brown Financial Advisors | 0.20% | 11,319 | $586,382 | $577,948 | -$8,434 | -1.44% |
Frequently asked questions about DCRE
Who are the largest institutional holders of DCRE?
The largest institutional holders of DCRE reported in the latest SEC Form 13F filings include Shufro Rose & Co Llc, Foundations Investment Advisors, Llc, Sanctuary Advisors, Llc, Gradient Investments Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported DCRE position.
What is DCRE institutional ownership?
This page tracks DCRE positions reported by institutional investment managers through SEC Form 13F. DOUBLELINE COMM RL EST ETF (DCRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DCRE?
InsiderSet currently tracks 83 institutional managers reporting DCRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DCRE shareholders.
How much DCRE stock do institutions own?
Institutional investment managers disclosed approximately $394.91M in DCRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DCRE institutional ownership last updated?
The latest DCRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DCRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DCRE position after the reporting date.
Are institutions buying or selling DCRE?
Institutional buying and selling can be analyzed by comparing DCRE positions across consecutive 13F reporting periods. InsiderSet's DCRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DCRE ownership changes.
How has DCRE institutional ownership changed over time?
InsiderSet tracks DCRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.