DOUBLELINE COMM RL EST ETF (DCRE) Top Institutional Shareholders
DOUBLELINE COMM RL EST ETF (DCRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $350.29M in DCRE holdings during the latest filing period.
Shufro Rose & Co Llc is currently the largest disclosed institutional shareholder of DCRE tracked by InsiderSet, reporting ownership valued at approximately $79.57M in its March 31, 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 $79.21M, representing an estimated loss of -0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
77
Total Reported Value
$350.29M
Largest Holder
Shufro Rose & Co Llc
Largest Position
$79.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
84
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 | 5.42% | 1,531,335 | $79,568,185 | $79,208,303 | -$359,882 | -0.45% | |
| Foundations Investment Advisors, Llc | 0.51% | 785,389 | $40,808,836 | $40,624,246 | -$184,590 | -0.45% | |
| Sanctuary Advisors, Llc | 0.20% | 700,290 | $36,387,073 | $36,222,500 | -$164,573 | -0.45% | |
| Envestnet Asset Management Inc | 0.01% | 433,137 | $22,505,806 | $22,404,011 | -$101,795 | -0.45% | |
| Gradient Investments Llc | 0.28% | 342,918 | $17,818,034 | $17,737,434 | -$80,600 | -0.45% | |
| Cresset Asset Management, Llc | 0.06% | 282,687 | $14,688,417 | $14,621,985 | -$66,432 | -0.45% | |
| Tortoise Investment Management, Llc | 1.17% | 271,791 | $14,122,268 | $14,058,389 | -$63,879 | -0.45% | |
| Lpl Financial Llc | 0.00% | 184,287 | $9,575,561 | $9,532,245 | -$43,316 | -0.45% | |
| W.G. Shaheen & Associates Dba Whitney & Co | 0.79% | 182,196 | $9,466,909 | $9,424,088 | -$42,821 | -0.45% | |
| Motley Fool Wealth Management, Llc | 1.06% | 180,108 | $9,358,387 | $9,316,086 | -$42,301 | -0.45% | |
| Clark Capital Management Group, Inc. | 0.06% | 173,486 | $9,014,332 | $8,973,563 | -$40,769 | -0.45% | |
| Leavell Investment Management, Inc. | 0.31% | 147,629 | $7,670,792 | $7,636,110 | -$34,682 | -0.45% | |
| Hutchinson Capital Management/Ca | 1.22% | 127,826 | $6,641,839 | $6,611,800 | -$30,039 | -0.45% | |
| Holcombe Financial, Inc. | 3.69% | 120,937 | $6,283,890 | $6,255,466 | -$28,424 | -0.45% | |
| Global Wealth Management Investment Advisory, Inc. | 0.92% | 113,563 | $5,900,740 | $5,874,046 | -$26,694 | -0.45% | |
| Franklin Resources Inc | 0.00% | 106,321 | $5,524,439 | $5,499,454 | -$24,985 | -0.45% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 2.57% | 94,331 | $4,901,423 | $4,879,271 | -$22,152 | -0.45% | |
| Principal Securities, Inc. | 0.07% | 92,886 | $4,826,357 | $4,804,528 | -$21,829 | -0.45% | |
| Saxon Interests, Inc. | 1.65% | 92,033 | $4,782,024 | $4,760,407 | -$21,617 | -0.45% | |
| Clear Point Advisors Inc. | 3.43% | 143,543 | $4,428,737 | $7,424,762 | +$2,996,025 | +67.65% | |
| Osaic Holdings, Inc. | 0.01% | 73,592 | $3,823,811 | $3,806,546 | -$17,265 | -0.45% | |
| Independent Family Office, Llc | 1.56% | 73,058 | $3,796,094 | $3,778,925 | -$17,169 | -0.45% | |
| Wealthcare Advisory Partners Llc | 0.05% | 46,014 | $2,390,874 | $2,380,074 | -$10,800 | -0.45% | |
| Orion Porfolio Solutions, Llc | 0.02% | 45,310 | $2,354,293 | $2,343,660 | -$10,633 | -0.45% | |
| Naples Global Advisors, Llc | 0.17% | 44,935 | $2,334,823 | $2,324,263 | -$10,560 | -0.45% | |
| Stapp Wealth Management, Pllc | 2.81% | 42,339 | $2,199,934 | $2,189,985 | -$9,949 | -0.45% | |
| Baldwin Wealth Partners Llc/Ma | 0.12% | 32,485 | $1,687,921 | $1,680,287 | -$7,634 | -0.45% | |
| Belpointe Asset Management Llc | 0.06% | 31,398 | $1,631,455 | $1,624,062 | -$7,393 | -0.45% | |
| Ritholtz Wealth Management | 0.03% | 29,443 | $1,529,858 | $1,522,939 | -$6,919 | -0.45% | |
| Mml Investors Services, Llc | 0.00% | 24,790 | $1,288,104 | $1,282,263 | -$5,841 | -0.45% | |
| First Financial Group Corp | 0.98% | 23,141 | $1,202,406 | $1,196,968 | -$5,438 | -0.45% | |
| Tidal Investments Llc | 0.00% | 19,868 | $1,028,479 | $1,027,672 | -$807 | -0.08% | |
| Argonautica Private Wealth Management, Inc | 0.27% | 16,916 | $878,955 | $874,980 | -$3,975 | -0.45% | |
| Brucke Financial, Inc. | 0.43% | 16,481 | $856,336 | $852,480 | -$3,856 | -0.45% | |
| Us Bancorp \De\ | 0.00% | 15,032 | $781,063 | $777,530 | -$3,533 | -0.45% | |
| Sunbeam Capital Management, Llc | 0.44% | 14,792 | $768,592 | $765,116 | -$3,476 | -0.45% | |
| Paladin Wealth, Llc | 0.46% | 12,981 | $674,493 | $671,442 | -$3,051 | -0.45% | |
| Brown Financial Advisors | 0.21% | 10,699 | $555,920 | $553,406 | -$2,514 | -0.45% | |
| Blue Line Capital, Llc / Il | 0.56% | 9,544 | $495,929 | $493,663 | -$2,266 | -0.46% | |
| Private Advisor Group, Llc | 0.00% | 9,203 | $478,187 | $476,025 | -$2,162 | -0.45% | |
| Journey Strategic Wealth Llc | 0.01% | 7,500 | $389,700 | $387,938 | -$1,763 | -0.45% | |
| Gotham Asset Management, Llc | 0.00% | 7,208 | $374,528 | $372,834 | -$1,694 | -0.45% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.17% | 7,140 | $370,993 | $369,317 | -$1,677 | -0.45% | |
| Mattson Financial Services, Llc | 0.08% | 6,571 | $341,429 | $339,885 | -$1,544 | -0.45% | |
| Shore Point Advisors, Llc | 0.13% | 6,413 | $333,247 | $331,712 | -$1,535 | -0.46% | |
| Ausdal Financial Partners, Inc. | 0.01% | 6,285 | $326,573 | $325,092 | -$1,481 | -0.45% | |
| Ubs Group Ag | 0.00% | 5,714 | $296,900 | $295,557 | -$1,343 | -0.45% | |
| Csenge Advisory Group | 0.01% | 5,683 | $295,303 | $293,953 | -$1,350 | -0.46% | |
| Scs Capital Management Llc | 0.00% | 5,464 | $283,902 | $282,625 | -$1,277 | -0.45% | |
| Bank Of America Corp | 0.00% | 5,414 | $281,311 | $280,039 | -$1,272 | -0.45% |
Frequently asked questions about DCRE
Who owns the most DCRE stock?
The largest holders of DCRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DOUBLELINE COMM RL EST ETF (DCRE).
Is DCRE widely held by superinvestors?
Many widely followed stocks like DCRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DCRE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.