DOUBLELINE ETF TRUST (DCRE)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
82
Reporting holders
$384.1M
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | $81.3M | 1,569,464 | 4.67% | 7q | +2.5%+$2.0M |
| Foundations Investment Advisors, LLC | $48.4M | 934,014 | 0.50% | 9q | +18.9%+$7.7M |
| Sanctuary Advisors, LLC | $36.1M | 696,975 | 0.17% | 9q | HELD |
| Gradient Investments LLC | $20.3M | 392,043 | 0.28% | 11q | +14.3%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $17.2M | 332,428 | 0.00% | 2q | -23.3%-$5.2M |
| Cresset Asset Management, LLC | $14.9M | 288,487 | 0.05% | 3q | +2.1%+$300.5K |
| Tortoise Investment Management, LLC | $14.2M | 273,990 | 1.06% | 11q | +0.8%+$113.9K |
| HighTower Advisors, LLC | $11.1M | 215,167 | 0.01% | new | NEW |
| W.G. Shaheen & Associates DBA Whitney & Co | $10.0M | 193,985 | 0.73% | 6q | +6.5%+$610.7K |
| MIDLAND WEALTH ADVISORS, LLC | $8.8M | 169,233 | 0.41% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M | 164,149 | 0.31% | 11q | +11.2%+$855.8K |
| LPL Financial LLC | $7.6M | 147,011 | 0.00% | 4q | -20.2%-$1.9M |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $7.0M | 135,006 | 1.20% | 6q | +5.6%+$372.0K |
| Steward Partners Investment Advisory, LLC | $6.6M | 126,829 | 0.03% | new | NEW |
| FRANKLIN RESOURCES INC | $6.5M | 125,807 | 0.00% | 9q | +18.3%+$1.0M |
| Holcombe Financial, Inc. | $6.1M | 118,379 | 3.46% | 7q | -2.1%-$132.5K |
| Global Wealth Management Investment Advisory, Inc. | $6.0M | 115,634 | 0.85% | 8q | +1.8%+$107.3K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M | 98,390 | 2.39% | 3q | +4.3%+$210.3K |
| SAXON INTERESTS, INC. | $5.1M | 98,004 | 1.40% | 8q | +6.5%+$309.3K |
| Apollon Wealth Management, LLC | $4.9M | 94,656 | 0.06% | new | NEW |
| Clark Capital Management Group, Inc. | $4.7M | 90,309 | 0.03% | 2q | -47.9%-$4.3M |
| Ashton Thomas Private Wealth, LLC | $4.6M | 88,890 | 0.10% | new | NEW |
| Auour Investments LLC | $4.4M | 85,567 | 1.27% | new | NEW |
| Independent Family Office, LLC | $3.8M | 73,058 | 1.52% | 8q | HELD |
| RITHOLTZ WEALTH MANAGEMENT | $3.0M | 57,462 | 0.02% | 2q | +95.2%+$1.5M |
| OSAIC HOLDINGS, INC. | $2.8M | 54,018 | 0.00% | 10q | -26.6%-$1.0M |
| PRINCIPAL SECURITIES, INC. | $2.6M | 50,971 | 0.03% | 2q | -45.1%-$2.2M |
| Orion Porfolio Solutions, LLC | $2.6M | 49,542 | 0.02% | 6q | +9.3%+$219.2K |
| GOLDMAN SACHS GROUP INC | $2.6M | 49,489 | 0.00% | new | NEW |
| NAPLES GLOBAL ADVISORS, LLC | $2.4M | 46,886 | 0.15% | 9q | +4.3%+$101.1K |
| STAPP WEALTH MANAGEMENT, PLLC | $2.2M | 43,034 | 2.91% | 6q | +1.6%+$36.0K |
| Wealthcare Advisory Partners LLC | $2.2M | 42,712 | 0.04% | 9q | -7.2%-$171.1K |
| Walser Wealth Management Company, A Ltd Liability Co | $1.5M | 29,813 | 0.64% | 2q | +317.5%+$1.2M |
| JANE STREET GROUP, LLC | $1.3M | 25,781 | 0.00% | new | NEW |
| First Financial Group Corp | $1.2M | 23,530 | 0.88% | 7q | +1.7%+$20.2K |
| BALDWIN WEALTH PARTNERS LLC/MA | $1.2M | 23,504 | 0.08% | 8q | -27.6%-$465.3K |
| Belpointe Asset Management LLC | $1.2M | 22,424 | 0.04% | 12q | -28.6%-$464.9K |
| UBS Group AG | $1.0M | 19,965 | 0.00% | 10q | +249.4%+$738.3K |
| Brucke Financial, Inc. | $1.0M | 19,369 | 0.45% | 3q | +17.5%+$149.6K |
| MML INVESTORS SERVICES, LLC | $935.5K | 18,059 | 0.00% | 6q | -27.2%-$348.7K |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | $906.4K | 17,496 | 0.22% | 4q | +3.4%+$30.0K |
| Tidal Investments LLC | $888.2K | 17,206 | 0.00% | 3q | -13.4%-$137.4K |
| FreeGulliver LLC | $822.4K | 15,875 | 0.29% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $778.7K | 15,032 | 0.00% | 7q | +177.7%+$498.3K |
| Sunbeam Capital Management, LLC | $768.2K | 14,829 | 0.35% | 7q | HELD |
| Paladin Wealth, LLC | $755.5K | 14,583 | 0.44% | 8q | +12.3%+$83.0K |
| Blue Line Capital, LLC / IL | $532.5K | 10,278 | 0.44% | 3q | +7.7%+$38.0K |
| PFG Advisors | $524.2K | 10,118 | 0.03% | new | NEW |
| Gotham Asset Management, LLC | $500.2K | 9,655 | 0.00% | 3q | +33.9%+$126.8K |
| Private Advisor Group, LLC | $472.9K | 9,128 | 0.00% | 9q | -0.8%-$3.9K |
| Shore Point Advisors, LLC | $405.6K | 7,829 | 0.14% | 2q | +22.1%+$73.4K |
| Ausdal Financial Partners, Inc. | $384.0K | 7,412 | 0.02% | 5q | +17.9%+$58.4K |
| WELLS FARGO & COMPANY/MN | $359.5K | 6,940 | 0.00% | new | NEW |
| Mattson Financial Services, LLC | $355.7K | 6,886 | 0.07% | 9q | +4.8%+$16.3K |
| Csenge Advisory Group | $347.8K | 6,714 | 0.01% | 4q | +18.1%+$53.4K |
| SCS Capital Management LLC | $286.2K | 5,525 | 0.00% | 6q | +1.1%+$3.2K |
| Rareview Capital LLC | $270.4K | 5,197 | 0.15% | 10q | +20.2%+$45.4K |
| CARY STREET PARTNERS FINANCIAL LLC | $261.6K | 5,050 | 0.01% | 7q | HELD |
| SK Wealth Management, LLC | $256.5K | 4,978 | 0.06% | 8q | +2.0%+$5.0K |
| MORGAN STANLEY | $233.4K | 4,505 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $168.8K | 3,258 | 0.00% | 2q | +37.2%+$45.8K |
| AE Wealth Management LLC | $134.4K | 2,595 | 0.00% | 5q | +4085.5%+$131.2K |
| ASHTON THOMAS SECURITIES, LLC | $77.7K | 1,499 | 0.01% | new | NEW |
| Family Manage LLC | $75.9K | 1,465 | 0.01% | 2q | -39.7%-$50.0K |
| BlackRock, Inc. | $75.0K | 1,448 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $71.9K | 1,387 | 0.00% | new | NEW |
| Larson Financial Group LLC | $40.1K | 775 | 0.00% | 7q | +0.9% |
| ROYAL BANK OF CANADA | $23.0K | 436 | 0.00% | new | NEW |
| BOKF, NA | $22.8K | 440 | 0.00% | 2q | HELD |
| AdvisorNet Financial, Inc | $17.4K | 337 | 0.00% | 6q | +0.6% |
| Signature Equity Partners, LLC | $12.8K | 248 | 0.01% | 2q | HELD |
| Cornerstone Planning Group LLC | $11.5K | 223 | 0.00% | 2q | -77.1%-$38.7K |
| RICHARDSON FINANCIAL SERVICES INC. | $10.1K | 194 | 0.01% | 2q | -53.0%-$11.3K |
| Thrivent Financial for Lutherans | $10.0K | 192,638 | 0.02% | 5q | +5.4% |
| Seascape Capital Management | $8.3K | 160,888 | 2.00% | 12q | +1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.9K | 133 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $6.3K | 122 | 0.00% | 2q | +430.4%+$5.1K |
| US BANCORP \DE\ | $6.1K | 118 | 0.00% | 2q | -99.2%-$772.6K |
| Virtu Financial LLC | $5.8K | 111,671 | 0.18% | 2q | +825.0%+$5.2K |
| Integrated Wealth Concepts LLC | $5.6K | 109 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $4.7K | 91,511 | 0.18% | 8q | +13.9% |
| Crews Bank & Trust | $3.1K | 60 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.0K | 38 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.9K | 36 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $1.4K | 26,454 | 0.01% | 2q | -35.7% |
| Golden State Wealth Management, LLC | $1.1K | 20 | 0.00% | 4q | HELD |
| Luminist Capital LLC | $725 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 82 | $384.1M | 7,414,211 | 21 | 37 | 16 | 0.0% |
| Q1 2026 | 72 | $350.3M | 6,799,377 | 21 | 34 | 9 | 0.0% |
| Q4 2025 | 59 | $270.3M | 5,205,388 | 7 | 28 | 16 | 0.0% |
| Q3 2025 | 54 | $231.4M | 4,447,999 | 7 | 27 | 10 | 0.0% |
| Q2 2025 | 54 | $228.6M | 4,395,431 | 6 | 24 | 14 | 0.0% |
| Q1 2025 | 53 | $185.7M | 3,579,536 | 11 | 22 | 15 | 0.0% |
| Q4 2024 | 57 | $176.4M | 3,424,874 | 11 | 16 | 13 | 0.0% |
| Q3 2024 | 44 | $158.9M | 3,061,980 | 8 | 16 | 8 | 0.0% |
| Q2 2024 | 37 | $106.4M | 2,071,649 | 9 | 13 | 6 | 0.0% |
| Q1 2024 | 28 | $77.1M | 1,506,212 | 12 | 8 | 5 | 0.0% |
| Q4 2023 | 20 | $78.2M | 1,536,411 | 9 | 7 | 4 | 0.0% |
| Q3 2023 | 13 | $32.4M | 641,990 | 10 | 2 | 1 | 0.0% |
| Q2 2023 | 3 | $17.8M | 352,799 | 3 | 0 | 0 | 0.0% |