DCRE institutional holders

DOUBLELINE ETF TRUST · 13F, 2026Q2

Managers holding86
Shares held7,978,574
Reported value$413.3m
Quarter flows19 new, 43 added, 19 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SHUFRO ROSE & CO LLC1,569,464$81.3m4.7%
Foundations Investment Advisors, LLC934,014$48.4m0.5%
Sanctuary Advisors, LLC696,975$36.1m0.2%
Gradient Investments LLC392,043$20.3m0.3%
ENVESTNET ASSET MANAGEMENT INC332,428$17.2m0.0%
Cresset Asset Management, LLC288,487$14.9m0.1%
Tortoise Investment Management, LLC273,990$14.2m1.1%
HighTower Advisors, LLC215,167$11.1m0.0%
W.G. Shaheen & Associates DBA Whitney & Co193,985$10.0m0.7%
Thrivent Financial for Lutherans192,638$10.0m0.0%
MIDLAND WEALTH ADVISORS, LLC169,233$8.8m0.4%
LEAVELL INVESTMENT MANAGEMENT, INC.164,149$8.5m0.3%
Seascape Capital Management160,888$8.3m2.0%
LPL Financial LLC147,011$7.6m0.0%
HUTCHINSON CAPITAL MANAGEMENT/CA135,006$7.0m1.2%
Steward Partners Investment Advisory, LLC126,829$6.6m0.0%
FRANKLIN RESOURCES INC125,807$6.5m0.0%
Holcombe Financial, Inc.118,379$6.1m3.5%
Global Wealth Management Investment Advisory, Inc.115,634$6.0m0.9%
Virtu Financial LLC111,671$5.8m0.2%
SBE LLC DBA CEDAR COVE WEALTH PARTNERS98,390$5.1m2.4%
SAXON INTERESTS, INC.98,004$5.1m1.4%
Apollon Wealth Management, LLC94,656$4.9m0.1%
CENTAURUS FINANCIAL, INC.91,511$4.7m0.2%
Clark Capital Management Group, Inc.90,309$4.7m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DCRE"). DCRE price history · All 13F data

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