Vault-13

DOUBLELINE ETF TRUST DCRE

COMMERCIAL REAL · ETP · CUSIP 25861R303

87 institutional holders +10 vs Q1 2026
7,978,5748.0m shares reported held*
$413.3mreported value*
19 new 43 added 19 reduced 8 sold out net bought ≈ $40.1m (+715.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $51.80.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q2 23: 4Q3 23: 16Q4 23: 24Q1 24: 32Q2 24: 42Q3 24: 48Q4 24: 61Q1 25: 59Q2 25: 59Q3 25: 58Q4 25: 63Q1 26: 77Q2 26: 8787Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 20234
Q3 202316
Q4 202324
Q1 202432
Q2 202442
Q3 202448
Q4 202461
Q1 202559
Q2 202559
Q3 202558
Q4 202563
Q1 202677
Q2 202687

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 26 bought or addedQ3 24: 18 cut or sold outQ4 24: 32 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 30 cut or sold outQ2 25: 33 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 19 cut or sold outQ4 25: 39 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 59 bought or addedQ1 26: 19 cut or sold outQ2 26: 62 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242618
Q4 20243219
Q1 20253830
Q2 20253320
Q3 20254019
Q4 20253922
Q1 20265919
Q2 20266227

Biggest buyers

HighTower Advisors, LLC New +215,167+215.2k
MIDLAND WEALTH ADVISORS, LLC New +169,233+169.2k
Foundations Investment Advisors, LLC Added +148,625+148.6k
Steward Partners Investment Advisory, LLC New +126,829+126.8k
Virtu Financial LLC Added +99,599+99.6k
Apollon Wealth Management, LLC New +94,656+94.7k
Ashton Thomas Private Wealth, LLC New +88,890+88.9k
Auour Investments LLC New +85,567+85.6k
GOLDMAN SACHS GROUP INC New +49,489+49.5k
Gradient Investments LLC Added +49,125+49.1k

Biggest sellers

Motley Fool Wealth Management, LLC Sold out -180,108-180.1k
Clear Point Advisors Inc. Sold out -143,543-143.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -100,709-100.7k
Clark Capital Management Group, Inc. Reduced -83,177-83.2k
PRINCIPAL SECURITIES, INC. Reduced -41,915-41.9k
LPL Financial LLC Reduced -37,276-37.3k
OSAIC HOLDINGS, INC. Reduced -19,574-19.6k
US BANCORP \DE\ Reduced -14,914-14.9k
PARK AVENUE SECURITIES LLC Reduced -14,669-14.7k
BALDWIN WEALTH PARTNERS LLC/MA Reduced -8,981-9.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FOUNDATIONS INVESTMENT ADVISORS, LLC 13G · institution new · filed 2025-08-01 5.5% new 331.9k≈ $17.2m 2025-08-01

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SHUFRO ROSE & CO LLC 4.68% of their portfolio NEW YORK, NY 1,569,4641.6m $81.3m $81.3m 4.68% Added +38.1k +38,129
2 Foundations Investment Advisors, LLC 0.50% of their portfolio PHOENIX, AZ 934,014934.0k $48.4m $48.4m 0.50% Added +148.6k +148,625
3 Sanctuary Advisors, LLC 0.17% of their portfolio INDIANAPOLIS, IN 696,975697.0k $36.1m $36.1m 0.17% Reduced -3.3k -3,315
4 Gradient Investments LLC 0.28% of their portfolio ARDEN HILLS, MN 392,043392.0k $20.3m $20.3m 0.28% Added +49.1k +49,125
5 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 332,428332.4k $17.2m $17.2m 0.00% Reduced -100.7k -100,709
6 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 288,487288.5k $14.9m $14.9m 0.05% Added +5.8k +5,800
7 Tortoise Investment Management, LLC 1.06% of their portfolio WHITE PLAINS, NY 273,990274.0k $14.2m $14.2m 1.06% Added +2.2k +2,199
8 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 215,167215.2k $11.1m $11.1m 0.01% New
9 W.G. Shaheen & Associates DBA Whitney & Co 0.73% of their portfolio ROCHESTER, NY 193,985194.0k $10.0m $10.0m 0.73% Added +11.8k +11,789
10 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 192,638192.6k $10.0m $10.0m 0.02% Added +9.9k +9,899
11 MIDLAND WEALTH ADVISORS, LLC 0.41% of their portfolio EFFINGHAM, IL 169,233169.2k $8.8m $8.8m 0.41% New
12 LEAVELL INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio MOBILE, AL 164,149164.1k $8.5m $8.5m 0.31% Added +16.5k +16,520
13 Seascape Capital Management 2.00% of their portfolio PORTSMOUTH, NH 160,888160.9k $8.3m $8.3m 2.00% Added +1.6k +1,628
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 147,011147.0k $7.6m $7.6m 0.00% Reduced -37.3k -37,276
15 HUTCHINSON CAPITAL MANAGEMENT/CA 1.20% of their portfolio SAN RAFAEL, CA 135,006135.0k $7.0m $7.0m 1.20% Added +7.2k +7,180
16 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 126,829126.8k $6.6m $6.6m 0.03% New
17 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 125,807125.8k $6.5m $6.5m 0.00% Added +19.5k +19,486
18 Holcombe Financial, Inc. 3.46% of their portfolio ATLANTA, GA 118,379118.4k $6.1m $6.1m 3.46% Reduced -2.6k -2,558
19 Global Wealth Management Investment Advisory, Inc. 0.85% of their portfolio FORT LAUDERDALE, FL 115,634115.6k $6.0m $6.0m 0.85% Added +2.1k +2,071
20 Virtu Financial LLC 0.18% of their portfolio New York, NY 111,671111.7k $5.8m $5.8m 0.18% Added +99.6k +99,599
21 SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2.39% of their portfolio BLOOMINGTON, MN 98,39098.4k $5.1m $5.1m 2.39% Added +4.1k +4,059
22 SAXON INTERESTS, INC. 1.40% of their portfolio HOUSTON, TX 98,00498.0k $5.1m $5.1m 1.40% Added +6.0k +5,971
23 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 94,65694.7k $4.9m $4.9m 0.06% New
24 CENTAURUS FINANCIAL, INC. 0.18% of their portfolio ANAHEIM, CA 91,51191.5k $4.7m $4.7m 0.18% Added +11.2k +11,201
25 Clark Capital Management Group, Inc. 0.03% of their portfolio PHILADELPHIA, PA 90,30990.3k $4.7m $4.7m 0.03% Reduced -83.2k -83,177
26 Ashton Thomas Private Wealth, LLC 0.10% of their portfolio SCOTTSDALE, AZ 88,89088.9k $4.6m $4.6m 0.10% New
27 Auour Investments LLC 1.27% of their portfolio WOBURN, MA 85,56785.6k $4.4m $4.4m 1.27% New
28 Independent Family Office, LLC 1.52% of their portfolio ALBANY, NY 73,05873.1k $3.8m $3.8m 1.52% Unchanged
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 54,01854.0k $2.8m $2.8m 0.00% Reduced -19.6k -19,574
30 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 50,97151.0k $2.6m $2.6m 0.03% Reduced -41.9k -41,915
31 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 49,54249.5k $2.6m $2.6m 0.02% Added +4.2k +4,232
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 49,48949.5k $2.6m $2.6m 0.00% New
33 NAPLES GLOBAL ADVISORS, LLC 0.15% of their portfolio NAPLES, FL 46,88646.9k $2.4m $2.4m 0.15% Added +2.0k +1,951
34 STAPP WEALTH MANAGEMENT, PLLC 2.91% of their portfolio OLYMPIA, WA 43,03443.0k $2.2m $2.2m 2.91% Added +695 +695
35 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 42,71242.7k $2.2m $2.2m 0.04% Reduced -3.3k -3,302
36 Walser Wealth Management Company, A Ltd Liability Co 0.64% of their portfolio TAMPA, FL 29,81329.8k $1.5m $1.5m 0.64% Added +22.7k +22,673
37 RITHOLTZ WEALTH MANAGEMENT 0.02% of their portfolio NEW YORK, NY 28,73128.7k $1.5m $1.5m 0.02% Reduced -712 -712
38 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 26,45426.5k $1.4m $1.4m 0.01% Reduced -14.7k -14,669
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 25,78125.8k $1.3m $1.3m 0.00% New
40 First Financial Group Corp 0.88% of their portfolio RALEIGH, NC 23,53023.5k $1.2m $1.2m 0.88% Added +389 +389
41 BALDWIN WEALTH PARTNERS LLC/MA 0.08% of their portfolio Marion, MA 23,50423.5k $1.2m $1.2m 0.08% Reduced -9.0k -8,981
42 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 22,42422.4k $1.2m $1.2m 0.04% Reduced -9.0k -8,974
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 19,96520.0k $1.0m $1.0m 0.00% Added +14.3k +14,251
44 Brucke Financial, Inc. 0.45% of their portfolio INDIANAPOLIS, IN 19,36919.4k $1.0m $1.0m 0.45% Added +2.9k +2,888
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,05918.1k $935.5k $935.5k 0.00% Reduced -6.7k -6,731
46 ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 0.22% of their portfolio WELLESLEY, MA 17,49617.5k $906.4k $906.4k 0.22% Added +580 +580
47 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 17,20617.2k $888.2k $888.2k 0.00% Reduced -2.7k -2,662
48 FreeGulliver LLC 0.29% of their portfolio NEW ORLEANS, LA 15,87515.9k $822.4k $822.4k 0.29% New
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 15,03215.0k $778.7k $778.7k 0.00% Added +9.6k +9,618
50 Sunbeam Capital Management, LLC 0.35% of their portfolio ATLANTA, GA 14,82914.8k $768.2k $768.2k 0.35% Added +37 +37
51 Paladin Wealth, LLC 0.44% of their portfolio ARDEN HILLS, MN 14,58314.6k $755.5k $755.5k 0.44% Added +1.6k +1,602
52 Brown Financial Advisors 0.20% of their portfolio MILFORD, OH 11,31911.3k $586.4k $586.4k 0.20% Added +620 +620
53 Blue Line Capital, LLC / IL 0.46% of their portfolio CHICAGO, IL 10,27810.3k $532.5k $532.5k 0.46% Added +734 +734
54 PFG Advisors 0.03% of their portfolio Phoenix, AZ 10,11810.1k $524.2k $524.2k 0.03% New
55 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 9,6559.7k $500.2k $500.2k 0.00% Added +2.4k +2,447
56 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,1289.1k $472.9k $472.9k 0.00% Reduced -75 -75
57 Shore Point Advisors, LLC 0.14% of their portfolio BRIELLE, NJ 7,8297.8k $405.6k $405.6k 0.14% Added +1.4k +1,416
58 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 7,4127.4k $384.0k $384.0k 0.02% Added +1.1k +1,127
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,9406.9k $359.5k $359.5k 0.00% New
60 Mattson Financial Services, LLC 0.07% of their portfolio KENTWOOD, MI 6,8866.9k $355.7k $355.7k 0.07% Added +315 +315
61 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 6,7146.7k $347.8k $347.8k 0.01% Added +1.0k +1,031
62 SCS Capital Management LLC 0.00% of their portfolio BOSTON, MA 5,5255.5k $286.2k $286.2k 0.00% Added +61 +61
63 Rareview Capital LLC 0.15% of their portfolio LAS VEGAS, NV 5,1975.2k $270.4k $270.4k 0.15% Added +873 +873
64 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 5,0505.0k $261.6k $261.6k 0.01% Unchanged
65 SK Wealth Management, LLC 0.06% of their portfolio PROVIDENCE, RI 4,9785.0k $256.5k $256.5k 0.06% Added +97 +97
66 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,5054.5k $233.4k $233.4k 0.00% Added +1 +1
67 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,2583.3k $168.8k $168.8k 0.00% Added +884 +884
68 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 2,5952.6k $134.4k $134.4k 0.00% Added +2.5k +2,533
69 ASHTON THOMAS SECURITIES, LLC 0.01% of their portfolio ROCHESTER, NY 1,4991.5k $77.7k $77.7k 0.01% New
70 Family Manage LLC 0.01% of their portfolio NEW YORK, NY 1,4651.5k $75.9k $75.9k 0.01% Reduced -965 -965
71 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,4481.4k $75.0k $75.0k 0.00% New
72 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 775775 $40.1k $40.1k 0.00% Added +7 +7
73 BOKF, NA 0.00% of their portfolio TULSA, OK 440440 $22.8k $22.8k 0.00% Unchanged
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 436436 $23.0k $23.0k 0.00% New
75 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 337337 $17.4k $17.4k 0.00% Added +2 +2
76 Signature Equity Partners, LLC 0.01% of their portfolio COLUMBUS, OH 248248 $12.8k $12.8k 0.01% Unchanged
77 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 223223 $11.5k $11.5k 0.00% Reduced -750 -750
78 RICHARDSON FINANCIAL SERVICES INC. 0.01% of their portfolio MEDWAY, MA 194194 $10.1k $10.1k 0.01% Reduced -219 -219
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 133133 $6.9k $6.9k 0.00% New
80 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 122122 $6.3k $6.3k 0.00% Added +99 +99
81 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 118118 $6.1k $6.1k 0.00% Reduced -14.9k -14,914
82 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 109109 $5.6k $5.6k 0.00% New
83 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 6060 $3.1k $3.1k 0.00% New
84 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3838 $2.0k $2.0k 0.00% New
85 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3636 $1.9k $1.9k 0.00% First filing
86 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 2020 $1.1k $1.1k 0.00% Unchanged
87 Luminist Capital LLC 0.00% of their portfolio GRAND RAPIDS, MI 00 $725 $725 0.00% New