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Who owns DCREWhat DCRE owns — n/a

Who owns DoubleLine Commercial Real Estate ETF?

Institutional ownership of DCRE from SEC Form 13F filings across 54 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

54

13F holders

$197.2M

value, 2026 filers

45.9%

of shares outstanding (4.0M sh)

17

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DCRE's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Foundations Investment Advisors, LLC934,014$48.4M0.5%10.6%+18.9%
2Sanctuary Advisors, LLC696,975$36.1M0.0%7.9%-0.5%
3ENVESTNET ASSET MANAGEMENT INC332,428$17.2M0.0%3.8%-23.3%
4Cresset Asset Management, LLC288,487$14.9M0.1%3.3%+2.1%
5HighTower Advisors, LLCNEW215,167$11.1M0.0%2.5%new
6Thrivent Financial for Lutherans192,638$9,9800.0%2.2%+5.4%
7LEAVELL INVESTMENT MANAGEMENT, INC.164,149$8.5M0.3%1.9%+11.2%
8LPL Financial LLC147,011$7.6M0.0%1.7%-20.2%
9Steward Partners Investment Advisory, LLCNEW126,829$6.6M0.0%1.4%new
10FRANKLIN RESOURCES INC125,807$6.5M0.0%1.4%+18.3%
11Apollon Wealth Management, LLCNEW94,656$4.9M0.1%1.1%new
12Clark Capital Management Group, Inc.90,309$4.7M0.0%1%-47.9%
13Ashton Thomas Private Wealth, LLCNEW88,890$4.6M0.1%1%new
14RITHOLTZ WEALTH MANAGEMENT57,462$3.0M0.0%0.7%+95.2%
15OSAIC HOLDINGS, INC.54,018$2.8M0.0%0.6%-26.6%
16PRINCIPAL SECURITIES, INC.50,971$2.6M0.0%0.6%-45.1%
17Orion Porfolio Solutions, LLC49,542$2.6M0.0%0.6%+9.3%
18GOLDMAN SACHS GROUP INCNEW49,489$2.6M0.0%0.6%new
19STAPP WEALTH MANAGEMENT, PLLC43,034$2.2M2.9%0.5%+1.6%
20Wealthcare Advisory Partners LLC42,712$2.2M0.0%0.5%-7.2%
21PARK AVENUE SECURITIES LLC26,454$1,3700.0%0.3%-35.7%
22JANE STREET GROUP, LLCNEW25,781$1.3M0.0%0.3%new
23UBS Group AG19,965$1.0M0.0%0.2%+249.4%
24MML INVESTORS SERVICES, LLC18,059$935,5260.0%0.2%-27.2%
25Tidal Investments LLC17,206$888,1710.0%0.2%-13.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.