DoubleLine Commercial Real Estate is an exchange-traded fund on ARCA. As of Q3 2025, 56 institutional investors hold shares in this ETF, with total holdings valued at $197.7M. SHUFRO ROSE & CO LLC is the largest holder with a position valued at $43.3M.
Overview of institutional ownership in DCRE as of Q3 2025
Institutions with the largest positions in DCRE as of Q3 2025
| Institution | Position Value |
|---|---|
SHUFRO ROSE & CO LLC RIA/Wealth | $43.3M 3.58% of portfolio |
Foundations Investment Advisors, LLC RIA/Wealth | $16.6M 0.24% of portfolio |
Gradient Investments LLC RIA/Wealth | $16.1M 0.28% of portfolio |
Tortoise Investment Management, LLC RIA/Wealth | $12.5M 1.12% of portfolio |
M Motley Fool Wealth Management, LLC Institution | $11.7M 0.80% of portfolio |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $9.0M 0.02% of portfolio |
$8.7M 0.79% of portfolio | |
Seascape Capital Management RIA/Wealth | $8.1M 2.62% of portfolio |
LEAVELL INVESTMENT MANAGEMENT, INC. RIA/Wealth | $6.4M 0.27% of portfolio |
Holcombe Financial, Inc. RIA/Wealth | $5.8M 4.08% of portfolio |
Institutional buying and selling activity for DCRE in Q3 2025
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$4.1M +79.5K shares |
V Virtu Financial LLC Institution | +$3.4M +64.4K shares |
J JANE STREET GROUP, LLC Institution | +$3.2M +62.0K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$2.2M +43.2K shares |
HUTCHINSON CAPITAL MANAGEMENT/CA RIA/Wealth | +$2.1M +40.3K shares |
Tortoise Investment Management, LLC RIA/Wealth | +$1.7M +32.0K shares |
Csenge Advisory Group RIA/Wealth | +$1.2M +23.7K shares |
+$819.7K +15.7K shares | |
Gradient Investments LLC RIA/Wealth | +$792.8K +15.2K shares |
+$635.6K +12.2K shares |
| Institution | Net Sold |
|---|---|
Kathmere Capital Management, LLC RIA/Wealth | −$22.9M −440.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$2.9M −55.9K shares |
RFG Advisory Group, LLC RIA/Wealth | −$2.7M −52.6K shares |
Foundations Investment Advisors, LLC RIA/Wealth | −$707.4K −13.6K shares |
FRANKLIN RESOURCES INC Institution | −$519.7K −10.0K shares |
S SENTINEL TRUST CO LBA Institution | −$503.9K −9.7K shares |
Belpointe Asset Management LLC RIA/Wealth | −$465.5K −8.9K shares |
SHUFRO ROSE & CO LLC RIA/Wealth | −$438.2K −8.4K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | −$196.6K −3.8K shares |
Rareview Capital LLC ETF Provider | −$190.8K −3.7K shares |
Institutions that initiated new positions or completely exited DCRE in Q3 2025
| Institution | Position Value |
|---|---|
Csenge Advisory Group RIA/Wealth | $1.2M 23.7K shares |
$819.7K 15.7K shares | |
GOLDMAN SACHS GROUP INC Institution | $602.7K 11.6K shares |
A4 Wealth Advisors LLC RIA/Wealth | $231.8K 4.5K shares |
S SOA Wealth Advisors, LLC. Institution | $2.0K 38.0 shares |
Golden State Wealth Management, LLC RIA/Wealth | $1.0K 20.0 shares |
| Institution | Previous Position |
|---|---|
Kathmere Capital Management, LLC RIA/Wealth | $22.9M 440.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.9M 55.9K shares |
RFG Advisory Group, LLC RIA/Wealth | $2.7M 52.6K shares |
S SENTINEL TRUST CO LBA Institution | $503.9K 9.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $39.9K 767.0 shares |
Hanson McClain, Inc. RIA/Wealth | $7.2K 138.0 shares |
Nova Wealth Management, Inc. RIA/Wealth | $2.6K 50.0 shares |
Park Square Financial Group, LLC RIA/Wealth | $2.4K 46.0 shares |
WELLS FARGO & COMPANY/MN Institution | $1.8K 35.0 shares |
Institutions with the largest Call and Put options positions in DCRE as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DCRE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Holcombe Financial, Inc. RIA/Wealth | 4.08% $5.8M |
SHUFRO ROSE & CO LLC RIA/Wealth | 3.58% $43.3M |
STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth | 2.72% $1.8M |
Seascape Capital Management RIA/Wealth | 2.62% $8.1M |
SAXON INTERESTS, INC. RIA/Wealth | 1.92% $4.9M |
Independent Family Office, LLC Family Office | 1.52% $3.6M |
Tortoise Investment Management, LLC RIA/Wealth | 1.12% $12.5M |
0.90% $5.3M | |
HUTCHINSON CAPITAL MANAGEMENT/CA RIA/Wealth | 0.88% $5.1M |
M Motley Fool Wealth Management, LLC Institution | 0.80% $11.7M |
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