Latest Period
Q1 2026
Security Snapshot
DoubleLine ETF Trust - Exchange Traded Product (DCRE) Institutional Ownership
CUSIP: 25861R303
13F Institutional Holders and Ownership History from Q2 2023 to Q1 2026
Institutions Reporting
77
Shares (Excl. Options)
7,274,881
Price
$51.96
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Exchange Traded Product
- Symbol
- DCRE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 7,274,881
- Total 13F value
- $374,968,378
- Portfolio coverage rank
- 0%
- Share change
- +1,567,332
- Value change
- +$78,416,547
- Number of holders
- 77
- Shares outstanding
- 6,034,255
- SEC-reported price per share
- $51.78
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- DCRE - DoubleLine ETF Trust - Exchange Traded Product is tracked under CUSIP 25861R303.
- 77 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 62 to 77 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $296,679,051 to $374,968,378.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 77 institutions filings for Q1 2026.
Security key
25861R303
Latest holder period
Q1 2026
13F holders
77
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 25861R303:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
DCRE
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 5.5% | $17,191,591 | 331,884 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 30 Jun 2025 |
As of 31 Mar 2026, 77 institutional investors reported holding 7,274,881 shares of DoubleLine ETF Trust - Exchange Traded Product (DCRE). This represents 121% of the company’s total 6,034,255 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
111%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 25% | 1,531,335 | +4.8% | 5.4% | $79,568,185 |
| Foundations Investment Advisors, LLC | 13% | 785,389 | +51% | 0.51% | $40,808,836 |
| Sanctuary Advisors, LLC | 12% | 700,290 | +5.1% | 0.2% | $36,387,073 |
| ENVESTNET ASSET MANAGEMENT INC | 7.2% | 433,137 | 0.01% | $22,505,806 | |
| Gradient Investments LLC | 5.7% | 342,918 | +6.3% | 0.28% | $17,818,034 |
| Cresset Asset Management, LLC | 4.7% | 282,687 | +245% | 0.06% | $14,688,417 |
| Tortoise Investment Management, LLC | 4.5% | 271,791 | +2.6% | 1.2% | $14,122,268 |
| LPL Financial LLC | 3.1% | 184,287 | +4375% | 0% | $9,575,561 |
| Thrivent Financial for Lutherans | 3% | 182,739 | -34% | 0.02% | $9,495,000 |
| W.G. Shaheen & Associates DBA Whitney & Co | 3% | 182,196 | +4.4% | 0.79% | $9,466,909 |
| Motley Fool Wealth Management, LLC | 3% | 180,108 | -8.8% | 1.1% | $9,358,387 |
| Clark Capital Management Group, Inc. | 2.9% | 173,486 | 0.06% | $9,014,332 | |
| Seascape Capital Management | 2.6% | 159,260 | +1.5% | 2.4% | $8,275,000 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.4% | 147,629 | +6.5% | 0.31% | $7,670,792 |
| Clear Point Advisors Inc. | 2.4% | 143,543 | 4.7% | $4,428,737 | |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 2.1% | 127,826 | +18% | 1.2% | $6,641,839 |
| Holcombe Financial, Inc. | 2% | 120,937 | +5.6% | 3.7% | $6,283,890 |
| Global Wealth Management Investment Advisory, Inc. | 1.9% | 113,563 | +3.2% | 0.92% | $5,900,740 |
| FRANKLIN RESOURCES INC | 1.8% | 106,321 | +12% | 0% | $5,524,439 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 1.6% | 94,331 | +8.7% | 2.6% | $4,901,423 |
| PRINCIPAL SECURITIES, INC. | 1.5% | 92,886 | 0.07% | $4,826,357 | |
| SAXON INTERESTS, INC. | 1.5% | 92,033 | -1.6% | 1.7% | $4,782,024 |
| CENTAURUS FINANCIAL, INC. | 1.3% | 80,310 | +11% | 0.2% | $4,173,000 |
| OSAIC HOLDINGS, INC. | 1.2% | 73,592 | -18% | 0.01% | $3,823,811 |
| Independent Family Office, LLC | 1.2% | 73,058 | +5.6% | 1.6% | $3,796,094 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,274,881 | $374,968,378 | +$78,416,547 | $51.96 | 77 |
| 2025 Q4 | 5,713,460 | $296,679,051 | +$58,113,592 | $51.90 | 62 |
| 2025 Q3 | 4,493,850 | $233,869,721 | -$9,884,327 | $52.08 | 58 |
| 2025 Q2 | 4,044,379 | $210,284,583 | +$27,451,616 | $52.03 | 57 |
| 2025 Q1 | 3,527,967 | $183,004,517 | +$13,481,012 | $51.87 | 57 |
| 2024 Q4 | 3,681,610 | $189,587,179 | +$29,157,810 | $51.46 | 60 |
| 2024 Q3 | 3,248,017 | $168,617,597 | +$33,372,127 | $51.98 | 48 |
| 2024 Q2 | 2,319,809 | $119,118,800 | +$24,472,830 | $51.39 | 42 |
| 2024 Q1 | 1,709,443 | $87,563,449 | -$857,666 | $51.25 | 32 |
| 2023 Q4 | 1,727,953 | $87,937,555 | +$48,299,247 | $50.89 | 25 |
| 2023 Q3 | 779,001 | $39,312,213 | +$21,066,929 | $50.47 | 16 |
| 2023 Q2 | 352,799 | $17,784,643 | +$17,784,643 | $50.41 | 3 |