| 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 Dec 2025, 62 institutional investors reported holding 5,713,460 shares of DoubleLine ETF Trust - Exchange Traded Product (DCRE). This represents 95% of the company’s total 6,034,255 outstanding shares.
The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (DCRE) together control 89% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 24% | 1,461,567 | +75% | 5.1% | $75,855,306 |
| Sanctuary Advisors, LLC | 11% | 666,603 | +0.75% | 0.19% | $34,596,708 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 8.6% | 521,381 | +64% | 0.35% | $27,059,664 |
| Gradient Investments LLC | 5.3% | 322,527 | +4.5% | 0.27% | $16,739,127 |
| Thrivent Financial for Lutherans | 4.6% | 278,797 | +62% | 0.03% | $14,468,000 |
| Tortoise Investment Management, LLC | 4.4% | 264,905 | +9.9% | 1.2% | $13,748,595 |
| Motley Fool Wealth Management, LLC | 3.3% | 197,440 | -12% | 0.79% | $10,247,127 |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.9% | 174,523 | +4.3% | 0.72% | $9,057,718 |
| Seascape Capital Management | 2.6% | 156,941 | +0.85% | 2.3% | $8,145,000 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.3% | 138,598 | +13% | 0.3% | $7,193,228 |
| Holcombe Financial, Inc. | 1.9% | 114,485 | +2% | 3.7% | $5,941,797 |
| Global Wealth Management Investment Advisory, Inc. | 1.8% | 110,036 | +7.6% | 0.92% | $5,710,850 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.8% | 108,345 | +10% | 0.96% | $5,623,106 |
| FRANKLIN RESOURCES INC | 1.6% | 94,613 | +135% | 0% | $4,910,415 |
| SAXON INTERESTS, INC. | 1.5% | 93,509 | -0.79% | 1.7% | $4,853,128 |
| OSAIC HOLDINGS, INC. | 1.5% | 90,094 | +8.4% | 0.01% | $4,675,907 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 1.4% | 86,814 | 0% | 2.4% | $4,505,659 |
| Cresset Asset Management, LLC | 1.4% | 81,925 | 0.02% | $4,251,908 | |
| CENTAURUS FINANCIAL, INC. | 1.2% | 72,334 | +9.6% | 0.17% | $3,754,000 |
| Independent Family Office, LLC | 1.1% | 69,183 | 0% | 1.6% | $3,741,108 |
| CITADEL ADVISORS LLC | 1% | 61,577 | 0% | $3,195,846 | |
| BALDWIN WEALTH PARTNERS LLC/MA | 0.86% | 52,003 | -6.5% | 0.17% | $2,698,956 |
| JANE STREET GROUP, LLC | 0.78% | 46,923 | -24% | 0% | $2,435,304 |
| Wealthcare Advisory Partners LLC | 0.72% | 43,192 | +7.1% | 0.04% | $2,241,675 |
| Orion Porfolio Solutions, LLC | 0.71% | 42,697 | +123% | 0.02% | $2,215,995 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,713,460 | $296,679,051 | +$61,466,592 | $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 |