| 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 30 Sep 2025, 58 institutional investors reported holding 4,493,850 shares of DoubleLine ETF Trust - Exchange Traded Product (DCRE). This represents 74% of the company’s total 6,034,255 outstanding shares.
The largest institutional shareholders of DoubleLine ETF Trust - Exchange Traded Product (DCRE) together control 69% 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 | 14% | 834,919 | -1% | 3.6% | $43,307,225 |
| Sanctuary Advisors, LLC | 11% | 661,661 | -6.6% | 0.2% | $34,459,330 |
| Foundations Investment Advisors, LLC | 5.3% | 318,248 | -4.1% | 0.24% | $16,574,365 |
| Gradient Investments LLC | 5.1% | 308,721 | +5.2% | 0.27% | $16,078,188 |
| Tortoise Investment Management, LLC | 4% | 240,961 | +15% | 1.1% | $12,549,257 |
| Motley Fool Wealth Management, LLC | 3.7% | 224,676 | -0.85% | 0.79% | $11,701,147 |
| Thrivent Financial for Lutherans | 2.9% | 172,026 | +33% | 0.02% | $8,959,000 |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.8% | 167,392 | +7.9% | 0.79% | $8,717,758 |
| Seascape Capital Management | 2.6% | 155,614 | +2.9% | 2.3% | $8,104,000 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2% | 123,116 | +1.4% | 0.27% | $6,411,865 |
| Holcombe Financial, Inc. | 1.9% | 112,290 | +1.6% | 4.1% | $5,848,070 |
| Global Wealth Management Investment Advisory, Inc. | 1.7% | 102,250 | +4.4% | 0.89% | $5,325,202 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.6% | 98,172 | +70% | 0.88% | $5,112,798 |
| SAXON INTERESTS, INC. | 1.6% | 94,254 | +0.78% | 1.9% | $4,915,527 |
| OSAIC HOLDINGS, INC. | 1.4% | 83,146 | +2208% | 0.01% | $4,330,246 |
| Independent Family Office, LLC | 1.1% | 69,183 | +20% | 1.5% | $3,603,051 |
| CENTAURUS FINANCIAL, INC. | 1.1% | 66,013 | +5.3% | 0.16% | $3,438,000 |
| Virtu Financial LLC | 1.1% | 64,383 | 0.19% | $3,353,000 | |
| JANE STREET GROUP, LLC | 1% | 61,969 | 0% | $3,227,346 | |
| BALDWIN WEALTH PARTNERS LLC/MA | 0.92% | 55,595 | 0% | 0.19% | $2,895,388 |
| Wealthcare Advisory Partners LLC | 0.67% | 40,346 | -0.35% | 0.04% | $2,101,223 |
| FRANKLIN RESOURCES INC | 0.67% | 40,260 | -20% | 0% | $2,096,741 |
| STAPP WEALTH MANAGEMENT, PLLC | 0.57% | 34,201 | +4% | 2.4% | $1,781,188 |
| OPTIMA CAPITAL LLC | 0.53% | 32,179 | +1.4% | 0.81% | $1,675,882 |
| NAPLES GLOBAL ADVISORS, LLC | 0.51% | 30,885 | +21% | 0.13% | $1,608,491 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 628,294 | $32,608,204 | +$1,082,239 | $51.90 | 9 |
| 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 |