Latest Period
Q2 2026
Security Snapshot
DoubleLine ETF Trust - Exchange Traded Product (DCRE) Institutional Ownership
CUSIP: 25861R303
13F Institutional Holders and Ownership History from Q2 2023 to Q2 2026
Institutions Reporting
86
Shares (Excl. Options)
7,978,721
Price
$51.80
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- Security type / class
- Equity / Exchange Traded Product
- Symbol
- DCRE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 7,978,721
- Total 13F value
- $413,334,099
- Portfolio coverage rank
- 0%
- Share change
- +715,850
- Value change
- +$40,064,767
- Number of holders
- 86
- Shares outstanding
- 6,034,255
- SEC-reported price per share
- $51.52
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.
- 86 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 77 to 86 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $374,968,378 to $413,334,099.
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 86 institutions filings for Q2 2026.
Security key
25861R303
Latest holder period
Q2 2026
13F holders
86
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 30 Jun 2026, 86 institutional investors reported holding 7,978,721 shares of DoubleLine ETF Trust - Exchange Traded Product (DCRE). This represents 132% 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
115%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 26% | 1,569,464 | +2.5% | 4.7% | $81,306,103 |
| Foundations Investment Advisors, LLC | 15% | 934,014 | +19% | 0.5% | $48,386,599 |
| Sanctuary Advisors, LLC | 12% | 696,975 | -0.47% | 0.17% | $36,106,814 |
| Gradient Investments LLC | 6.5% | 392,043 | +14% | 0.28% | $20,309,799 |
| ENVESTNET ASSET MANAGEMENT INC | 5.5% | 332,428 | -23% | 0% | $17,221,426 |
| Cresset Asset Management, LLC | 4.8% | 288,487 | +2.1% | 0.05% | $14,945,069 |
| Tortoise Investment Management, LLC | 4.5% | 273,990 | +0.81% | 1.1% | $14,194,048 |
| HighTower Advisors, LLC | 3.6% | 215,167 | 0.01% | $11,146,731 | |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.2% | 193,985 | +6.5% | 0.73% | $10,049,380 |
| Thrivent Financial for Lutherans | 3.2% | 192,638 | +5.4% | 0.02% | $9,980,000 |
| MIDLAND WEALTH ADVISORS, LLC | 2.8% | 169,233 | 0.41% | $8,767,116 | |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.7% | 164,149 | +11% | 0.31% | $8,503,723 |
| Seascape Capital Management | 2.7% | 160,888 | +1% | 2% | $8,335,000 |
| LPL Financial LLC | 2.4% | 147,011 | -20% | 0% | $7,615,917 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 2.2% | 135,006 | +5.6% | 1.2% | $6,993,986 |
| Steward Partners Investment Advisory, LLC | 2.1% | 126,829 | 0.03% | $6,570,378 | |
| FRANKLIN RESOURCES INC | 2.1% | 125,807 | +18% | 0% | $6,517,432 |
| Holcombe Financial, Inc. | 2% | 118,379 | -2.1% | 3.5% | $6,132,608 |
| Global Wealth Management Investment Advisory, Inc. | 1.9% | 115,634 | +1.8% | 0.85% | $5,990,443 |
| Virtu Financial LLC | 1.9% | 111,671 | +825% | 0.18% | $5,785,000 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 1.6% | 98,390 | +4.3% | 2.4% | $5,097,098 |
| SAXON INTERESTS, INC. | 1.6% | 98,004 | +6.5% | 1.4% | $5,077,102 |
| Apollon Wealth Management, LLC | 1.6% | 94,656 | 0.06% | $4,903,657 | |
| CENTAURUS FINANCIAL, INC. | 1.5% | 91,511 | +14% | 0.18% | $4,741,000 |
| Clark Capital Management Group, Inc. | 1.5% | 90,309 | -48% | 0.03% | $4,678,461 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
13
Latest
Q2 2026
Rows shown
1-13 of 13
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 7,978,721 | $413,334,099 | +$40,064,767 | $51.80 | 86 |
| 2026 Q1 | 7,274,881 | $374,968,378 | +$78,229,395 | $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 |