13F Insight
DOSSIER · 13F Holders · Q2 2026
DCRE

DOUBLELINE ETF TRUST

92 institutions still hold DOUBLELINE ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R303·92 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$334M
visible holders
Holders
92
filers reporting
Concentration
24.37%
SHUFRO ROSE & CO LLC #1
top holder share
AI Holders Summary · Q2 2026

92 institutions reported DCRE in Q2 2026. SHUFRO ROSE & CO LLC leads at 24.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
SHUFRO ROSE & CO LLC
CIK 0000908195
$81M1.6M4.67%Q2 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$48M934K0.50%Q2 202603
Sanctuary Advisors, LLC
CIK 0001777271
$36M697K0.17%Q2 202604
Gradient Investments LLC
CIK 0001542265
$20M392K0.28%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$17M332K0.00%Q2 202606
Cresset Asset Management, LLC
CIK 0001761013
$15M288K0.05%Q2 202607
Tortoise Investment Management, LLC
CIK 0001599511
$14M274K1.06%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$11M215K0.01%Q2 202609
W.G. Shaheen & Associates DBA Whitney & Co
CIK 0001577001
$10M194K0.73%Q2 202610
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$9M183K0.02%Q1 202611
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$9M169K0.41%Q2 202612
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$9M164K0.31%Q2 202613
Seascape Capital Management
CIK 0001418342
$8M159K2.38%Q1 202614
LPL Financial LLC
CIK 0001403438
$8M147K0.00%Q2 202615
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$7M135K1.20%Q2 202616
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M127K0.03%Q2 202617
FRANKLIN RESOURCES INC
CIK 0000038777
$7M126K0.00%Q2 202618
Holcombe Financial, Inc.
CIK 0002056177
$6M118K3.46%Q2 202619
Global Wealth Management Investment Advisory, Inc.
CIK 0001767855
$6M116K0.85%Q2 202620
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$5M98K2.40%Q2 2026
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