13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DCRE

DOUBLELINE ETF TRUST

81 institutions still hold DOUBLELINE ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25861R303·81 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.3%
vs prior quarter
13F value held
$314M
64.0% inst. owned
of float
Holders
81
+66 QoQ
filers reporting
Activity
+47 / −90
+904 added · −768 reduced
this quarter
Concentration
25.32%
SHUFRO ROSE & CO LLC #1
top holder share
AI Holders Summary · Q1 2026

81 institutions reported DCRE in Q1 2026. SHUFRO ROSE & CO LLC leads at 25.3% of the visible book. +66 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
SHUFRO ROSE & CO LLC
CIK 0000908195
$80M1.5M5.41%Q1 202602
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$41M785K0.51%Q1 202603
Sanctuary Advisors, LLC
CIK 0001777271
$36M700K0.20%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M433K0.01%Q1 202605
Gradient Investments LLC
CIK 0001542265
$18M343K0.28%Q1 202606
Cresset Asset Management, LLC
CIK 0001761013
$15M283K0.06%Q1 202607
Tortoise Investment Management, LLC
CIK 0001599511
$14M272K1.17%Q1 202608
LPL Financial LLC
CIK 0001403438
$10M184K0.00%Q1 202609
W.G. Shaheen & Associates DBA Whitney & Co
CIK 0001577001
$9M182K0.79%Q1 202610
Motley Fool Wealth Management, LLC
CIK 0001607978
$9M180K1.06%Q1 202611
Clark Capital Management Group, Inc.
CIK 0001352187
$9M173K0.06%Q1 202612
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$8M148K0.31%Q1 202613
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$7M128K1.22%Q1 202614
Holcombe Financial, Inc.
CIK 0002056177
$6M121K3.69%Q1 202615
Global Wealth Management Investment Advisory, Inc.
CIK 0001767855
$6M114K0.92%Q1 202616
FRANKLIN RESOURCES INC
CIK 0000038777
$6M106K0.00%Q1 202617
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CIK 0002111343
$5M94K2.57%Q1 202618
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$5M93K0.07%Q1 202619
SAXON INTERESTS, INC.
CIK 0001905867
$5M92K1.65%Q1 202620
Clear Point Advisors Inc.
CIK 0002010474
$4M144K3.43%Q1 2026
Page 1 of 5
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