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icono de DCRE

DoubleLine Commercial Real Estate Debt ETF
DCRE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Shufro Rose & Co
1
Shufro Rose & Co
New York
USD 81.3 M +USD 1.98 M +38,129 +2%
Foundations Investment Advisors
2
Foundations Investment Advisors
Arizona
USD 48.4 M +USD 7.7 M +148,625 +19%
Sanctuary Advisors
3
Sanctuary Advisors
Indiana
USD 36.1 M -USD 172 k -3,315 -0.5%
Gradient Investments
4
Gradient Investments
Minnesota
USD 20.3 M +USD 2.54 M +49,125 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 17.2 M -USD 5.22 M -100,709 -23%
Cresset Asset Management
6
Cresset Asset Management
Illinois
USD 14.9 M +USD 300 k +5,800 +2%
Tortoise Investment Management
7
Tortoise Investment Management
New York
USD 14.2 M +USD 114 k +2,199 +0.8%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 11.1 M +USD 11.1 M +215,167 Nuevas
Whitney & Co
9
Whitney & Co
New York
USD 10 M +USD 611 k +11,789 +6%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
USD 10 M +USD 513 k +9,899 +5%
Midland Wealth Advisors
11
Midland Wealth Advisors
Illinois
USD 8.77 M +USD 8.77 M +169,233 Nuevas
Leavell Investment Management
12
Leavell Investment Management
Alabama
USD 8.5 M +USD 856 k +16,520 +11%
SCM
13
Seascape Capital Management
New Hampshire
USD 8.34 M +USD 84.3 k +1,628 +1%
LPL Financial
14
LPL Financial
California
USD 7.62 M -USD 1.93 M -37,276 -20%
HCM
15
Hutchinson Capital Management
California
USD 6.99 M +USD 372 k +7,180 +6%
Steward Partners Investment Advisory
16
Steward Partners Investment Advisory
New York
USD 6.57 M +USD 6.57 M +126,829 Nuevas
Franklin Resources
17
Franklin Resources
California
USD 6.52 M +USD 1.01 M +19,486 +18%
HF
18
Holcombe Financial
Georgia
USD 6.13 M -USD 133 k -2,558 -2%
Global Wealth Management Investment Advisory
19
Global Wealth Management Investment Advisory
Florida
USD 5.99 M +USD 107 k +2,071 +2%
Virtu Financial
20
Virtu Financial
New York
USD 5.78 M +USD 5.16 M +99,599 +825%
CCWP
21
Cedar Cove Wealth Partners
Minnesota
USD 5.1 M +USD 210 k +4,059 +4%
SI
22
Saxon Interests
Texas
USD 5.08 M +USD 309 k +5,971 +6%
Apollon Wealth Management
23
Apollon Wealth Management
South Carolina
USD 4.9 M +USD 4.9 M +94,656 Nuevas
Centaurus Financial
24
Centaurus Financial
California
USD 4.74 M +USD 580 k +11,201 +14%
Clark Capital Management Group
25
Clark Capital Management Group
Pennsylvania
USD 4.68 M -USD 4.31 M -83,177 -48%
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