Jones Financial Companies
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Jones Financial Companies’s DoubleLine Commercial Real Estate Debt ETF DCRE Stock Holding History

Jones Financial Companies’s Portfolio DCRE Stock Details DCRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.32K Buy
122
+99
+430% +$5.13K ﹤0.01% 3991
2026
Q1 		$1.19K Buy
+23
New +$1.2K ﹤0.01% 4308

Other funds holding DCRE

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.37B AUM 32.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Jones Financial Companies's DCRE Position: Q2 2026 in Review

Jones Financial Companies increased its DoubleLine Commercial Real Estate Debt ETF (DCRE) stake by 430% in Q2 2026, buying an estimated $5.13K and bringing the position to 122 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3991.

Jones Financial Companies first reported a position in DCRE in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold DCRE as of Q2 2026.

  • Jones Financial Companies held 122 shares of DoubleLine Commercial Real Estate Debt ETF worth $6.32K as of Q2 2026.
  • Jones Financial Companies bought 99 DoubleLine Commercial Real Estate Debt ETF shares in Q2 2026, an estimated $5.13K.
  • DoubleLine Commercial Real Estate Debt ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3991 holding.
  • Jones Financial Companies first reported a position in DoubleLine Commercial Real Estate Debt ETF in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held DoubleLine Commercial Real Estate Debt ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.