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DoubleLine Commercial Real Estate ETF

58 hedge funds and large institutions have $210M invested in DoubleLine Commercial Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
26
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SRC
1
Shufro Rose & Co
New York
$43.7M 843,367 -11,978 -1%
KCM
2
Kathmere Capital Management
Pennsylvania
$22.9M 440,469 +42,156 +11%
FIA
3
Foundations Investment Advisors
Arizona
$17.3M 331,830 +192,606 +138%
GI
4
Gradient Investments
Minnesota
$15.3M 293,498 -2,252 -0.8%
MFWM
5
Motley Fool Wealth Management
Virginia
$11.8M 226,595 -24,441 -10%
TIM
6
Tortoise Investment Management
New York
$10.9M 208,916 +198,536 +1,913%
WC
7
Whitney & Co
New York
$8.07M 155,187 +5,687 +4%
SCM
8
Seascape Capital Management
New Hampshire
$7.87M 151,292 +3,869 +3%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$6.71M 128,865 +128,865 New
LIM
10
Leavell Investment Management
Alabama
$6.32M 121,407 +4,160 +4%
HF
11
Holcombe Financial
Georgia
$5.75M 110,555 -5,406 -5%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$5.09M 97,920 +1,825 +2%
SI
13
Saxon Interests
Texas
$4.85M 93,527
CWM
14
Congress Wealth Management
Massachusetts
$3.81M 73,312 +27,699 +61%
CF
15
Centaurus Financial
California
$3.26M 62,676 +1,820 +3%
HCM
16
Hutchinson Capital Management
California
$3.01M 57,862 +53,908 +1,363%
IFO
17
Independent Family Office
New York
$3M 57,623 +20,150 +54%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.91M 55,896 -2,974 -5%
BWP
19
Baldwin Wealth Partners
Massachusetts
$2.89M 55,595 -3,342 -6%
RA
20
RFG Advisory
Alabama
$2.74M 52,569 +12,011 +30%
Franklin Resources
21
Franklin Resources
California
$2.61M 50,239 +29,881 +147%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$2.11M 40,488 -1,527 -4%
SWM
23
Stapp Wealth Management
Washington
$1.71M 32,895 -6,662 -17%
BAM
24
Belpointe Asset Management
Nevada
$1.69M 32,541 +4,247 +15%
OC
25
Optima Capital
Oregon
$1.65M 31,747 +2,203 +7%