DCRE icon

DoubleLine Commercial Real Estate ETF
DCRE

Overview Fund Activity

57 hedge funds and large institutions have $183M invested in DoubleLine Commercial Real Estate ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.77%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
23
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WC
Whitney & Co
New York
$7.75M
2
VF
Virtu Financial
New York
$7.18M
3
KCM
Kathmere Capital Management
Pennsylvania
$20.7M
4
GWMIA
Global Wealth Management Investment Advisory
Florida
$4.98M
5
SWM
Stapp Wealth Management
Washington
$2.05M

Top Sellers

1
GI
Gradient Investments
Minnesota
$15.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.05M
4
3AM
3EDGE Asset Management
Florida
$0
5
MFWM
Motley Fool Wealth Management
Virginia
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
1
Shufro Rose & Co
New York
$44.4M +$830K +15,995 +2%
KCM
2
Kathmere Capital Management
Pennsylvania
$20.7M +$4.4M +84,792 +27%
GI
3
Gradient Investments
Minnesota
$15.3M -$7.46M -143,769 -33%
MFWM
4
Motley Fool Wealth Management
Virginia
$13M -$1.09M -20,993 -8%
WC
5
Whitney & Co
New York
$7.75M +$7.75M +149,500 New
SCM
6
Seascape Capital Management
New Hampshire
$7.65M +$504K +9,719 +7%
FIA
7
Foundations Investment Advisors
Arizona
$7.22M +$1.72M +33,093 +31%
VF
8
Virtu Financial
New York
$7.18M +$7.18M +138,413 New
LIM
9
Leavell Investment Management
Alabama
$6.08M +$150K +2,887 +3%
HF
10
Holcombe Financial
Georgia
$6.01M -$884K -17,040 -13%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$4.98M +$4.35M +83,787 +681%
SI
12
Saxon Interests
Texas
$4.85M +$54.4K +1,048 +1%
CF
13
Centaurus Financial
California
$3.16M +$958K +18,475 +44%
BWP
14
Baldwin Wealth Partners
Massachusetts
$3.06M -$1.07M -20,571 -26%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.05M -$3.69M -71,147 -55%
CWM
16
Congress Wealth Management
Massachusetts
$2.37M +$1.6M +30,750 +207%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$592K +11,405 +37%
RA
18
RFG Advisory
Alabama
$2.1M +$1.17M +22,516 +125%
SWM
19
Stapp Wealth Management
Washington
$2.05M +$2.05M +39,557 New
IFO
20
Independent Family Office
New York
$1.94M +$556K +10,725 +40%
ESL
21
Endurance Services Ltd
New York
$1.6M – – –
OC
22
Optima Capital
Oregon
$1.53M +$716K +13,806 +88%
BAM
23
Belpointe Asset Management
Nevada
$1.47M -$531K -10,245 -27%
Jane Street
24
Jane Street
New York
$1.11M +$510K +9,824 +85%
Franklin Resources
25
Franklin Resources
California
$1.06M +$802K +15,471 +317%
1
2 3