DCRE Institutional Ownership
DoubleLine Commercial Real Estate ETF
1W: +0.0%
1M: -1.0%
3M: -1.6%
YTD: -1.5%
1Y: -1.4%
3Y: +12.5%
$50.78
+0.04 (+0.08%)
Weekly Expected Move ±0.3%
$50
$51
$51
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DCRE
98
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
403M
Total Invested
23
New Positions
43
Increased
27
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (106 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SHUFRO ROSE & CO LLC | 1,569,464 | $80M | +38,129 | +2.5% | 7Q | SEC ↗ |
| 2 | Foundations Investment Advisors, LLC | 934,014 | $47M | +148,625 | +18.9% | 9Q | SEC ↗ |
| 3 | Sanctuary Advisors, LLC | 696,975 | $35M | -3,315 | -0.5% | 9Q | SEC ↗ |
| 4 | Gradient Investments LLC | 392,043 | $20M | +49,125 | +14.3% | 11Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 332,428 | $17M | -100,709 | -23.3% | 2Q | SEC ↗ |
| 6 | Cresset Asset Management, LLC | 288,487 | $15M | +5,800 | +2.1% | 3Q | SEC ↗ |
| 7 | Tortoise Investment Management, LLC | 273,990 | $14M | +2,199 | +0.8% | 11Q | SEC ↗ |
| 8 | HighTower Advisors, LLC NEW | 215,167 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 9 | W.G. Shaheen & Associates DBA Whitney | 193,985 | $10M | +11,789 | +6.5% | 6Q | SEC ↗ |
| 10 | Thrivent Financial for Lutherans | 192,638 | $10M | +9,899 | +5.4% | 5Q | SEC ↗ |
| 11 | MIDLAND WEALTH ADVISORS, LLC NEW | 169,233 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | 164,149 | $8M | +16,520 | +11.2% | 11Q | SEC ↗ |
| 13 | Seascape Capital Management | 160,888 | $8M | +1,628 | +1.0% | 12Q | SEC ↗ |
| 14 | LPL Financial LLC | 147,011 | $7M | -37,276 | -20.2% | 4Q | SEC ↗ |
| 15 | HUTCHINSON CAPITAL MANAGEMENT/CA | 135,006 | $7M | +7,180 | +5.6% | 6Q | SEC ↗ |
| 16 | Steward Partners Investment Advisory, NEW | 126,829 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 17 | FRANKLIN RESOURCES INC | 125,807 | $6M | +19,486 | +18.3% | 9Q | SEC ↗ |
| 18 | Holcombe Financial, Inc. | 118,379 | $6M | -2,558 | -2.1% | 7Q | SEC ↗ |
| 19 | Global Wealth Management Investment Ad | 115,634 | $6M | +2,071 | +1.8% | 8Q | SEC ↗ |
| 20 | Virtu Financial LLC | 111,671 | $6M | +99,599 | +825.0% | 2Q | SEC ↗ |
| 21 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 98,390 | $5M | +4,059 | +4.3% | 3Q | SEC ↗ |
| 22 | SAXON INTERESTS, INC. | 98,004 | $5M | +5,971 | +6.5% | 8Q | SEC ↗ |
| 23 | Apollon Wealth Management, LLC NEW | 94,656 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CENTAURUS FINANCIAL, INC. | 91,511 | $5M | +11,201 | +13.9% | 8Q | SEC ↗ |
| 25 | Clark Capital Management Group, Inc. | 90,309 | $5M | -83,177 | -47.9% | 2Q | SEC ↗ |
| 26 | Ashton Thomas Private Wealth, LLC NEW | 88,890 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Auour Investments LLC NEW | 85,567 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Independent Family Office, LLC | 73,058 | $4M | — | +0.0% | 8Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 54,018 | $3M | -19,574 | -26.6% | 10Q | SEC ↗ |
| 30 | PRINCIPAL SECURITIES, INC. | 50,971 | $3M | -41,915 | -45.1% | 2Q | SEC ↗ |
| 31 | Orion Porfolio Solutions, LLC | 49,542 | $3M | +4,232 | +9.3% | 6Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC NEW | 49,489 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 33 | NAPLES GLOBAL ADVISORS, LLC | 46,886 | $2M | +1,951 | +4.3% | 9Q | SEC ↗ |
| 34 | STAPP WEALTH MANAGEMENT, PLLC | 43,034 | $2M | +695 | +1.6% | 6Q | SEC ↗ |
| 35 | Wealthcare Advisory Partners LLC | 42,712 | $2M | -3,302 | -7.2% | 9Q | SEC ↗ |
| 36 | Walser Wealth Management Company, A Lt | 29,813 | $2M | +22,673 | +317.5% | 2Q | SEC ↗ |
| 37 | RITHOLTZ WEALTH MANAGEMENT | 28,731 | $1M | -712 | -2.4% | 2Q | SEC ↗ |
| 38 | PARK AVENUE SECURITIES LLC | 26,454 | $1M | -14,669 | -35.7% | 2Q | SEC ↗ |
| 39 | JANE STREET GROUP, LLC NEW | 25,781 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | First Financial Group Corp | 23,530 | $1M | +389 | +1.7% | 7Q | SEC ↗ |
| 41 | BALDWIN WEALTH PARTNERS LLC/MA | 23,504 | $1M | -8,981 | -27.6% | 8Q | SEC ↗ |
| 42 | Belpointe Asset Management LLC | 22,424 | $1M | -8,974 | -28.6% | 12Q | SEC ↗ |
| 43 | UBS Group AG | 19,965 | $1M | +14,251 | +249.4% | 10Q | SEC ↗ |
| 44 | Brucke Financial, Inc. | 19,369 | $984K | +2,888 | +17.5% | 3Q | SEC ↗ |
| 45 | MML INVESTORS SERVICES, LLC | 18,059 | $917K | -6,731 | -27.2% | 6Q | SEC ↗ |
| 46 | ARGONAUTICA PRIVATE WEALTH MANAGEMENT, | 17,496 | $888K | +580 | +3.4% | 4Q | SEC ↗ |
| 47 | Tidal Investments LLC | 17,206 | $874K | -2,662 | -13.4% | 3Q | SEC ↗ |
| 48 | FreeGulliver LLC NEW | 15,875 | $806K | — | +0.0% | 1Q | SEC ↗ |
| 49 | BANK OF AMERICA CORP /DE | 15,032 | $763K | +9,618 | +177.7% | 7Q | SEC ↗ |
| 50 | Sunbeam Capital Management, LLC | 14,829 | $753K | +37 | +0.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| HighTower Advisors, LLC | 215,167 | $11M |
| MIDLAND WEALTH ADVISORS, LLC | 169,233 | $9M |
| Steward Partners Investment Advisor | 126,829 | $6M |
| Apollon Wealth Management, LLC | 94,656 | $5M |
| Ashton Thomas Private Wealth, LLC | 88,890 | $5M |
| Auour Investments LLC | 85,567 | $4M |
| GOLDMAN SACHS GROUP INC | 49,489 | $3M |
| JANE STREET GROUP, LLC | 25,781 | $1M |
| FreeGulliver LLC | 15,875 | $806K |
| PFG Advisors | 10,118 | $514K |
| WELLS FARGO & COMPANY/MN | 6,940 | $352K |
| Jaffetilchin Investment Partners, L | 4,510 | $229K |
| ASHTON THOMAS SECURITIES, LLC | 1,499 | $76K |
| BlackRock, Inc. | 1,448 | $74K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,387 | $70K |
| ROYAL BANK OF CANADA | 436 | $22K |
| BROWN, LISLE/CUMMINGS, INC. | 256 | $13K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 133 | $7K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 112 | $6K |
| Integrated Wealth Concepts LLC | 109 | $6K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Motley Fool Wealth Management, LLC | 180,108 | $9M |
| Clear Point Advisors Inc. | 143,543 | $7M |
| CITADEL ADVISORS LLC | 61,577 | $3M |
| Compound Planning, Inc. | 28,230 | $1M |
| SageView Advisory Group, LLC | 3,606 | $183K |
| Root Financial Partners, LLC | 3,214 | $163K |
| OPTIMA CAPITAL LLC | 1,306 | $66K |
| Rockefeller Capital Management L.P. | 1,130 | $57K |
| PNC FINANCIAL SERVICES GROUP, INC. | 900 | $46K |
| Ameritas Advisory Services, LLC | 488 | $25K |
| Kestra Advisory Services, LLC | 443 | $22K |
| HARBOR INVESTMENT ADVISORY, LLC | 146 | $7K |
| SOA Wealth Advisors, LLC. | 38 | $2K |
| CWM, LLC | 11 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -100,709 | -23.3% | 332,428 |
| Clark Capital Management Group, Inc | -83,177 | -47.9% | 90,309 |
| PRINCIPAL SECURITIES, INC. | -41,915 | -45.1% | 50,971 |
| LPL Financial LLC | -37,276 | -20.2% | 147,011 |
| OSAIC HOLDINGS, INC. | -19,574 | -26.6% | 54,018 |
| US BANCORP \DE | -14,914 | -99.2% | 118 |
| PARK AVENUE SECURITIES LLC | -14,669 | -35.7% | 26,454 |
| BALDWIN WEALTH PARTNERS LLC/MA | -8,981 | -27.6% | 23,504 |
| Belpointe Asset Management LLC | -8,974 | -28.6% | 22,424 |
| MML INVESTORS SERVICES, LLC | -6,731 | -27.2% | 18,059 |
| Sanctuary Advisors, LLC | -3,315 | -0.5% | 696,975 |
| Wealthcare Advisory Partners LLC | -3,302 | -7.2% | 42,712 |
| Tidal Investments LLC | -2,662 | -13.4% | 17,206 |
| Holcombe Financial, Inc. | -2,558 | -2.1% | 118,379 |
| JOURNEY STRATEGIC WEALTH LLC | -1,500 | -16.7% | 7,500 |
| Family Manage LLC | -965 | -39.7% | 1,465 |
| Cornerstone Planning Group LLC | -750 | -77.1% | 223 |
| RITHOLTZ WEALTH MANAGEMENT | -712 | -2.4% | 28,731 |
| RICHARDSON FINANCIAL SERVICES INC. | -219 | -53.0% | 194 |
| Private Advisor Group, LLC | -75 | -0.8% | 9,128 |