Who Owns DBL COMM REAL EST DEBT (DCRE)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $413.3M of DBL COMM REAL EST DEBT (DCRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: SHUFRO ROSE & CO LLC ($81.3M), Foundations Investment Advisors, LLC ($48.4M), Sanctuary Advisors, LLC ($36.1M), Gradient Investments LLC ($20.3M), ENVESTNET ASSET MANAGEMENT INC ($17.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SHUFRO ROSE & CO LLC$81.3M1.6MAdded
2Foundations Investment Advisors, LLC$48.4M934,014Added
3Sanctuary Advisors, LLC$36.1M696,975Trimmed
4Gradient Investments LLC$20.3M392,043Added
5ENVESTNET ASSET MANAGEMENT INC$17.2M332,428Trimmed
6Cresset Asset Management, LLC$14.9M288,487Added
7Tortoise Investment Management, LLC$14.2M273,990Added
8HighTower Advisors, LLC$11.1M215,167New
9W.G. Shaheen & Associates DBA Whitney & Co$10.0M193,985Added
10Thrivent Financial for Lutherans$10.0M192,638Added
11MIDLAND WEALTH ADVISORS LLC$8.8M169,233New
12LEAVELL INVESTMENT MANAGEMENT, INC.$8.5M164,149Added
13Seascape Capital Management$8.3M160,888Added
14LPL Financial LLC$7.6M147,011Trimmed
15HUTCHINSON CAPITAL MANAGEMENT/CA$7.0M135,006Added
16Steward Partners Investment Advisory, LLC$6.6M126,829New
17FRANKLIN RESOURCES INC$6.5M125,807Added
18Holcombe Financial, Inc.$6.1M118,379Trimmed
19Global Wealth Management Investment Advisory, Inc.$6.0M115,634Added
20Virtu Financial LLC$5.8M111,671Added
21SBE LLC DBA CEDAR COVE WEALTH PARTNERS$5.1M98,390Added
22SAXON INTERESTS, INC.$5.1M98,004Added
23Apollon Wealth Management, LLC$4.9M94,656New
24CENTAURUS FINANCIAL, INC.$4.7M91,511Added
25Clark Capital Management Group, Inc.$4.7M90,309Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30