Public ownership evidence

DoubleLine Commercial Real Estate Debt ETF (DCRE) Ownership Disclosures

Read DCRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

DoubleLine Commercial Real Estate Debt ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Brown Financial Advisors
Report period
2026-06-30
Available
2026-08-27
Reported shares
11,319
Value (USD)
$586,382
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002035548-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DCRE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DCRE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Brown Financial Advisors2026-06-302026-08-2711,319$586,382None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1891,511$4,741,000None
Foundations Investment Advisors, LLC2026-06-302026-08-1522,279$1,154,149None
Foundations Investment Advisors, LLC2026-06-302026-08-15858,667$44,483,286None
Foundations Investment Advisors, LLC2026-06-302026-08-1524,028$1,244,771None
Foundations Investment Advisors, LLC2026-06-302026-08-1529,040$1,504,393None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,914$2,274,957None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,104$523,446None
JANE STREET GROUP, LLC2026-06-302026-08-1525,781$1,335,585None
Orion Porfolio Solutions, LLC2026-06-302026-08-1549,542$2,566,548None
Gotham Asset Management, LLC2026-06-302026-08-159,655$500,177None
Family Manage LLC2026-06-302026-08-151,465$75,894None
Thrivent Financial for Lutherans2026-06-302026-08-15192,638$9,980,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15122$6,321None
Ausdal Financial Partners, Inc.2026-06-302026-08-157,412$383,963None
Cresset Asset Management, LLC2026-06-302026-08-15288,487$14,945,069None
ROYAL BANK OF CANADA2026-06-302026-08-15436$23,000None
Larson Financial Group LLC2026-06-302026-08-15775$40,143None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1549,489$2,563,778None
WELLS FARGO & COMPANY/MN2026-06-302026-08-156,940$359,527None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,282$221,829None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1510,750$556,904None
Tidal Investments LLC2026-06-302026-08-1417,206$888,171None
Sanctuary Advisors, LLC2026-06-302026-08-14696,975$36,106,814None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14126,829$6,570,378None
UBS Group AG2026-06-302026-08-1419,965$1,034,287None
Virtu Financial LLC2026-06-302026-08-14111,671$5,785,000None
MORGAN STANLEY2026-06-302026-08-141$56None
MORGAN STANLEY2026-06-302026-08-144,504$233,330None
FRANKLIN RESOURCES INC2026-06-302026-08-1428,509$1,476,909None
FRANKLIN RESOURCES INC2026-06-302026-08-141,155$59,835None
FRANKLIN RESOURCES INC2026-06-302026-08-1495,568$4,950,900None
FRANKLIN RESOURCES INC2026-06-302026-08-14575$29,788None
SAXON INTERESTS, INC.2026-06-302026-08-1398,004$5,077,102None
SK Wealth Management, LLC2026-06-302026-08-134,978$256,536None
Integrated Wealth Concepts LLC2026-06-302026-08-13109$5,647None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13133$6,890None
SHUFRO ROSE & CO LLC2026-06-302026-08-131,569,464$81,306,103None
US BANCORP \DE\2026-06-302026-08-13118$6,113None
JPMORGAN CHASE & CO2026-06-302026-08-1338$1,971None
FreeGulliver LLC2026-06-302026-08-1215,875$822,405None
Independent Family Office, LLC2026-06-302026-08-1273,058$3,784,770None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1228,731$1,488,410None
Clark Capital Management Group, Inc.2026-06-302026-08-1290,309$4,678,461None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,387$71,874None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-11100$5,181None
RICHARDSON FINANCIAL SERVICES INC.2026-06-302026-08-1194$4,870None
Csenge Advisory Group2026-06-302026-08-116,714$347,827None
RITHOLTZ WEALTH MANAGEMENT2026-06-302026-08-1128,731$1,488,410None
HUTCHINSON CAPITAL MANAGEMENT/CA2026-06-302026-08-11135,006$6,993,986None

90-day public filing window, up to 50 source positions.

Brown Financial Advisors ↗CENTAURUS FINANCIAL, INC. ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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