IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

DBL Comm Real EST Debt (DCRE)

CUSIP: 25861R303 | NYSE | 149 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Gradient Investments LLC396,952
0.3% of portfolio›$20.3M
Thrivent Financial for Lutherans305,814
0.1% of portfolio›$15.5M
W.G. Shaheen & Associates DBA Whitney & Co205,523
0.7% of portfolio›$10.5M
Midland Wealth Advisors, LLC196,454
0.5% of portfolio›$10.0M
Global Wealth Management Investment Advisory, Inc.124,708
0.9% of portfolio›$6.4M
Holcombe Financial, Inc.118,712
3.3% of portfolio›$6.1M
Saxon Interests, Inc.97,592
1.7% of portfolio›$5.0M
Ashton Thomas Private Wealth, LLC92,358
0.1% of portfolio›$4.7M
Auour Investments LLC91,818
1.3% of portfolio›$4.7M
SBE LLC DBA Cedar Cove Wealth Partners78,666
1.9% of portfolio›$4.0M
Apollon Wealth Management, LLC57,864
0.0% of portfolio›$3.0M
Naples Global Advisors, LLC48,497
0.2% of portfolio›$2.5M
Wealthcare Advisory Partners LLC46,446
0.0% of portfolio›$2.4M
Stapp Wealth Management, Pllc42,702
2.8% of portfolio›$2.2M
Walser Wealth Management Company, A Ltd Liability Co36,218
0.7% of portfolio›$1.8M
Brucke Financial, Inc.30,582
0.7% of portfolio›$1.6M
Whipplewood Advisors, LLC27,477
0.9% of portfolio›$1.4M
Park Avenue Securities LLC25,752
0.0% of portfolio›$1.3M
First Financial Group Corp24,630
1.0% of portfolio›$1.3M
Ritholtz Wealth Management23,166
0.0% of portfolio›$1.2M
Baldwin Wealth Partners LLC22,495
0.1% of portfolio›$1.1M
Argonautica Private Wealth Management, Inc17,974
0.2% of portfolio›$917.0K
Sunbeam Capital Management, LLC14,624
0.3% of portfolio›$746.1K
Paladin Wealth, LLC14,221
0.4% of portfolio›$725.6K
Blue Line Capital, LLC / IL10,416
0.4% of portfolio›$531.4K
PFG Advisors10,147
0.0% of portfolio›$517.7K
Csenge Advisory Group7,133
0.0% of portfolio›$363.9K
Fifth Third Bancorp2,469
0.0% of portfolio›$126.0K
Ashton Thomas Securities, LLC1,503
0.0% of portfolio›$76.7K
Larson Financial Group LLC784
0.0% of portfolio›$40.0K
Brown, Lisle Ings, Inc.256
0.0% of portfolio›$13.1K
Signature Equity Partners, LLC248
0.0% of portfolio›$12.7K
Assetmark, Inc179
0.0% of portfolio›$9.1K
US Bancorp \de\118
0.0% of portfolio›$6.0K
Kingdom Financial Group Llc.102
0.0% of portfolio›$5.2K
Richardson Financial Services Inc.100
0.0% of portfolio›$5.1K
Golden State Wealth Management, LLC21
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Gradient Investments LLC
396,952$20.3M0.3%CoreMediumArden Hills, MN2026-10-08
Thrivent Financial for Lutherans
305,814$15.5M0.1%GARPMediumMinneapolis, MN2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
205,523$10.5M0.7%CoreLowRochester, NY2026-11-03
Midland Wealth Advisors, LLC
196,454$10.0M0.5%ETFLowEffingham, IL2026-10-26
Global Wealth Management Investment Advisory, Inc.
124,708$6.4M0.9%CoreLowFort Lauderdale, FL2026-11-04
Holcombe Financial, Inc.
118,712$6.1M3.3%ETFLowAtlanta, GA2026-10-16
Saxon Interests, Inc.
97,592$5.0M1.7%ETFMediumHouston, TX2026-10-26
Ashton Thomas Private Wealth, LLC
92,358$4.7M0.1%CoreMediumScottsdale, AZ2026-11-03
Auour Investments LLC
91,818$4.7M1.3%ETFLowWoburn, MA2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
78,666$4.0M1.9%ETFMediumBloomington, MN2026-10-15
Apollon Wealth Management, LLC
57,864$3.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Naples Global Advisors, LLC
48,497$2.5M0.2%CoreVery LowNaples, FL2026-11-05
Wealthcare Advisory Partners LLC
46,446$2.4M0.0%ETFLowWest Chester, PA2026-10-21
Stapp Wealth Management, Pllc
42,702$2.2M2.8%ETFMediumOlympia, WA2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
36,218$1.8M0.7%GrowthHighTampa, FL2026-10-15
Brucke Financial, Inc.
30,582$1.6M0.7%GrowthMediumIndianapolis, IN2026-10-23
Whipplewood Advisors, LLC
27,477$1.4M0.9%ETFLowLittleton, CO2026-10-20
Park Avenue Securities LLC
25,752$1.3M0.0%ETFMediumNew York, NY2026-10-26
First Financial Group Corp
24,630$1.3M1.0%ETFLowRaleigh, NC2026-10-22
Ritholtz Wealth Management
23,166$1.2M0.0%IndexLowNew York, NY2026-11-05
Baldwin Wealth Partners LLC
22,495$1.1M0.1%GrowthLowMarion, MA2026-10-13
Argonautica Private Wealth Management, Inc
17,974$917.0K0.2%GrowthLowWellesley, MA2026-11-02
Sunbeam Capital Management, LLC
14,624$746.1K0.3%GrowthVery LowAtlanta, GA2026-11-05
Paladin Wealth, LLC
14,221$725.6K0.4%CoreLowArden Hills, MN2026-10-23
Blue Line Capital, LLC / IL
10,416$531.4K0.4%GrowthHighChicago, IL2026-11-04
PFG Advisors
10,147$517.7K0.0%ETFMediumPhoenix, AZ2026-10-16
Csenge Advisory Group
7,133$363.9K0.0%ETFMediumClearwater, FL2026-11-04
Fifth Third Bancorp
2,469$126.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Ashton Thomas Securities, LLC
1,503$76.7K0.0%ETFMediumRochester, NY2026-10-26
Larson Financial Group LLC
784$40.0K0.0%GrowthLowSt Louis, MO2026-11-05
Brown, Lisle Ings, Inc.
256$13.1K0.0%CoreVery LowProvidence, RI2026-10-16
Signature Equity Partners, LLC
248$12.7K0.0%GrowthMediumColumbus, OH2026-10-29
Assetmark, Inc
179$9.1K0.0%ETFLowConcord, CA2026-10-21
US Bancorp \de\
118$6.0K0.0%IndexLowMinneapolis, MN2026-11-05
Kingdom Financial Group Llc.
102$5.2K0.0%ETFMediumPeoria, AZ2026-11-04
Richardson Financial Services Inc.
100$5.1K0.0%GrowthMediumMedway, MA2026-10-30
Golden State Wealth Management, LLC
21$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02