IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

DBL Comm Real EST Debt (DCRE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares396,952 from 392,043
Change+4,909 (+1%)
Value$20.3M (-$57.3K)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares305,814 from 192,638
Change+113,176 (+59%)
Value$15.5M (+$5.6M)
Filed 2026-11-05
Tortoise Investment Management, LLC
INCREASED
Shares278,409 from 273,990
Change+4,419 (+2%)
Value$14.2M (+$10.4K)
Filed 2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares205,523 from 193,985
Change+11,538 (+6%)
Value$10.5M (+$436.4K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
INCREASED
Shares196,454 from 169,233
Change+27,221 (+16%)
Value$10.0M (+$1.3M)
Filed 2026-10-26
Leavell Investment Management, Inc.
INCREASED
Shares179,761 from 164,149
Change+15,612 (+10%)
Value$9.2M (+$667.7K)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares176,483 from 147,011
Change+29,472 (+20%)
Value$9.0M (+$1.4M)
Filed 2026-11-06
Hutchinson Capital Management
INCREASED
Shares142,100 from 135,006
Change+7,094 (+5%)
Value$7.2M (+$256.0K)
Filed 2026-11-09
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares124,708 from 115,634
Change+9,074 (+8%)
Value$6.4M (+$372.2K)
Filed 2026-11-04
Holcombe Financial, Inc.
INCREASED
Shares118,712 from 118,379
Change+333 (+0%)
Value$6.1M (-$75.9K)
Filed 2026-10-16
Saxon Interests, Inc.
DECREASED
Shares97,592 from 98,004
Change-412 (0%)
Value$5.0M (-$98.0K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares92,358 from 88,890
Change+3,468 (+4%)
Value$4.7M (+$107.1K)
Filed 2026-11-03
Auour Investments LLC
INCREASED
Shares91,818 from 85,567
Change+6,251 (+7%)
Value$4.7M (+$251.7K)
Filed 2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares78,666 from 98,390
Change-19,724 (-20%)
Value$4.0M (-$1.1M)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares57,864 from 94,656
Change-36,792 (-39%)
Value$3.0M (-$2.0M)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares48,497 from 46,886
Change+1,611 (+3%)
Value$2.5M (+$45.4K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares46,446 from 42,712
Change+3,734 (+9%)
Value$2.4M (+$157.0K)
Filed 2026-10-21
Stapp Wealth Management, Pllc
DECREASED
Shares42,702 from 43,034
Change-332 (-1%)
Value$2.2M (-$50.7K)
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares36,218 from 29,813
Change+6,405 (+21%)
Value$1.8M (+$303.4K)
Filed 2026-10-15
Brucke Financial, Inc.
INCREASED
Shares30,582 from 19,369
Change+11,213 (+58%)
Value$1.6M (+$556.9K)
Filed 2026-10-23
Whipplewood Advisors, LLC
NEW
Shares27,477
Change+27,477
Value$1.4M
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares25,752 from 26,454
Change-702 (-3%)
Value$1.3M (-$56.0K)
Filed 2026-10-26
First Financial Group Corp
INCREASED
Shares24,630 from 23,530
Change+1,100 (+5%)
Value$1.3M (+$37.7K)
Filed 2026-10-22
Ritholtz Wealth Management
DECREASED
Shares23,166 from 28,731
Change-5,565 (-19%)
Value$1.2M (-$306.5K)
Filed 2026-11-05
Baldwin Wealth Partners LLC
DECREASED
Shares22,495 from 23,504
Change-1,009 (-4%)
Value$1.1M (-$69.9K)
Filed 2026-10-13
Belpointe Asset Management LLC
DECREASED
Shares19,382 from 22,424
Change-3,042 (-14%)
Value$988.9K (-$172.8K)
Filed 2026-11-09
Argonautica Private Wealth Management, Inc
INCREASED
Shares17,974 from 17,496
Change+478 (+3%)
Value$917.0K (+$10.7K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares14,624 from 14,829
Change-205 (-1%)
Value$746.1K (-$22.1K)
Filed 2026-11-05
Paladin Wealth, LLC
DECREASED
Shares14,221 from 14,583
Change-362 (-2%)
Value$725.6K (-$29.9K)
Filed 2026-10-23
Blue Line Capital, LLC / IL
INCREASED
Shares10,416 from 10,278
Change+138 (+1%)
Value$531.4K (-$1.0K)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares10,147 from 10,118
Change+29 (+0%)
Value$517.7K (-$6.5K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares7,133 from 6,714
Change+419 (+6%)
Value$363.9K (+$16.1K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares2,469 from 3,258
Change-789 (-24%)
Value$126.0K (-$42.8K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares1,503 from 1,499
Change+4 (+0%)
Value$76.7K (-$973)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares784 from 775
Change+9 (+1%)
Value$40.0K (-$147)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$13.1K (-$201)
Filed 2026-10-16
Signature Equity Partners, LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$12.7K (-$195)
Filed 2026-10-29
Assetmark, Inc
NEW
Shares179
Change+179
Value$9.1K
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$6.0K (-$93)
Filed 2026-11-05
Kingdom Financial Group Llc.
NEW
Shares102
Change+102
Value$5.2K
Filed 2026-11-04
Richardson Financial Services Inc.
DECREASED
Shares100 from 194
Change-94 (-48%)
Value$5.1K (-$4.9K)
Filed 2026-10-30
Harbour Investments, Inc.
NEW
Shares66
Change+66
Value$3.4K
Filed 2026-11-09
Golden State Wealth Management, LLC
INCREASED
Shares21 from 20
Change+1 (+5%)
Value$1.1K (-$2)
Filed 2026-11-02
Shore Point Advisors, LLC
CLOSED
Shares0 from 7,829
Change-7,829 (-100%)
Value$0 (-$405.6K)
Filed 2026-10-14
Rareview Capital LLC
CLOSED
Shares0 from 5,197
Change-5,197 (-100%)
Value$0 (-$270.4K)
Filed 2026-11-05
Bokf, NA
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 337
Change-337 (-100%)
Value$0 (-$17.4K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-16
Shufro Rose & Co LLC
N/A
Shares— from 1,569,464
Change-1,569,464 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 934,014
Change-934,014 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 696,975
Change-696,975 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 332,428
Change-332,428 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 288,487
Change-288,487 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 215,167
Change-215,167 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 160,888
Change-160,888 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 126,829
Change-126,829 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 125,807
Change-125,807 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 111,671
Change-111,671 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 91,511
Change-91,511 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 90,309
Change-90,309 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 73,058
Change-73,058 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,018
Change-54,018 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 50,971
Change-50,971 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 49,542
Change-49,542 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 49,489
Change-49,489 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 25,781
Change-25,781 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,965
Change-19,965 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,059
Change-18,059 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 17,206
Change-17,206 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 11,319
Change-11,319 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,128
Change-9,128 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 6,886
Change-6,886 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,050
Change-5,050 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 436
Change-436 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 133
Change-133 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 122
Change-122 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 112
Change-112 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 60
Change-60 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38
Change-38 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Gradient Investments LLC
INCREASED396,952392,043+4,909+1%$20.3M$20.3M-$57.3K2026-10-08
Thrivent Financial for Lutherans
INCREASED305,814192,638+113,176+59%$10.0M$15.5M+$5.6M2026-11-05
Tortoise Investment Management, LLC
INCREASED278,409273,990+4,419+2%$14.2M$14.2M+$10.4K2026-11-06
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED205,523193,985+11,538+6%$10.0M$10.5M+$436.4K2026-11-03
Midland Wealth Advisors, LLC
INCREASED196,454169,233+27,221+16%$8.8M$10.0M+$1.3M2026-10-26
Leavell Investment Management, Inc.
INCREASED179,761164,149+15,612+10%$8.5M$9.2M+$667.7K2026-11-09
LPL Financial LLC
INCREASED176,483147,011+29,472+20%$7.6M$9.0M+$1.4M2026-11-06
Hutchinson Capital Management
INCREASED142,100135,006+7,094+5%$7.0M$7.2M+$256.0K2026-11-09
Global Wealth Management Investment Advisory, Inc.
INCREASED124,708115,634+9,074+8%$6.0M$6.4M+$372.2K2026-11-04
Holcombe Financial, Inc.
INCREASED118,712118,379+333+0%$6.1M$6.1M-$75.9K2026-10-16
Saxon Interests, Inc.
DECREASED97,59298,004-4120%$5.1M$5.0M-$98.0K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED92,35888,890+3,468+4%$4.6M$4.7M+$107.1K2026-11-03
Auour Investments LLC
INCREASED91,81885,567+6,251+7%$4.4M$4.7M+$251.7K2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED78,66698,390-19,724-20%$5.1M$4.0M-$1.1M2026-10-15
Apollon Wealth Management, LLC
DECREASED57,86494,656-36,792-39%$4.9M$3.0M-$2.0M2026-10-23
Naples Global Advisors, LLC
INCREASED48,49746,886+1,611+3%$2.4M$2.5M+$45.4K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED46,44642,712+3,734+9%$2.2M$2.4M+$157.0K2026-10-21
Stapp Wealth Management, Pllc
DECREASED42,70243,034-332-1%$2.2M$2.2M-$50.7K2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED36,21829,813+6,405+21%$1.5M$1.8M+$303.4K2026-10-15
Brucke Financial, Inc.
INCREASED30,58219,369+11,213+58%$1.0M$1.6M+$556.9K2026-10-23
Whipplewood Advisors, LLC
NEW27,477—+27,477——$1.4M—2026-10-20
Park Avenue Securities LLC
DECREASED25,75226,454-702-3%$1.4M$1.3M-$56.0K2026-10-26
First Financial Group Corp
INCREASED24,63023,530+1,100+5%$1.2M$1.3M+$37.7K2026-10-22
Ritholtz Wealth Management
DECREASED23,16628,731-5,565-19%$1.5M$1.2M-$306.5K2026-11-05
Baldwin Wealth Partners LLC
DECREASED22,49523,504-1,009-4%$1.2M$1.1M-$69.9K2026-10-13
Belpointe Asset Management LLC
DECREASED19,38222,424-3,042-14%$1.2M$988.9K-$172.8K2026-11-09
Argonautica Private Wealth Management, Inc
INCREASED17,97417,496+478+3%$906.4K$917.0K+$10.7K2026-11-02
Sunbeam Capital Management, LLC
DECREASED14,62414,829-205-1%$768.2K$746.1K-$22.1K2026-11-05
Paladin Wealth, LLC
DECREASED14,22114,583-362-2%$755.5K$725.6K-$29.9K2026-10-23
Blue Line Capital, LLC / IL
INCREASED10,41610,278+138+1%$532.5K$531.4K-$1.0K2026-11-04
PFG Advisors
INCREASED10,14710,118+29+0%$524.2K$517.7K-$6.5K2026-10-16
Csenge Advisory Group
INCREASED7,1336,714+419+6%$347.8K$363.9K+$16.1K2026-11-04
Fifth Third Bancorp
DECREASED2,4693,258-789-24%$168.8K$126.0K-$42.8K2026-11-05
Ashton Thomas Securities, LLC
INCREASED1,5031,499+4+0%$77.7K$76.7K-$9732026-10-26
Larson Financial Group LLC
INCREASED784775+9+1%$40.1K$40.0K-$1472026-11-05
Brown, Lisle Ings, Inc.
UNCHANGED25625600%$13.3K$13.1K-$2012026-10-16
Signature Equity Partners, LLC
UNCHANGED24824800%$12.8K$12.7K-$1952026-10-29
Assetmark, Inc
NEW179—+179——$9.1K—2026-10-21
US Bancorp \de\
UNCHANGED11811800%$6.1K$6.0K-$932026-11-05
Kingdom Financial Group Llc.
NEW102—+102——$5.2K—2026-11-04
Richardson Financial Services Inc.
DECREASED100194-94-48%$10.1K$5.1K-$4.9K2026-10-30
Harbour Investments, Inc.
NEW66—+66——$3.4K—2026-11-09
Golden State Wealth Management, LLC
INCREASED2120+1+5%$1.1K$1.1K-$22026-11-02
Shore Point Advisors, LLC
CLOSED07,829-7,829-100%$405.6K$0-$405.6K2026-10-14
Rareview Capital LLC
CLOSED05,197-5,197-100%$270.4K$0-$270.4K2026-11-05
Bokf, NA
CLOSED0440-440-100%$22.8K$0-$22.8K2026-10-27
AdvisorNet Financial, Inc
CLOSED0337-337-100%$17.4K$0-$17.4K2026-10-15
Cornerstone Planning Group LLC
CLOSED0223-223-100%$11.5K$0-$11.5K2026-10-16
Shufro Rose & Co LLC
N/A—1,569,464-1,569,464-100%$81.3M———
Foundations Investment Advisors, LLC
N/A—934,014-934,014-100%$48.4M———
Sanctuary Advisors, LLC
N/A—696,975-696,975-100%$36.1M———
Envestnet Asset Management Inc
N/A—332,428-332,428-100%$17.2M———
Cresset Asset Management, LLC
N/A—288,487-288,487-100%$14.9M———
HighTower Advisors, LLC
N/A—215,167-215,167-100%$11.1M———
Seascape Capital Management
N/A—160,888-160,888-100%$8.3M———
Steward Partners Investment Advisory, LLC
N/A—126,829-126,829-100%$6.6M———
Franklin Resources Inc
N/A—125,807-125,807-100%$6.5M———
Virtu Financial LLC
N/A—111,671-111,671-100%$5.8M———
Centaurus Financial, Inc.
N/A—91,511-91,511-100%$4.7M———
Clark Capital Management Group, Inc.
N/A—90,309-90,309-100%$4.7M———
Independent Family Office, LLC
N/A—73,058-73,058-100%$3.8M———
Osaic Holdings, Inc.
N/A—54,018-54,018-100%$2.8M———
Principal Securities, Inc.
N/A—50,971-50,971-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—49,542-49,542-100%$2.6M———
Goldman Sachs Group Inc
N/A—49,489-49,489-100%$2.6M———
Jane Street Group, LLC
N/A—25,781-25,781-100%$1.3M———
UBS Group AG
N/A—19,965-19,965-100%$1.0M———
MML Investors Services, LLC
N/A—18,059-18,059-100%$935.5K———
Tidal Investments LLC
N/A—17,206-17,206-100%$888.2K———
FreeGulliver LLC
N/A—15,875-15,875-100%$822.4K———
Bank of America Corp
N/A—15,032-15,032-100%$778.7K———
Brown Financial Advisors
N/A—11,319-11,319-100%$586.4K———
Gotham Asset Management, LLC
N/A—9,655-9,655-100%$500.2K———
Private Advisor Group, LLC
N/A—9,128-9,128-100%$472.9K———
Ausdal Financial Partners, Inc.
N/A—7,412-7,412-100%$384.0K———
Wells Fargo & Company
N/A—6,940-6,940-100%$359.5K———
Mattson Financial Services, LLC
N/A—6,886-6,886-100%$355.7K———
SCS Capital Management LLC
N/A—5,525-5,525-100%$286.2K———
Cary Street Partners Financial LLC
N/A—5,050-5,050-100%$261.6K———
Jaffetilchin Investment Partners, LLC
N/A—5,041-5,041-100%$261.2K———
SK Wealth Management, LLC
N/A—4,978-4,978-100%$256.5K———
Morgan Stanley
N/A—4,505-4,505-100%$233.4K———
AE Wealth Management LLC
N/A—2,595-2,595-100%$134.4K———
Family Manage LLC
N/A—1,465-1,465-100%$75.9K———
BlackRock, Inc.
N/A—1,448-1,448-100%$75.0K———
Royal Bank of Canada
N/A—436-436-100%$23.0K———
BFC Planning, Inc.
N/A—204-204-100%$10.6K———
Northwestern Mutual Wealth Management Co
N/A—133-133-100%$6.9K———
Jones Financial Companies Lllp
N/A—122-122-100%$6.3K———
Security National Bank of Sioux City Iowa
N/A—112-112-100%$5.8K———
Crews Bank & Trust
N/A—60-60-100%$3.1K———
JPMorgan Chase & Co
N/A—38-38-100%$2.0K———
Global Retirement Partners, LLC
N/A—36-36-100%$1.9K———
Luminist Capital LLC
N/A—00—$725———
Showing 94 of 94 institutions