75 tracked 13F filers disclose a position in DCRE as of the latest SEC 13F filings, a combined $365.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SHUFRO ROSE & CO LLC | $81.3M | 1.6M | ▲+2.5% Added · +38K sh | Q2 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $40.8M | 785K | ▲+51% Added · +264K sh | Q1 2026 | |
| 3 | Sanctuary Advisors, LLC | $36.1M | 697K | ▼−0.5% Reduced · −3K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $22.5M | 433K | ▲New +433K sh | Q1 2026 | |
| 5 | Gradient Investments LLC | $20.3M | 392K | ▲+14% Added · +49K sh | Q2 2026 | |
| 6 | Cresset Asset Management, LLC | $14.9M | 288K | ▲+2.0% Added · +6K sh | Q2 2026 | |
| 7 | Tortoise Investment Management, LLC | $14.2M | 274K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | $10.0M | 194K | ▲+6.5% Added · +12K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $9.6M | 184K | ▲45× Added · +180K sh | Q1 2026 | |
| 10 | MIDLAND WEALTH ADVISORS, LLC | $8.8M | 169K | ▲New +169K sh | Q2 2026 | |
| 11 | LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M | 164K | ▲+11% Added · +17K sh | Q2 2026 | |
| 12 | HUTCHINSON CAPITAL MANAGEMENT/CA | $7.0M | 135K | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $6.6M | 127K | ▲New +127K sh | Q2 2026 | |
| 14 | Holcombe Financial, Inc. | $6.1M | 118K | ▼−2.1% Reduced · −3K sh | Q2 2026 | |
| 15 | Global Wealth Management Investment Advisory, Inc. | $6.0M | 116K | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 16 | FRANKLIN TEMPLETON INC | $5.5M | 106K | ▲+12% Added · +12K sh | Q1 2026 | |
| 17 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M | 98K | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 18 | SAXON INTERESTS, INC. | $5.1M | 98K | ▲+6.5% Added · +6K sh | Q2 2026 | |
| 19 | CENTAURUS FINANCIAL, INC. | $4.7M | 92K | ▲+14% Added · +11K sh | Q2 2026 | |
| 20 | Clark Capital Management Group, Inc. | $4.7M | 90K | ▼−48% Reduced · −83K sh | Q2 2026 | |
| 21 | Ashton Thomas Private Wealth, LLC | $4.6M | 89K | ▲New +89K sh | Q2 2026 | |
| 22 | Auour Investments LLC | $4.4M | 86K | ▲New +86K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $3.8M | 74K | ▼−18% Reduced · −17K sh | Q1 2026 | |
| 24 | Independent Family Office, LLC | $3.8M | 73K | —Held | Q2 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $2.6M | 51K | ▼−45% Reduced · −42K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in DCRE and 26 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 43 funds | $16.1B |
| APPLE INCAAPL | 42 funds | $15.9B |
| NVIDIA CORPNVDA | 41 funds | $20.0B |
| ALPHABET INC-CL AGOOGL | 41 funds | $11.8B |
| JPMORGAN CHASE & COJPM | 41 funds | $5.5B |
| JOHNSON & JOHNSONJNJ | 41 funds | $3.2B |
| AMAZON.COM INCAMZN | 40 funds | $12.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 40 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $1.1B |
| BROADCOM INCAVGO | 39 funds | $9.9B |
| ALPHABET INC-CL CGOOG | 39 funds | $5.8B |
| ABBVIE INCABBV | 39 funds | $3.5B |
Ranked by how many of DCRE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| DMBSUIE | 99 funds | $696.2M |
| DBNDOPPORTUNISTIC CO | 96 funds | $601.5M |
| DCREthis pagecommon | 75 funds | $365.1M |
| DSCOcommon | 44 funds | $176.6M |
| CAPESHILLER CAPE US EQTY | 38 funds | $111.8M |
| DABSFUND | 31 funds | $126.0M |
| DMXMULTI SECTOR INC | 16 funds | $61.9M |
| DCMTStock | 7 funds | $29.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for DCRE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/DCRE/capital-change-brief"
Use Arkolith's capital_change_brief for DCRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DCRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.