55 tracked 13F filers disclose a position in DCRE as of the latest SEC 13F filings, a combined $300.5M 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 | $79.6M | 1.5M | ▲+4.8% Added · +70K sh | Q1 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $40.8M | 785K | ▲+51% Added · +264K sh | Q1 2026 | |
| 3 | Sanctuary Advisors, LLC | $36.4M | 700K | ▲+5.0% Added · +34K sh | Q1 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 | $14.7M | 283K | ▲+245% Added · +201K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $9.6M | 184K | ▲45× Added · +180K sh | Q1 2026 | |
| 8 | Clark Capital Management Group, Inc. | $9.0M | 173K | ▲New +173K sh | Q1 2026 | |
| 9 | LEAVELL INVESTMENT MANAGEMENT, INC. | $8.5M | 164K | ▲+11% Added · +17K sh | Q2 2026 | |
| 10 | Holcombe Financial, Inc. | $6.1M | 118K | ▼−2.1% Reduced · −3K sh | Q2 2026 | |
| 11 | FRANKLIN RESOURCES INC | $5.5M | 106K | ▲+12% Added · +12K sh | Q1 2026 | |
| 12 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $5.1M | 98K | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 13 | PRINCIPAL SECURITIES, INC. | $4.8M | 93K | ▲New +93K sh | Q1 2026 | |
| 14 | Auour Investments LLC | $4.4M | 86K | ▲New +86K sh | Q2 2026 | |
| 15 | CENTAURUS FINANCIAL, INC. | $4.2M | 80K | ▲+11% Added · +8K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $3.8M | 74K | ▼−18% Reduced · −17K sh | Q1 2026 | |
| 17 | Independent Family Office, LLC | $3.8M | 73K | ▲+5.6% Added · +4K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $2.4M | 45K | ▲+6.1% Added · +3K sh | Q1 2026 | |
| 19 | Wealthcare Advisory Partners LLC | $2.2M | 43K | ▼−7.2% Reduced · −3K sh | Q2 2026 | |
| 20 | Belpointe Asset Management LLC | $1.6M | 31K | ▲+28% Added · +7K sh | Q1 2026 | |
| 21 | RITHOLTZ WEALTH MANAGEMENT | $1.5M | 29K | ▲New +29K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $1.3M | 25K | ▲+353% Added · +19K sh | Q1 2026 | |
| 23 | First Financial Group Corp | $1.2M | 24K | ▲+1.7% Added · +389 sh | Q2 2026 | |
| 24 | BALDWIN WEALTH PARTNERS LLC/MA | $1.2M | 24K | ▼−28% Reduced · −9K sh | Q2 2026 | |
| 25 | Tidal Investments LLC | $1.0M | 20K | ▲+47% Added · +6K sh | Q1 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, 9 funds opened a new position in DCRE and 17 added to an existing one, while 3 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $11.6B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $7.4B |
| NVIDIA CORPNVDA | 28 funds | $6.6B |
| MICROSOFT CORPMSFT | 28 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 28 funds | $3.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 28 funds | $3.3B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 28 funds | $3.0B |
| BROADCOM INCAVGO | 28 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $2.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 28 funds | $2.1B |
| VANGUARD GROWTH ETFVUG | 28 funds | $2.0B |
Ranked by how many of DCRE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.