DCRE(DCRE)
DCRE
Institutional Ownership
Top 108 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 1.57M | Jun 30, 26 | +38.13K | 17.87% |
| Foundations Investment Advisors, LLC | 934.01K | Jun 30, 26 | +148.63K | 10.64% |
| Sanctuary Advisors, LLC | 696.98K | Jun 30, 26 | -3.31K | 7.94% |
| Gradient Investments LLC | 392.04K | Jun 30, 26 | +49.13K | 4.46% |
| ENVESTNET ASSET MANAGEMENT INC | 332.43K | Jun 30, 26 | -100.71K | 3.79% |
| Cresset Asset Management, LLC | 288.49K | Jun 30, 26 | +5.80K | 3.29% |
| Tortoise Investment Management, LLC | 273.99K | Jun 30, 26 | +2.20K | 3.12% |
| HighTower Advisors, LLC | 215.17K | Jun 30, 26 | +215.17K | 2.45% |
| W.G. Shaheen & Associates DBA Whitney & Co | 193.99K | Jun 30, 26 | +11.79K | 2.21% |
| THRIVENT FINANCIAL FOR LUTHERANS | 192.64K | Jun 30, 26 | +9.90K | 2.19% |
| MIDLAND WEALTH ADVISORS LLC | 169.23K | Jun 30, 26 | +169.23K | 1.93% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 164.15K | Jun 30, 26 | +16.52K | 1.87% |
| Seascape Capital Management | 160.89K | Jun 30, 26 | +1.63K | 1.83% |
| LPL Financial LLC | 147.01K | Jun 30, 26 | -37.28K | 1.67% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 135.01K | Jun 30, 26 | +7.18K | 1.54% |
| Steward Partners Investment Advisory, LLC | 126.83K | Jun 30, 26 | +126.83K | 1.44% |
| FRANKLIN RESOURCES INC | 125.81K | Jun 30, 26 | +19.49K | 1.43% |
| Holcombe Financial, Inc. | 118.38K | Jun 30, 26 | -2.56K | 1.35% |
| Global Wealth Management Investment Advisory, Inc. | 115.63K | Jun 30, 26 | +2.07K | 1.32% |
| Virtu Financial LLC | 111.67K | Jun 30, 26 | +99.60K | 1.27% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 98.39K | Jun 30, 26 | +4.06K | 1.12% |
| SAXON INTERESTS, INC. | 98.00K | Jun 30, 26 | +5.97K | 1.12% |
| Apollon Wealth Management, LLC | 94.66K | Jun 30, 26 | +94.66K | 1.08% |
| CENTAURUS FINANCIAL, INC. | 91.51K | Jun 30, 26 | +11.20K | 1.04% |
| Clark Capital Management Group, Inc. | 90.31K | Jun 30, 26 | -83.18K | 1.03% |
| Ashton Thomas Private Wealth, LLC | 88.89K | Jun 30, 26 | +88.89K | 1.01% |
| Auour Investments LLC | 85.57K | Jun 30, 26 | +85.57K | 0.97% |
| Independent Family Office, LLC | 73.06K | Jun 30, 26 | -- | 0.83% |
| ADVISOR GROUP HOLDINGS, INC. | 54.02K | Jun 30, 26 | -19.57K | 0.62% |
| PRINCIPAL SECURITIES, INC. | 50.97K | Jun 30, 26 | -41.91K | 0.58% |
| Brinker Capital Investments, LLC | 49.54K | Jun 30, 26 | +4.23K | 0.56% |
| GOLDMAN SACHS GROUP INC | 49.49K | Jun 30, 26 | +49.49K | 0.56% |
| NAPLES GLOBAL ADVISORS, LLC | 46.89K | Jun 30, 26 | +1.95K | 0.53% |
| STAPP WEALTH MANAGEMENT, PLLC | 43.03K | Jun 30, 26 | +695 | 0.49% |
| Wealthcare Advisory Partners LLC | 42.71K | Jun 30, 26 | -3.30K | 0.49% |
| Walser Wealth Management Company, A Ltd Liability Co | 29.81K | Jun 30, 26 | +22.67K | 0.34% |
| RITHOLTZ WEALTH MANAGEMENT | 28.73K | Jun 30, 26 | -712 | 0.33% |
| PARK AVENUE SECURITIES LLC | 26.45K | Jun 30, 26 | -14.67K | 0.30% |
| JANE STREET GROUP, LLC | 25.78K | Jun 30, 26 | +25.78K | 0.29% |
| First Financial Group Corp | 23.53K | Jun 30, 26 | +389 | 0.27% |
| BALDWIN BROTHERS LLC/MA | 23.50K | Jun 30, 26 | -8.98K | 0.27% |
| Belpointe Asset Management LLC | 22.42K | Jun 30, 26 | -8.97K | 0.26% |
| UBS Group AG | 19.96K | Jun 30, 26 | +14.25K | 0.23% |
| Brucke Financial, Inc. | 19.37K | Jun 30, 26 | +2.89K | 0.22% |
| MML INVESTORS SERVICES, LLC | 18.06K | Jun 30, 26 | -6.73K | 0.21% |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 17.50K | Jun 30, 26 | +580 | 0.20% |
| Toroso Investments, LLC | 17.21K | Jun 30, 26 | -2.66K | 0.20% |
| FreeGulliver LLC | 15.88K | Jun 30, 26 | +15.88K | 0.18% |
| BANK OF AMERICA CORP /DE/ | 15.03K | Jun 30, 26 | +9.62K | 0.17% |
| Sunbeam Capital Management, LLC | 14.83K | Jun 30, 26 | +37 | 0.17% |
| Paladin Wealth, LLC | 14.58K | Jun 30, 26 | +1.60K | 0.17% |
| Brown Financial Advisors | 11.32K | Jun 30, 26 | +620 | 0.13% |
| Blue Line Capital, LLC / IL | 10.28K | Jun 30, 26 | +734 | 0.12% |
| PFG Advisors | 10.12K | Jun 30, 26 | +10.12K | 0.12% |
| Gotham Asset Management, LLC | 9.65K | Jun 30, 26 | +2.45K | 0.11% |
| Private Advisor Group, LLC | 9.13K | Jun 30, 26 | -75 | 0.10% |
| Shore Point Advisors, LLC | 7.83K | Jun 30, 26 | +1.42K | 0.09% |
| Ausdal Financial Partners, Inc. | 7.41K | Jun 30, 26 | +1.13K | 0.08% |
| WELLS FARGO & COMPANY/MN | 6.94K | Jun 30, 26 | +6.94K | 0.08% |
| Mattson Financial Services, LLC | 6.89K | Jun 30, 26 | +315 | 0.08% |
| Csenge Advisory Group | 6.71K | Jun 30, 26 | +1.03K | 0.08% |
| SCS Capital Management LLC | 5.53K | Jun 30, 26 | +61 | 0.06% |
| Rareview Capital LLC | 5.20K | Jun 30, 26 | +873 | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 5.05K | Jun 30, 26 | -- | 0.06% |
| SK Wealth Management, LLC | 4.98K | Jun 30, 26 | +97 | 0.06% |
| MORGAN STANLEY | 4.50K | Jun 30, 26 | +1 | 0.05% |
| FIFTH THIRD BANCORP | 3.26K | Jun 30, 26 | +884 | 0.04% |
| AE Wealth Management LLC | 2.60K | Jun 30, 26 | +2.53K | 0.03% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 1.50K | Jun 30, 26 | +1.50K | 0.02% |
| Family Management Corp | 1.47K | Jun 30, 26 | -965 | 0.02% |
| BlackRock, Inc. | 1.45K | Jun 30, 26 | +1.45K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.39K | Jun 30, 26 | +1.39K | 0.02% |
| Larson Financial Group LLC | 775 | Jun 30, 26 | +7 | 0.01% |
| BOKF, NA | 440 | Jun 30, 26 | -- | 0.01% |
| ROYAL BANK OF CANADA | 436 | Jun 30, 26 | +436 | 0.00% |
| AdvisorNet Financial, Inc | 337 | Jun 30, 26 | +2 | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 256 | Jun 30, 26 | +256 | 0.00% |
| Signature Equity Partners, LLC | 248 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 223 | Jun 30, 26 | -750 | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 194 | Jun 30, 26 | -219 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 133 | Jun 30, 26 | +133 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 122 | Jun 30, 26 | +99 | 0.00% |
| US BANCORP \DE\ | 118 | Jun 30, 26 | -14.91K | 0.00% |
| Integrated Wealth Concepts LLC | 109 | Jun 30, 26 | +109 | 0.00% |
| Crews Bank & Trust | 60 | Jun 30, 26 | +60 | 0.00% |
| JPMORGAN CHASE & CO | 38 | Jun 30, 26 | +38 | 0.00% |
| Global Retirement Partners, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| Golden State Wealth Management, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -900 | -- |
| HARBOR INVESTMENT ADVISORY, LLC | -- | Jun 30, 26 | -146 | -- |
| Clear Point Advisors Inc. | -- | Jun 30, 26 | -143.54K | -- |
| SOA Wealth Advisors, LLC. | -- | Jun 30, 26 | -38 | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -1.13K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -3.21K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -488 | -- |
| Motley Fool Wealth Management, LLC | -- | Jun 30, 26 | -180.11K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 7.50K | Mar 31, 26 | -1.50K | 0.09% |
| Jaffetilchin Investment Partners, LLC | 4.51K | Mar 31, 26 | +4.51K | 0.05% |
| CWM, LLC | -- | Mar 31, 26 | -11 | -- |
| COMERICA BANK | 2.31K | Dec 31, 25 | -1.47K | 0.03% |
| Congress Wealth Management LLC / DE / | 73.31K | Jun 30, 25 | +27.70K | 0.83% |
| Orion Portfolio Solutions, LLC | 10.58K | Mar 31, 25 | +10.58K | 0.12% |
| Sugarloaf Wealth Management, LLC | 14.65K | Dec 31, 24 | +1.06K | 0.17% |
| Diversified, LLC | 265.53K | Sep 30, 24 | +6.86K | 3.02% |
| RAYMOND JAMES & ASSOCIATES | 77.89K | Sep 30, 24 | -8.42K | 0.89% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -23.29K | -- |
| KLR INVESTMENT ADVISORS, LLC | 209.60K | Mar 31, 24 | +24.84K | 2.39% |
| Curi Wealth Management, LLC | 119.60K | Dec 31, 23 | +4.46K | 1.36% |
