Institutional Ownership Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
44,919
shares
|
$565,530
0.08% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
44,140
shares
|
$555,722
0.31% of portfolio
|
Q4 2022
Reduced 23.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
43,565
shares
|
$548,483
0.12% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
43,365
shares
|
$545,965
0.51% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
41,813
shares
|
$526,425
0.14% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
41,325
shares
|
$520,281
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
41,188
shares
|
$518,556
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
39,461
shares
|
$496,813
0.18% of portfolio
|
Q4 2024
Reduced 17.61%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
39,356
shares
|
$495,492
0.2% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Ghe, LLC
|
Mar 03, 2025 Q4 2024 |
38,200
shares
|
$480,938
0.19% of portfolio
|
Q4 2024
Added 72.46%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Feb 10, 2025 Q4 2023 |
37,576
shares
|
$473,081
0.5% of portfolio
|
Q4 2023
Reduced 33.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
37,255
shares
|
$469,040
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
36,906
shares
|
$464,646
0.0% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
35,329
shares
|
$444,792
0.02% of portfolio
|
Q1 2023
Reduced 2.21%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
35,133
shares
|
$442,324
0.0% of portfolio
|
Q4 2024
Added 73.21%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
35,059
shares
|
$441,392
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
34,358
shares
|
$432,567
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
31,700
shares
|
$399,103
0.02% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
31,463
shares
|
$396,119
0.02% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
31,410
shares
|
$395,451
0.15% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
29,496
shares
|
$371,354
0.02% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,647
shares
|
$360,665
0.04% of portfolio
|
Q4 2024
Added 41.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
28,067
shares
|
$353,363
0.0% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
25,600
shares
|
$322,304
0.18% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
25,586
shares
|
$322,127
0.02% of portfolio
|
Q4 2024
Added 0.57%
|