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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
23,934
shares
|
$301,329
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
23,040
shares
|
$290,073
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
22,827
shares
|
$287,391
0.02% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,910
shares
|
$275,846
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,428
shares
|
$269,778
0.01% of portfolio
|
Q2 2020
Added 7.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
20,735
shares
|
$261,053
0.01% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
20,303
shares
|
$255,614
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
19,300
shares
|
$242,987
0.03% of portfolio
|
Q4 2024
Added 70.8%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
19,136
shares
|
$240,922
0.15% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
18,814
shares
|
$236,868
0.1% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
18,762
shares
|
$236,213
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
18,727
shares
|
$235,772
0.02% of portfolio
|
Q4 2024
Reduced 88.63%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,700
shares
|
$235,433
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,058
shares
|
$227,350
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,052
shares
|
$227,274
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,000
shares
|
$226,620
0.18% of portfolio
|
Q2 2022
Reduced 2.66%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
17,898
shares
|
$225,335
0.0% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
16,850
shares
|
$212,141
0.16% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,453
shares
|
$207,143
0.0% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,440
shares
|
$206,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
16,000
shares
|
$201,440
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
15,000
shares
|
$188,850
0.06% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,500
shares
|
$182,555
0.1% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,000
shares
|
$176,260
0.0% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
13,930
shares
|
$175,378
0.08% of portfolio
|
Q4 2024
Reduced 3.47%
|