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 204 institutions that hold shares in the stock, with a total of 25.1 Million shares, which have been reported (via 13F filing form) to have a value of $303 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,056
shares
|
$73,095
0.01% of portfolio
|
Q3 2023
Added 166.2%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
6,010
shares
|
$72,540
0.04% of portfolio
|
Q4 2024
Reduced 47.41%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,845
shares
|
$70,549
0.0% of portfolio
|
Q3 2024
Added 56.74%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
5,612
shares
|
$67,736
0.04% of portfolio
|
Q1 2022
Reduced 8.55%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,500
shares
|
$66,385
0.01% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,262
shares
|
$63,512
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,253
shares
|
$63,403
0.03% of portfolio
|
Q1 2024
Added 9.44%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,130
shares
|
$61,919
0.0% of portfolio
|
Q1 2025
Added 29.74%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
5,058
shares
|
$61,050
0.0% of portfolio
|
Q1 2025
Reduced 49.06%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,000
shares
|
$48,280
0.0% of portfolio
|
Q4 2023
Reduced 15.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,607
shares
|
$43,536
0.0% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,137
shares
|
$37,863
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,670
shares
|
$32,226
0.0% of portfolio
|
Q4 2023
Reduced 52.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,362
shares
|
$28,509
0.0% of portfolio
|
Q1 2025
Reduced 61.34%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,017
shares
|
$24,345
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,984
shares
|
$23,946
0.0% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,908
shares
|
$23,029
0.0% of portfolio
|
Q1 2025
Added 81.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,800
shares
|
$21,726
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
1,792
shares
|
$21,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,750
shares
|
$21,122
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,702
shares
|
$20,543
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,658
shares
|
$20,012
0.0% of portfolio
|
Q1 2025
Added 93.24%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,650
shares
|
$19,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,650
shares
|
$19,915
0.01% of portfolio
|
Q4 2020
Reduced 37.74%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,641
shares
|
$19,806
0.0% of portfolio
|
Q1 2025
Added 2.63%
|