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 194 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,253
shares
|
$60,514
0.03% of portfolio
|
Q1 2024
Added 9.44%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,146
shares
|
$59,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,000
shares
|
$46,080
0.0% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,758
shares
|
$43,292
0.0% of portfolio
|
Q3 2025
Reduced 50.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,607
shares
|
$41,552
0.0% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,471
shares
|
$39,985
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
3,350
shares
|
$38,592
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
3,000
shares
|
$34,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,910
shares
|
$33,523
0.01% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,670
shares
|
$30,758
0.0% of portfolio
|
Q4 2023
Reduced 52.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,300
shares
|
$26,496
0.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,162
shares
|
$24,906
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,090
shares
|
$24,076
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,984
shares
|
$22,855
0.0% of portfolio
|
Q4 2024
Reduced 31.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,800
shares
|
$20,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$20,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,732
shares
|
$19,952
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,702
shares
|
$19,607
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,650
shares
|
$19,008
0.01% of portfolio
|
Q4 2020
Reduced 37.74%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,650
shares
|
$19,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,394
shares
|
$16,058
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,356
shares
|
$15,621
0.0% of portfolio
|
Q2 2025
Added 143.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,272
shares
|
$14,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,250
shares
|
$14,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,250
shares
|
$14,400
0.0% of portfolio
|
Q3 2025
New holding
|
|