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 |
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,500
shares
|
$18,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,394
shares
|
$16,825
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,387
shares
|
$16,741
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,258
shares
|
$15,184
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,135
shares
|
$13,699
0.0% of portfolio
|
Q1 2021
Reduced 63.88%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,035
shares
|
$12,492
0.0% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$12,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
850
shares
|
$10,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
782
shares
|
$9,438
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
720
shares
|
$8,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
556
shares
|
$6,710
0.0% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
501
shares
|
$6,047
0.0% of portfolio
|
Q4 2024
Reduced 20.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
500
shares
|
$6,035
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
400
shares
|
$4,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
360
shares
|
$4,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
333
shares
|
$4,019
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
248
shares
|
$2,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
237
shares
|
$2,860
0.0% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
232
shares
|
$2,800
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
173
shares
|
$2,088
0.0% of portfolio
|
Q4 2024
Reduced 87.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
93
shares
|
$1,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
78
shares
|
$941
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
18
shares
|
$217
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q4 2024
Reduced 99.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|