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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
85,550
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 27.59%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
84,045
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
79,596
shares
|
$960,723
0.41% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
75,440
shares
|
$910,560
0.16% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
75,281
shares
|
$908,641
0.04% of portfolio
|
Q1 2025
Added 155.22%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
74,364
shares
|
$897,573
0.03% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
70,368
shares
|
$849,341
0.04% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
66,535
shares
|
$803,077
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
64,217
shares
|
$775,099
0.01% of portfolio
|
Q1 2025
Reduced 29.58%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
58,743
shares
|
$709,028
0.05% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
58,389
shares
|
$704,755
0.04% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Apr 30, 2025 Q1 2025 |
57,906
shares
|
$698,925
0.8% of portfolio
|
Q1 2025
Added 54.1%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
57,717
shares
|
$696,644
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
56,500
shares
|
$681,955
0.21% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
55,507
shares
|
$669,969
0.06% of portfolio
|
Q1 2025
Added 100821.82%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
55,474
shares
|
$669,571
0.26% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
54,250
shares
|
$654,797
0.0% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
53,320
shares
|
$643,572
0.0% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
52,813
shares
|
$637,452
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
52,036
shares
|
$628,074
0.29% of portfolio
|
Q1 2025
Reduced 45.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
51,879
shares
|
$626,179
0.01% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
51,400
shares
|
$620,398
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
50,666
shares
|
$611,538
0.02% of portfolio
|
Q1 2025
Added 61.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
50,472
shares
|
$609,197
0.0% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
48,290
shares
|
$582,860
0.1% of portfolio
|
Q1 2025
Added 0.39%
|