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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,954
shares
|
$566,734
0.02% of portfolio
|
Q4 2024
Added 116.67%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
46,365
shares
|
$559,625
0.01% of portfolio
|
Q1 2025
Added 34.95%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
44,228
shares
|
$533,831
0.08% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
44,140
shares
|
$532,769
0.31% of portfolio
|
Q4 2022
Reduced 23.85%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
43,667
shares
|
$527,060
0.18% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
43,638
shares
|
$526,710
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
43,181
shares
|
$521,194
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
42,065
shares
|
$507,724
0.4% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
40,127
shares
|
$484,332
0.04% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
39,439
shares
|
$476,028
0.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
39,173
shares
|
$472,818
0.19% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Ghe, LLC
|
May 06, 2025 Q1 2025 |
38,200
shares
|
$461,074
0.22% of portfolio
|
Q4 2024
Added 72.46%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
37,578
shares
|
$453,566
0.17% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
37,564
shares
|
$453,397
0.0% of portfolio
|
Q1 2025
Added 128.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
37,470
shares
|
$452,262
0.0% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
37,265
shares
|
$449,788
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
36,192
shares
|
$436,837
0.02% of portfolio
|
Q1 2025
Reduced 26.51%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
35,329
shares
|
$426,421
0.02% of portfolio
|
Q1 2023
Reduced 2.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
34,807
shares
|
$420,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
34,115
shares
|
$411,768
0.19% of portfolio
|
Q1 2025
Added 48.07%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
32,421
shares
|
$391,321
0.02% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
31,820
shares
|
$384,067
0.16% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
28,635
shares
|
$345,624
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
28,250
shares
|
$340,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
27,512
shares
|
$332,069
0.0% of portfolio
|
Q1 2025
Reduced 1.98%
|