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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
26,600
shares
|
$321,062
0.18% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
25,586
shares
|
$308,823
0.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
23,934
shares
|
$288,883
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
22,827
shares
|
$275,521
0.02% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
22,300
shares
|
$269,161
0.03% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,910
shares
|
$264,453
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,428
shares
|
$258,635
0.01% of portfolio
|
Q2 2020
Added 7.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
20,862
shares
|
$251,804
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
20,739
shares
|
$250,319
0.06% of portfolio
|
Q1 2025
Added 1057.31%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
20,303
shares
|
$245,057
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
20,083
shares
|
$242,401
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,713
shares
|
$237,935
0.0% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
19,351
shares
|
$233,566
0.11% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
19,214
shares
|
$231,912
0.1% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
19,136
shares
|
$230,971
0.15% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
18,700
shares
|
$225,709
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,058
shares
|
$217,960
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
18,000
shares
|
$217,260
0.18% of portfolio
|
Q2 2022
Reduced 2.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
17,852
shares
|
$215,473
0.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
17,454
shares
|
$210,669
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
17,290
shares
|
$208,690
0.02% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
17,166
shares
|
$207,193
0.0% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
16,850
shares
|
$203,379
0.16% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
16,000
shares
|
$193,120
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
15,679
shares
|
$189,245
0.02% of portfolio
|
Q1 2025
Added 36.22%
|