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 203 institutions that hold shares in the stock, with a total of 25 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 |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
14,700
shares
|
$178,605
0.1% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,116
shares
|
$171,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,000
shares
|
$170,100
0.0% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
13,656
shares
|
$165,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
13,575
shares
|
$164,936
0.02% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
13,460
shares
|
$163,539
0.02% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
13,419
shares
|
$163,040
0.02% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,200
shares
|
$160,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
12,822
shares
|
$155,787
0.0% of portfolio
|
Q4 2024
Reduced 15.9%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
12,800
shares
|
$155,520
0.08% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
12,750
shares
|
$154,912
0.01% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,395
shares
|
$150,599
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
11,830
shares
|
$143,734
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
11,737
shares
|
$142,604
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
11,514
shares
|
$139,895
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
11,500
shares
|
$139,725
0.02% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,429
shares
|
$138,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,228
shares
|
$136,420
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,969
shares
|
$133,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
10,350
shares
|
$125,752
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
10,100
shares
|
$122,715
0.02% of portfolio
|
Q1 2023
Reduced 67.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
10,032
shares
|
$121,888
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
8,000
shares
|
$97,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,423
shares
|
$78,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,056
shares
|
$73,580
0.01% of portfolio
|
Q3 2023
Added 166.2%
|