DOUBLELINE INCOME SOLUTIONS (DSL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
159
Reporting holders
$272.0M
Reported value
0.1%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | $32.5M | 2,938,932 | 3.95% | 31q | +0.8%+$259.5K |
| WELLS FARGO & COMPANY/MN | $29.5M | 2,668,961 | 0.00% | 31q | -49.6%-$29.0M |
| MORGAN STANLEY | $26.3M | 2,377,823 | 0.00% | 35q | +2.5%+$650.2K |
| BANK OF AMERICA CORP /DE/ | $22.7M | 2,052,276 | 0.00% | 31q | +27.1%+$4.8M |
| Invesco Ltd. | $12.5M | 1,125,915 | 0.00% | 31q | +4.3%+$513.9K |
| AMERIPRISE FINANCIAL INC | $11.4M | 1,027,117 | 0.00% | 31q | -45.0%-$9.3M |
| ROYAL BANK OF CANADA | $8.6M | 777,126 | 0.00% | 31q | -12.6%-$1.2M |
| RAYMOND JAMES FINANCIAL INC | $7.7M | 694,457 | 0.00% | 7q | -8.4%-$702.9K |
| D.A. DAVIDSON & CO. | $7.4M | 671,758 | 0.04% | 31q | +43.7%+$2.3M |
| GUGGENHEIM CAPITAL LLC | $7.4M | 670,828 | 0.05% | 31q | +23.5%+$1.4M |
| LPL Financial LLC | $6.5M | 588,407 | 0.00% | 31q | +2.0%+$127.1K |
| UBS Group AG | $5.5M | 500,207 | 0.00% | 31q | -47.2%-$4.9M |
| HighTower Advisors, LLC | $4.9M | 442,787 | 0.00% | 31q | +6.6%+$302.5K |
| Intellectus Partners, LLC | $4.7M | 422,950 | 0.81% | 30q | -8.4%-$430.8K |
| Shaker Financial Services, LLC | $3.9M | 355,669 | 1.23% | 12q | -7.4%-$312.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.9M | 352,342 | 0.07% | 6q | -3.9%-$159.9K |
| STIFEL FINANCIAL CORP | $3.9M | 348,910 | 0.00% | 31q | +9.0%+$319.2K |
| 1607 Capital Partners, LLC | $3.5M | 315,345 | 0.30% | 3q | -43.4%-$2.7M |
| Parallel Advisors, LLC | $3.3M | 300,506 | 0.05% | 16q | +17.9%+$504.9K |
| Trinity Legacy Partners, LLC | $3.0M | 277,377 | 0.59% | 12q | -1.8%-$53.2K |
| Cetera Investment Advisers | $2.9M | 259,563 | 0.00% | 10q | +5.2%+$142.6K |
| Stratos Wealth Advisors, LLC | $2.7M | 246,847 | 0.15% | 9q | +2.7%+$71.4K |
| Journey Advisory Group, LLC | $2.5M | 230,114 | 0.19% | 6q | -0.6%-$15.8K |
| OSAIC HOLDINGS, INC. | $2.3M | 210,919 | 0.00% | 26q | +37.3%+$633.3K |
| Strategic Wealth Partners, Ltd. | $2.1M | 188,529 | 0.13% | 12q | -4.5%-$97.3K |
| Rareview Capital LLC | $2.0M | 166,033 | 1.14% | 3q | +118.2%+$1.1M |
| NewEdge Advisors, LLC | $2.0M | 177,028 | 0.01% | 19q | -5.8%-$121.1K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.9M | 170,093 | 0.09% | 3q | +14.7%+$241.5K |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $1.6M | 140,513 | 0.30% | 29q | +9.6%+$136.2K |
| Concurrent Investment Advisors, LLC | $1.5M | 136,339 | 0.01% | 9q | -2.6%-$39.8K |
| Private Advisor Group, LLC | $1.3M | 117,415 | 0.01% | 31q | -0.9%-$11.6K |
| Kestra Advisory Services, LLC | $1.2M | 112,059 | 0.00% | 24q | -4.7%-$61.8K |
| Wealthcare Advisory Partners LLC | $1.2M | 110,390 | 0.02% | 31q | -7.7%-$102.4K |
| PARAGON CAPITAL MANAGEMENT INC | $1.2M | 108,742 | 0.89% | 19q | +3.1%+$36.0K |
| Logan Stone Capital, LLC | $1.2M | 106,340 | 0.25% | 3q | +177.3%+$751.9K |
| Sovran Advisors, LLC | $1.1M | 101,190 | 0.08% | 7q | +7.0%+$70.6K |
| Gridiron Partners, LLC | $1.1M | 97,146 | 0.56% | 11q | +300.6%+$806.3K |
| FIRST TRUST ADVISORS LP | $1.0M | 91,959 | 0.00% | 31q | +2.5%+$25.1K |
| Baird Financial Group, Inc. | $974.4K | 88,102 | 0.00% | 5q | +17.3%+$143.6K |
| Arax Advisory Partners | $879.8K | 79,547 | 0.01% | 5q | +1371.7%+$820.0K |
| Strong Tower Advisory Services | $831.6K | 75,194 | 0.15% | new | NEW |
| Rockefeller Capital Management L.P. | $757.7K | 68,508 | 0.00% | 27q | -13.6%-$119.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $746.3K | 67,480 | 0.00% | 4q | +71.4%+$311.0K |
| Equitable Holdings, Inc. | $743.8K | 67,247 | 0.00% | 26q | HELD |
| &PARTNERS | $727.1K | 65,864 | 0.00% | 3q | -1.5%-$11.2K |
| Left Brain Wealth Management, LLC | $708.8K | 64,090 | 0.21% | 7q | HELD |
| Calamos Advisors LLC | $653.4K | 59,074 | 0.00% | 3q | +7.1%+$43.6K |
| GHE, LLC | $646.5K | 58,450 | 0.24% | 16q | HELD |
| Maridea Wealth Management LLC | $639.1K | 57,782 | 0.07% | 7q | +17.3%+$94.3K |
| Ramiah Investment Group | $636.6K | 57,562 | 0.49% | 27q | HELD |
| MATRIX PRIVATE CAPITAL GROUP LLC | $632.0K | 57,144 | 0.27% | 23q | -42.6%-$469.8K |
| OPPENHEIMER & CO INC | $629.6K | 56,929 | 0.01% | 30q | +1.7%+$10.5K |
| Fort Sheridan Advisors LLC | $618.8K | 55,953 | 0.07% | 31q | +2.2%+$13.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $592.9K | 53,612 | 0.00% | 6q | +125.0%+$329.4K |
| LANARK FINANCIAL, INC. | $587.7K | 53,135 | 0.04% | 12q | +1.4%+$8.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $565.7K | 51,196 | 0.00% | 12q | +168.3%+$354.8K |
| MAI Capital Management | $562.0K | 50,815 | 0.00% | 7q | +2979.7%+$543.8K |
| Cypress Capital Group | $551.8K | 49,895 | 0.05% | 5q | HELD |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $545.8K | 49,346 | 0.15% | 15q | +17.8%+$82.5K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $543.4K | 49,128 | 0.06% | 19q | +0.8%+$4.5K |
| Integrated Wealth Concepts LLC | $540.4K | 48,860 | 0.00% | 20q | +80.6%+$241.1K |
| Pettinga Financial Advisors LLC | $534.1K | 48,293 | 0.09% | new | NEW |
| E&G Advisors, LLC | $519.8K | 47,000 | 0.10% | 31q | -1.7%-$8.8K |
| XTX Topco Ltd | $513.6K | 46,436 | 0.01% | 3q | -36.5%-$295.5K |
| Peregrine Asset Advisers, Inc. | $513.4K | 46,420 | 0.11% | 12q | -7.9%-$44.2K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $510.5K | 46,153 | 0.01% | 30q | -13.7%-$80.8K |
| EASTERLY INVESTMENT PARTNERS LLC | $493.6K | 44,627 | 0.03% | 17q | +16.1%+$68.6K |
| Sequent Planning LLC | $474.5K | 42,904 | 0.10% | 10q | +14.3%+$59.3K |
| ENVESTNET ASSET MANAGEMENT INC | $465.8K | 42,114 | 0.00% | 22q | +14.7%+$59.7K |
| CITADEL ADVISORS LLC | $457.2K | 25,335 | 0.00% | 2q | HELD |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $398.5K | 36,030 | 0.10% | 14q | +0.5%+$2.2K |
| Triumph Capital Management | $384.6K | 34,777 | 0.07% | 13q | +2.6%+$9.7K |
| Approach Retirement Advisors, LLC | $384.2K | 34,739 | 0.28% | 3q | +3.0%+$11.2K |
| HOLLENCREST CAPITAL MANAGEMENT | $371.8K | 33,614 | 0.02% | 32q | -14.7%-$64.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $371.0K | 33,546 | 0.00% | 31q | -2.4%-$9.0K |
| United Advisor Group, LLC | $348.6K | 31,516 | 0.04% | 10q | HELD |
| Mariner, LLC | $346.7K | 31,344 | 0.00% | 15q | +1.1%+$3.8K |
| Sowell Financial Services LLC | $335.8K | 30,363 | 0.01% | 17q | +17.7%+$50.4K |
| SILVER OAK SECURITIES, INCORPORATED | $315.0K | 28,484 | 0.02% | 12q | +0.6%+$1.8K |
| Sage Capital Advisors,llc | $314.2K | 28,407 | 0.07% | 28q | HELD |
| CALTON & ASSOCIATES, INC. | $313.1K | 28,313 | 0.05% | 6q | -6.5%-$21.7K |
| HARBOUR INVESTMENTS, INC. | $297.8K | 26,928 | 0.00% | 21q | +20.5%+$50.7K |
| Activest Wealth Management | $292.1K | 26,411 | 0.06% | 11q | -80.2%-$1.2M |
| Creekside Partners | $274.5K | 24,815 | 0.10% | 9q | +22.2%+$49.9K |
| WORLD EQUITY GROUP, INC. | $273.1K | 24,696 | 0.06% | 7q | +32.9%+$67.6K |
| Kovack Advisors, Inc. | $250.6K | 22,737 | 0.01% | 14q | -47.0%-$222.5K |
| J.W. COLE ADVISORS, INC. | $246.9K | 22,324 | 0.00% | new | NEW |
| SeaCrest Wealth Management, LLC | $245.3K | 22,175 | 0.03% | 7q | +36.8%+$66.0K |
| Next Level Private LLC | $238.9K | 21,602 | 0.05% | 16q | +2.5%+$5.9K |
| FIRST FOUNDATION ADVISORS | $227.3K | 20,553 | 0.01% | 31q | HELD |
| Marex Group Ltd | $226.7K | 20,500 | 0.00% | new | NEW |
| BCS Private Wealth Management, Inc. | $223.8K | 20,235 | 0.07% | new | NEW |
| NOMURA HOLDINGS INC | $221.2K | 20,000 | 0.00% | 3q | +60.0%+$83.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $220.3K | 19,919 | 0.00% | 2q | +16.6%+$31.4K |
| Capital Investment Advisors, LLC | $218.4K | 19,750 | 0.00% | 17q | HELD |
| INSIGNEO ADVISORY SERVICES, LLC | $211.1K | 19,088 | 0.01% | 6q | +4.5%+$9.0K |
| Focus Financial Network, Inc. | $200.1K | 18,096 | 0.01% | 15q | +13.2%+$23.3K |
| Future Financial Wealth Managment LLC | $191.3K | 18,000 | 0.12% | 23q | HELD |
| CURA WEALTH ADVISORS, LLC | $189.8K | 17,165 | 0.08% | 7q | HELD |
| Avidian Wealth Enterprises, LLC | $177.0K | 16,000 | 0.00% | 14q | HELD |
Showing the largest 100 of 168 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 159 | $272.0M | 24,568,710 | 13 | 64 | 37 | 0.1% |
| Q1 2026 | 167 | $302.6M | 27,907,266 | 16 | 57 | 45 | 0.1% |
| Q4 2025 | 174 | $291.6M | 25,853,254 | 28 | 53 | 51 | 0.0% |
| Q3 2025 | 160 | $268.8M | 21,821,100 | 8 | 63 | 38 | 0.4% |
| Q2 2025 | 174 | $274.7M | 22,425,097 | 22 | 64 | 42 | 0.1% |
| Q1 2025 | 164 | $272.0M | 21,564,445 | 17 | 51 | 44 | 0.1% |
| Q4 2024 | 170 | $255.2M | 20,269,188 | 17 | 54 | 52 | 0.1% |
| Q3 2024 | 161 | $255.3M | 19,661,601 | 19 | 59 | 33 | 0.1% |
| Q2 2024 | 156 | $244.4M | 19,523,624 | 15 | 45 | 48 | 0.2% |
| Q1 2024 | 152 | $325.4M | 25,603,096 | 12 | 56 | 34 | 0.1% |
| Q4 2023 | 155 | $275.4M | 22,472,666 | 13 | 48 | 57 | 0.1% |
| Q3 2023 | 148 | $238.4M | 20,308,183 | 14 | 45 | 44 | 0.1% |
| Q2 2023 | 144 | $238.6M | 19,988,430 | 12 | 39 | 43 | 0.2% |
| Q1 2023 | 142 | $218.4M | 19,184,067 | 13 | 47 | 39 | 0.1% |
| Q4 2022 | 135 | $210.5M | 18,979,726 | 16 | 36 | 55 | 0.0% |
| Q3 2022 | 174 | $248.9M | 23,021,262 | 19 | 54 | 57 | 0.1% |
| Q2 2022 | 179 | $299.2M | 24,599,562 | 22 | 62 | 51 | 0.2% |
| Q1 2022 | 181 | $356.3M | 24,519,221 | 18 | 60 | 67 | 0.1% |
| Q4 2021 | 188 | $402.7M | 24,891,712 | 21 | 53 | 61 | 0.3% |
| Q3 2021 | 168 | $426.1M | 23,810,452 | 18 | 67 | 41 | 0.7% |
| Q2 2021 | 157 | $416.9M | 22,785,850 | 14 | 55 | 46 | 0.7% |
| Q1 2021 | 151 | $405.6M | 22,234,693 | 14 | 57 | 45 | 0.5% |
| Q4 2020 | 160 | $349.0M | 20,951,237 | 25 | 43 | 47 | 0.5% |
| Q3 2020 | 145 | $296.5M | 18,335,280 | 14 | 41 | 53 | 0.9% |
| Q2 2020 | 146 | $295.2M | 18,995,820 | 18 | 45 | 49 | 1.1% |
| Q1 2020 | 159 | $284.3M | 22,480,690 | 19 | 52 | 53 | 0.3% |
| Q4 2019 | 165 | $418.2M | 21,047,757 | 20 | 49 | 39 | 0.5% |
| Q3 2019 | 145 | $411.4M | 20,664,434 | 17 | 45 | 41 | 0.7% |
| Q2 2019 | 142 | $439.1M | 21,590,126 | 15 | 48 | 36 | 1.8% |
| Q1 2019 | 138 | $441.7M | 22,045,983 | 18 | 44 | 40 | 0.5% |
| Q4 2018 | 146 | $403.9M | 23,253,365 | 0 | 3 | 3 | 0.2% |