DaveManuel.com · Institutional Ownership · Who Owns It
DOUBLELINE INCOME SOLUTIONS (DSL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
169
Reporting holders
$313.9M
Reported value
0.0%
Calls
0.1%
Puts
-11
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +0.8%+$237.5K |
| MORGAN STANLEY | $26.3M | 2,377,823 | 0.00% | 35q | +2.5%+$650.2K |
| Penserra Capital Management LLC | $23.2M | 2,099,349 | 0.18% | 27q | +4.0%+$886.1K |
| 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 | +10.1%+$1.0M |
| Janney Montgomery Scott LLC | $8.7M | 785,410 | 0.02% | 31q | +18.0%+$1.3M |
| 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 |
| COHEN & STEERS, INC. | $4.7M | 428,993 | 0.01% | 31q | HELD |
| 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% | 26q | -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 |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 238,732 | 0.00% | 31q | +101.3%+$1.3M |
| 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 |
| WEDBUSH SECURITIES INC | $1.1M | 102,607 | 0.03% | 31q | +12.2%+$123.5K |
| 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 |
| SIT INVESTMENT ASSOCIATES INC | $709.0K | 64,067 | 0.01% | 3q | HELD |
| 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 |
| FOSTER & MOTLEY INC | $607.0K | 54,837 | 0.03% | 28q | -0.6%-$3.6K |
| 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 |
| 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 |
| PIN OAK INVESTMENT ADVISORS INC | $489.0K | 44,240 | 0.35% | 31q | HELD |
| 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 incl. $177.0K options PUT | 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 |
| Integrated Wealth Concepts LLC | $299.5K | 27,078 | 0.00% | 20q | HELD |
| HARBOUR INVESTMENTS, INC. | $297.8K | 26,928 | 0.00% | 21q | +20.5%+$50.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $296.5K | 26,806 | 0.00% | 6q | +12.5%+$32.9K |
| 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 |
Showing the largest 100 of 169 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 52 | $35.0M | 3,503,991 | 5 | 19 | 10 | 0.0% |
| Q2 2026 | 169 | $313.9M | 28,354,909 | 13 | 70 | 36 | 0.1% |
| Q1 2026 | 180 | $306.6M | 28,270,773 | 15 | 66 | 48 | 0.1% |
| Q4 2025 | 189 | $316.4M | 28,051,023 | 32 | 58 | 55 | 0.0% |
| Q3 2025 | 173 | $305.2M | 24,771,185 | 10 | 70 | 41 | 0.4% |
| Q2 2025 | 190 | $302.1M | 24,649,080 | 23 | 69 | 49 | 0.2% |
| Q1 2025 | 183 | $304.2M | 24,108,472 | 18 | 62 | 49 | 0.1% |
| Q4 2024 | 189 | $290.2M | 23,049,853 | 20 | 60 | 59 | 0.1% |
| Q3 2024 | 179 | $306.9M | 22,823,690 | 21 | 69 | 39 | 0.1% |
| Q2 2024 | 175 | $284.5M | 22,715,922 | 15 | 55 | 53 | 0.2% |
| Q1 2024 | 176 | $365.6M | 28,761,065 | 14 | 70 | 38 | 0.1% |
| Q4 2023 | 179 | $300.2M | 24,482,496 | 16 | 59 | 62 | 0.2% |
| Q3 2023 | 172 | $258.7M | 22,032,202 | 16 | 49 | 56 | 0.2% |
| Q2 2023 | 167 | $268.8M | 22,519,704 | 16 | 48 | 49 | 0.1% |
| Q1 2023 | 171 | $249.8M | 21,944,673 | 15 | 60 | 47 | 0.1% |
| Q4 2022 | 173 | $654.5M | 59,013,951 | 20 | 43 | 77 | 0.0% |
| Q3 2022 | 171 | $1.5B | 143,150,631 | 18 | 54 | 56 | 0.0% |
| Q2 2022 | 177 | $1.6B | 135,121,805 | 21 | 63 | 50 | 0.0% |
| Q1 2022 | 180 | $2.1B | 142,405,026 | 17 | 60 | 67 | 0.0% |
| Q4 2021 | 188 | $2.1B | 131,990,708 | 21 | 54 | 61 | 0.1% |
| Q3 2021 | 168 | $1.1B | 63,787,582 | 18 | 67 | 42 | 0.3% |
| Q2 2021 | 157 | $859.9M | 47,273,031 | 14 | 55 | 48 | 0.3% |
| Q1 2021 | 149 | $1.0B | 57,713,280 | 13 | 56 | 45 | 0.2% |
| Q4 2020 | 161 | $680.1M | 40,923,046 | 25 | 44 | 47 | 0.3% |
| Q3 2020 | 146 | $922.2M | 57,396,630 | 14 | 42 | 53 | 0.3% |
| Q2 2020 | 147 | $1.0B | 68,102,093 | 18 | 45 | 50 | 0.3% |
| Q1 2020 | 160 | $6.4B | 481,475,864 | 19 | 52 | 53 | 0.0% |
| Q4 2019 | 165 | $14.2B | 719,508,597 | 20 | 49 | 39 | 0.0% |
| Q3 2019 | 145 | $13.5B | 678,592,259 | 17 | 45 | 41 | 0.0% |
| Q2 2019 | 142 | $909.0M | 45,115,851 | 15 | 48 | 36 | 0.9% |
| Q1 2019 | 138 | $855.1M | 42,788,269 | 18 | 44 | 40 | 0.3% |
| Q4 2018 | 146 | $950.8M | 54,811,998 | 0 | 2 | 4 | 0.1% |