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Doubleline Income Solutions (DSL)

CUSIP: 258622109 | US | Financial Services · Asset Management | Small Cap | 707 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

D.A. Davidson & Co.924,874
0.0% of portfolio›$9.2M
Shaker Financial Services, LLC415,052
1.4% of portfolio›$4.2M
Ascentis Independent Advisors336,773
0.2% of portfolio›$3.4M
Independent Financial Group, LLC312,944
0.1% of portfolio›$3.1M
Gridiron Partners, LLC285,876
1.4% of portfolio›$2.9M
M Holdings Securities, Inc.265,556
0.0% of portfolio›$2.6K
Journey Advisory Group, LLC229,796
0.2% of portfolio›$2.3M
Parallel Advisors, LLC227,877
0.0% of portfolio›$2.3M
Concurrent Investment Advisors, LLC137,933
0.0% of portfolio›$1.4M
B.A. Schrock Wealth Management, Inc.131,970
0.5% of portfolio›$1.3M
Wealthcare Advisory Partners LLC124,690
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC118,690
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.115,959
0.0% of portfolio›$1.2M
Paragon Capital Management Inc108,501
0.8% of portfolio›$1.1M
Sovran Advisors, LLC103,660
0.1% of portfolio›$1.0M
Wedbush Securities Inc92,903
0.1% of portfolio›$929.0K
Strong Tower Advisory Services80,319
0.1% of portfolio›$803.2K
Sowell Financial Services LLC69,392
0.0% of portfolio›$693.9K
Ramiah Investment Group54,400
0.4% of portfolio›$544.0K
Lanark Financial, Inc.53,292
0.0% of portfolio›$532.9K
Pension & Wealth Management Advisors, Inc.52,298
0.1% of portfolio›$523.0K
Oppenheimer & Co Inc51,394
0.0% of portfolio›$513.9K
Sage Capital Advisors,llc50,193
0.1% of portfolio›$501.9K
Cypress Capital Group49,895
0.0% of portfolio›$499.0K
Pettinga Financial Advisors LLC48,731
0.1% of portfolio›$487.3K
Wealth Enhancement Advisory Services, LLC45,295
0.0% of portfolio›$448.4K
E&G Advisors, LLC44,500
0.1% of portfolio›$445.0K
Triumph Capital Management38,164
0.1% of portfolio›$381.6K
Walled Lake Planning & Wealth Management, LLC36,245
0.1% of portfolio›$362.5K
Approach Retirement Advisors, LLC35,848
0.3% of portfolio›$358.5K
Commonwealth Equity Services, LLC33,912
0.0% of portfolio›$339.1K
Prairie Advisory, LLC30,788
0.0% of portfolio›$307.9K
World Equity Group, Inc.30,024
0.1% of portfolio›$300.2K
United Advisor Group, LLC28,584
0.0% of portfolio›$285.8K
Creekside Partners24,815
0.1% of portfolio›$248.2K
Next Level Private LLC22,180
0.0% of portfolio›$221.8K
Activest Wealth Management21,752
0.0% of portfolio›$217.5K
Future Financial Wealth Managment LLC20,000
0.1% of portfolio›$200.0K
Capital Investment Advisors, LLC19,750
0.0% of portfolio›$197.5K
SeaCrest Wealth Management, LLC18,390
0.0% of portfolio›$183.9K
Focus Financial Network, Inc.16,591
0.0% of portfolio›$165.9K
Avidian Wealth Enterprises, LLC16,000
0.0% of portfolio›$160.0K
Left Brain Wealth Management, LLC15,548
0.0% of portfolio›$155.5K
Spire Wealth Management15,000
0.0% of portfolio›$150.0K
Kingswood Wealth Advisors, LLC14,823
0.0% of portfolio›$148.2K
Bell Bank13,656
0.0% of portfolio›$136.6K
Traynor Capital Management, Inc.12,121
0.0% of portfolio›$121.2K
Williams Jones Wealth Management, Llc.11,822
0.0% of portfolio›$118.2K
Kestra Private Wealth Services, LLC11,675
0.0% of portfolio›$116.7K
StoneX Group Inc.11,675
0.0% of portfolio›$124.6K
Apollon Wealth Management, LLC11,404
0.0% of portfolio›$114.0K
Gateway Investment Advisers LLC10,736
0.0% of portfolio›$107.4K
NWF Advisory Services Inc.10,622
0.0% of portfolio›$106.2K
Connecticut Wealth Management, LLC10,105
0.0% of portfolio›$101.1K
Larson Financial Group LLC2,699
0.0% of portfolio›$27.0K
CoreCap Advisors, LLC2,500
0.0% of portfolio›$25.0K
Financial Management Professionals, Inc.1,951
0.0% of portfolio›$19.5K
Wilmington Savings Fund Society, FSB1,800
0.0% of portfolio›$18.0K
Golden State Wealth Management, LLC1,490
0.0% of portfolio›$14.9K
Cassaday & Co Wealth Management LLC1,350
0.0% of portfolio›$13.5K
Highline Wealth Partners LLC1,250
0.0% of portfolio›$12.5K
Holos Integrated Wealth LLC1,238
0.0% of portfolio›$12.1K
United Community Bank1,071
0.0% of portfolio›$10.7K
Farther Finance Advisors, LLC1,027
0.0% of portfolio›$10.3K
Westside Investment Management, Inc.1,000
0.0% of portfolio›$10.0K
Noble Wealth Management PBC900
0.0% of portfolio›$9.0K
Brown, Lisle Ings, Inc.675
0.0% of portfolio›$6.8K
Wolff Wiese Magana LLC614
0.0% of portfolio›$6.1K
Avion Wealth489
0.0% of portfolio›$4
IFP Advisors, Inc307
0.0% of portfolio›$3.1K
Simplex Trading, LLC159
0.0% of portfolio›$1.6K
Signaturefd, LLC4
0.0% of portfolio›$44
StyleTurnoverLocationFiled
D.A. Davidson & Co.
924,874$9.2M0.0%CoreLowGreat Falls, MT2026-10-28
Shaker Financial Services, LLC
415,052$4.2M1.4%YieldHighArlington, VA2026-10-14
Ascentis Independent Advisors
336,773$3.4M0.2%ETFLowDallas, TX2026-11-03
Independent Financial Group, LLC
312,944$3.1M0.1%GrowthLowSan Diego, CA2026-10-13
Gridiron Partners, LLC
285,876$2.9M1.4%ETFLowWexford, PA2026-10-08
M Holdings Securities, Inc.
265,556$2.6K0.0%ETFHighPortland, OR2026-11-03
Journey Advisory Group, LLC
229,796$2.3M0.2%CoreMediumCovington, KY2026-11-04
Parallel Advisors, LLC
227,877$2.3M0.0%IndexLowSan Francisco, CA2026-11-03
Concurrent Investment Advisors, LLC
137,933$1.4M0.0%GrowthMediumTampa, FL2026-10-16
B.A. Schrock Wealth Management, Inc.
131,970$1.3M0.5%GARPN/AWadsworth, OH2026-10-15
Wealthcare Advisory Partners LLC
124,690$1.2M0.0%ETFLowWest Chester, PA2026-10-21
Kestra Advisory Services, LLC
118,690$1.2M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
115,959$1.2M0.0%ETFLowFairfield, IA2026-11-02
Paragon Capital Management Inc
108,501$1.1M0.8%CoreMediumProvo, UT2026-10-15
Sovran Advisors, LLC
103,660$1.0M0.1%ETFMediumSan Diego, CA2026-11-02
Wedbush Securities Inc
92,903$929.0K0.1%CoreLowPasadena, CA2026-10-22
Strong Tower Advisory Services
80,319$803.2K0.1%CoreMediumMinneapolis, MN2026-10-13
Sowell Financial Services LLC
69,392$693.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Ramiah Investment Group
54,400$544.0K0.4%ETFHighBrookfield, WI2026-10-20
Lanark Financial, Inc.
53,292$532.9K0.0%CoreMediumBirmingham, AL2026-10-26
Pension & Wealth Management Advisors, Inc.
52,298$523.0K0.1%ETFLowWaltham, MA2026-10-16
Oppenheimer & Co Inc
51,394$513.9K0.0%CoreLowNew York, NY2026-10-26
Sage Capital Advisors,llc
50,193$501.9K0.1%CoreLowSioux Falls, SD2026-10-13
Cypress Capital Group
49,895$499.0K0.0%CoreLowPalm Beach, FL2026-11-03
Pettinga Financial Advisors LLC
48,731$487.3K0.1%ETFMediumEvansville, IN2026-10-13
Wealth Enhancement Advisory Services, LLC
45,295$448.4K0.0%CoreLowPlymouth, MN2026-10-13
E&G Advisors, LLC
44,500$445.0K0.1%ETFVery LowHouston, TX2026-10-13
Triumph Capital Management
38,164$381.6K0.1%ETFMediumDenver, CO2026-10-14
Walled Lake Planning & Wealth Management, LLC
36,245$362.5K0.1%ETFLowHighland Park, IL2026-10-29
Approach Retirement Advisors, LLC
35,848$358.5K0.3%ETFLowVestavia, AL2026-10-22
Commonwealth Equity Services, LLC
33,912$339.1K0.0%ETFLowWaltham, MA2026-11-02
Prairie Advisory, LLC
30,788$307.9K0.0%ETFN/ALeawood, KS2026-10-19
World Equity Group, Inc.
30,024$300.2K0.1%GrowthMediumSchaumburg, IL2026-10-14
United Advisor Group, LLC
28,584$285.8K0.0%ETFLowCincinnati, OH2026-11-03
Creekside Partners
24,815$248.2K0.1%ETFVery LowPetaluma, CA2026-11-04
Next Level Private LLC
22,180$221.8K0.0%CoreVery LowHarrison, NY2026-10-20
Activest Wealth Management
21,752$217.5K0.0%ETFLowAventura, FL2026-10-15
Future Financial Wealth Managment LLC
20,000$200.0K0.1%ETFMediumCincinnati, OH2026-10-15
Capital Investment Advisors, LLC
19,750$197.5K0.0%CoreLowAtlanta, GA2026-10-22
SeaCrest Wealth Management, LLC
18,390$183.9K0.0%GrowthLowPurchase, NY2026-10-21
Focus Financial Network, Inc.
16,591$165.9K0.0%ETFLowMinneapolis, MN2026-10-14
Avidian Wealth Enterprises, LLC
16,000$160.0K0.0%ETFLowHouston, TX2026-10-08
Left Brain Wealth Management, LLC
15,548$155.5K0.0%MomentumHighNaperville, IL2026-10-28
Spire Wealth Management
15,000$150.0K0.0%GrowthMediumMclean, VA2026-10-30
Kingswood Wealth Advisors, LLC
14,823$148.2K0.0%GrowthLowSan Diego, CA2026-10-23
Bell Bank
13,656$136.6K0.0%ETFLowFargo, ND2026-10-21
Traynor Capital Management, Inc.
12,121$121.2K0.0%GrowthLowMalvern, PA2026-10-29
Williams Jones Wealth Management, Llc.
11,822$118.2K0.0%GrowthLowNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
11,675$116.7K0.0%GrowthLowAustin, TX2026-10-30
StoneX Group Inc.
11,675$124.6K0.0%ETFMediumNew York, NY2026-11-03
Apollon Wealth Management, LLC
11,404$114.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Gateway Investment Advisers LLC
10,736$107.4K0.0%GrowthLowCincinnati, OH2026-10-13
NWF Advisory Services Inc.
10,622$106.2K0.0%GARPLowLos Angeles, CA2026-10-19
Connecticut Wealth Management, LLC
10,105$101.1K0.0%ETFLowFarmington, CT2026-10-13
Larson Financial Group LLC
2,699$27.0K0.0%GrowthLowSt Louis, MO2026-11-05
CoreCap Advisors, LLC
2,500$25.0K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Management Professionals, Inc.
1,951$19.5K0.0%ETFMediumAustin, TX2026-10-23
Wilmington Savings Fund Society, FSB
1,800$18.0K0.0%CoreLowWilmington, DE2026-10-23
Golden State Wealth Management, LLC
1,490$14.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Cassaday & Co Wealth Management LLC
1,350$13.5K0.0%ETFVery LowMclean, VA2026-10-27
Highline Wealth Partners LLC
1,250$12.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Holos Integrated Wealth LLC
1,238$12.1K0.0%ETFLowKennett Square, PA2026-10-23
United Community Bank
1,071$10.7K0.0%CoreLowGreenville, SC2026-10-28
Farther Finance Advisors, LLC
1,027$10.3K0.0%IndexLowSan Francisco, CA2026-10-08
Westside Investment Management, Inc.
1,000$10.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Noble Wealth Management PBC
900$9.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Brown, Lisle Ings, Inc.
675$6.8K0.0%CoreVery LowProvidence, RI2026-10-16
Wolff Wiese Magana LLC
614$6.1K0.0%GrowthLowCarslbad, CA2026-10-15
Avion Wealth
489$40.0%ETFLowThe Woodlands, TX2026-11-04
IFP Advisors, Inc
307$3.1K0.0%GrowthLowTampa, FL2026-10-16
Simplex Trading, LLC
159$1.6K0.0%CoreVery HighChicago, IL2026-11-04
Signaturefd, LLC
4$440.0%IndexLowAtlanta, GA2026-10-23