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Disclosery

DSL DOUBLELINE INCOME SOLUTIONS

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COM (fund), issuer CIK 1566388

187 managers (187 13F filers) reported a position in DSL shares at 2024-12-31, 23,033,159 shares in all. 20 filers opened a position and 19 filers sold out during the quarter.

Managers
187
13F filers
187
New
20
Added
65
Reduced
61
Sold out
19
Shares held by filers
23,033,159

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
McGowan Group Asset Management, Inc.3,198,404$40.2M5.38%-351,54013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,885,280$36.3M<0.01%-28,66613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,223,724$15.4M<0.01%+138,15213F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,065,826$13.4M<0.01%+51,86413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.879,962$11.1M<0.01%+86,86713F-HRTimelineGroup
Cambridge Investment Research Advisors,…846,848$10.6M0.04%-328,22713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC690,877$8.67M<0.01%+21,36513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP685,283$8.61M0.01%+72,52713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC661,978$8.32M<0.01%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA609,052$7.66M<0.01%-2,54113F-HRTimelineGroup
LPL Financial LLC512,844$6.45M<0.01%-73,16013F-HRTimeline
Intellectus Partners, LLC459,449$5.78M1.28%+12,61213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…427,753$5.38M0.1%+28,81813F-HRTimelineGroup
HighTower Advisors, LLC420,681$5.29M0.01%+10,68613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/411,223$5.17M<0.01%+2113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.348,993$4.39M0.01%013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC316,013$3.97M0.13%+46,71313F-HRTimeline
Trinity Legacy Partners, LLC273,584$3.44M0.89%-8,87813F-HRTimeline
Janney Montgomery Scott LLC239,611$3.01M0.01%-37,42013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC227,733$2.86M<0.01%+220,67813F-HRTimelineGroup
D.A. DAVIDSON & CO.220,414$2.77M0.02%-7,21813F-HRTimeline
Cetera Investment Advisers213,214$2.68M0.01%+14,52713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC204,791$2.57M0.08%-5,21313F-HRTimeline
EVOKE WEALTH, LLC197,826$2.49M0.07%-3,73613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC187,810$2.36M0.02%-41,46913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…169,826$2.13M<0.01%+8,24713F-HRTimelineGroup
NewEdge Advisors, LLC168,310$2.12M0.01%+2,94913F-HRTimeline
Summit X, LLC155,034$1.95M0.43%-7,71813F-HRTimeline
Fort Sheridan Advisors LLC150,963$1.9M0.28%-1,26613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…147,556$1.85M0.35%+56413F-HRTimelineGroup
Activest Wealth Management144,372$1.81M0.51%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC134,900$1.7M0.97%+1,66613F-HRTimeline
Strategic Wealth Partners, Ltd.116,757$1.5M0.12%+70013F-HRTimeline
Consolidated Portfolio Review Corp117,602$1.48M0.23%-1,14913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC116,148$1.46M0.01%+59,16513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …107,188$1.35M0.04%-2,80913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.106,441$1.34M<0.01%-12,45413F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP103,401$1.3M<0.01%+5,83313F-HRTimelineGroup
Private Advisor Group, LLC102,941$1.29M0.01%+1,92113F-HRTimeline
Parallel Advisors, LLC98,144$1.23M0.03%+27,71713F-HRTimeline
Arcus Capital Partners, LLC95,302$1.21M0.38%+22,27013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC93,254$1.17M0.92%-1,29813F-HRTimeline
Sovran Advisors, LLC92,933$1.17M0.17%13F-HRTimeline
Atria Wealth Solutions, Inc.91,188$1.15M0.01%+8,49813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…90,009$1.13M0.28%+11,06713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/89,962$1.13M<0.01%-13,97213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp84,045$1.06M<0.01%-1,31613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.74,149$932K0.04%-43,05613F-HRTimeline
Ramiah Investment Group73,855$928K0.85%+25,55813F-HRTimeline
M Holdings Securities, Inc.73,813$928K0.15%new13F-HR/ATimeline
Shaker Financial Services, LLC73,076$919K0.35%+33,52813F-HRTimeline
WEDBUSH SECURITIES INC72,945$917K0.03%-3,65113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,756$877K0.02%+47,01013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC67,535$849K0.02%+15,09013F-HRTimelineGroup
Triumph Capital Management67,119$844K0.29%-3,13113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC67,050$843K0.03%+33,65013F-HRTimeline
FOSTER & MOTLEY INC61,341$771K0.05%-1,71413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…60,650$762K<0.01%-3,10013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,717$751K<0.01%new13F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC58,329$733K0.01%-97913F-HRTimeline
E&G Advisors, LLC57,500$723K0.2%-9,60013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.55,619$699K0.03%+2,88313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC55,452$697K<0.01%-1,82613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC55,320$695K<0.01%+3,92013F-HRTimelineGroup
World Investment Advisors52,662$662K0.02%+4,21213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …50,242$632K0.01%-1,44813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT49,247$619K0.02%+1,03413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…48,101$605K0.09%+33813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,452$596K<0.01%-15,10613F-HR/ATimeline
B. Riley Wealth Advisors, Inc.46,954$590K0.02%+25,28313F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC46,587$586K0.05%013F-HRTimeline
Golden State Wealth Management, LLC44,919$565K0.08%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC43,365$563K0.51%013F-HRTimeline
United Advisor Group, LLC43,565$548K0.11%-2,73813F-HRTimeline
Sage Capital Advisors,llc41,813$526K0.14%-5,37413F-HRTimeline
Maridea Wealth Management LLC41,325$519K0.17%13F-HRTimeline
Mariner, LLCin group Mariner, LLC41,188$518K<0.01%-86013F-HRTimelineGroup
Sequent Planning LLC39,461$496K0.18%-8,43413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…39,356$495K0.18%+15513F-HRTimeline
GHE, LLC38,200$480K0.19%+16,05013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,255$468K<0.01%+513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,906$464K<0.01%+2,29813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…36,203$455K0.18%+41613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,133$442K<0.01%+14,84913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…35,059$441K0.05%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC34,358$432K0.01%+613F-HRTimeline
Granite Investment Partners, LLC31,700$398K0.02%+70713F-HRTimeline
J.W. COLE ADVISORS, INC.31,463$395K0.02%-7,55013F-HRTimeline
Peregrine Asset Advisers, Inc.31,410$395K0.15%-4,03013F-HRTimeline
Sowell Financial Services LLC29,496$371K0.02%-3,26913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,647$357K0.03%+8,34313F-HRTimeline
COMERICA BANK28,067$353K<0.01%+1,64013F-HR/ATimeline
Concorde Asset Management, LLC25,600$322K0.17%+20013F-HRTimeline
Laird Norton Wetherby Wealth Management…25,586$322K0.02%+14413F-HRTimeline
Medallion Wealth Advisors, LLC24,653$310K0.15%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,934$301K0.01%-1,25713F-HRTimelineGroup
Left Brain Wealth Management, LLC23,040$290K0.11%new13F-HRTimeline
Arete Wealth Advisors, LLC22,827$287K0.02%+4,19713F-HRTimeline
CURA WEALTH ADVISORS, LLC21,910$275K0.12%13F-HRTimeline
Focus Financial Network, Inc.20,735$261K0.01%+44913F-HRTimeline
Creekside Partners20,303$255K0.13%013F-HRTimeline
Apriem Advisors19,300$243K0.03%+8,00013F-HRTimeline
Gridiron Partners, LLC19,136$241K0.15%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,727$237K0.02%-146,00213F-HRTimeline
Next Level Private LLC18,814$236K0.1%+26413F-HRTimeline
Alteri Wealth LLC18,762$236K0.07%13F-HRTimeline
Capital Investment Advisors, LLC18,700$235K<0.01%+20013F-HRTimeline
Financial Advocates Investment Manageme…18,052$227K0.01%-12913F-HRTimeline
WHITTIER TRUST CO17,898$225K<0.01%-1,82613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd17,800$224K<0.01%new13F-HRTimelineGroup
Future Financial Wealth Managment LLC16,850$212K0.15%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,453$207K<0.01%+3,25913F-HRTimelineGroup
HRT FINANCIAL LP16,440$206K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC16,000$201K0.01%013F-HRTimeline
ArchPoint Investors15,000$189K0.06%013F-HRTimeline
ELCO Management Co., LLC14,500$182K0.1%+30013F-HRTimeline
NCM Capital Management, LLC13,930$175K0.08%-50013F-HRTimeline
GSA CAPITAL PARTNERS LLP13,871$174K0.01%new13F-HRTimeline
Bell Bank13,656$172K0.01%013F-HRTimeline
WealthPLAN Partners, LLC13,575$171K0.02%-59913F-HRTimeline
Institute for Wealth Management, LLC.13,419$169K0.02%013F-HRTimeline
Kovack Advisors, Inc.13,340$168K0.02%+12013F-HRTimeline
Williams Jones Wealth Management, LLC.12,822$161K<0.01%-2,42513F-HRTimeline
Dorsey & Whitney Trust CO LLC12,750$160K0.01%+60013F-HRTimeline
Prospera Financial Services Inc12,440$156K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,218$154K<0.01%-9,21113F-HRTimeline
Parkside Investments, LLC12,000$151K0.02%013F-HRTimeline
WORLD EQUITY GROUP, INC.11,530$145K0.03%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,528$145K0.01%-2,70013F-HRTimeline
NWF Advisory Services Inc.11,514$145K0.02%-11,93013F-HRTimeline
SeaCrest Wealth Management, LLC11,510$145K0.02%new13F-HRTimeline
NewEdge Wealth, LLC11,432$144K<0.01%-4,15313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,969$138K<0.01%new13F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…10,350$130K0.03%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,100$127K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,032$127K<0.01%+113F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC10,014$126K0.04%new13F-HRTimeline
NATIXISin group Natixis Investment Managers9,930$125K<0.01%+25313F-HRTimelineGroup
Grove Bank & Trust8,000$101K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…6,407$80.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC6,173$77.6K<0.01%+15813F-HRTimeline
HARBOUR INVESTMENTS, INC.6,110$76.8K<0.01%-53113F-HRTimeline
BOK Financial Private Wealth, Inc.6,056$76.1K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,010$75.5K0.03%-5,41713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,845$73.5K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC5,500$69.1K0.01%+2,00013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,000$50.3K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,954$50K<0.01%+46813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,600$45.7K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.3,350$42.1K0.04%13F-HRTimeline
Geneos Wealth Management Inc.2,670$33.6K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC2,200$27.7K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,017$25.4K<0.01%+1813F-HR/ATimeline
Larson Financial Group LLC1,984$24.9K<0.01%-91613F-HRTimeline
CoreCap Advisors, LLC1,908$24K<0.01%-1,84213F-HRTimeline
Wilmington Savings Fund Society, FSB1,800$22.6K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,702$21.7K0.01%+4313F-HRTimeline
MAI Capital Management1,650$20.7K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.1,599$20.1K<0.01%+4113F-HRTimeline
Farther Finance Advisors, LLC1,500$18.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,387$17.7K0.01%13F-HRTimeline
Transce3nd, LLC1,324$16.6K0.01%13F-HRTimeline
FSA Wealth Management LLC1,258$15.8K0.01%013F-HRTimeline
Raleigh Capital Management Inc.1,150$14.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,135$14.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,050$13.2K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,000$13K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC1,009$12.7K<0.01%+913F-HRTimeline
Allworth Financial LP858$10.8K<0.01%-5,05013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC850$10.7K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC782$9.83K<0.01%013F-HRTimeline
LEE DANNER & BASS INC700$8.8K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC692$8.69K<0.01%-8,15713F-HRTimeline
Fortitude Family Office, LLC657$8.26K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC556$6.99K<0.01%-26013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC500$6.29K<0.01%013F-HRTimelineGroup
Avion Wealth501$6K<0.01%-13213F-HRTimeline
Dauntless Investment Group, LLC326$4.06K0.02%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc211$2.65K<0.01%-50,37213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…173$2.17K<0.01%-1,17413F-HRTimelineGroup
Coppell Advisory Solutions LLC93$1.16K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC78$980<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.55$7000.06%-58,12413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18$226<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1$13<0.01%-60413F-HRTimelineGroup
Sound Income Strategies, LLC1$12<0.01%-85913F-HRTimeline
Bogart Wealth, LLC0$00%-2,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.