Vault-13

DOUBLELINE INCOME SOLUTIONS DSL

COM · Closed-End Fund · CUSIP 258622109

182 institutional holders -5 vs Q4 2024
24,080,05024.1m shares reported held*
$303.5mreported value*
17 new 67 added 56 reduced 19 sold out net bought ≈ $1.8m (+144.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($160.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.61. Options: 4 managers hold calls ($155.0k notional), 4 hold puts ($177.8k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 175Q4 22: 175Q1 23: 169Q2 23: 166Q3 23: 171Q4 23: 177Q1 24: 173Q2 24: 173Q3 24: 179Q4 24: 187Q1 25: 182182Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022175
Q4 2022175
Q1 2023169
Q2 2023166
Q3 2023171
Q4 2023177
Q1 2024173
Q2 2024173
Q3 2024179
Q4 2024187
Q1 2025182

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 69 bought or addedQ2 23: 69 cut or sold outQ3 23: 67 bought or addedQ3 23: 70 cut or sold outQ3 23Q4 23: 77 bought or addedQ4 23: 74 cut or sold outQ1 24: 91 bought or addedQ1 24: 58 cut or sold outQ1 24Q2 24: 76 bought or addedQ2 24: 72 cut or sold outQ3 24: 97 bought or addedQ3 24: 55 cut or sold outQ3 24Q4 24: 85 bought or addedQ4 24: 80 cut or sold outQ1 25: 84 bought or addedQ1 25: 75 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236969
Q3 20236770
Q4 20237774
Q1 20249158
Q2 20247672
Q3 20249755
Q4 20248580
Q1 20258475

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ2 24 calls: $218.1kQ2 24 puts: $377.6kQ2 24P/C 1.73Q3 24 calls: $19.2kQ3 24 puts: $200.2kQ3 24P/C 10.44Q4 24 calls: $66.1kQ4 24 puts: $332.3kQ4 24P/C 5.03Q1 25 calls: $155.0kQ1 25 puts: $177.8kQ1 25P/C 1.15
Numbers
QuarterCallsPutsP/C
Q2 2024$218.1k$377.6k1.73
Q3 2024$19.2k$200.2k10.44
Q4 2024$66.1k$332.3k5.03
Q1 2025$155.0k$177.8k1.15

Biggest buyers

Journey Advisory Group, LLC New +226,897+226.9k
MORGAN STANLEY Added +110,765+110.8k
LANARK FINANCIAL, INC. Added +55,452+55.5k
WELLS FARGO & COMPANY/MN Added +48,926+48.9k
STIFEL FINANCIAL CORP Added +47,479+47.5k
Sowell Financial Services LLC Added +45,785+45.8k
Concurrent Investment Advisors, LLC Added +39,318+39.3k
OSAIC HOLDINGS, INC. Added +36,111+36.1k
JPMORGAN CHASE & CO New +34,807+34.8k
Invesco Ltd. Added +32,102+32.1k

Biggest sellers

CITADEL ADVISORS LLC Reduced -223,810-223.8k
UBS Group AG Reduced -67,763-67.8k
GUGGENHEIM CAPITAL LLC Reduced -64,424-64.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -59,717-59.7k
World Investment Advisors Sold out -52,662-52.7k
Arcus Capital Partners, LLC Reduced -43,266-43.3k
Cambridge Investment Research Advisors, Inc. Reduced -38,961-39.0k
Summit X, LLC Reduced -37,829-37.8k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -35,059-35.1k
RAYMOND JAMES FINANCIAL INC Reduced -32,739-32.7k

Biggest calls

SIMPLEX TRADING, LLC Added $131.0k10.4k shares
CITADEL ADVISORS LLC Reduced $17.7k1.4k shares
GROUP ONE TRADING LLC New $6.3k500 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $109.7k8.7k shares
GROUP ONE TRADING LLC Added $63.0k5.0k shares
SIMPLEX TRADING, LLC Reduced $5.0k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 1 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20241$1.3k0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 McGowan Group Asset Management, Inc. 5.32% of their portfolio DALLAS, TX 3,190,1103.2m $40.2m $40.2m 5.32% Reduced -8.3k -8,294
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,996,0453.0m $37.8m $37.8m 0.00% Added +110.8k +110,765
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,272,6501.3m $16.0m $16.0m 0.00% Added +48.9k +48,926
4 LeConte Wealth Management, LLC 8.51% of their portfolio Maryville, TN 1,059,3471.1m $13.4m $13.4m 8.51% First filing
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 998,063998.1k $12.6m $12.6m 0.00% Reduced -67.8k -67,763
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 912,064912.1k $11.5m $11.5m 0.00% Added +32.1k +32,102
7 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 807,887807.9k $10.2m $10.2m 0.03% Reduced -39.0k -38,961
8 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 732,762732.8k $9.2m $9.2m 0.01% Added +47.5k +47,479
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 660,870660.9k $8.3m $8.3m 0.00% Reduced -30.0k -30,007
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 629,239629.2k $7.9m $7.9m 0.00% Reduced -32.7k -32,739
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 589,231589.2k $7.4m $7.4m 0.00% Reduced -19.8k -19,821
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 528,736528.7k $6.7m $6.7m 0.00% Added +15.9k +15,892
13 Intellectus Partners, LLC 1.39% of their portfolio SAN FRANCISCO, CA 447,956448.0k $5.6m $5.6m 1.39% Reduced -11.5k -11,493
14 Penserra Capital Management LLC 0.10% of their portfolio ORINDA, CA 431,082431.1k $5.4m $5.4m 0.10% Added +3.3k +3,329
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 417,946417.9k $5.3m $5.3m 0.01% Reduced -2.7k -2,735
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 411,442411.4k $5.2m $5.2m 0.00% Added +219 +219
17 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 348,993349.0k $4.4m $4.4m 0.01% Unchanged
18 INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio SAN DIEGO, CA 344,955345.0k $4.3m $4.3m 0.15% Added +28.9k +28,942
19 Trinity Legacy Partners, LLC 0.91% of their portfolio HOUSTON, TX 292,410292.4k $3.6m $3.6m 0.91% Added +18.8k +18,826
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 266,311266.3k $3.4m $3.4m 0.01% Added +26.7k +26,700
21 Journey Advisory Group, LLC 0.23% of their portfolio COVINGTON, KY 226,897226.9k $2.9m $2.9m 0.23% New
22 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 219,361219.4k $2.8m $2.8m 0.02% Reduced -1.1k -1,053
23 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 213,656213.7k $2.7m $2.7m 0.01% Added +442 +442
24 EVERGREEN CAPITAL MANAGEMENT LLC 0.09% of their portfolio Bellevue, WA 204,141204.1k $2.6m $2.6m 0.09% Reduced -650 -650
25 EVOKE WEALTH, LLC 0.06% of their portfolio Los Angeles, CA 197,436197.4k $2.5m $2.5m 0.06% Reduced -390 -390
26 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 176,064176.1k $2.2m $2.2m 0.00% Added +6.2k +6,238
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 173,647173.6k $2.2m $2.2m 0.01% Added +5.3k +5,337
28 Activest Wealth Management 0.56% of their portfolio AVENTURA, FL 166,372166.4k $2.1m $2.1m 0.56% Added +22.0k +22,000
29 Ascentis Independent Advisors 0.37% of their portfolio DALLAS, TX 149,935149.9k $1.9m $1.9m 0.37% Added +2.4k +2,379
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 142,552142.6k $1.8m $1.8m 0.00% Added +36.1k +36,111
31 Fort Sheridan Advisors LLC 0.26% of their portfolio HIGHLAND PARK, IL 137,409137.4k $1.7m $1.7m 0.26% Reduced -13.6k -13,554
32 MATRIX PRIVATE CAPITAL GROUP LLC 0.98% of their portfolio NEW YORK, NY 129,730129.7k $1.6m $1.6m 0.98% Reduced -5.2k -5,170
33 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 123,386123.4k $1.6m $1.6m 0.01% Reduced -64.4k -64,424
34 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 123,130123.1k $1.6m $1.6m 0.04% Added +15.9k +15,942
35 Consolidated Portfolio Review Corp 0.25% of their portfolio WOODBURY, NY 121,352121.4k $1.5m $1.5m 0.25% Added +3.8k +3,750
36 Parallel Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 117,451117.5k $1.5m $1.5m 0.03% Added +19.3k +19,307
37 Summit X, LLC 0.31% of their portfolio CHESTERFIELD, MO 117,205117.2k $1.5m $1.5m 0.31% Reduced -37.8k -37,829
38 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 109,074109.1k $1.4m $1.4m 0.03% Added +39.3k +39,318
39 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 104,636104.6k $1.3m $1.3m 0.01% Added +1.7k +1,695
40 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.31% of their portfolio MINNEAPOLIS, MN 102,177102.2k $1.3m $1.3m 0.31% Added +12.2k +12,168
41 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 100,483100.5k $1.3m $1.3m 0.01% Reduced -15.7k -15,665
42 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 96,41296.4k $1.2m $1.2m 0.00% Added +6.5k +6,450
43 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 95,65195.7k $1.2m $1.2m 0.00% Reduced -7.8k -7,750
44 Sovran Advisors, LLC 0.14% of their portfolio SAN DIEGO, CA 90,19790.2k $1.1m $1.1m 0.14% Reduced -2.7k -2,736
45 PARAGON CAPITAL MANAGEMENT INC 0.90% of their portfolio Provo, UT 88,56588.6k $1.1m $1.1m 0.90% Reduced -4.7k -4,689
46 JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio SUMMIT, NJ 85,55085.5k $1.1m $1.1m 0.04% Added +18.5k +18,500
47 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 84,04584.0k $1.1m $1.1m 0.00% Unchanged
48 Shaker Financial Services, LLC 0.39% of their portfolio Arlington, VA 79,59679.6k $1.0m $1.0m 0.39% Added +6.5k +6,520
49 M Holdings Securities, Inc. 0.16% of their portfolio PORTLAND, OR 75,44075.4k $951.0k $951.0k 0.16% Added +1.6k +1,627
50 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 75,28175.3k $949.3k $949.3k 0.04% Added +45.8k +45,785
51 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 74,36474.4k $938.0k $938.0k 0.03% Added +1.4k +1,419
52 Hennion & Walsh Asset Management, Inc. 0.04% of their portfolio Parsippany, NJ 70,36870.4k $887.3k $887.3k 0.04% Reduced -3.8k -3,781
53 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 66,53566.5k $839.0k $839.0k 0.02% Reduced -1.0k -1,000
54 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 64,21764.2k $809.8k $809.8k 0.01% Reduced -27.0k -26,971
55 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 58,94158.9k $743.2k $743.2k 0.02% Added +12.0k +11,987
56 FOSTER & MOTLEY INC 0.05% of their portfolio CINCINNATI, OH 58,74358.7k $741.0k $741.0k 0.05% Reduced -2.6k -2,598
57 Stratos Wealth Advisors, LLC 0.04% of their portfolio BEACHWOOD, OH 58,38958.4k $736.3k $736.3k 0.04% Added +2.8k +2,770
58 Ramiah Investment Group 0.70% of their portfolio BROOKFIELD, WI 57,90657.9k $730.2k $730.2k 0.70% Reduced -15.9k -15,949
59 HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 57,71757.7k $727.8k $727.8k 0.01% Reduced -612 -612
60 E&G Advisors, LLC 0.20% of their portfolio HOUSTON, TX 56,50056.5k $712.5k $712.5k 0.20% Reduced -1.0k -1,000
61 LANARK FINANCIAL, INC. 0.06% of their portfolio BIRMINGHAM, AL 55,50755.5k $699.0k $699.0k 0.06% Added +55.5k +55,452
62 Triumph Capital Management 0.23% of their portfolio DENVER, CO 55,47455.5k $699.5k $699.5k 0.23% Reduced -11.6k -11,645
63 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 54,25054.2k $684.1k $684.1k 0.00% Reduced -6.4k -6,400
64 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 53,32053.3k $672.4k $672.4k 0.00% Reduced -2.0k -2,000
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 52,81352.8k $666.0k $666.0k 0.00% Reduced -2.6k -2,639
66 Arcus Capital Partners, LLC 0.26% of their portfolio ATLANTA, GA 52,03652.0k $656.2k $656.2k 0.26% Reduced -43.3k -43,266
67 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 51,87951.9k $654.2k $654.2k 0.01% Added +1.6k +1,637
68 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 50,66650.7k $638.9k $638.9k 0.02% Added +19.2k +19,203
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 50,47250.5k $636.5k $636.5k 0.00% Added +3.0k +3,020
70 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% of their portfolio CONCORD, MA 48,29048.3k $605.1k $605.1k 0.09% Added +189 +189
71 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 46,36546.4k $584.7k $584.7k 0.01% Added +12.0k +12,007
72 Golden State Wealth Management, LLC 0.08% of their portfolio SANTA ANA, CA 44,22844.2k $557.7k $557.7k 0.08% Reduced -691 -691
73 Maridea Wealth Management LLC 0.18% of their portfolio BROOKLYN, NY 43,66743.7k $550.6k $550.6k 0.18% Added +2.3k +2,342
74 United Advisor Group, LLC 0.11% of their portfolio CINCINNATI, OH 43,63843.6k $550.3k $550.3k 0.11% Added +73 +73
75 Mariner, LLC 0.00% of their portfolio Overland Park, KS 43,18143.2k $544.5k $544.5k 0.00% Added +2.0k +1,993
76 PIN OAK INVESTMENT ADVISORS INC 0.40% of their portfolio HOUSTON, TX 42,06542.1k $527.0k $527.0k 0.40% Reduced -1.3k -1,300
77 EASTERLY INVESTMENT PARTNERS LLC 0.04% of their portfolio BEVERLY, MA 40,12740.1k $506.0k $506.0k 0.04% Reduced -6.5k -6,460
78 Sage Capital Advisors,llc 0.13% of their portfolio SIOUX FALLS, SD 39,43939.4k $497.3k $497.3k 0.13% Reduced -2.4k -2,374
79 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.18% of their portfolio HIGHLAND PARK, IL 39,17339.2k $494.0k $494.0k 0.18% Reduced -183 -183
80 GHE, LLC 0.22% of their portfolio MEMPHIS, TN 38,20038.2k $482.0k $482.0k 0.22% Unchanged
81 Sequent Planning LLC 0.17% of their portfolio OMAHA, NE 37,57837.6k $473.9k $473.9k 0.17% Reduced -1.9k -1,883
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,56437.6k $473.7k $473.7k 0.00% Added +21.1k +21,111
83 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 37,47037.5k $472.5k $472.5k 0.00% Added +564 +564
84 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 37,26537.3k $469.9k $469.9k 0.00% Added +10 +10
85 HOLLENCREST CAPITAL MANAGEMENT 0.02% of their portfolio NEWPORT BEACH, CA 36,19236.2k $456.4k $456.4k 0.02% Reduced -13.1k -13,055
86 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.17% of their portfolio WALTHAM, MA 35,22035.2k $444.1k $444.1k 0.17% Reduced -983 -983
87 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,80734.8k $438.9k $438.9k 0.00% New
88 Left Brain Wealth Management, LLC 0.19% of their portfolio NAPERVILLE, IL 34,11534.1k $430.2k $430.2k 0.19% Added +11.1k +11,075
89 Granite Investment Partners, LLC 0.02% of their portfolio EL SEGUNDO, CA 32,42132.4k $408.8k $408.8k 0.02% Added +721 +721
90 Peregrine Asset Advisers, Inc. 0.15% of their portfolio Portland, OR 31,82031.8k $401.2k $401.2k 0.15% Added +410 +410
91 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 28,63528.6k $358.8k $358.8k 0.03% Reduced -12 -12
92 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 28,25028.2k $356.2k $356.2k 0.01% New
93 COMERICA BANK 0.00% of their portfolio DALLAS, TX 27,51227.5k $346.9k $346.9k 0.00% Reduced -555 -555
94 Concorde Asset Management, LLC 0.17% of their portfolio ANN ARBOR, MI 26,60026.6k $314.4k $314.4k 0.17% Added +1.0k +1,000
95 Medallion Wealth Advisors, LLC 0.15% of their portfolio FARMINGTON, CT 26,49426.5k $333.6k $333.6k 0.15% Added +1.8k +1,841
96 FIRST FOUNDATION ADVISORS 0.01% of their portfolio Irvine, CA 23,93423.9k $301.8k $301.8k 0.01% Unchanged
97 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 23,19923.2k $293.0k $293.0k 0.02% Added +372 +372
98 Apriem Advisors 0.03% of their portfolio IRVINE, CA 22,30022.3k $281.2k $281.2k 0.03% Added +3.0k +3,000
99 CURA WEALTH ADVISORS, LLC 0.11% of their portfolio CHICAGO, IL 21,91021.9k $276.3k $276.3k 0.11% Unchanged
100 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 20,86220.9k $263.1k $263.1k 0.01% Added +127 +127