Vault-13

DOUBLELINE INCOME SOLUTIONS DSL

COM · Closed-End Fund · CUSIP 258622109

187 institutional holders +5 vs Q1 2025
24,617,97224.6m shares reported held*
$301.3mreported value*
22 new 74 added 47 reduced 18 sold out net bought ≈ $4.3m (+358.3k 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 ($163.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.24. Options: 4 managers hold calls ($425.2k notional), 3 hold puts ($39.5k).

Trends to Q2 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: 182Q2 25: 187187Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025187

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 67 bought or addedQ3 23: 70 cut or sold outQ4 23: 77 bought or addedQ4 23: 74 cut or sold outQ4 23Q1 24: 91 bought or addedQ1 24: 58 cut or sold outQ2 24: 76 bought or addedQ2 24: 72 cut or sold outQ2 24Q3 24: 97 bought or addedQ3 24: 55 cut or sold outQ4 24: 85 bought or addedQ4 24: 80 cut or sold outQ4 24Q1 25: 84 bought or addedQ1 25: 75 cut or sold outQ2 25: 96 bought or addedQ2 25: 65 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236770
Q4 20237774
Q1 20249158
Q2 20247672
Q3 20249755
Q4 20248580
Q1 20258475
Q2 20259665

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 1.15Q2 25 calls: $425.2kQ2 25 puts: $39.5kQ2 25P/C 0.09
Numbers
QuarterCallsPutsP/C
Q3 2024$19.2k$200.2k10.44
Q4 2024$66.1k$332.3k5.03
Q1 2025$155.0k$177.8k1.15
Q2 2025$425.2k$39.5k0.09

Biggest buyers

ROYAL BANK OF CANADA Added +626,699+626.7k
Shaker Financial Services, LLC Added +164,530+164.5k
MORGAN STANLEY Added +153,681+153.7k
Stratos Wealth Advisors, LLC Added +121,644+121.6k
Herold Advisors, Inc. New +114,950+115.0k
WELLS FARGO & COMPANY/MN Added +107,842+107.8k
READYSTATE ASSET MANAGEMENT LP Added +61,086+61.1k
MGO ONE SEVEN LLC New +59,817+59.8k
Baird Financial Group, Inc. New +56,469+56.5k
GUGGENHEIM CAPITAL LLC Added +54,444+54.4k

Biggest sellers

LeConte Wealth Management, LLC Reduced -821,951-822.0k
Cambridge Investment Research Advisors, Inc. Reduced -216,180-216.2k
EVERGREEN CAPITAL MANAGEMENT LLC Sold out -204,141-204.1k
M Holdings Securities, Inc. Sold out -75,440-75.4k
Hennion & Walsh Asset Management, Inc. Sold out -70,368-70.4k
B. Riley Wealth Advisors, Inc. Sold out -58,941-58.9k
Sowell Financial Services LLC Reduced -50,572-50.6k
Apollon Wealth Management, LLC Reduced -49,895-49.9k
Fort Sheridan Advisors LLC Reduced -39,967-40.0k
JPMORGAN CHASE & CO Reduced -32,381-32.4k

Biggest calls

CITADEL ADVISORS LLC Added $227.7k18.6k shares
SIMPLEX TRADING, LLC Added $178.0k14.6k shares
GROUP ONE TRADING LLC Added $19.6k1.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SIMPLEX TRADING, LLC Added $26.0k2.2k shares
GROUP ONE TRADING LLC Reduced $13.5k1.1k 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 Q2 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
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 1 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20241$1.3k0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 McGowan Group Asset Management, Inc. 4.97% of their portfolio DALLAS, TX 3,225,9433.2m $39.5m $39.5m 4.97% Added +35.8k +35,833
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,149,7263.1m $38.6m $38.6m 0.00% Added +153.7k +153,681
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,380,4921.4m $16.9m $16.9m 0.00% Added +107.8k +107,842
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,215,9301.2m $14.9m $14.9m 0.00% Added +626.7k +626,699
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,019,3191.0m $12.5m $12.5m 0.00% Added +21.3k +21,256
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 935,733935.7k $11.5m $11.5m 0.00% Added +23.7k +23,669
7 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 744,956745.0k $9.1m $9.1m 0.01% Added +12.2k +12,194
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 678,431678.4k $8.3m $8.3m 0.00% Added +17.6k +17,561
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 630,032630.0k $7.7m $7.7m 0.00% Added +793 +793
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 591,707591.7k $7.2m $7.2m 0.02% Reduced -216.2k -216,180
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 563,553563.6k $6.9m $6.9m 0.00% Added +34.8k +34,817
12 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 444,190444.2k $5.4m $5.4m 0.08% Added +13.1k +13,108
13 Intellectus Partners, LLC 1.17% of their portfolio SAN FRANCISCO, CA 442,278442.3k $5.4m $5.4m 1.17% Reduced -5.7k -5,678
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 428,118428.1k $5.2m $5.2m 0.00% Added +16.7k +16,676
15 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 423,017423.0k $5.2m $5.2m 0.01% Added +5.1k +5,071
16 INDEPENDENT FINANCIAL GROUP, LLC 0.12% of their portfolio SAN DIEGO, CA 368,983369.0k $4.5m $4.5m 0.12% Added +24.0k +24,028
17 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 348,993349.0k $4.3m $4.3m 0.01% Unchanged
18 Trinity Legacy Partners, LLC 0.87% of their portfolio HOUSTON, TX 296,789296.8k $3.6m $3.6m 0.87% Added +4.4k +4,379
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 282,852282.9k $3.5m $3.5m 0.01% Added +16.5k +16,541
20 Shaker Financial Services, LLC 1.08% of their portfolio Arlington, VA 244,126244.1k $3.0m $3.0m 1.08% Added +164.5k +164,530
21 LeConte Wealth Management, LLC 1.97% of their portfolio Maryville, TN 237,396237.4k $2.9m $2.9m 1.97% Reduced -822.0k -821,951
22 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 230,981231.0k $2.8m $2.8m 0.02% Added +11.6k +11,620
23 Journey Advisory Group, LLC 0.22% of their portfolio COVINGTON, KY 227,512227.5k $2.8m $2.8m 0.22% Added +615 +615
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 223,740223.7k $2.7m $2.7m 0.00% Added +10.1k +10,084
25 EVOKE WEALTH, LLC 0.06% of their portfolio Los Angeles, CA 197,436197.4k $2.4m $2.4m 0.06% Unchanged
26 Strategic Wealth Partners, Ltd. 0.19% of their portfolio INDEPENDENCE, OH 197,357197.4k $2.4m $2.4m 0.19% First filing
27 Stratos Wealth Advisors, LLC 0.12% of their portfolio BEACHWOOD, OH 180,033180.0k $2.2m $2.2m 0.12% Added +121.6k +121,644
28 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 177,830177.8k $2.2m $2.2m 0.02% Added +54.4k +54,444
29 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 177,762177.8k $2.2m $2.2m 0.00% Added +1.7k +1,698
30 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 176,543176.5k $2.2m $2.2m 0.01% Added +2.9k +2,896
31 Activest Wealth Management 0.47% of their portfolio AVENTURA, FL 160,551160.6k $2.0m $2.0m 0.47% Reduced -5.8k -5,821
32 Ascentis Independent Advisors 0.35% of their portfolio DALLAS, TX 152,774152.8k $1.9m $1.9m 0.35% Added +2.8k +2,839
33 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 150,542150.5k $1.8m $1.8m 0.04% Added +33.1k +33,091
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 144,406144.4k $1.8m $1.8m 0.00% Added +1.9k +1,854
35 MATRIX PRIVATE CAPITAL GROUP LLC 0.94% of their portfolio NEW YORK, NY 130,210130.2k $1.6m $1.6m 0.94% Added +480 +480
36 Wealthcare Advisory Partners LLC 0.03% of their portfolio WEST CHESTER, PA 122,001122.0k $1.5m $1.5m 0.03% Reduced -1.1k -1,129
37 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 119,061119.1k $1.5m $1.5m 0.01% Added +18.6k +18,578
38 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 116,886116.9k $1.4m $1.4m 0.03% Added +7.8k +7,812
39 Herold Advisors, Inc. 0.29% of their portfolio New York, NY 114,950115.0k $1.4m $1.4m 0.29% New
40 Consolidated Portfolio Review Corp 0.18% of their portfolio WOODBURY, NY 108,535108.5k $1.3m $1.3m 0.18% Reduced -12.8k -12,817
41 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.30% of their portfolio MINNEAPOLIS, MN 108,346108.3k $1.3m $1.3m 0.30% Added +6.2k +6,169
42 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 107,657107.7k $1.3m $1.3m 0.00% Added +11.2k +11,245
43 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 107,500107.5k $1.3m $1.3m 0.00% Added +53.2k +53,250
44 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 107,267107.3k $1.3m $1.3m 0.01% Added +2.6k +2,631
45 Summit X, LLC 0.23% of their portfolio CHESTERFIELD, MO 102,730102.7k $1.3m $1.3m 0.23% Reduced -14.5k -14,475
46 Fort Sheridan Advisors LLC 0.17% of their portfolio HIGHLAND PARK, IL 97,44297.4k $1.2m $1.2m 0.17% Reduced -40.0k -39,967
47 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 94,73094.7k $1.2m $1.2m 0.00% Reduced -921 -921
48 PARAGON CAPITAL MANAGEMENT INC 0.82% of their portfolio Provo, UT 88,34488.3k $1.1m $1.1m 0.82% Reduced -221 -221
49 Sovran Advisors, LLC 0.11% of their portfolio SAN DIEGO, CA 86,91886.9k $1.1m $1.1m 0.11% Reduced -3.3k -3,279
50 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 83,26483.3k $1.0m $1.0m 0.00% Reduced -781 -781
51 READYSTATE ASSET MANAGEMENT LP 0.04% of their portfolio CHICAGO, IL 81,16981.2k $993.5k $993.5k 0.04% Added +61.1k +61,086
52 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 72,38572.4k $886.0k $886.0k 0.03% Reduced -2.0k -1,979
53 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 70,69270.7k $865.3k $865.3k 0.02% Added +6.5k +6,475
54 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 59,81759.8k $732.2k $732.2k 0.02% New
55 FOSTER & MOTLEY INC 0.04% of their portfolio CINCINNATI, OH 58,05258.1k $711.0k $711.0k 0.04% Reduced -691 -691
56 Ramiah Investment Group 0.75% of their portfolio BROOKFIELD, WI 57,14857.1k $699.5k $699.5k 0.75% Reduced -758 -758
57 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 56,93656.9k $697.0k $697.0k 0.00% Added +4.1k +4,123
58 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 56,46956.5k $691.2k $691.2k 0.00% New
59 HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 56,05256.1k $686.1k $686.1k 0.01% Reduced -1.7k -1,665
60 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 55,55055.5k $679.9k $679.9k 0.02% Reduced -30.0k -30,000
61 E&G Advisors, LLC 0.18% of their portfolio HOUSTON, TX 55,50055.5k $679.3k $679.3k 0.18% Reduced -1.0k -1,000
62 LANARK FINANCIAL, INC. 0.05% of their portfolio BIRMINGHAM, AL 53,47553.5k $654.0k $654.0k 0.05% Reduced -2.0k -2,032
63 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 51,40051.4k $629.1k $629.1k 0.00% Reduced -1.9k -1,920
64 Cypress Capital Group 0.08% of their portfolio Palm Beach, FL 49,89549.9k $610.7k $610.7k 0.08% New
65 Sequent Planning LLC 0.19% of their portfolio OMAHA, NE 49,15649.2k $601.7k $601.7k 0.19% Added +11.6k +11,578
66 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 48,80148.8k $597.3k $597.3k 0.01% Reduced -3.1k -3,078
67 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% of their portfolio CONCORD, MA 48,69148.7k $596.0k $596.0k 0.08% Added +401 +401
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,59547.6k $582.6k $582.6k 0.00% Added +10.1k +10,125
69 GHE, LLC 0.26% of their portfolio MEMPHIS, TN 47,47647.5k $581.1k $581.1k 0.26% Added +9.3k +9,276
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 46,09446.1k $565.1k $565.1k 0.00% Reduced -4.4k -4,378
71 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 45,06545.1k $551.0k $551.0k 0.00% New
72 Maridea Wealth Management LLC 0.14% of their portfolio BROOKLYN, NY 44,26544.3k $541.8k $541.8k 0.14% Added +598 +598
73 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,14644.1k $540.3k $540.3k 0.00% Added +965 +965
74 PIN OAK INVESTMENT ADVISORS INC 0.45% of their portfolio HOUSTON, TX 42,06542.1k $530.0k $530.0k 0.45% Unchanged
75 Golden State Wealth Management, LLC 0.06% of their portfolio SANTA ANA, CA 40,99841.0k $501.8k $501.8k 0.06% Reduced -3.2k -3,230
76 Left Brain Wealth Management, LLC 0.17% of their portfolio NAPERVILLE, IL 40,55040.5k $496.3k $496.3k 0.17% Added +6.4k +6,435
77 EASTERLY INVESTMENT PARTNERS LLC 0.04% of their portfolio BEVERLY, MA 40,12740.1k $491.2k $491.2k 0.04% Unchanged
78 Elequin Capital, LP 0.07% of their portfolio NEW YORK, NY 39,81639.8k $487.3k $487.3k 0.07% New
79 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.16% of their portfolio HIGHLAND PARK, IL 39,33239.3k $481.4k $481.4k 0.16% Added +159 +159
80 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 39,05639.1k $478.0k $478.0k 0.00% New
81 Arcus Capital Partners, LLC 0.20% of their portfolio ATLANTA, GA 38,60938.6k $472.6k $472.6k 0.20% Reduced -13.4k -13,427
82 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 37,27337.3k $456.2k $456.2k 0.00% Added +8 +8
83 HOLLENCREST CAPITAL MANAGEMENT 0.02% of their portfolio NEWPORT BEACH, CA 36,93836.9k $452.1k $452.1k 0.02% Added +746 +746
84 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.15% of their portfolio WALTHAM, MA 35,90035.9k $439.4k $439.4k 0.15% Added +680 +680
85 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 35,08335.1k $429.4k $429.4k 0.01% Reduced -15.6k -15,583
86 United Advisor Group, LLC 0.07% of their portfolio CINCINNATI, OH 33,85333.9k $414.4k $414.4k 0.07% Reduced -9.8k -9,785
87 Sage Capital Advisors,llc 0.10% of their portfolio SIOUX FALLS, SD 33,58633.6k $411.1k $411.1k 0.10% Reduced -5.9k -5,853
88 Granite Investment Partners, LLC 0.02% of their portfolio EL SEGUNDO, CA 33,19333.2k $406.3k $406.3k 0.02% Added +772 +772
89 Peregrine Asset Advisers, Inc. 0.12% of their portfolio Portland, OR 31,83231.8k $389.6k $389.6k 0.12% Added +12 +12
90 Triumph Capital Management 0.11% of their portfolio DENVER, CO 30,85730.9k $377.7k $377.7k 0.11% Reduced -24.6k -24,617
91 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 28,99829.0k $354.9k $354.9k 0.03% Added +363 +363
92 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 28,25028.2k $345.8k $345.8k 0.01% Unchanged
93 CALTON & ASSOCIATES, INC. 0.06% of their portfolio Tampa, FL 28,16528.2k $344.7k $344.7k 0.06% Added +7.4k +7,426
94 Medallion Wealth Advisors, LLC 0.13% of their portfolio FARMINGTON, CT 26,49426.5k $324.2k $324.2k 0.13% Unchanged
95 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 26,37226.4k $322.8k $322.8k 0.00% Reduced -20.0k -19,993
96 Institute for Wealth Management, LLC. 0.04% of their portfolio DENVER, CO 25,77425.8k $315.5k $315.5k 0.04% Added +12.4k +12,355
97 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 24,70924.7k $302.4k $302.4k 0.01% Reduced -50.6k -50,572
98 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 22,44322.4k $274.7k $274.7k 0.01% Added +1.6k +1,581
99 Apriem Advisors 0.03% of their portfolio IRVINE, CA 22,30022.3k $273.0k $273.0k 0.03% Unchanged
100 CURA WEALTH ADVISORS, LLC 0.12% of their portfolio CHICAGO, IL 21,91021.9k $268.2k $268.2k 0.12% Unchanged