TAMPA, FL
DOUBLELINE INCOME SOLUTIONS FUNDDSL— Latest position per institution from SEC 13F filings
15
Institutional holders
21.48M
Total shares held
201.10M
Estimated value
1.07M
Avg. position size
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
2.94M
Value
32.50M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.67M
Value
29.52M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
2.38M
Value
26.30M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
2.10M
Value
23.22K
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
2.05M
Value
22.70M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.13M
Value
12.45M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.03M
Value
11.36M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
785.41K
Value
8.69K
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
777.13K
Value
8.60M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
694.46K
Value
7.68M
Filed
Jun 30, 2026
D.A. DAVIDSON & CO.
CIK 1080107
Shares
671.76K
Value
7.43M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
670.83K
Value
7.42M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
588.41K
Value
6.51M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
500.21K
Value
5.53M
Filed
Jun 30, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
442.79K
Value
4.90M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
428.99K
Value
4.75K
Filed
Jun 30, 2026
INTELLECTUS PARTNERS, LLC
CIK 1677253
Shares
422.95K
Value
4.68M
Filed
Jun 30, 2026
BALYASNY ASSET MANAGEMENT L.P.
CIK 1218710
Shares
416.58K
Value
4.69M
Filed
Dec 31, 2025
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
415.05K
Value
4.15M
Filed
Sep 30, 2026
HERR INVESTMENT GROUP LLC
CIK 1922235
Shares
370.80K
Value
4.64M
Filed
Jun 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 2.94M | 32.50M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 2.67M | 29.52M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 2.38M | 26.30M | Jun 30, 2026 |
| 4 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 2.10M | 23.22K | Jun 30, 2026 |
| 5 | BANK OF AMERICA CORP /DE/ | 70858 | 2.05M | 22.70M | Jun 30, 2026 |
| 6 | INVESCO LTD. | 914208 | 1.13M | 12.45M | Jun 30, 2026 |
| 7 | AMERIPRISE FINANCIAL INC | 820027 | 1.03M | 11.36M | Jun 30, 2026 |
| 8 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 785.41K | 8.69K | Jun 30, 2026 |
| 9 | ROYAL BANK OF CANADA | 1000275 | 777.13K | 8.60M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL INC | 720005 | 694.46K | 7.68M | Jun 30, 2026 |
| 11 | D.A. DAVIDSON & CO. | 1080107 | 671.76K | 7.43M | Jun 30, 2026 |
| 12 | GUGGENHEIM CAPITAL LLC | 1283072 | 670.83K | 7.42M | Jun 30, 2026 |
| 13 | LPL FINANCIAL LLC | 1403438 | 588.41K | 6.51M | Jun 30, 2026 |
| 14 | UBS GROUP AG | 1610520 | 500.21K | 5.53M | Jun 30, 2026 |
| 15 | HIGHTOWER ADVISORS, LLC | 1462245 | 442.79K | 4.90M | Jun 30, 2026 |
| 16 | COHEN & STEERS, INC. | 1284812 | 428.99K | 4.75K | Jun 30, 2026 |
| 17 | INTELLECTUS PARTNERS, LLC | 1677253 | 422.95K | 4.68M | Jun 30, 2026 |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | 1218710 | 416.58K | 4.69M | Dec 31, 2025 |
| 19 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 415.05K | 4.15M | Sep 30, 2026 |
| 20 | HERR INVESTMENT GROUP LLC | 1922235 | 370.80K | 4.64M | Jun 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.