Filing Research | DOUBLELINE INCOME SOLUTIONS Institutional Holdings

Snapshot holdings

46 / 46 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	671.8KSH	$7.4M
2	Shaker Financial Services, LLC	Shares	355.7KSH	$3.9M
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	352.3KSH	$3.9M
4	Trinity Legacy Partners, LLC	Shares	277.4KSH	$3.0M
5	Rareview Capital LLC	Shares	166.0KSH	$2.0M
6	Wealthcare Advisory Partners LLC	Shares	110.4KSH	$1.2M
7	PARAGON CAPITAL MANAGEMENT INC	Shares	108.7KSH	$1.2M
8	Strong Tower Advisory Services	Shares	75.2KSH	$831.6K
9	Ramiah Investment Group	Shares	57.6KSH	$636.6K
10	LANARK FINANCIAL, INC.	Shares	53.1KSH	$587.7K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	51.2KSH	$565.7K
12	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	49.1KSH	$543.4K
13	Pettinga Financial Advisors LLC	Shares	48.3KSH	$534.1K
14	E&G Advisors, LLC	Shares	47.0KSH	$519.8K
15	EASTERLY INVESTMENT PARTNERS LLC	Shares	44.6KSH	$493.6K
16	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	Shares	36.0KSH	$398.5K
17	Triumph Capital Management	Shares	34.8KSH	$384.6K
18	Approach Retirement Advisors, LLC	Shares	34.7KSH	$384.2K
19	Sowell Financial Services LLC	Shares	30.4KSH	$335.8K
20	Sage Capital Advisors,llc	Shares	28.4KSH	$314.2K
21	Activest Wealth Management	Shares	26.4KSH	$292.1K
22	WORLD EQUITY GROUP, INC.	Shares	24.7KSH	$273.1K
23	J.W. COLE ADVISORS, INC.	Shares	22.3KSH	$246.9K
24	SeaCrest Wealth Management, LLC	Shares	22.2KSH	$245.3K
25	Next Level Private LLC	Shares	21.6KSH	$238.9K
26	Focus Financial Network, Inc.	Shares	18.1KSH	$200.1K
27	Future Financial Wealth Managment LLC	Shares	18.0KSH	$191.3K
28	Avidian Wealth Enterprises, LLC	Shares	16.0KSH	$177.0K
29	PRAIRIE ADVISORY, LLC	Shares	15.1KSH	$167.2K
30	Bell Bank	Shares	13.7KSH	$151.0K
31	Traynor Capital Management, Inc.	Shares	12.1KSH	$134.1K
32	Apollon Wealth Management, LLC	Shares	11.4KSH	$126.1K
33	PFG Investments, LLC	Shares	11.1KSH	$122.3K
34	GATEWAY INVESTMENT ADVISERS LLC	Shares	10.7KSH	$118.1K
35	ST GERMAIN D J CO INC	Shares	4.0KSH	$44.1K
36	Nova Wealth Management, Inc.	Shares	3.4KSH	$37.1K
37	CoreCap Advisors, LLC	Shares	2.5KSH	$27.6K
38	SOA Wealth Advisors, LLC.	Shares	2.3KSH	$25.2K
39	Financial Management Professionals, Inc.	Shares	1.9KSH	$20.9K
40	Golden State Wealth Management, LLC	Shares	1.5KSH	$16.5K
41	HIGHLINE WEALTH PARTNERS LLC	Shares	1.3KSH	$13.8K
42	Holos Integrated Wealth LLC	Shares	1.2KSH	$13.6K
43	Farther Finance Advisors, LLC	Shares	1.0KSH	$11.3K
44	Allied Private Wealth LLC	Shares	357SH	$3.9K
45	IFP Advisors, Inc	Shares	307SH	$3.4K
46	SIGNATUREFD, LLC	Shares	4SH	$47

Manager changes2026-06-30 vs 2026-03-31

47 / 47 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+204.2K	+$2.4M	$7.4M
2	Rareview Capital LLC added	Shares	+89.9K	+$1.1M	$2.0M
3	Strong Tower Advisory Services new	Shares	+75.2K	+$831.6K	$831.6K
4	Pettinga Financial Advisors LLC new	Shares	+48.3K	+$534.1K	$534.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+32.1K	+$361.5K	$565.7K
6	J.W. COLE ADVISORS, INC. new	Shares	+22.3K	+$246.9K	$246.9K
7	Traynor Capital Management, Inc. new	Shares	+12.1K	+$134.1K	$134.1K
8	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+10.7K	+$118.1K	$118.1K
9	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+6.2K	+$77.4K	$493.6K
10	WORLD EQUITY GROUP, INC. added	Shares	+6.1K	+$71.9K	$273.1K
11	SeaCrest Wealth Management, LLC added	Shares	+6.0K	+$69.7K	$245.3K
12	PARAGON CAPITAL MANAGEMENT INC added	Shares	+3.3K	+$60.3K	$1.2M
13	Sowell Financial Services LLC added	Shares	+4.6K	+$56.3K	$335.8K
14	ST GERMAIN D J CO INC added	Shares	+3.1K	+$34.9K	$44.1K
15	CoreCap Advisors, LLC new	Shares	+2.5K	+$27.6K	$27.6K
16	Focus Financial Network, Inc. added	Shares	+2.1K	+$27.0K	$200.1K
17	LANARK FINANCIAL, INC. added	Shares	+734	+$20.2K	$587.7K
18	Approach Retirement Advisors, LLC added	Shares	+1.0K	+$19.0K	$384.2K
19	Triumph Capital Management added	Shares	+879	+$17.5K	$384.6K
20	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+407	+$15.7K	$543.4K
21	Ramiah Investment Group added	Shares	+10	+$13.3K	$636.6K
22	Next Level Private LLC added	Shares	+532	+$10.7K	$238.9K
23	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added	Shares	+197	+$10.4K	$398.5K
24	Sage Capital Advisors,llc trimmed	Shares	-53	+$6.0K	$314.2K
25	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$3.7K	$177.0K
26	Bell Bank unchanged	Shares	0	+$3.1K	$151.0K
27	E&G Advisors, LLC trimmed	Shares	-800	+$2.1K	$519.8K
28	SOA Wealth Advisors, LLC. added	Shares	+66	+$1.2K	$25.2K
29	Financial Management Professionals, Inc. added	Shares	+55	+$1.0K	$20.9K
30	Apollon Wealth Management, LLC trimmed	Shares	-150	+$998	$126.1K
31	Nova Wealth Management, Inc. unchanged	Shares	0	+$770	$37.1K
32	Farther Finance Advisors, LLC added	Shares	+5	+$296	$11.3K
33	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$287	$13.8K
34	IFP Advisors, Inc added	Shares	+10	+$178	$3.4K
35	Holos Integrated Wealth LLC unchanged	Shares	0	+$111	$13.6K
36	SIGNATUREFD, LLC unchanged	Shares	0	+$2	$47
37	Sound Income Strategies, LLC exited	Shares	-1	-$11	$0
38	Future Financial Wealth Managment LLC unchanged	Shares	0	-$8.3K	$191.3K
39	PFG Investments, LLC trimmed	Shares	-4.6K	-$47.2K	$122.3K
40	Wealthcare Advisory Partners LLC trimmed	Shares	-9.3K	-$74.9K	$1.2M
41	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-14.5K	-$75.5K	$3.9M
42	Blue Trust, Inc. exited	Shares	-7.9K	-$85.8K	$0
43	Golden State Wealth Management, LLC trimmed	Shares	-8.4K	-$90.5K	$16.5K
44	DECISION INVESTMENTS, INC exited	Shares	-11.6K	-$125.8K	$0
45	Trinity Legacy Partners, LLC trimmed	Shares	-5.0K	-$197.2K	$3.0M
46	Shaker Financial Services, LLC trimmed	Shares	-28.3K	-$224.5K	$3.9M
47	Activest Wealth Management trimmed	Shares	-107.0K	-$1.2M	$292.1K