DSL Hedge Fund Ownership (Q1 2026)

Doubleline Income Solutions (DSL)

178 + Investors. Track Smart Money conviction in DSL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DSL

Based on 179 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their DSL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

179 hedge funds hold DSL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding DSL is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 54% buying

86 buying73 selling

Last quarter: 86 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 25 → 15 → 34 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new

115 out of 179 hedge funds have held DSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +3%, value -15%

Value

-14%

+2%

Last quarter: funds added +3% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

21 → 25 → 15 → 34 → 19 new funds/Q

New funds entering each quarter: 25 → 15 → 34 → 19. A growing number of institutions are discovering DSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 68% veterans vs 17% newcomers

■ 68% veterans ■ 15% 1-2yr ■ 17% new

Entry-cohort mix of 179 holders: 122 (68%) are 2+ year veterans, 26 entered 1–2 years ago, and 31 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

14 of 178 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	178	181	-1.66%
13F Shares	28M	27M	2.61%
Total Value	$264M	$309M	-14.8%
New Positions	19	34	-15
Increased Positions	66	59	+7
Closed Positions	22	21	+1
Reduced Positions	51	55	-4
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

178

181

-1.66%

13F Shares

28M

27M

2.61%

Total Value

$264M

$309M

-14.8%

New Positions

-15

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

178 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DSL. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DSL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	McGowan Group Asset Management, Inc.	3.95%	2,938,932	$32.5M
2	Shaker Financial Services, LLC	1.23%	355,669	$3.9M
3	Rareview Capital LLC	1.14%	166,033	$2.0M
4	Paragon Capital Management Inc	0.89%	108,742	$1.2M
5	Intellectus Partners, LLC	0.81%	422,950	$4.7M
6	Trinity Legacy Partners, LLC	0.59%	277,377	$3.0M
7	Gridiron Partners, LLC	0.56%	97,146	$1.1M
8	Ramiah Investment Group	0.49%	57,562	$637K
9	1607 Capital Partners, LLC	0.30%	315,345	$3.5M
10	Schwarz Dygos Wheeler Investment Advisors LLC	0.30%	140,513	$1.6M
11	Approach Retirement Advisors, LLC	0.28%	34,739	$384K
12	Matrix Private Capital Group LLC	0.27%	57,144	$632K
13	Logan Stone Capital, LLC	0.25%	106,340	$1.2M
14	Ghe, LLC	0.24%	58,450	$646K
15	Left Brain Wealth Management, LLC	0.21%	64,090	$709K
16	Journey Advisory Group, LLC	0.19%	230,114	$2.5M
17	Stratos Wealth Advisors, LLC	0.15%	246,847	$2.7M
18	Strong Tower Advisory Services	0.15%	75,194	$832K
19	Strategic Wealth Partners, Ltd.	0.13%	188,529	$2.1M
20	Future Financial Wealth Managment LLC	0.12%	18,000	$191K
21	Peregrine Asset Advisers, Inc.	0.11%	46,420	$513K
22	Sequent Planning LLC	0.10%	42,904	$475K
23	Walled Lake Planning & Wealth Management, LLC	0.10%	36,030	$398K
24	E&G Advisors, LLC	0.10%	47,000	$520K
25	Creekside Partners	0.10%	24,815	$274K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Doubleline Income Solutions (DSL)

What does the Smart Money Trend signal show for DSL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DSL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DSL?

Slight buying edge — 54% buying: Last quarter: 86 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DSL holders?

Elite ownership — 47% AUM from top-100 funds: 14 of 178 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DSL?

64% of holders stayed for 2+ years: 115 out of 179 hedge funds have held DSL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Doubleline Income Solutions (DSL)

Smart Money Signals — DSL

Selling streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 54% buying

Fewer new buyers each quarter (-15 vs last Q)

64% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -15%

Growing discovery — still being found

Veteran-anchored — 68% veterans vs 17% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — DSL

Hedge Fund Ownership: DSL

Market Analysis: DSL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DSL

Hedge Fund Positioning: DSL

Statistics: DSL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Doubleline Income Solutions (DSL)

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