DSL — DOUBLELINE INCOM

Ownership history in CX Institutional  ·  4 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in DOUBLELINE INCOM (DSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q3)
Avg. % of fund
0.0%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,146 +1,146 +28.6% 0.00% $63K $11.59
2022 Q2 UNCHANGED 4,000 — 0% 0.00% $49K $7.93
2021 Q3 ADDED 4,000 +936 +30.5% 0.01% $71K $10.60
2021 Q2 INITIATED 3,064 — — 0.00% $55K $10.60
% of Fund (quarterly)    DSL price (monthly, adj. close)

Other funds also holding DSL

As of 2025 Q4 — sorted by position size

McGowan Group Asset Management, Inc. 3Y 7Y 4.05% Logan Stone Capital, LLC 3Y 2.46% Shaker Financial Services, LLC 3Y 7Y 1.41% Intellectus Partners, LLC 3Y 7Y 0.95% PARAGON CAPITAL MANAGEMENT INC 0.92% Rareview Capital LLC 0.9% MATRIX PRIVATE CAPITAL GROUP LLC 3Y 0.72% Trinity Legacy Partners, LLC 3Y 7Y 0.71% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.4% 1607 Capital Partners, LLC 3Y 7Y 0.37%
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