Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DOUBLELINE INCOME SOLUTIONS (DSL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — DSL

Based on 174 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
174 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 (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

87 buying74 selling
Last quarter: 87 funds bought or added vs 74 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.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new DSL position: 20 → 23 → 13 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
109 out of 174 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 +10%, value -43%

Value
-42%
Shares
+10%
Last quarter: funds added +10% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~31 new funds/quarter

28 → 20 → 23 → 13 → 31 new funds/Q
New funds entering each quarter: 20 → 23 → 13 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 174 current holders: 118 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
12 of 174 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: DSL

How many hedge funds hold DSL — quarterly history vs. share price
Quarterly hedge fund ownership of DSL vs. share price

Market Analysis: DSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DSL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: DSL
2026 Q1 Stats Unlock in 20 days 174 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 174 164 6.1%
13F Shares 27M 25M 10.05%
Total Value $306M $532M -42.52%
New Positions 31 15 +16
Increased Positions 58 75 -17
Closed Positions 19 22 -3
Reduced Positions 55 37 +18
Total Calls 0 2 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: DSL

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

174 + investors

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

Top 25 institutional holders of DSL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Intellectus Partners, LLC 1.02% 461,897 $5.0M
2 PARAGON CAPITAL MANAGEMENT INC 0.97% 105,486 $1.1M
3 Trinity Legacy Partners, LLC 0.69% 282,346 $3.2M
4 Ramiah Investment Group 0.63% 57,552 $623K
5 Rareview Capital LLC 0.55% 76,095 $931K
6 Approach Retirement Advisors, LLC 0.30% 33,724 $365K
7 Ascentis Independent Advisors 0.27% 334,023 $3.6M
8 Activest Wealth Management 0.25% 133,372 $1.4M
9 Gridiron Partners, LLC 0.16% 24,248 $263K
10 Stratos Wealth Advisors, LLC 0.16% 240,389 $2.6M
11 Medallion Wealth Advisors, LLC 0.15% 26,494 $334K
12 Peregrine Asset Advisers, Inc. 0.15% 50,420 $546K
13 DECISION INVESTMENTS, INC 0.14% 11,620 $126K
14 Future Financial Wealth Managment LLC 0.13% 18,000 $200K
15 E&G Advisors, LP 0.12% 47,800 $518K
16 Sequent Planning LLC 0.10% 37,540 $407K
17 Creekside Partners 0.09% 20,303 $220K
18 Maridea Wealth Management LLC 0.08% 49,255 $533K
19 Sage Capital Advisors,llc 0.07% 28,460 $308K
20 Next Level Private LLC 0.05% 21,070 $228K
21 NBC SECURITIES, INC. 0.04% 52,401 $568K
22 United Advisor Group, LLC 0.04% 31,642 $343K
23 FOSTER & MOTLEY INC 0.03% 55,162 —
24 WEDBUSH SECURITIES INC 0.03% 91,446 —
25 WealthPLAN Partners, LLC 0.03% 12,175 $132K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DSL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DSL?

Slight buying edge — 54% buying: Last quarter: 87 funds bought or added vs 74 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?

Strong quality — 37% AUM from major funds: 12 of 174 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DSL?

63% of holders stayed for 2+ years: 109 out of 174 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.