Strategic Wealth Partners, Ltd.

Position in DSL — DoubleLine Income Solutions Fund

CIK 1720777 INDEPENDENCE, OH

Position in DSL

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,137,073

-$96,494 QoQ

Shares Held

197,329

-0.4% QoQ

Ownership

0.172%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Strategic Wealth Partners, Ltd. holds $50,689,131 across 68 Asset Management names. DSL ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	127,915	$14,708,945
2	BLK	BlackRock, Inc.	11,578	$11,134,678
3	OWL	Blue Owl Capital Inc.	412,800	$3,768,864
4	BN	BROOKFIELD Corp /ON/	80,533	$3,259,170
5	DSU	Blackrock Debt Strategies Fund, Inc.	329,048	$3,155,570
6	PTY	Pimco Corporate & Income Opportunity Fund	198,061	$2,388,615
7	OBDC	Blue Owl Capital Corp	211,335	$2,337,365
8	DSL	DoubleLine Income Solutions Fund This page	197,329	$2,137,073

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,137,073	197,329	-0.4%	Shares	Sole	2026-05-12
2025-12-31	$2,233,567	198,187	0.0%	Shares	Sole	2026-05-12
2025-09-30	$2,433,736	198,187	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$2,415,649	197,357	+69.0%	Shares	Sole	2025-08-11
2024-12-31	$1,467,635	116,757	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$1,506,419	116,057	0.0%	Shares	Sole	2024-10-08
2024-06-30	$1,453,033	116,057	0.0%	Shares	Sole	2024-10-08
2024-03-31	$1,473,923	116,057	0.0%	Shares	Sole	2024-05-20
2023-12-31	$1,420,537	116,057	0.0%	Shares	Sole	2024-05-20
2023-09-30	$1,360,188	116,057	0.0%	Shares	Sole	2024-05-20
2023-06-30	$1,382,238	116,057	—	Shares	Sole	2024-05-20
No filing history on record for this holder in this stock.