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icono de DBL

DoubleLine Opportunistic Credit Fund
DBL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 44.9 M +USD 306 k +21,281 +0.7%
Avior Wealth Management
2
Avior Wealth Management
Nebraska
USD 8.57 M +USD 321 k +22,321 +4%
UBS Group
3
UBS Group
Switzerland
USD 8.34 M +USD 158 k +11,003 +2%
Evergreen Capital Management
4
Evergreen Capital Management
Washington
USD 8.06 M +USD 172 k +11,917 +2%
Morgan Stanley
5
Morgan Stanley
New York
USD 7.63 M -USD 457 k -31,759 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 6.33 M +USD 922 k +64,077 +17%
TPWM
7
Twelve Points Wealth Management
Massachusetts
USD 5.83 M +USD 604 k +41,955 +12%
Ameriprise
8
Ameriprise
Minnesota
USD 5.04 M +USD 548 k +38,089 +12%
GP
9
Gridiron Partners
Pennsylvania
USD 4.98 M +USD 2.76 M +191,741 +124%
Stratos Wealth Advisors
10
Stratos Wealth Advisors
Ohio
USD 4.69 M +USD 543 k +37,744 +13%
IP
11
Intellectus Partners
California
USD 4.25 M +USD 193 k +13,396 +5%
Wells Fargo
12
Wells Fargo
California
USD 3.79 M -USD 162 k -11,269 -4%
CRC
13
Catawba River Capital
South Carolina
USD 3.73 M -USD 44.3 k -3,081 -1%
LPL Financial
14
LPL Financial
California
USD 3.38 M +USD 56.8 k +3,949 +2%
SFS
15
Shaker Financial Services
Virginia
USD 3.03 M +USD 2.82 M +195,812 +1,329%
Journey Advisory Group
16
Journey Advisory Group
Kentucky
USD 2.47 M -USD 20.6 k -1,430 -0.8%
Invesco
17
Invesco
Georgia
USD 2.34 M +USD 59.5 k +4,132 +3%
Independent Financial Group
18
Independent Financial Group
California
USD 2 M -USD 52.5 k -3,650 -3%
Stifel Financial
19
Stifel Financial
Missouri
USD 1.92 M -USD 597 k -41,513 -24%
Guggenheim Capital
20
Guggenheim Capital
Illinois
USD 1.91 M -USD 776 k -53,938 -29%
Raymond James Financial
21
Raymond James Financial
Florida
USD 1.8 M -USD 151 k -10,467 -8%
Ignite Planners
22
Ignite Planners
California
USD 1.61 M -USD 37.8 k -2,627 -2%
Aviance Capital Partners
23
Aviance Capital Partners
Florida
USD 1.6 M +USD 234 k +16,225 +17%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 1.54 M +USD 1.08 M +75,190 +238%
Berger Financial Group
25
Berger Financial Group
Minnesota
USD 1.49 M -USD 32.5 k -2,255 -2%
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