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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
HK
1
Horizon Kinetics
New York
$12.2M -$194K -7,976 -1%
UBS Group
2
UBS Group
Switzerland
$7.64M +$338K +13,862 +4%
Morgan Stanley
3
Morgan Stanley
New York
$6.47M +$27.9K +1,145 +0.4%
GC
4
Guggenheim Capital
Illinois
$5.96M -$1.36M -55,930 -18%
LPL Financial
5
LPL Financial
California
$5.18M -$1.17M -48,056 -18%
Bank of America
6
Bank of America
North Carolina
$4.47M -$439K -18,016 -9%
FFA
7
First Foundation Advisors
California
$4.23M +$2.86M +117,192 +179%
RJA
8
Raymond James & Associates
Florida
$3.37M +$2.04M +83,819 +136%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.76M +$52.7K +2,160 +2%
SIA
10
Sit Investment Associates
Minnesota
$2.56M +$2.66M +109,163 +9,924%
AA
11
Apriem Advisors
California
$2.29M +$23.1K +949 +1%
Invesco
12
Invesco
Georgia
$1.71M +$88K +3,610 +5%
CAN
13
Cetera Advisor Networks
California
$1.61M – – –
Wells Fargo
14
Wells Fargo
California
$1.55M -$15K -615 -0.9%
Deutsche Bank
15
Deutsche Bank
Germany
$1.29M -$1.07M -44,090 -44%
HB
16
Homrich & Berg
Georgia
$1.1M -$256K -10,514 -18%
ACM
17
Alethea Capital Management
Washington
$935K -$37.5K -1,539 -4%
NPC
18
National Planning Corporation
California
$783K -$29.3K -1,200 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$778K +$131K +5,388 +19%
CWM
20
Cabot Wealth Management
Massachusetts
$712K -$16.1K -660 -2%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$696K +$79.5K +3,260 +12%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$653K +$4.27K +175 +0.6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$563K +$67.7K +2,777 +13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$542K +$24 +1 +0%
PAG
25
Private Advisor Group
New Jersey
$538K +$8.61K +353 +2%
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