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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$11.9M +$1.19M +44,442 +11%
Bank of America
2
Bank of America
North Carolina
$11M +$1.87M +69,693 +19%
HK
3
Horizon Kinetics
New York
$10.7M -$35.5K -1,323 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$9.01M +$208K +7,734 +2%
WP
5
WealthSource Partners
California
$5.85M +$2.59M +96,397 +73%
LPL Financial
6
LPL Financial
California
$5.73M +$603K +22,473 +11%
CAN
7
Cetera Advisor Networks
California
$4.58M +$2.37M +88,285 +98%
AA
8
Apriem Advisors
California
$2.91M +$151K +5,633 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.47M +$95.3K +3,550 +4%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2.33M +$224K +8,357 +10%
Wells Fargo
11
Wells Fargo
California
$2.07M -$542K -20,216 -20%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.98M +$51.7K +1,927 +3%
Invesco
13
Invesco
Georgia
$1.79M +$4.29K +160 +0.2%
RJA
14
Raymond James & Associates
Florida
$1.75M +$233K +8,689 +15%
Ameriprise
15
Ameriprise
Minnesota
$1.35M +$415K +15,460 +42%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.31M +$381K +14,186 +38%
SI
17
SII Investments
Wisconsin
$1.19M +$363K +13,515 +41%
NPC
18
National Planning Corporation
California
$1.11M +$81.6K +3,042 +7%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.08M +$3.27K +122 +0.3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$900K +$383K +14,255 +69%
FFA
21
First Foundation Advisors
California
$871K -$6.41K -239 -0.7%
ASN
22
Advisory Services Network
Georgia
$863K +$13.4K +500 +2%
ACM
23
Alethea Capital Management
Washington
$776K – – –
JIC
24
Joel Isaacson & Co
New York
$666K – – –
PAS
25
Partnervest Advisory Services
California
$602K +$87.3K +3,252 +16%
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