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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.2M +$856K +36,546 +8%
HK
2
Horizon Kinetics
New York
$10.2M +$180K +7,667 +2%
UBS Group
3
UBS Group
Switzerland
$9.42M -$416K -17,743 -4%
AA
4
Apriem Advisors
California
$6.98M +$118K +5,051 +2%
LPL Financial
5
LPL Financial
California
$4.48M +$264K +11,289 +6%
VHAM
6
Van Hulzen Asset Management
California
$3.41M +$68.5K +2,925 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$2.88M +$166K +7,084 +6%
Bank of America
8
Bank of America
North Carolina
$2.66M -$1.15M -49,249 -31%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.1M – – –
Invesco
10
Invesco
Georgia
$1.88M +$125K +5,331 +7%
CAN
11
Cetera Advisor Networks
California
$1.77M -$356K -15,199 -17%
IP
12
Intellectus Partners
California
$1.77M -$8.93K -381 -0.5%
Wells Fargo
13
Wells Fargo
California
$1.77M +$238K +10,163 +16%
RJA
14
Raymond James & Associates
Florida
$1.59M -$72.6K -3,099 -4%
DA
15
Doliver Advisors
Texas
$1.54M -$428K -18,262 -22%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.54M +$184K +7,849 +14%
SIA
17
Sit Investment Associates
Minnesota
$1.4M – – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.39M +$295K +12,583 +27%
BTS
19
BB&T Securities
Virginia
$1.21M +$1.18M +50,547 New
SI
20
SII Investments
Wisconsin
$1.13M +$8.76K +374 +0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$867K +$6.12K +261 +0.7%
ASN
22
Advisory Services Network
Georgia
$848K +$832K +35,525 New
FFA
23
First Foundation Advisors
California
$769K -$148K -6,333 -16%
NPC
24
National Planning Corporation
California
$741K -$132K -5,616 -15%
CCP
25
Clough Capital Partners
Massachusetts
$702K -$328K -13,980 -32%
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