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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$33.3M +$7.15M +371,870 +27%
HKAM
2
Horizon Kinetics Asset Management
New York
$6.83M -$624K -32,448 -8%
ACP
3
Aviance Capital Partners
Florida
$5.08M +$911K +47,403 +22%
Bank of America
4
Bank of America
North Carolina
$4.23M -$196K -10,183 -4%
FM
5
Family Management
New York
$4.23M -$58 -3 -0%
Morgan Stanley
6
Morgan Stanley
New York
$3.75M -$357K -18,587 -9%
FFA
7
First Foundation Advisors
California
$3.67M -$53.9K -2,805 -1%
UBS Group
8
UBS Group
Switzerland
$3.51M -$1.73M -90,211 -33%
AI
9
ArchPoint Investors
Florida
$2.94M -$613K -31,897 -17%
IP
10
Intellectus Partners
California
$2.87M -$110K -5,723 -4%
Invesco
11
Invesco
Georgia
$2.81M +$136K +7,093 +5%
Wells Fargo
12
Wells Fargo
California
$1.97M +$477K +24,798 +32%
Ameriprise
13
Ameriprise
Minnesota
$1.67M -$6.69K -348 -0.4%
SFS
14
Shaker Financial Services
Virginia
$1.57M +$1.24M +64,769 +371%
LGWM
15
Litman Gregory Wealth Management
California
$1.17M +$340K +17,700 +41%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.13M -$33.9K -1,764 -3%
RJA
17
Raymond James & Associates
Florida
$1.09M -$11.4K -592 -1%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.02M -$140K -7,275 -12%
UR
19
USCA RIA
Texas
$963K -$29.3K -1,525 -3%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$945K +$14.3K +746 +2%
SAM
21
Secure Asset Management
Michigan
$917K -$110K -5,700 -11%
LPL Financial
22
LPL Financial
California
$850K +$96.9K +5,044 +13%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$672K +$76.4K +3,977 +13%
PAS
24
Park Avenue Securities
New York
$668K +$76.4K +3,977 +13%
MWPCG
25
Measured Wealth Private Client Group
New Hampshire
$636K +$169K +8,793 +36%
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