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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
$35.3M +$917K +47,608 +3%
ACP
2
Aviance Capital Partners
Florida
$5.31M +$73.5K +3,816 +1%
HKAM
3
Horizon Kinetics Asset Management
New York
$5.22M -$1.79M -92,767 -26%
CRC
4
Catawba River Capital
South Carolina
$4.83M +$4.73M +245,538 New
Bank of America
5
Bank of America
North Carolina
$4.73M +$357K +18,549 +8%
FM
6
Family Management
New York
$4.66M +$287K +14,908 +7%
Morgan Stanley
7
Morgan Stanley
New York
$4.63M +$743K +38,576 +20%
FFA
8
First Foundation Advisors
California
$4.04M +$245K +12,735 +7%
UBS Group
9
UBS Group
Switzerland
$3.38M -$241K -12,503 -7%
IP
10
Intellectus Partners
California
$3.35M +$389K +20,185 +13%
Invesco
11
Invesco
Georgia
$3.29M +$379K +19,696 +13%
AI
12
ArchPoint Investors
Florida
$2.95M -$81.2K -4,217 -3%
SFS
13
Shaker Financial Services
Virginia
$2.89M +$1.25M +64,778 +79%
Wells Fargo
14
Wells Fargo
California
$2.18M +$150K +7,792 +8%
Ameriprise
15
Ameriprise
Minnesota
$1.42M -$260K -13,519 -15%
KA
16
Kercheville Advisors
Texas
$1.42M +$1.38M +71,712 New
LGWM
17
Litman Gregory Wealth Management
California
$1.34M +$137K +7,100 +12%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.17M -$154 -8 -0%
GC
19
Guggenheim Capital
Illinois
$1.06M +$403K +20,922 +63%
RJA
20
Raymond James & Associates
Florida
$1M -$122K -6,348 -11%
UR
21
USCA RIA
Texas
$993K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$977K +$2.48K +129 +0.3%
LPL Financial
23
LPL Financial
California
$971K +$92.5K +4,804 +11%
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$869K +$209K +10,844 +32%
SAM
25
Secure Asset Management
Michigan
$788K -$154K -8,000 -17%
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