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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
$37.4M -$839K -57,585 -2%
Morgan Stanley
2
Morgan Stanley
New York
$11.8M +$4.61M +316,482 +66%
HIG
3
Herr Investment Group
Texas
$5.67M +$5.56M +381,735 New
CRC
4
Catawba River Capital
South Carolina
$3.78M -$228K -15,657 -6%
ACP
5
Aviance Capital Partners
Florida
$3.43M -$317K -21,735 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.05M +$2.71M +186,208 +975%
Wells Fargo
7
Wells Fargo
California
$2.55M +$660K +45,270 +36%
RJA
8
Raymond James & Associates
Florida
$2.14M -$351K -24,115 -14%
UBS Group
9
UBS Group
Switzerland
$1.92M +$141K +9,702 +8%
Invesco
10
Invesco
Georgia
$1.86M -$134K -9,165 -7%
HKAM
11
Horizon Kinetics Asset Management
New York
$1.85M -$147K -10,077 -7%
TPWM
12
Twelve Points Wealth Management
Massachusetts
$1.81M +$135K +9,299 +8%
IP
13
Intellectus Partners
California
$1.78M -$457K -31,361 -21%
AI
14
ArchPoint Investors
Florida
$1.74M – – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.01M +$16.4K +1,125 +2%
GC
16
Guggenheim Capital
Illinois
$994K +$89.9K +6,167 +10%
PAS
17
Park Avenue Securities
New York
$933K -$4.65K -319 -0.5%
Ameriprise
18
Ameriprise
Minnesota
$910K +$35.9K +2,463 +4%
LPL Financial
19
LPL Financial
California
$837K +$1.82K +125 +0.2%
Bank of America
20
Bank of America
North Carolina
$821K -$184K -12,604 -19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$674K +$44 +3 +0%
NA
22
NewEdge Advisors
Louisiana
$590K +$12.3K +844 +2%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$524K -$595K -40,826 -55%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$523K +$5.71K +392 +1%
CI Investments Inc
25
CI Investments Inc
Ontario, Canada
$484K -$30.7K -2,105 -6%
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