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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
$37.2M +$1.61M +107,699 +4%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M +$2M +134,023 +17%
HIG
3
Herr Investment Group
Texas
$5.79M +$397K +26,607 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.48M +$595K +39,858 +19%
ACP
5
Aviance Capital Partners
Florida
$3.31M +$44.8K +2,999 +1%
Wells Fargo
6
Wells Fargo
California
$2.65M +$223K +14,905 +9%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$2.32M +$629K +42,140 +35%
CRC
8
Catawba River Capital
South Carolina
$2.09M -$1.6M -107,189 -42%
RJA
9
Raymond James & Associates
Florida
$1.97M -$72.4K -4,852 -3%
HKAM
10
Horizon Kinetics Asset Management
New York
$1.75M -$18.9K -1,264 -1%
UBS Group
11
UBS Group
Switzerland
$1.73M -$105K -7,026 -5%
AI
12
ArchPoint Investors
Florida
$1.66M – – –
IP
13
Intellectus Partners
California
$1.64M -$68.7K -4,603 -4%
Invesco
14
Invesco
Georgia
$1.51M -$288K -19,299 -15%
GC
15
Guggenheim Capital
Illinois
$1.05M +$106K +7,105 +11%
SFS
16
Shaker Financial Services
Virginia
$985K +$1.04M +69,478 New
Ameriprise
17
Ameriprise
Minnesota
$929K +$63.7K +4,267 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$919K -$52.2K -3,498 -5%
LPL Financial
19
LPL Financial
California
$880K +$84.3K +5,648 +10%
PAS
20
Park Avenue Securities
New York
$864K -$27.9K -1,868 -3%
Bank of America
21
Bank of America
North Carolina
$792K +$8.36K +560 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$644K +$45 +3 +0%
NA
23
NewEdge Advisors
Louisiana
$556K -$29K -1,944 -5%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$536K +$28.7K +1,925 +6%
IP
25
Ignite Planners
California
$509K +$73.1K +4,893 +16%
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