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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
$40.5M +$1.07M +73,957 +3%
Morgan Stanley
2
Morgan Stanley
New York
$14M +$189K +13,080 +1%
HIG
3
Herr Investment Group
Texas
$6M -$5.28K -366 -0.1%
Wells Fargo
4
Wells Fargo
California
$3M +$102K +7,070 +4%
Ameriprise
5
Ameriprise
Minnesota
$2.92M +$1.93M +134,199 +204%
TPWM
6
Twelve Points Wealth Management
Massachusetts
$2.81M +$142K +9,835 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.18M -$1.36M -94,448 -39%
ACP
8
Aviance Capital Partners
Florida
$2.16M -$1.38M -95,467 -39%
Invesco
9
Invesco
Georgia
$2.06M +$510K +35,377 +33%
IP
10
Intellectus Partners
California
$1.95M +$346K +24,024 +22%
ECM
11
Evergreen Capital Management
Washington
$1.93M +$1.91M +132,514 New
UBS Group
12
UBS Group
Switzerland
$1.77M -$63.4K -4,399 -3%
AI
13
ArchPoint Investors
Florida
$1.69M – – –
RJA
14
Raymond James & Associates
Florida
$1.62M -$330K -22,902 -17%
LPL Financial
15
LPL Financial
California
$1.46M +$483K +33,476 +50%
GC
16
Guggenheim Capital
Illinois
$1.29M +$281K +19,479 +28%
SWP
17
Strategic Wealth Partners
Ohio
$1.26M +$498K +34,578 +66%
Stifel Financial
18
Stifel Financial
Missouri
$1.26M +$179K +12,439 +17%
Bank of America
19
Bank of America
North Carolina
$1.09M +$58.7K +4,070 +6%
HKAM
20
Horizon Kinetics Asset Management
New York
$1.03M -$5.25K -364 -0.5%
IAIM
21
International Assets Investment Management
Florida
$1.01M +$746K +51,781 +280%
IP
22
Ignite Planners
California
$576K +$59.4K +4,120 +12%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$547K -$11.1K -770 -2%
VCP
24
Verus Capital Partners
Arizona
$521K +$66.6K +4,623 +15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$507K -$89K -6,177 -15%
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