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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
$42.6M -$1.47M -96,482 -3%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M -$1.65M -108,272 -11%
UBS Group
3
UBS Group
Switzerland
$8.36M +$9.19K +602 +0.1%
HIG
4
Herr Investment Group
Texas
$6.23M +$19.8K +1,300 +0.3%
ECM
5
Evergreen Capital Management
Washington
$5.21M +$68.8K +4,508 +1%
Wells Fargo
6
Wells Fargo
California
$3.82M +$624K +40,851 +20%
Ameriprise
7
Ameriprise
Minnesota
$3.63M +$671K +43,947 +23%
TPWM
8
Twelve Points Wealth Management
Massachusetts
$3.38M +$255K +16,697 +8%
IP
9
Intellectus Partners
California
$2.81M +$297K +19,443 +12%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.53M +$2.34M +153,625 +1,507%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.24M +$179K +11,741 +9%
LPL Financial
12
LPL Financial
California
$1.84M +$137K +8,955 +8%
Invesco
13
Invesco
Georgia
$1.67M -$125K -8,190 -7%
AI
14
ArchPoint Investors
Florida
$1.6M – – –
IAIM
15
International Assets Investment Management
Florida
$1.58M +$559K +36,612 +55%
RJA
16
Raymond James & Associates
Florida
$1.57M -$60.9K -3,990 -4%
Stifel Financial
17
Stifel Financial
Missouri
$1.52M +$93.5K +6,123 +7%
Bank of America
18
Bank of America
North Carolina
$1.49M +$127K +8,326 +9%
SWP
19
Strategic Wealth Partners
Ohio
$1.34M – – –
IP
20
Ignite Planners
California
$1.25M +$5.97K +391 +0.5%
ACP
21
Aviance Capital Partners
Florida
$1.16M +$1.28K +84 +0.1%
HKAM
22
Horizon Kinetics Asset Management
New York
$1.09M – – –
IFG
23
Independent Financial Group
California
$1.07M +$533K +34,950 +102%
GC
24
Guggenheim Capital
Illinois
$1.05M -$257K -16,813 -20%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$759K +$20.8K +1,360 +3%
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