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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
$39.9M -$2.51M -166,443 -6%
Morgan Stanley
2
Morgan Stanley
New York
$13M -$45K -2,986 -0.4%
UBS Group
3
UBS Group
Switzerland
$8.26M -$70.6K -4,690 -0.9%
ECM
4
Evergreen Capital Management
Washington
$6.56M +$1.34M +89,314 +26%
HIG
5
Herr Investment Group
Texas
$4.35M -$1.82M -121,218 -30%
Ameriprise
6
Ameriprise
Minnesota
$4.03M +$352K +23,352 +10%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$3.91M +$538K +35,748 +16%
Wells Fargo
8
Wells Fargo
California
$3.67M -$136K -9,010 -4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.88M +$355K +23,586 +14%
IP
10
Intellectus Partners
California
$2.8M -$2.06K -137 -0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.41M +$177K +11,770 +8%
SFS
12
Shaker Financial Services
Virginia
$2.21M +$2.17M +144,101 New
IAIM
13
International Assets Investment Management
Florida
$2.18M +$594K +39,433 +38%
Invesco
14
Invesco
Georgia
$2.08M +$404K +26,817 +25%
LPL Financial
15
LPL Financial
California
$1.98M +$145K +9,612 +8%
Bank of America
16
Bank of America
North Carolina
$1.71M +$227K +15,078 +16%
Stifel Financial
17
Stifel Financial
Missouri
$1.69M +$172K +11,402 +12%
AI
18
ArchPoint Investors
Florida
$1.57M -$18.9K -1,255 -1%
RJA
19
Raymond James & Associates
Florida
$1.56M +$256 +17 +0%
IFG
20
Independent Financial Group
California
$1.45M +$379K +25,200 +36%
SWP
21
Strategic Wealth Partners
Ohio
$1.33M – – –
IP
22
Ignite Planners
California
$1.26M -$13.6K -902 -1%
ACP
23
Aviance Capital Partners
Florida
$1.19M +$28.2K +1,875 +2%
HKAM
24
Horizon Kinetics Asset Management
New York
$1.07M -$14K -927 -1%
CPRC
25
Consolidated Portfolio Review Corp
New York
$862K +$845K +56,113 New
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