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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
$45.6M +$2.96M +191,066 +7%
UBS Group
2
UBS Group
Switzerland
$8.93M -$89K -5,746 -1%
Morgan Stanley
3
Morgan Stanley
New York
$8.43M -$4.49M -289,769 -35%
ECM
4
Evergreen Capital Management
Washington
$6.94M +$253K +16,299 +4%
TPWM
5
Twelve Points Wealth Management
Massachusetts
$5.87M +$1.33M +85,958 +29%
IP
6
Intellectus Partners
California
$3.9M +$244K +15,727 +7%
Ameriprise
7
Ameriprise
Minnesota
$3.61M -$539K -34,754 -13%
Wells Fargo
8
Wells Fargo
California
$3.43M -$105K -6,759 -3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.03M +$102K +6,605 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.83M +$413K +26,677 +17%
Bank of America
11
Bank of America
North Carolina
$2.73M +$160K +10,350 +6%
GC
12
Guggenheim Capital
Illinois
$2.5M +$905K +58,404 +57%
Stifel Financial
13
Stifel Financial
Missouri
$2.3M +$644K +41,529 +39%
IAIM
14
International Assets Investment Management
Florida
$2.27M +$15K +970 +0.7%
Invesco
15
Invesco
Georgia
$2.27M +$341K +21,981 +18%
LPL Financial
16
LPL Financial
California
$2.21M +$144K +9,298 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$2.12M +$2.12M +136,960 New
IFG
18
Independent Financial Group
California
$2.01M +$179K +11,550 +10%
SFS
19
Shaker Financial Services
Virginia
$1.71M -$402K -25,932 -19%
AI
20
ArchPoint Investors
Florida
$1.58M – – –
SWP
21
Strategic Wealth Partners
Ohio
$1.37M +$10.8K +700 +0.8%
IP
22
Ignite Planners
California
$1.29M +$20.3K +1,307 +2%
ACP
23
Aviance Capital Partners
Florida
$1.28M +$97K +6,259 +8%
CPRC
24
Consolidated Portfolio Review Corp
New York
$1.1M +$69.6K +4,492 +7%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$741K +$25.9K +1,670 +4%
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