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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
$45.3M -$5.45M -365,320 -11%
AWM
2
Avior Wealth Management
Nebraska
$8.38M +$8.56M +573,966 New
UBS Group
3
UBS Group
Switzerland
$8.31M +$12.9K +863 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$8.21M +$30.4K +2,037 +0.4%
ECM
5
Evergreen Capital Management
Washington
$8.01M +$321K +21,522 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.49M +$1.04M +69,621 +23%
TPWM
7
Twelve Points Wealth Management
Massachusetts
$5.31M +$272K +18,235 +5%
Ameriprise
8
Ameriprise
Minnesota
$4.56M +$87.9K +5,895 +2%
SWA
9
Stratos Wealth Advisors
Ohio
$4.21M +$437K +29,274 +11%
IP
10
Intellectus Partners
California
$4.11M -$125K -8,412 -3%
Wells Fargo
11
Wells Fargo
California
$4.01M +$94.7K +6,349 +2%
CRC
12
Catawba River Capital
South Carolina
$3.84M +$72.1K +4,838 +2%
LPL Financial
13
LPL Financial
California
$3.37M -$55.8K -3,740 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.01M -$445K -29,861 -13%
AIA
15
Absolute Investment Advisers
Florida
$2.82M +$2.88M +193,182 New
GC
16
Guggenheim Capital
Illinois
$2.73M -$10.7K -715 -0.4%
Stifel Financial
17
Stifel Financial
Missouri
$2.56M -$378K -25,341 -13%
JAG
18
Journey Advisory Group
Kentucky
$2.53M +$29K +1,944 +1%
Invesco
19
Invesco
Georgia
$2.31M +$33.5K +2,248 +1%
GP
20
Gridiron Partners
Pennsylvania
$2.26M +$1.65M +110,793 +252%
Bank of America
21
Bank of America
North Carolina
$2.13M -$4.92M -330,022 -69%
IFG
22
Independent Financial Group
California
$2.09M -$73.1K -4,900 -3%
Raymond James Financial
23
Raymond James Financial
Florida
$1.98M -$283K -18,997 -12%
IP
24
Ignite Planners
California
$1.68M -$100K -6,722 -6%
TDB
25
Thompson David Blair
$1.67M +$1.3M +87,360 +322%
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