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DLY

DoubleLine Yield Opportunities Fund
DLY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.5M +$1.62M +82,268 +3%
UBS Group
2
UBS Group
Switzerland
$38.5M +$3.68M +186,488 +10%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$18.8M +$688K +34,849 +4%
PCM
4
Penserra Capital Management
California
$12.3M -$4.56M -230,948 -26%
Wells Fargo
5
Wells Fargo
California
$11.4M -$2.19M -110,831 -16%
PFA
6
Pettinga Financial Advisors
Indiana
$10.8M +$3.25M +164,495 +41%
PAIM
7
Punch & Associates Investment Management
Minnesota
$9.77M +$1.01M +51,003 +11%
LGWM
8
Litman Gregory Wealth Management
California
$7.5M +$7.6M +384,763 +4,938%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$6.87M +$6.95M +352,196 +4,909%
Cohen & Steers
10
Cohen & Steers
New York
$5.95M +$3.3M +166,993 +116%
Bank of America
11
Bank of America
North Carolina
$3.13M -$3.13M -158,746 -49%
Lido Advisors
12
Lido Advisors
California
$3.06M +$3.16M +160,118 New
FM
13
Family Management
New York
$2.94M -$21.8K -1,102 -0.7%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$1.65M +$1.7M +86,241 New
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$1.29M – – –
Stifel Financial
16
Stifel Financial
Missouri
$1.26M +$605K +30,620 +86%
EW
17
Evoke Wealth
California
$1.21M +$66.9K +3,389 +6%
Invesco
18
Invesco
Georgia
$1.06M -$8.31K -421 -0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$719K +$159K +8,036 +27%
WS
20
Wedbush Securities
California
$629K +$37K +1,875 +6%
Osaic Holdings
21
Osaic Holdings
Arizona
$447K +$303K +15,354 +190%
OIA
22
Optimum Investment Advisors
Illinois
$398K +$19.8K +1,004 +5%
LPL Financial
23
LPL Financial
California
$361K +$29.7K +1,503 +9%
RCM
24
Robinson Capital Management
Michigan
$358K -$650K -32,939 -64%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$357K +$369K +18,685 New
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