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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
$27M -$6.7M -465,429 -20%
Wells Fargo
2
Wells Fargo
California
$18.4M +$3.77M +261,626 +27%
UBS Group
3
UBS Group
Switzerland
$16.9M -$7.23M -501,980 -31%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.6M +$2.33M +161,613 +24%
HIG
5
Herr Investment Group
Texas
$9.46M -$827K -57,421 -8%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.7M +$45K +3,124 +0.7%
PCM
7
Penserra Capital Management
California
$6.65M +$454K +31,507 +8%
IC
8
IEQ Capital
California
$4.51M – – –
Cohen & Steers
9
Cohen & Steers
New York
$4.03M – – –
IFG
10
Independent Financial Group
California
$3.84M +$118K +8,230 +3%
Bank of America
11
Bank of America
North Carolina
$3.32M -$209K -14,489 -6%
PMAM
12
Penn Mutual Asset Management
Pennsylvania
$2.97M – – –
CPRC
13
Consolidated Portfolio Review Corp
New York
$2.85M +$217K +15,099 +9%
PFA
14
Pettinga Financial Advisors
Indiana
$2.78M -$261K -18,102 -9%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.7M +$279K +19,382 +12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.44M +$225K +15,653 +11%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.17M -$50K -3,475 -2%
Stifel Financial
18
Stifel Financial
Missouri
$1.77M +$256K +17,755 +18%
VCM
19
Vivaldi Capital Management
Illinois
$1.32M +$1.23M +85,521 New
GP
20
Gridiron Partners
Pennsylvania
$1.14M +$1.1M +76,647 New
WS
21
Wedbush Securities
California
$966K +$34.3K +2,380 +4%
Invesco
22
Invesco
Georgia
$871K -$819K -56,892 -49%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$747K -$32.8K -2,275 -4%
LCM
24
Landscape Capital Management
New Jersey
$733K +$710K +49,316 New
LPL Financial
25
LPL Financial
California
$707K +$75.9K +5,275 +12%
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