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Disclosery

HIO WESTERN ASSET HIGH INCOME OP

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COM (common), issuer CIK 910068

112 managers (112 13F filers) reported a position in HIO shares at 2026-06-30, 33,169,277 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
112
13F filers
112
New
8
Added
35
Reduced
31
Sold out
15
Shares held by filers
33,169,277

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY11,779,270$42.9M<0.01%+386,52313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,820,378$10.3M0.19%+8,10013F-HRTimelineGroup
Capital Investment Advisors, LLC2,329,618$8.48M0.11%-209,39413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,659,450$6.04M0.05%+63,33013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,282,493$4.67M<0.01%-72,40013F-HRTimelineGroup
FCA CORP /TX1,276,114$4.65M1.14%+69,37513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,010,164$3.68M<0.01%+211,01513F-HRTimelineGroup
Rareview Capital LLC903,653$3.6M2.01%+212,01213F-HRTimeline
LPL Financial LLC969,899$3.53M<0.01%+217,89513F-HRTimeline
Shaker Financial Services, LLC642,498$2.34M0.73%+129,52413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC637,104$2.32M<0.01%-27,86513F-HRTimelineGroup
UBS Group AGin group UBS Group AG561,032$2.04M<0.01%-40,84013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…548,932$2M<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP531,238$1.91M<0.01%+57,37613F-HRTimelineGroup
Kanen Wealth Management LLC490,454$1.79M0.44%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC378,116$1.38M0.02%-92,83113F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC372,457$1.36M0.13%-96,70113F-HRTimeline
Chicago Partners Investment Group LLC333,688$1.19M0.02%-34,61813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/305,060$1.11M<0.01%-11,54513F-HRTimelineGroup
Pathway Financial Advisers, LLC285,886$1.04M0.26%+6,45313F-HRTimeline
RFG Advisory, LLC273,827$997K0.02%-13,23613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP263,308$958K<0.01%+32,92513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC239,445$872K<0.01%+69,70713F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC233,058$848K0.6%013F-HR/ATimeline
Fortis Group Advisors, LLC206,291$751K0.12%-4,28013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC175,495$639K<0.01%+11,70013F-HRTimelineGroup
Quarry LP175,126$637K0.1%-129,98513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA141,224$514K<0.01%-4,88913F-HRTimelineGroup
Cetera Investment Advisers128,283$467K<0.01%+18,60213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,176$430K<0.01%+28,59713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC97,551$355K<0.01%-77113F-HRTimeline
Steward Partners Investment Advisory, L…90,960$331K<0.01%-2,85113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,427$304K<0.01%-8,47513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,950$287K0.15%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC77,036$280K<0.01%+48,86713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,159$263K<0.01%013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS70,008$255K0.04%+35,70013F-HRTimeline
NWF Advisory Services Inc.64,333$234K0.02%+7,41213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd60,930$222K<0.01%+25,66213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,236$216K<0.01%-18013F-HRTimelineGroup
Everstar Asset Management, LLC53,180$194K0.09%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP52,504$191K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,351$191K<0.01%+2,86313F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,985$186K0.05%013F-HRTimeline
CHOREO, LLC50,189$183K<0.01%-4,92613F-HRTimeline
Cambridge Investment Research Advisors,…44,676$163K<0.01%-1,72813F-HR/ATimeline
Logan Stone Capital, LLC43,421$158K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…41,770$152K0.02%+1,02513F-HRTimeline
Global Retirement Partners, LLC37,877$138K<0.01%13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC34,860$127K<0.01%+9,59513F-HRTimelineGroup
Clearstead Advisors, LLC34,375$125K<0.01%013F-HRTimeline
Wilson & Boucher Capital Management, LLC32,975$120K0.07%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC32,142$117K0.07%+72013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC31,100$113K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,159$110K<0.01%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,883$109K<0.01%-6,44213F-HRTimelineGroup
Merit Financial Group, LLC26,830$97.7K<0.01%+1,34613F-HR/ATimeline
Uncommon Cents Investing LLC26,327$95.8K0.02%013F-HRTimeline
NewEdge Advisors, LLC25,835$94K<0.01%-3,00013F-HRTimeline
Corps Capital Advisors, LLC25,000$91K0.07%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,714$90K<0.01%-1,30313F-HRTimelineGroup
IMC-Chicago, LLC24,666$89.8K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,344$89K<0.01%-41013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC23,824$86.7K<0.01%-4,01313F-HRTimelineGroup
Creative Planningin group Creative Planning23,770$86.5K<0.01%+1,62313F-HRTimelineGroup
&PARTNERS23,258$84.7K<0.01%+2,69313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,987$83.7K<0.01%+12613F-HRTimelineGroup
Samalin Investment Counsel, LLC22,879$83.3K0.03%+64413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC22,607$82.3K<0.01%-18,60513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,063$80.3K<0.01%new13F-HRTimeline
Advisory Services Network, LLC21,997$80.1K<0.01%+2,49713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp20,508$74.6K<0.01%+2,57513F-HRTimelineGroup
Aptus Capital Advisors, LLC19,166$69.8K<0.01%-1,11513F-HRTimeline
Cape Investment Advisory, Inc.18,300$66.6K0.02%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,633$60.5K<0.01%-113F-HRTimeline
Savvy Advisors, Inc.16,446$59.9K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC15,992$58.2K0.01%+2,63213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,466$56.3K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC15,175$55.2K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,688$53.5K<0.01%new13F-HRTimelineGroup
Occidental Asset Management, LLC13,786$50.2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.13,399$48.8K<0.01%-613F-HRTimeline
One Capital Management, LLC12,895$46.8K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,826$46.7K<0.01%-27,97013F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC11,989$43.6K<0.01%013F-HRTimeline
RPg Family Wealth Advisory, LLC11,667$42.5K0.01%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,618$42.3K<0.01%+18913F-HRTimelineGroup
Alpine Global Management, LLC10,470$38.1K0.01%new13F-HRTimeline
Stonebrook Private Inc.10,469$38.1K0.01%+30113F-HRTimeline
Nova Wealth Management, Inc.10,450$38K0.02%013F-HRTimeline
WEDBUSH SECURITIES INC10,148$37K<0.01%-1,69513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,900$32.4K<0.01%-2,00013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,000$29.1K<0.01%013F-HRTimelineGroup
Axiom Investment Management LLC6,255$22.8K0.02%013F-HRTimeline
WPG Advisers, LLC5,627$20.5K0.01%-713F-HRTimeline
Arax Advisory Partners5,120$18.6K<0.01%+2,62013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,110$11.3K<0.01%+8913F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC2,602$9.47K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,700$6.19K<0.01%013F-HRTimeline
SHP Wealth Management1,500$5.46K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,254$4.57K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,094$3.98K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC750$2.73K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC587$2.14K<0.01%013F-HRTimeline
Allworth Financial LP486$1.77K<0.01%013F-HRTimeline
MTM Investment Management, LLC170$619<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…114$415<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21$76<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9$33<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7$25<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3$11<0.01%013F-HRTimeline
Parallel Advisors, LLC2$7<0.01%new13F-HRTimeline