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Disclosery

HIO WESTERN ASSET HIGH INCOME OP

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COM (fund), issuer CIK 910068

104 managers (104 13F filers) reported a position in HIO shares at 2025-09-30, 27,792,587 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
104
13F filers
104
New
17
Added
45
Reduced
21
Sold out
9
Shares held by filers
27,792,587

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY9,312,131$35.8M<0.01%+397,44713F-HR/ATimelineGroup
Capital Investment Advisors, LLC3,115,920$12M0.2%-246,06413F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,678,424$6.45M0.13%+630,90013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,429,226$5.49M0.07%+200,67513F-HRTimelineGroup
FCA CORP /TX1,187,591$4.56M1.27%+15,64313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,019,607$3.92M<0.01%+13,11013F-HRTimelineGroup
UBS Group AGin group UBS Group AG753,190$2.89M<0.01%+281,61513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC707,833$2.72M<0.01%+21,66913F-HRTimelineGroup
Kanen Wealth Management LLC697,018$2.68M0.89%+304,10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN684,193$2.63M<0.01%+26,96913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…524,334$2.01M<0.01%013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp482,315$1.85M0.01%+6,24513F-HRTimelineGroup
Chicago Partners Investment Group LLC394,380$1.53M0.04%-4,09713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/389,275$1.49M<0.01%-22,73413F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP319,730$1.22M<0.01%+61,43213F-HRTimelineGroup
RFG Advisory, LLC309,589$1.19M0.02%-172,37013F-HRTimeline
LPL Financial LLC279,318$1.07M<0.01%+34,81213F-HRTimeline
Pathway Financial Advisers, LLC272,327$1.05M0.3%+54913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC265,356$1.02M0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP250,928$964K<0.01%-23,74213F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC232,628$902K0.64%+30013F-HRTimeline
Fortis Group Advisors, LLC215,659$832K0.14%+26,87213F-HRTimeline
Shaker Financial Services, LLC210,902$817K0.28%+11,15813F-HRTimeline
HRT FINANCIAL LP138,908$533K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC131,959$507K<0.01%+5,08013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP130,148$500K<0.01%+13,16613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,685$494K<0.01%+7,28413F-HRTimelineGroup
Wela Strategies, Inc.127,018$488K0.18%+6,89213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,994$486K<0.01%+18,62913F-HRTimelineGroup
Cambridge Investment Research Advisors,…119,560$459K<0.01%-39,70713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…105,177$404K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers95,072$365K<0.01%+17,08013F-HRTimeline
Steward Partners Investment Advisory, L…93,779$360K<0.01%+1213F-HRTimeline
READYSTATE ASSET MANAGEMENT LP93,517$359K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,141$354K<0.01%+51,87113F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd89,867$345K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,950$303K0.18%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,159$277K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …70,601$271K<0.01%-3,62813F-HRTimelineGroup
NWF Advisory Services Inc.64,333$247K0.03%+96413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,300$228K<0.01%-37513F-HRTimelineGroup
Everstar Asset Management, LLC53,180$204K0.12%-1,44713F-HRTimeline
Clearstead Advisors, LLC51,699$199K<0.01%-15,86913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,985$196K0.06%013F-HRTimeline
NewEdge Advisors, LLC50,845$195K<0.01%-2,37213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,112$192K<0.01%-3,19213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…48,941$188K<0.01%+8513F-HRTimelineGroup
CHOREO, LLC45,800$176K<0.01%+1,67613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…44,251$170K0.02%+1,00813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC37,251$143K0.01%new13F-HRTimelineGroup
Wilson & Boucher Capital Management, LLC36,100$139K0.09%-1,90013F-HRTimeline
CHAPIN DAVIS, INC.33,380$128K0.03%-76113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,123$127K<0.01%new13F-HRTimeline
COMERICA BANK32,321$124K<0.01%+2,06013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC31,100$119K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC28,255$108K<0.01%+61613F-HRTimeline
Uncommon Cents Investing LLC26,327$101K0.03%013F-HRTimeline
MAI Capital Management25,241$96.9K<0.01%+27413F-HRTimeline
Corps Capital Advisors, LLC25,000$96K0.15%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,933$92K<0.01%+1,27113F-HRTimelineGroup
High Net Worth Advisory Group LLC22,353$85.8K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC21,952$84.3K<0.01%-7,62813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC21,865$84K0.01%+8,45713F-HRTimeline
Samalin Investment Counsel, LLC20,843$80K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC20,281$77.9K<0.01%+1,81413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC20,034$77.6K<0.01%-20513F-HRTimeline
&PARTNERS19,396$74.5K<0.01%new13F-HRTimeline
First Nebraska Trust Co19,060$73.2K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.18,300$70.3K0.07%-6,30013F-HRTimeline
Suncoast Equity Management18,192$69.9K0.01%+47913F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC17,769$68.2K0.05%+50013F-HRTimeline
Sigma Planning Corp17,632$67.7K<0.01%+20413F-HRTimeline
Advisory Services Network, LLC17,500$67.2K<0.01%013F-HRTimeline
Merit Financial Group, LLC16,809$64.5K<0.01%+80213F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,466$59.4K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC15,175$58.3K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC14,200$54.5K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.13,973$53.7K0.01%-90013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management13,054$50.1K<0.01%new13F-HRTimelineGroup
Mach-1 Financial Group, LLC12,999$49.9K0.01%new13F-HRTimeline
Integrity Advisory Solutions, LLC12,999$49.9K0.01%13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,989$47.7K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,269$47.1K<0.01%new13F-HRTimelineGroup
Encompass More Asset Management11,895$45.7K0.01%-3,63213F-HRTimeline
WEDBUSH SECURITIES INC11,843$45K<0.01%013F-HRTimeline
Occidental Asset Management, LLC11,588$44.5K0.01%-6,97613F-HRTimeline
Meridian Wealth Management, LLC11,200$43K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,019$42.3K<0.01%+15913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,900$41.9K<0.01%+5,00013F-HRTimelineGroup
Nova Wealth Management, Inc.10,450$40.1K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,000$30.7K<0.01%-1313F-HRTimelineGroup
Pinnacle Bancorp, Inc.7,700$29.6K0.01%+70013F-HRTimeline
Farther Finance Advisors, LLC7,584$29.1K<0.01%+6,33013F-HRTimeline
Larson Financial Group LLC5,850$22.5K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.4,000$15.4K0.01%new13F-HRTimeline
WPG Advisers, LLC3,284$12.6K0.01%+25413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,787$10.7K<0.01%+2,52713F-HRTimelineGroup
Arax Advisory Partners2,620$10.1K<0.01%new13F-HRTimeline
NFSG Corp1,272$4.88K<0.01%+3413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC750$2.88K<0.01%new13F-HRTimeline
Allworth Financial LP486$1.87K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…190$730<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC170$653<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3$12<0.01%013F-HRTimeline