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Disclosery

HIO WESTERN ASSET HIGH INCOME OP

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COM (fund), issuer CIK 910068

116 managers (116 13F filers) reported a position in HIO shares at 2025-12-31, 30,153,516 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
116
13F filers
116
New
19
Added
34
Reduced
32
Sold out
8
Shares held by filers
30,153,516

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY9,632,812$35.7M<0.01%+320,68113F-HR/ATimelineGroup
Capital Investment Advisors, LLC2,889,829$10.7M0.16%-226,09113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,235,264$8.29M0.16%+556,84013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,574,987$5.84M0.07%+145,76113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,220,952$4.53M<0.01%+201,34513F-HRTimelineGroup
FCA CORP /TX1,140,561$4.23M1.19%-47,03013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN776,289$2.88M<0.01%+92,09613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC702,709$2.61M<0.01%-5,12413F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC640,496$2.38M0.03%+375,14013F-HRTimelineGroup
Rareview Capital LLC572,495$2.28M1.48%new13F-HRTimeline
Shaker Financial Services, LLC613,763$2.28M0.72%+402,86113F-HRTimeline
UBS Group AGin group UBS Group AG534,544$1.98M<0.01%-218,64613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…524,334$1.95M<0.01%013F-HRTimelineGroup
Kanen Wealth Management LLC480,454$1.78M0.54%-216,56413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP477,054$1.77M0.08%+383,53713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP417,109$1.55M<0.01%+97,37913F-HRTimelineGroup
Chicago Partners Investment Group LLC398,939$1.48M0.04%+4,55913F-HRTimeline
LPL Financial LLC385,003$1.43M<0.01%+105,68513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/358,800$1.33M<0.01%-30,47513F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC327,231$1.23M0.14%new13F-HRTimeline
Pathway Financial Advisers, LLC277,703$1.03M0.3%+5,37613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP240,618$893K<0.01%-10,31013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC234,308$886K0.62%+1,68013F-HRTimeline
Fortis Group Advisors, LLC213,476$805K0.13%-2,18313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC195,056$724K<0.01%+102,91513F-HRTimelineGroup
RFG Advisory, LLC180,783$671K0.01%-128,80613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,874$564K<0.01%+23,18913F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC144,295$535K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,124$494K<0.01%+1,16513F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…130,863$486K0.03%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,510$406K<0.01%-14,48413F-HRTimelineGroup
Cetera Investment Advisers98,413$365K<0.01%+3,34113F-HRTimeline
Steward Partners Investment Advisory, L…93,797$348K<0.01%+1813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP90,113$334K<0.01%-40,03513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,950$293K0.17%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd74,557$277K0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,159$268K<0.01%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd67,142$249K<0.01%-22,72513F-HRTimelineGroup
NWF Advisory Services Inc.64,333$239K0.03%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,365$220K<0.01%+6513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC57,443$213K<0.01%+7,33113F-HRTimeline
Everstar Asset Management, LLC53,180$197K0.11%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,985$189K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,376$183K<0.01%+43513F-HRTimelineGroup
Segment Wealth Management, LLC49,332$183K0.01%new13F-HRTimeline
CHOREO, LLC46,226$173K<0.01%+42613F-HRTimeline
Cambridge Investment Research Advisors,…46,404$172K<0.01%-73,15613F-HRTimeline
NewEdge Advisors, LLC45,535$169K<0.01%-5,31013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp42,967$159K<0.01%-439,34813F-HRTimelineGroup
Logan Stone Capital, LLC42,419$157K0.04%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC42,202$157K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,804$151K<0.01%-29,79713F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…39,764$148K0.02%-4,48713F-HRTimeline
Wilson & Boucher Capital Management, LLC36,100$134K0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,822$133K<0.01%-69,35513F-HRTimelineGroup
Clearstead Advisors, LLC34,375$128K<0.01%-17,32413F-HRTimeline
KELLEHER FINANCIAL ADVISORS33,436$124K0.03%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC31,100$115K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,159$112K<0.01%-2,96413F-HRTimeline
HRT FINANCIAL LP30,093$111K<0.01%-108,81513F-HRTimeline
CHAPIN DAVIS, INC.29,205$108K0.03%-4,17513F-HRTimeline
COMERICA BANK28,983$108K<0.01%-3,33813F-HRTimeline
Global Retirement Partners, LLC27,152$101K<0.01%new13F-HRTimeline
Uncommon Cents Investing LLC26,327$97.7K0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,847$96K<0.01%+1,91413F-HRTimelineGroup
Corps Capital Advisors, LLC25,000$92.8K0.1%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC24,070$89.3K0.06%+6,30113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd23,257$86.3K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,144$82.2K<0.01%+19213F-HRTimelineGroup
First Nebraska Trust Co22,060$81.8K0.01%+3,00013F-HRTimeline
Integrity Advisory Solutions, LLC21,786$80.8K0.01%+8,78713F-HRTimeline
Samalin Investment Counsel, LLC21,617$80.2K0.03%+77413F-HRTimeline
TWO SIGMA SECURITIES, LLC21,147$78.5K0.01%-71813F-HRTimeline
Merit Financial Group, LLC20,295$75.3K<0.01%+3,48613F-HRTimeline
Aptus Capital Advisors, LLC20,281$75.2K<0.01%013F-HRTimeline
&PARTNERS20,046$74.4K<0.01%+65013F-HRTimeline
Suncoast Equity Management18,882$70.1K0.01%+69013F-HR/ATimeline
Cape Investment Advisory, Inc.18,300$67.9K0.02%013F-HRTimeline
Advisory Services Network, LLC17,500$64.9K<0.01%013F-HRTimeline
Blue Barn Wealth, LLC16,446$61K0.09%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC16,033$59.5K<0.01%-4,00113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,466$57.4K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC14,200$52.7K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.13,973$51.8K<0.01%013F-HRTimeline
Sigma Planning Corp12,704$47.1K<0.01%-4,92813F-HRTimeline
Encompass More Asset Management12,006$44.5K0.01%+11113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,989$44.5K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,843$44K<0.01%013F-HRTimeline
One Capital Management, LLC11,690$43.4K<0.01%new13F-HRTimeline
Occidental Asset Management, LLC11,505$42.7K0.01%-8313F-HRTimeline
Meridian Wealth Management, LLC11,200$41.6K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,188$41.5K<0.01%+16913F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC10,913$40.5K0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,912$40.5K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,900$40.4K<0.01%013F-HRTimelineGroup
MAI Capital Management10,839$40.2K<0.01%-14,40213F-HRTimeline
Nova Wealth Management, Inc.10,450$38.8K0.03%013F-HRTimeline
High Net Worth Advisory Group LLC10,062$37.3K0.01%-12,29113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,000$29.7K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC4,192$15.6K0.01%+90813F-HRTimeline
Mountain Hill Investment Partners Corp.4,000$14.8K0.01%013F-HRTimeline
Arax Advisory Partners2,620$9.72K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2,602$9.65K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,290$8.49K<0.01%-49713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,227$8.26K<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC2,188$8.12K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,700$6.31K<0.01%-6,00013F-HRTimeline
Farther Finance Advisors, LLC1,254$4.65K<0.01%-6,33013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…830$3.08K<0.01%new13F-HR/ATimelineGroup
HIGHLINE WEALTH PARTNERS LLC750$2.78K<0.01%013F-HRTimeline
Allworth Financial LP486$1.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…190$705<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC170$631<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9$33<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3$11<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1$2<0.01%new13F-HRTimeline