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Disclosery

HIO WESTERN ASSET HIGH INCOME OP

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COM (fund), issuer CIK 910068

119 managers (119 13F filers) reported a position in HIO shares at 2026-03-31, 32,387,803 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
119
13F filers
119
New
17
Added
43
Reduced
28
Sold out
12
Shares held by filers
32,387,803

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY11,392,747$41.4M<0.01%+1,759,93513F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,812,278$10.2M0.21%+577,01413F-HRTimelineGroup
Capital Investment Advisors, LLC2,539,012$9.22M0.13%-350,81713F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,596,120$5.79M0.07%+21,13313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,354,893$4.92M<0.01%+133,94113F-HRTimelineGroup
FCA CORP /TX1,206,739$4.38M1.24%+66,17813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN799,149$2.9M<0.01%+22,86013F-HR/ATimelineGroup
Rareview Capital LLC691,641$2.75M1.61%+119,14613F-HRTimeline
LPL Financial LLC752,004$2.73M<0.01%+367,00113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,969$2.41M<0.01%-37,74013F-HRTimelineGroup
UBS Group AGin group UBS Group AG601,872$2.18M<0.01%+67,32813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…548,932$1.99M<0.01%+24,59813F-HRTimelineGroup
Shaker Financial Services, LLC512,974$1.86M0.65%-100,78913F-HRTimeline
Kanen Wealth Management LLC490,454$1.78M0.64%+10,00013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC470,947$1.71M0.03%-169,54913F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC469,158$1.7M0.2%+141,92713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP473,862$1.68M<0.01%+56,75313F-HRTimelineGroup
Chicago Partners Investment Group LLC368,306$1.36M0.03%-30,63313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/316,605$1.15M<0.01%-42,19513F-HRTimelineGroup
Quarry LP305,111$1.11M0.22%new13F-HRTimeline
RFG Advisory, LLC287,063$1.04M0.02%+106,28013F-HRTimeline
Pathway Financial Advisers, LLC279,433$1.01M0.29%+1,73013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC233,058$846K0.6%-1,25013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP230,383$836K<0.01%-10,23513F-HRTimelineGroup
Fortis Group Advisors, LLC210,571$777K0.13%-2,90513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC169,738$616K<0.01%+36,61413F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC163,795$595K<0.01%+19,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA146,113$530K<0.01%-5,76113F-HRTimelineGroup
Cetera Investment Advisers109,681$398K<0.01%+11,26813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,322$357K<0.01%+40,87913F-HRTimeline
Steward Partners Investment Advisory, L…93,811$341K<0.01%+1413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,902$334K<0.01%+1,78913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,579$325K<0.01%-19,93113F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,950$287K0.16%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,159$262K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,416$216K<0.01%+5113F-HRTimelineGroup
NWF Advisory Services Inc.56,921$207K0.02%-7,41213F-HRTimeline
CHOREO, LLC55,115$200K<0.01%+8,88913F-HRTimeline
Everstar Asset Management, LLC53,180$193K0.1%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…50,985$185K0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…49,488$180K<0.01%+11213F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,404$168K<0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC41,212$150K<0.01%-99013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,796$148K<0.01%-154,26013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…40,745$148K0.02%+98113F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD37,500$136K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance36,873$134K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,325$132K<0.01%+50313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd35,268$128K<0.01%-39,28913F-HRTimelineGroup
Clearstead Advisors, LLC34,375$125K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS34,308$125K0.03%+87213F-HRTimeline
Wilson & Boucher Capital Management, LLC32,975$120K0.08%-3,12513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC31,422$114K0.07%+7,35213F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC31,100$113K0.05%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,159$109K<0.01%013F-HRTimeline
NewEdge Advisors, LLC28,835$105K<0.01%-16,70013F-HR/ATimeline
Integrity Advisory Solutions, LLC28,702$104K0.01%+6,91613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,169$102K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,837$98.5K<0.01%+5,69313F-HRTimelineGroup
CHAPIN DAVIS, INC.26,909$97.7K0.02%-2,29613F-HRTimeline
Uncommon Cents Investing LLC26,327$95.6K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,017$94.4K<0.01%-14,78713F-HRTimelineGroup
Merit Financial Group, LLC25,484$92.5K<0.01%+5,18913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC25,265$92K<0.01%new13F-HRTimelineGroup
Corps Capital Advisors, LLC25,000$90.8K0.08%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,754$90K<0.01%-1,09313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…22,861$83K<0.01%new13F-HRTimelineGroup
Samalin Investment Counsel, LLC22,235$80.7K0.03%+61813F-HRTimeline
Creative Planningin group Creative Planning22,147$80.4K<0.01%new13F-HRTimelineGroup
First Nebraska Trust Co22,060$80.1K0.01%013F-HRTimeline
&PARTNERS20,565$74.7K<0.01%+51913F-HRTimeline
Aptus Capital Advisors, LLC20,281$73.6K<0.01%013F-HRTimeline
Suncoast Equity Management20,036$72.7K0.01%+1,15413F-HRTimeline
Advisory Services Network, LLC19,500$70.8K<0.01%+2,00013F-HRTimeline
Cape Investment Advisory, Inc.18,300$66.4K0.02%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp17,933$65.1K<0.01%-25,03413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC16,634$60.4K<0.01%+60113F-HRTimeline
Private Advisor Group, LLC16,525$60K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.16,446$59.7K<0.01%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,466$56.1K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC15,175$55.1K<0.01%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,827$53.8K<0.01%-116,03613F-HRTimelineGroup
Jackson Hole Capital Partners, LLC14,200$51.5K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.13,973$50.7K0.01%013F-HRTimeline
Occidental Asset Management, LLC13,786$50K0.01%+2,28113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.13,405$48.7K0.01%+2,49313F-HRTimeline
TWO SIGMA SECURITIES, LLC13,360$48.5K0.01%-7,78713F-HRTimeline
One Capital Management, LLC12,895$46.8K<0.01%+1,20513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC11,989$43.5K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC11,843$43K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,429$42.4K<0.01%+24113F-HRTimelineGroup
RPg Family Wealth Advisory, LLC11,667$42.4K0.01%new13F-HRTimeline
PCM Encore, LLC11,387$41.3K0.01%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,913$39.6K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,900$39.6K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.10,450$37.9K0.02%013F-HRTimeline
High Net Worth Advisory Group LLC10,355$37.6K0.01%+29313F-HRTimeline
Stonebrook Private Inc.10,168$36.9K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,000$29K<0.01%013F-HRTimelineGroup
MAI Capital Management6,467$23.5K<0.01%-4,37213F-HRTimeline
Axiom Investment Management LLC6,255$22.7K0.02%13F-HRTimeline
WPG Advisers, LLC5,634$20.5K0.02%+1,44213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,021$11K<0.01%+73113F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC2,602$9.45K0.01%013F-HRTimeline
Arax Advisory Partners2,500$9.07K<0.01%-12013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,405$8.73K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,700$6.17K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,254$4.55K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,094$3.97K<0.01%-1,09413F-HRTimeline
Sound Income Strategies, LLC816$2.96K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC750$2.72K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC587$2.15K<0.01%new13F-HRTimeline
Allworth Financial LP486$1.76K<0.01%013F-HRTimeline
MTM Investment Management, LLC170$617<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…114$414<0.01%-71613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21$76<0.01%new13F-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%-18313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3$11<0.01%013F-HRTimeline