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Disclosery

HIX WESTERN ASSET HIGH INCOM FD

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COM (fund), issuer CIK 1058239

73 managers (73 13F filers) reported a position in HIX shares at 2026-06-30, 16,306,099 shares in all. 7 filers opened a position and 20 filers sold out during the quarter.

Managers
73
13F filers
73
New
7
Added
25
Reduced
17
Sold out
20
Shares held by filers
16,306,099

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
UBS Group AGin group UBS Group AG3,596,719$14.2M<0.01%-444,41113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,552,829$10.1M0.08%+97,43713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,503,139$5.95M<0.01%-137,53613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,372,305$5.43M<0.01%+210,41913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.942,197$3.73M<0.01%+27,58613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…773,360$3.06M<0.01%+261,21513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC697,433$2.76M0.02%+38,74213F-HRTimelineGroup
GraniteShares Advisors LLC685,465$2.71M1.75%+89,72513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.655,211$2.59M<0.01%+15,67513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC574,694$2.28M<0.01%+50,81313F-HRTimelineGroup
NWF Advisory Services Inc.420,600$1.67M0.16%-35,84013F-HRTimeline
Shaker Financial Services, LLC392,761$1.56M0.49%+92,36613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,074$753K<0.01%+36,16013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …173,668$688K0.01%-44,12213F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC147,805$585K0.26%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC129,051$511K<0.01%-55,38613F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.126,446$501K0.27%013F-HRTimeline
LPL Financial LLC103,737$411K<0.01%-12,63113F-HRTimeline
Sage Capital Advisors,llc74,146$294K0.06%+9113F-HRTimeline
Cetera Investment Advisers67,178$266K<0.01%-1,65313F-HRTimeline
AEGON USA Investment Management, LLC60,614$240K0.17%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,201$230K<0.01%+35,18213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,931$225K<0.01%+73313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd54,977$218K<0.01%+30,14413F-HRTimelineGroup
AlphaCore Capital LLC49,000$194K<0.01%-6,50013F-HRTimeline
SeaCrest Wealth Management, LLC48,155$191K0.02%+33,26713F-HRTimeline
Argyle Capital Partners, LLC47,933$190K0.12%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,791$169K<0.01%+20,14413F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC41,764$165K0.01%+74013F-HRTimeline
Integrated Advisors Network LLC40,435$160K0.01%013F-HRTimeline
NewEdge Advisors, LLC38,802$154K<0.01%-7,40013F-HRTimeline
Mariner, LLCin group Mariner, LLC38,786$154K<0.01%+11,50013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC38,008$151K<0.01%new13F-HRTimelineGroup
Sunpointe, LLC36,411$144K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC34,654$137K<0.01%+97913F-HRTimelineGroup
Chicago Partners Investment Group LLC28,389$112K<0.01%-15,65413F-HRTimeline
MRA Advisory Group27,807$110K0.04%+70813F-HRTimeline
Keating Financial Advisory Services, In…27,500$109K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,012$107K<0.01%+1413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,506$101K<0.01%+72913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,824$98.3K<0.01%-133,78913F-HR/ATimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC22,800$90.3K0.01%013F-HRTimeline
PFG Investments, LLC22,066$87.4K<0.01%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT20,966$83K0.03%-4513F-HRTimeline
D.A. DAVIDSON & CO.18,899$74.8K<0.01%+39313F-HRTimeline
United Asset Strategies, Inc.16,836$66.7K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,003$63.4K<0.01%+313F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC16,000$63.4K0.01%013F-HRTimeline
CHOREO, LLC15,991$63.3K<0.01%-1,45313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,512$54.3K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC13,281$52.6K<0.01%13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC12,576$49.8K<0.01%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,513$49.5K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC11,645$46K<0.01%-2,39813F-HRTimeline
HighTower Advisors, LLC10,726$42.5K<0.01%new13F-HRTimeline
Shulman DeMeo Asset Management LLC10,541$41.7K0.01%-34413F-HRTimeline
One Capital Management, LLC10,118$40.3K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,422$33.4K0.02%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.5,595$22.2K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.3,119$12.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,625$10.4K<0.01%-2,86013F-HRTimeline
HHM Wealth Advisors, LLC2,250$8.91K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,056$8.14K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$7.92K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,600$6.34K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA1,232$4.88K<0.01%013F-HRTimeline
WPG Advisers, LLC1,066$4.22K<0.01%+1213F-HRTimeline
Salomon & Ludwin, LLC1,007$4.01K<0.01%013F-HRTimeline
Key Financial Inc1,000$3.96K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…750$2.98K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…753$2.98K<0.01%-17513F-HRTimelineGroup
Farther Finance Advisors, LLC650$2.57K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC183$725<0.01%013F-HRTimeline