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Disclosery

HIX WESTERN ASSET HIGH INCOM FD

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COM (fund), issuer CIK 1058239

79 managers (79 13F filers) reported a position in HIX shares at 2025-09-30, 16,375,370 shares in all. 5 filers opened a position and 12 filers sold out during the quarter.

Managers
79
13F filers
79
New
5
Added
31
Reduced
19
Sold out
12
Shares held by filers
16,375,370

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
UBS Group AGin group UBS Group AG3,630,393$15.8M<0.01%+420,85213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,476,447$10.8M0.13%+6,94913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,289,384$9.96M<0.01%-314,74813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,082,810$9.06M<0.01%+57,71113F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.962,436$4.19M<0.01%+12,37313F-HRTimelineGroup
Shaker Financial Services, LLC550,959$2.42M0.83%+96,52113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC516,701$2.25M<0.01%-115,66813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.465,249$2.01M<0.01%+187,98313F-HRTimelineGroup
NWF Advisory Services Inc.417,800$1.82M0.2%+171,50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …323,689$1.41M0.02%+35,39313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC242,236$1.05M0.01%+99,65213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC209,123$910K<0.01%+86,04313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…190,841$830K<0.01%-27,51113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,642$829K<0.01%+22,71413F-HRTimelineGroup
NewEdge Advisors, LLC156,025$679K<0.01%-36,88813F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC147,625$642K0.46%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.126,446$550K0.32%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC89,913$391K<0.01%+16,05513F-HRTimelineGroup
LPL Financial LLC80,510$350K<0.01%+1,16613F-HRTimeline
Cetera Investment Advisers71,814$312K<0.01%+4,57713F-HRTimeline
Sage Capital Advisors,llc66,243$288K0.07%-113F-HRTimeline
AEGON USA Investment Management, LLC60,614$264K0.18%013F-HRTimeline
AlphaCore Capital LLC57,968$252K0.01%+1,94113F-HRTimeline
Chicago Partners Investment Group LLC52,858$225K0.01%-3,56013F-HRTimeline
Argyle Capital Partners, LLC43,013$187K0.13%-11913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,312$180K<0.01%+1,64513F-HRTimelineGroup
Integrated Advisors Network LLC40,435$176K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC39,532$172K<0.01%+23,83313F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC39,472$171K0.02%+60813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,240$166K<0.01%+23,90113F-HRTimelineGroup
Sunpointe, LLC36,411$160K0.06%013F-HRTimeline
Tactive Advisors, LLC35,851$156K0.04%+2,21313F-HRTimeline
Clearstead Advisors, LLC30,927$135K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…30,110$131K<0.01%+46613F-HRTimeline
Aventura Private Wealth, LLC27,246$119K0.04%013F-HRTimeline
MRA Advisory Group26,691$116K0.05%+66513F-HRTimeline
Mariner, LLCin group Mariner, LLC26,570$116K<0.01%-4,26213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,347$110K<0.01%-4,18713F-HRTimeline
Kovack Advisors, Inc.24,852$108K0.01%+62413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,713$108K<0.01%+10,02513F-HR/ATimelineGroup
CHOREO, LLC23,110$101K<0.01%-5813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC22,800$99.2K0.01%013F-HRTimeline
PFG Investments, LLC22,066$96K<0.01%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT20,011$87K0.04%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC18,777$81.7K<0.01%+62913F-HRTimelineGroup
WEDBUSH SECURITIES INC18,691$81K<0.01%+2,91413F-HRTimeline
D.A. DAVIDSON & CO.18,506$80.5K<0.01%+17913F-HRTimeline
TWO SIGMA SECURITIES, LLC17,900$77.9K0.01%new13F-HRTimeline
Mach-1 Financial Group, LLC17,412$75.7K0.01%new13F-HRTimeline
Integrity Advisory Solutions, LLC17,412$75.7K0.01%13F-HRTimeline
Janney Montgomery Scott LLC16,500$72K<0.01%013F-HRTimeline
Sonora Investment Management Group, LLC16,000$69.6K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,976$69.5K<0.01%-41113F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC15,560$67.7K0.05%+1,58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,256$62.4K<0.01%-29313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,519$58.8K<0.01%+2,98313F-HRTimelineGroup
SeaCrest Wealth Management, LLC12,801$55.8K0.01%new13F-HRTimeline
Shulman DeMeo Asset Management LLC11,444$49.8K0.01%-17913F-HRTimeline
Steward Partners Investment Advisory, L…10,863$47.3K<0.01%-2,96913F-HRTimeline
Merit Financial Group, LLC10,375$45.1K<0.01%new13F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.8,422$36.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC8,320$36.2K<0.01%013F-HRTimeline
COMERICA BANK6,464$28.1K<0.01%-1,06113F-HRTimeline
Larson Financial Group LLC6,265$27.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC5,030$21.9K<0.01%+16813F-HRTimeline
HHM Wealth Advisors, LLC2,250$9.79K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,056$8.94K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$8.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,650$7.18K<0.01%-14013F-HRTimeline
FNY Investment Advisers, LLC1,400$6K<0.01%013F-HRTimeline
Activest Wealth Management1,333$5.8K<0.01%-5,06613F-HRTimeline
WPG Advisers, LLC1,246$5.42K<0.01%+2213F-HRTimeline
ALERUS FINANCIAL NA1,232$5.36K<0.01%013F-HRTimeline
NFSG Corp1,100$4.79K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1,007$4.35K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,000$4.35K<0.01%-28613F-HRTimelineGroup
Farther Finance Advisors, LLC650$2.83K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$2.17K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC18$00%-5013F-HRTimelineGroupValue filed as zero, left out of ratios.