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Disclosery

HIX WESTERN ASSET HIGH INCOM FD

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COM (fund), issuer CIK 1058239

92 managers (92 13F filers) reported a position in HIX shares at 2025-12-31, 17,386,215 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
92
13F filers
92
New
18
Added
25
Reduced
24
Sold out
8
Shares held by filers
17,386,215

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
UBS Group AGin group UBS Group AG3,906,673$16.3M<0.01%+276,28013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,658,545$11.1M0.13%+182,09813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,982,061$8.25M<0.01%-100,74913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,877,718$7.81M<0.01%-411,66613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.924,065$3.84M<0.01%-38,37113F-HRTimelineGroup
GraniteShares Advisors LLC663,931$2.76M1.68%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.573,337$2.39M<0.01%+108,08813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC544,204$2.26M0.02%+301,96813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC491,352$2.04M<0.01%-25,34913F-HRTimelineGroup
NWF Advisory Services Inc.463,940$1.93M0.21%+46,14013F-HRTimeline
Shaker Financial Services, LLC403,653$1.68M0.53%-147,30613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC228,408$950K<0.01%+19,28513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …222,723$927K0.01%-100,96613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…187,188$779K<0.01%-3,65313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,048$703K<0.01%-21,59413F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC147,805$615K0.26%+18013F-HRTimeline
NewEdge Advisors, LLC144,800$602K<0.01%-11,22513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.126,446$526K0.3%013F-HRTimeline
LPL Financial LLC104,521$435K<0.01%+24,01113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC87,527$364K<0.01%+49,28713F-HRTimelineGroup
Total Wealth Planning & Management, Inc.72,274$301K0.24%13F-HRTimeline
Sage Capital Advisors,llc69,918$291K0.07%+3,67513F-HRTimeline
Cetera Investment Advisers68,424$285K<0.01%-3,39013F-HRTimeline
HRT FINANCIAL LP66,037$274K<0.01%new13F-HRTimeline
AlphaCore Capital LLC60,686$252K0.01%+2,71813F-HRTimeline
AEGON USA Investment Management, LLC60,614$252K0.18%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA54,059$225K<0.01%+12,74713F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC47,062$196K0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…44,146$184K0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC43,335$182K<0.01%-9,52313F-HRTimeline
Integrated Advisors Network LLC40,435$168K0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC40,326$168K0.02%+85413F-HRTimeline
Clearstead Advisors, LLC39,054$162K<0.01%+8,12713F-HRTimeline
Argyle Capital Partners, LLC38,548$160K0.12%-4,46513F-HRTimeline
Sunpointe, LLC36,411$151K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,031$137K<0.01%-6,50113F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,110$125K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,986$116K<0.01%+2,63913F-HRTimeline
Keating Financial Advisory Services, In…27,500$114K0.02%13F-HRTimeline
Aventura Private Wealth, LLC27,246$113K0.04%013F-HRTimeline
MRA Advisory Group27,173$113K0.05%+48213F-HRTimeline
Kovack Advisors, Inc.25,502$106K0.01%+65013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,738$103K<0.01%+2513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,087$100K<0.01%+5,31013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC22,800$94.8K0.01%013F-HRTimeline
CHOREO, LLC22,426$93.7K<0.01%-68413F-HRTimeline
PFG Investments, LLC22,066$91.8K<0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC20,850$86.7K0.01%+3,43813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT20,563$85.5K0.04%+55213F-HRTimeline
D.A. DAVIDSON & CO.18,506$77K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC17,825$74K<0.01%+1,32513F-HRTimeline
Mariner, LLCin group Mariner, LLC17,345$72.2K<0.01%-9,22513F-HRTimelineGroup
SeaCrest Wealth Management, LLC17,203$71.9K0.01%+4,40213F-HRTimeline
United Asset Strategies, Inc.16,836$70K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,086$66.9K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth16,000$66.6K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,684$65.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC14,441$60.1K<0.01%+9,41113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,827$57.9K<0.01%-42913F-HRTimeline
WEDBUSH SECURITIES INC13,662$57K<0.01%-5,02913F-HRTimeline
Belpointe Asset Management LLC13,637$56.7K<0.01%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC12,631$52.5K0.03%-2,92913F-HRTimeline
Closed-End Fund Advisors, Inc.12,020$50K0.03%13F-HRTimeline
Shulman DeMeo Asset Management LLC11,444$47.6K0.01%013F-HRTimeline
Merit Financial Group, LLC11,079$46.1K<0.01%+70413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC11,000$45.8K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,536$43.8K<0.01%-2,98313F-HRTimelineGroup
One Capital Management, LLC10,338$43K<0.01%new13F-HRTimeline
Williams Jones Wealth Management, LLC.10,213$42.5K<0.01%new13F-HRTimeline
Arax Advisory Partners8,927$37.1K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,422$35K0.02%013F-HRTimeline
CoreCap Advisors, LLC8,320$34.6K<0.01%013F-HRTimeline
Larson Financial Group LLC6,265$26.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,463$18.6K<0.01%-6,40013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,879$16.1K<0.01%new13F-HRTimeline
Key Financial Inc2,254$9.38K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2,250$9.36K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,056$8.55K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$8.32K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,512$6.29K<0.01%-13813F-HRTimeline
DV Trading LLC1,508$6.27K<0.01%13F-HRTimeline
Allworth Financial LP1,500$6.24K<0.01%new13F-HRTimeline
WPG Advisers, LLC1,235$5.14K<0.01%-1113F-HRTimeline
ALERUS FINANCIAL NA1,232$5.12K<0.01%013F-HRTimeline
COMERICA BANK1,102$4.58K<0.01%-5,36213F-HRTimeline
Salomon & Ludwin, LLC1,007$4.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…750$3.12K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC650$2.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$2.08K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$2.08K<0.01%-50013F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC200$1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC18$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.