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Disclosery

HIX WESTERN ASSET HIGH INCOM FD

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COM (fund), issuer CIK 1058239

86 managers (86 13F filers) reported a position in HIX shares at 2026-03-31, 16,598,044 shares in all. 14 filers opened a position and 18 filers sold out during the quarter.

Managers
86
13F filers
86
New
14
Added
24
Reduced
27
Sold out
18
Shares held by filers
16,598,044

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
UBS Group AGin group UBS Group AG4,041,130$16.1M<0.01%+134,45713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…2,455,392$9.77M0.11%-203,15313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,640,675$6.53M<0.01%-341,38613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,161,886$4.62M<0.01%-715,83213F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.914,611$3.64M<0.01%-9,45413F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC658,691$2.62M0.02%+114,48713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.639,536$2.55M<0.01%+66,19913F-HRTimelineGroup
GraniteShares Advisors LLC595,740$2.37M1.71%-68,19113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC523,881$2.08M<0.01%+32,52913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…512,145$2.04M<0.01%+324,95713F-HRTimelineGroup
NWF Advisory Services Inc.456,440$1.82M0.21%-7,50013F-HRTimeline
Shaker Financial Services, LLC300,395$1.2M0.42%-103,25813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …217,790$867K0.01%-4,93313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC184,437$734K<0.01%-43,97113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC158,613$631K<0.01%+142,52713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,914$613K<0.01%-15,13413F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC147,805$594K0.27%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.126,446$503K0.29%013F-HRTimeline
LPL Financial LLC116,368$463K<0.01%+11,84713F-HRTimeline
World Investment Advisors100,512$400K0.01%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC79,965$318K0.01%+79,76513F-HRTimelineGroup
Total Wealth Planning & Management, Inc.78,862$314K0.25%+6,58813F-HRTimeline
Sage Capital Advisors,llc74,055$295K0.07%+4,13713F-HRTimeline
Cetera Investment Advisers68,831$274K<0.01%+40713F-HRTimeline
AEGON USA Investment Management, LLC60,614$241K0.19%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC56,580$225K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,198$223K<0.01%+2,13913F-HRTimelineGroup
AlphaCore Capital LLC55,500$221K0.01%-5,18613F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC52,624$209K0.02%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD50,000$199K<0.01%new13F-HRTimelineGroup
Argyle Capital Partners, LLC47,933$191K0.14%+9,38513F-HRTimeline
NewEdge Advisors, LLC46,202$184K<0.01%-98,59813F-HR/ATimeline
Chicago Partners Investment Group LLC44,043$179K<0.01%+70813F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC41,024$163K0.02%+69813F-HRTimeline
Integrated Advisors Network LLC40,435$161K0.01%013F-HRTimeline
Sunpointe, LLC36,411$145K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,675$134K<0.01%+64413F-HRTimelineGroup
Keating Financial Advisory Services, In…27,500$109K0.02%013F-HRTimeline
MRA Advisory Group27,099$108K0.04%-7413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,998$107K<0.01%-98813F-HRTimeline
Mariner, LLCin group Mariner, LLC27,286$103K<0.01%+9,94113F-HRTimelineGroup
Integrity Advisory Solutions, LLC25,724$102K0.01%+4,87413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,833$98.8K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,777$98.6K<0.01%+69013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,019$91.6K<0.01%-1,71913F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC22,800$90.7K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,647$90.1K<0.01%+6,96313F-HRTimelineGroup
PFG Investments, LLC22,066$87.8K<0.01%013F-HRTimeline
Quarry LP21,923$87.3K0.02%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT21,011$83.6K0.04%+44813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,068$75.9K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.18,506$73.7K<0.01%013F-HRTimeline
CHOREO, LLC17,444$69.4K<0.01%-4,98213F-HRTimeline
Janney Montgomery Scott LLC17,000$68K<0.01%-82513F-HRTimeline
United Asset Strategies, Inc.16,836$67K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC16,000$63.7K0.01%+5,00013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,000$63.7K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC14,888$59.3K0.01%-2,31513F-HRTimeline
WEDBUSH SECURITIES INC14,043$56K<0.01%+38113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC11,172$44.5K0.03%-1,45913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,039$43.9K<0.01%+50313F-HRTimelineGroup
Shulman DeMeo Asset Management LLC10,885$43.3K0.01%-55913F-HRTimeline
Hamrick Investment Counsel, llc10,185$40.5K0.02%new13F-HRTimeline
One Capital Management, LLC10,118$40.3K<0.01%-22013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.8,422$33.5K0.02%013F-HRTimeline
Larson Financial Group LLC6,265$24.9K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC5,569$22.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC5,485$21.8K<0.01%-2,83513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,119$12.4K<0.01%-76013F-HRTimeline
HHM Wealth Advisors, LLC2,250$8.96K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,056$8.18K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,000$7.96K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,600$6.37K<0.01%-2,86313F-HRTimeline
Parallel Advisors, LLC1,393$5.54K<0.01%-11913F-HR/ATimeline
Activest Wealth Management1,333$5.3K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA1,232$4.9K<0.01%013F-HRTimeline
WPG Advisers, LLC1,054$4.2K<0.01%-18113F-HRTimeline
Allworth Financial LP1,000$3.98K<0.01%-50013F-HRTimeline
Salomon & Ludwin, LLC1,007$3.92K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…928$3.69K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.779$3.1K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…750$2.95K<0.01%013F-HRTimeline
Osbon Capital Management LLC725$2.89K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC650$2.56K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC183$721<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC18$72<0.01%013F-HRTimelineGroup