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Disclosery

XWIAX WESTERN ASSET INFLT LNK INC

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COM SH BEN INT (fund)

48 managers (48 13F filers) reported a position in XWIAX shares at 2025-09-30, 11,457,040 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
48
13F filers
48
New
6
Added
14
Reduced
17
Sold out
3
Shares held by filers
11,457,040

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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
Karpus Management, Inc.7,846,936$66.1M2.09%-230,34213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC561,312$4.73M0.04%+33,91313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.448,561$3.78M0.01%-2,57013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp238,114$2M0.01%+2,17513F-HRTimelineGroup
Integrated Wealth Concepts LLC188,813$1.59M0.01%-4,24113F-HRTimeline
RHS Financial, LLC188,569$1.59M0.82%+4,86313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP176,360$1.48M<0.01%+2,51813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY165,744$1.4M<0.01%-1,53213F-HR/ATimelineGroup
ROBERTS GLORE & CO INC /IL/121,712$1.02M0.28%-2,00013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…114,487$964K0.26%+6,63913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,763$924K<0.01%+11,08713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109,219$920K<0.01%+13,91213F-HRTimelineGroup
Dakota Wealth Management101,443$854K0.02%-8,60013F-HR/ATimeline
North Ground Capital99,842$841K0.52%-112,92813F-HRTimeline
Almitas Capital LLC95,779$806K0.18%-55,86313F-HR/ATimeline
PenderFund Capital Management Ltd.89,100$749K0.13%+13,16813F-HRTimeline
UBS Group AGin group UBS Group AG71,454$602K<0.01%-3,46513F-HRTimelineGroup
Aviance Capital Partners, LLC66,216$558K0.07%+3,25413F-HRTimeline
Private Advisor Group, LLC56,514$476K<0.01%new13F-HRTimeline
Rock Point Advisors, LLC55,385$466K0.12%-4,19513F-HRTimeline
Matisse Capital53,254$448K0.2%013F-HRTimeline
GRACE & WHITE INC /NY46,694$393K0.07%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,573$325K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC38,470$324K0.04%-3,37513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,929$303K<0.01%-50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,654$283K<0.01%+9,02513F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,548$282K<0.01%013F-HRTimelineGroup
LPL Financial LLC33,329$281K<0.01%+51013F-HRTimeline
Mezzasalma Advisors, LLC33,107$279K0.07%+60813F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC31,111$262K0.19%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,821$201K<0.01%013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC18,606$157K0.01%-3,39413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,453$155K0.01%-28313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC18,319$154K0.09%+1,93313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,350$138K0.01%new13F-HRTimeline
HighTower Advisors, LLC15,931$134K<0.01%-84713F-HRTimeline
READYSTATE ASSET MANAGEMENT LP13,680$115K0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.12,298$104K0.06%013F-HRTimeline
SMITH, MOORE & CO.11,372$95.8K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,960$58.6K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,200$43.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,551$30K<0.01%-1,03513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,051$25.7K<0.01%+10213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$22.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$16.8K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC866$7.29K<0.01%013F-HRTimeline
COMERICA BANK495$4.17K<0.01%-4213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$3.37K<0.01%new13F-HRTimeline

Events

  • Karpus Management, Inc. reported 8,894,690 XWIAX shares, 38.14% of the class, as of 2026-09-29, in a 13D/A filed 2026-10-01. 0001072613-26-000808

    Accepted , ingested