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Disclosery

XWIAX WESTERN ASSET INFLT LNK INC

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COM SH BEN INT (fund)

50 managers (50 13F filers) reported a position in XWIAX shares at 2025-12-31, 11,590,521 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
50
13F filers
50
New
5
Added
16
Reduced
16
Sold out
3
Shares held by filers
11,590,521

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, 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
Karpus Management, Inc.8,143,596$67.3M2.07%+296,66013F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.467,023$3.86M0.01%+18,46213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC325,668$2.69M0.02%-235,64413F-HRTimelineGroup
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…316,360$2.62M0.71%+201,87313F-HRTimelineGroup
Private Advisor Group, LLC217,773$1.8M0.01%+161,25913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY193,440$1.6M<0.01%+27,69613F-HR/ATimelineGroup
RHS Financial, LLC188,625$1.56M0.76%+5613F-HRTimeline
Integrated Wealth Concepts LLC183,101$1.51M0.02%-5,71213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP176,621$1.46M<0.01%+26113F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/116,177$961K0.26%-5,53513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,488$897K<0.01%-73113F-HRTimelineGroup
Dakota Wealth Management102,793$850K0.02%+1,35013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,040$794K<0.01%-13,72313F-HRTimelineGroup
PenderFund Capital Management Ltd.96,300$794K0.13%+7,20013F-HRTimeline
Almitas Capital LLC72,863$603K0.13%-22,91613F-HRTimeline
Aviance Capital Partners, LLC68,300$565K0.07%+2,08413F-HRTimeline
UBS Group AGin group UBS Group AG64,763$536K<0.01%-6,69113F-HRTimelineGroup
Rock Point Advisors, LLC58,968$488K0.12%+3,58313F-HRTimeline
Matisse Capital53,254$440K0.2%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,467$368K<0.01%+10,81313F-HRTimelineGroup
GRACE & WHITE INC /NY41,110$340K0.06%-5,58413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,573$319K0.02%013F-HRTimeline
Quadcap Wealth Management, LLC38,445$318K0.04%-2513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,929$297K<0.01%013F-HRTimelineGroup
LPL Financial LLC34,960$289K<0.01%+1,63113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…33,548$277K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC33,632$277K0.07%+52513F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC31,111$257K0.11%013F-HRTimeline
Vestmark Advisory Solutions, Inc.22,350$185K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC22,350$185K0.01%+6,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,821$180K<0.01%-2,00013F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp20,107$166K<0.01%-218,00713F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC17,833$147K0.09%-48613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,546$145K0.01%-90713F-HRTimeline
HighTower Advisors, LLC13,310$110K<0.01%-2,62113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.12,298$102K0.06%013F-HRTimeline
SMITH, MOORE & CO.11,372$94K0.01%013F-HRTimeline
North Ground Capital10,892$90.1K0.04%-88,95013F-HRTimeline
&PARTNERS10,306$85.2K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,306$85.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,200$43K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,618$30K<0.01%+6713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,051$25.2K<0.01%013F-HR/ATimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$22.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$16.5K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC866$7.16K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$3.31K<0.01%013F-HRTimeline
COMERICA BANK161$1.33K<0.01%-33413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC56$467<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.55$455<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