HIO Western Asset High Income Oppo
Western Asset High Income Oppo (HIO) Institutional Ownership
What the institutions did with HIO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 11.8M | 35.5% |
| SIT INVESTMENT ASSOCIATES INC | 2.8M | 8.5% |
| Capital Investment Advisors, LLC | 2.3M | 7.0% |
| Penserra Capital Management LLC | 1.7M | 5.0% |
| Invesco Ltd. | 1.3M | 3.9% |
| FCA CORP /TX | 1.3M | 3.8% |
| WELLS FARGO & COMPANY/MN | 1.0M | 3.0% |
| LPL Financial LLC | 969.9K | 2.9% |
| Rareview Capital LLC | 903.7K | 2.7% |
| Shaker Financial Services, LLC | 642.5K | 1.9% |
| RAYMOND JAMES FINANCIAL INC | 637.1K | 1.9% |
| UBS Group AG | 561.0K | 1.7% |
| Thrivent Financial for Lutherans | 548.9K | 1.7% |
| JONES FINANCIAL COMPANIES LLLP | 531.2K | 1.6% |
| Kanen Wealth Management LLC | 490.5K | 1.5% |
| WOLVERINE ASSET MANAGEMENT LLC | 378.1K | 1.1% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 372.5K | 1.1% |
| Chicago Partners Investment Group LLC | 333.7K | 1.0% |
| BANK OF AMERICA CORP /DE/ | 305.1K | 0.9% |
| Pathway Financial Advisers, LLC | 285.9K | 0.9% |
| RFG Advisory, LLC | 273.8K | 0.8% |
| FIRST TRUST ADVISORS LP | 263.3K | 0.8% |
| ENVESTNET ASSET MANAGEMENT INC | 239.4K | 0.7% |
| PIN OAK INVESTMENT ADVISORS INC | 233.1K | 0.7% |
| Fortis Group Advisors, LLC | 206.3K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MORGAN STANLEY | Increased | 11.4M | 11.8M | +386.5K |
| LPL Financial LLC | Increased | 752.0K | 969.9K | +217.9K |
| Rareview Capital LLC | Increased | 691.6K | 903.7K | +212.0K |
| WELLS FARGO & COMPANY/MN | Increased | 799.1K | 1.0M | +211.0K |
| Capital Investment Advisors, LLC | Reduced | 2.5M | 2.3M | -209.4K |
| Quarry LP | Reduced | 305.1K | 175.1K | -130.0K |
| Shaker Financial Services, LLC | Increased | 513.0K | 642.5K | +129.5K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Reduced | 469.2K | 372.5K | -96.7K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 470.9K | 378.1K | -92.8K |
| Invesco Ltd. | Reduced | 1.4M | 1.3M | -72.4K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 169.7K | 239.4K | +69.7K |
| FCA CORP /TX | Increased | 1.2M | 1.3M | +69.4K |
| Penserra Capital Management LLC | Increased | 1.6M | 1.7M | +63.3K |
| JONES FINANCIAL COMPANIES LLLP | Increased | 473.9K | 531.2K | +57.4K |
| READYSTATE ASSET MANAGEMENT LP | New | 0 | 52.5K | +52.5K |
| CITADEL ADVISORS LLC | Increased | 28.2K | 77.0K | +48.9K |
| Logan Stone Capital, LLC | New | 0 | 43.4K | +43.4K |
| Cambridge Investment Research Advisors, Inc. | Increased | 46.4K | 89.4K | +42.9K |
| UBS Group AG | Reduced | 601.9K | 561.0K | -40.8K |
| NOMURA HOLDINGS INC | Sold Out | 37.5K | 0 | -37.5K |
| Independent Advisor Alliance | Sold Out | 36.9K | 0 | -36.9K |
| KELLEHER FINANCIAL ADVISORS | Increased | 34.3K | 70.0K | +35.7K |
| Chicago Partners Investment Group LLC | Reduced | 368.3K | 333.7K | -34.6K |
| FIRST TRUST ADVISORS LP | Increased | 230.4K | 263.3K | +32.9K |
| Integrity Advisory Solutions, LLC | Sold Out | 28.7K | 0 | -28.7K |
| OSAIC HOLDINGS, INC. | Increased | 89.6K | 118.2K | +28.6K |
| JANE STREET GROUP, LLC | Reduced | 40.8K | 12.8K | -28.0K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 665.0K | 637.1K | -27.9K |
| CHAPIN DAVIS, INC. | Sold Out | 26.9K | 0 | -26.9K |
| XTX Topco Ltd | Increased | 35.3K | 60.9K | +25.7K |
| IMC-Chicago, LLC | New | 0 | 24.7K | +24.7K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 22.1K | +22.1K |
| First Nebraska Trust Co | Sold Out | 22.1K | 0 | -22.1K |
| Suncoast Equity Management | Sold Out | 20.0K | 0 | -20.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | Reduced | 41.2K | 22.6K | -18.6K |
| Cetera Investment Advisers | Increased | 109.7K | 128.3K | +18.6K |
| Private Advisor Group, LLC | Sold Out | 16.5K | 0 | -16.5K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Sold Out | 14.8K | 0 | -14.8K |
| Lido Advisors, LLC | New | 0 | 14.7K | +14.7K |
| Pekin Hardy Strauss, Inc. | Sold Out | 14.0K | 0 | -14.0K |
| RFG Advisory, LLC | Reduced | 287.1K | 273.8K | -13.2K |
| Calamos Advisors LLC | Increased | 163.8K | 175.5K | +11.7K |
| RPg Family Wealth Advisory, LLC | Increased | 11.7K | 23.3K | +11.7K |
| BANK OF AMERICA CORP /DE/ | Reduced | 316.6K | 305.1K | -11.5K |
| PCM Encore, LLC | Sold Out | 11.4K | 0 | -11.4K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Sold Out | 10.9K | 0 | -10.9K |
| Alpine Global Management, LLC | New | 0 | 10.5K | +10.5K |
| High Net Worth Advisory Group LLC | Sold Out | 10.4K | 0 | -10.4K |
| Virtu Financial LLC | Increased | 25.3K | 34.9K | +9.6K |
| STIFEL FINANCIAL CORP | Reduced | 91.9K | 83.4K | -8.5K |
| SIT INVESTMENT ASSOCIATES INC | Increased | 2.8M | 2.8M | +8.1K |
| NWF Advisory Services Inc. | Increased | 56.9K | 64.3K | +7.4K |
| MAI Capital Management | Sold Out | 6.5K | 0 | -6.5K |
| Pathway Financial Advisers, LLC | Increased | 279.4K | 285.9K | +6.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 36.3K | 29.9K | -6.4K |
| CHOREO, LLC | Reduced | 55.1K | 50.2K | -4.9K |
| ROYAL BANK OF CANADA | Reduced | 146.1K | 141.2K | -4.9K |
| Fortis Group Advisors, LLC | Reduced | 210.6K | 206.3K | -4.3K |
| Mariner, LLC | Reduced | 27.8K | 23.8K | -4.0K |
| NewEdge Advisors, LLC | Reduced | 28.8K | 25.8K | -3.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.