Who Owns WESTERN ASSET HIGH INCOM FD (HIX)? -- Institutional Holders (2026-06-30)

93 institutions reported holding $64.6M of WESTERN ASSET HIGH INCOM FD (HIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($14.2M), Penserra Capital Management LLC ($10.1M), MORGAN STANLEY ($6.0M), WELLS FARGO & COMPANY/MN ($5.4M), Invesco Ltd. ($3.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1UBS Group AG$14.2M3.6MTrimmed
2Penserra Capital Management LLC$10.1M2.6MAdded
3MORGAN STANLEY$6.0M1.5MTrimmed
4WELLS FARGO & COMPANY/MN$5.4M1.4MAdded
5Invesco Ltd.$3.7M942,197Added
6Rockefeller Capital Management L.P.$3.1M773,360Added
7GUGGENHEIM CAPITAL LLC$2.8M697,433Added
8GraniteShares Advisors LLC$2.7M685,465Added
9OSAIC HOLDINGS, INC.$2.6M655,211Added
10AMERIPRISE FINANCIAL INC$2.3M574,694Added
11NWF Advisory Services Inc.$1.7M420,600Trimmed
12Shaker Financial Services, LLC$1.6M392,761Added
13RAYMOND JAMES FINANCIAL INC$752,693190,074Added
14OPPENHEIMER & CO INC$687,725173,668Trimmed
15ROBINSON CAPITAL MANAGEMENT, LLC$585,308147,805Hold
16ENVESTNET ASSET MANAGEMENT INC$511,041129,051Trimmed
17MELFA WEALTH MANAGEMENT, INC.$500,728126,446Hold
18LPL Financial LLC$410,797103,737Trimmed
19Sage Capital Advisors,llc$293,61774,146Added
20Cetera Investment Advisers$266,02667,178Trimmed
21AEGON USA Investment Management, LLC$240,03160,614Hold
22BANK OF AMERICA CORP /DE/$230,47858,201Added
23Royal Bank of Canada$225,00056,931Added
24XTX Topco Ltd$217,70954,977Added
25AlphaCore Capital LLC$194,04149,000Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30