Who Owns WESTERN ASSET (WIA)? -- Institutional Holders (2026-06-30)

Name: WESTERN ASSET (WIA) Institutional Holders (2026-06-30)
Creator: ko.io

55 institutions reported holding $100.1M of WESTERN ASSET (WIA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Karpus Management, Inc. ($70.3M), Baird Financial Group, Inc. ($4.0M), Atlas Wealth LLC ($3.7M), Private Advisor Group, LLC ($2.0M), RHS Financial, LLC ($1.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Karpus Management, Inc.	$70.3M	8.6M	Added
2	Baird Financial Group, Inc.	$4.0M	489,169	Added
3	Atlas Wealth LLC	$3.7M	460,160	New
4	Private Advisor Group, LLC	$2.0M	246,350	Added
5	RHS Financial, LLC	$1.9M	231,357	Added
6	STIFEL FINANCIAL CORP	$1.4M	175,858	Added
7	Integrated Wealth Concepts LLC	$1.3M	165,070	Trimmed
8	Wakefield Asset Management LLLP	$1.3M	157,757	Trimmed
9	GUGGENHEIM CAPITAL LLC	$1.2M	145,633	Trimmed
10	Focus Partners Wealth	$1.1M	133,147	New
11	WELLS FARGO & COMPANY/MN	$918,138	112,932	Added
12	PenderFund Capital Management Ltd.	$842,856	103,800	Hold
13	Dakota Wealth Management	$839,741	103,289	Trimmed
14	BANK OF AMERICA CORP /DE/	$800,439	98,455	Added
15	ROBERTS GLORE & CO INC /IL/	$787,179	96,824	Trimmed
16	MORGAN STANLEY	$746,385	91,804	Trimmed
17	PFG Investments, LLC	$595,929	73,300	New
18	Aviance Capital Partners, LLC	$579,279	71,252	Added
19	Rock Point Advisors, LLC	$525,418	64,627	Hold
20	Almitas Capital LLC	$461,231	56,732	Hold
21	Matisse Capital	$432,955	53,254	Hold
22	LPL Financial LLC	$362,229	44,555	Added
23	GRACE & WHITE INC /NY	$334,224	41,110	Hold
24	CREATIVE FINANCIAL DESIGNS INC /ADV	$313,598	38,573	Hold
25	UBS Group AG	$305,046	37,521	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30