How many institutions own HIO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own HIO shares is 110, representing 27.14% of the company's common stock.

Who are the major shareholders selling Western Asset High Income Opportunity Fund Inc. stock?

FIERA CAPITAL CORP, in the last quarter, reduced its stake in HIO by -91.09% restricting it's holding to 42.97 thousand shares of worth nearly $159.41K. NEWEDGE ADVISORS, LLC also lessened -10.44% of the HIO shares from its portfolio, reducing its holding to 45.54 thousand shares of worth $168.93K. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. also shunned HIO shares holding by -61.19% last quarter which brought its holding to 46.4 thousand shares worth $172.00K.

Investors who are buying HIO stock?

As per its latest 13F filing, CHOREO, LLC increased its stake in HIO by 0.93% in the last quarter. The institutional holder raised its holding to 46.23 thousand shares having worth more than $172.68K. PARK AVENUE SECURITIES LLC also added 8% more shares of HIO to its portfolio, raising its holding to 25.85 thousand shares of worth $96.00K. GLOBAL RETIREMENT PARTNERS, LLC also increased its HIO shares holding by 100% which brought its holding to 27.15 thousand shares worth $100.73K.

HIO's major insiders: who are they?

The insider with the most stakes in HIO is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, HIO stock is highly held by director COLMAN CAROL L and director Mason Peter Daniel Charles among others.

Did an insider recently sell HIO stock?

Company executives, directors, and other insiders own 0.02% percent of Western Asset High Income Opportunity Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which HIO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include COLMAN CAROL L, CRONIN DANIEL P, and HUTCHINSON WILLIAM R.

Which insider recently purchased HIO stock?

There have been 0 transaction(s) during the past 6-months in which Western Asset High Income Opportunity Fund Inc. insiders have bought stock, totalling 0 shares

How much of HIO does insiders own?

Around 0 Western Asset High Income Opportunity Fund Inc. shares are held by insiders, which represents about 0.02% of HIO stock.

Who is the insider with the largest stake?

HIO 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. HIO shares owned by Saba total nearly 5.79 million.

Which institution holds the most shares in HIO?

FIERA CAPITAL CORP is the largest institutional owner in HIO which holds 42.97 thousand shares worth $159.41K or 0.05% of the total HIO shares outstanding followed by NEWEDGE ADVISORS, LLC with ownership of 45.54 thousand shares representing 0.05% of the HIO ownership. CHOREO, LLC is the third largest stakeholder with 46.23 thousand shares or 0.05% of the ownership worth more than $172.68K.

Is Western Asset High Income Opportunity Fund Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the HIO is concerned, it is a stock which is not optionable.

Is there a short position on HIO's shares?

Number of HIO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding HIO shares are there?

As of today, null shares of HIO are outstanding.

Is there many float in HIO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, HIO has null shares in float.

HIO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for HIO is null.

Western Asset High Income Opportunity Fund (HIO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.02% Percentage of Shares held by All Insiders

27.14% Percentage of Shares held by All Institutions

27.15% Percentage of Float held by Institutions

110

Number of Institutions Holding Shares

Institutional Ownership

About 27.14% of HIO shares are held by financial institutions. FIERA CAPITAL CORP is the top corporate investor, holding 42.97K shares valued at $159.41K. A 0.05% stake in Western Asset High Income Opportunity Fund Inc. is owned by the company. NEWEDGE ADVISORS, LLC owns 45.54K shares valued at $168.93K, which translates its holding of 0.05% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	FIERA CAPITAL CORP	0.05%	42.97K	159.41K	-439.35K	-91.09%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	45.54K	168.93K	-5.31K	-10.44%
Dec 31, 2025	CHOREO, LLC	0.05%	46.23K	172.68K	426	+0.93%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	46.4K	172K	-73.16K	-61.19%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.03%	25.85K	96K	1.91K	+8.00%
Dec 31, 2025	OPPENHEIMER & CO INC	0.04%	40.8K	151.38K	-29.8K	-42.20%
Dec 31, 2025	UNCOMMON CENTS INVESTING LLC	0.03%	26.33K	97.67K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.03%	27.15K	100.73K	27.15K	+100.00%
Dec 31, 2025	SEGMENT WEALTH MANAGEMENT, LLC	0.05%	49.33K	183.02K	49.33K	+100.00%
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	49.38K	183.19K	435	+0.89%
Dec 31, 2025	TRUIST FINANCIAL CORP	0.08%	72.16K	267.71K	0	0
Dec 31, 2025	XTX TOPCO LTD	0.08%	74.56K	276.61K	74.56K	+100.00%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	78.95K	292.9K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.09%	90.11K	334.32K	-40.04K	-30.76%
Dec 31, 2025	ROYAL BANK OF CANADA	0.16%	151.87K	564K	23.19K	+18.02%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	130.86K	485.5K	130.86K	+100.00%
Dec 31, 2025	PIN OAK INVESTMENT ADVISORS INC	0.25%	234.31K	886K	1.68K	+0.72%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.25%	240.62K	892.69K	-10.31K	-4.11%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.44%	417.11K	1.55M	97.38K	+30.46%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.5%	477.05K	1.77M	383.54K	+410.13%
Dec 31, 2025	KANEN WEALTH MANAGEMENT LLC	0.51%	480.45K	1.78M	-216.56K	-31.07%
Dec 31, 2025	INVESCO LTD.	1.28%	1.22M	4.53M	201.35K	+19.75%
Dec 31, 2025	CHAPIN DAVIS, INC.	0.03%	29.21K	108.35K	-4.18K	-12.51%
Dec 31, 2025	HRT FINANCIAL LP	0.03%	30.09K	111K	-108.82K	-78.34%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	30.16K	111.89K	-2.96K	-8.95%
Dec 31, 2025	DUDLEY CAPITAL MANAGEMENT, LLC	0.03%	31.1K	115.38K	0	0
Dec 31, 2025	KELLEHER FINANCIAL ADVISORS	0.04%	33.44K	124.05K	33.44K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	93.8K	347.99K	18	+0.02%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.1%	98.41K	365.11K	3.34K	+3.51%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	109.51K	406.28K	-14.48K	-11.68%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	133.12K	493.89K	1.17K	+0.88%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.15%	144.3K	535.33K	144.3K	+100.00%
Dec 31, 2025	RFG ADVISORY, LLC	0.19%	180.78K	670.71K	-128.81K	-41.61%
Dec 31, 2025	JANE STREET GROUP, LLC	0.21%	195.06K	723.66K	102.92K	+111.69%
Dec 31, 2025	FORTIS GROUP ADVISORS, LLC	0.22%	213.48K	804.8K	-2.18K	-1.01%
Dec 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.29%	277.7K	1.03M	5.38K	+1.97%
Dec 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.34%	327.23K	1.23M	327.23K	+100.00%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.38%	358.8K	1.33M	-30.48K	-7.83%
Dec 31, 2025	LPL FINANCIAL LLC	0.4%	385K	1.43M	105.69K	+37.84%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.42%	398.94K	1.48M	4.56K	+1.16%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	524.33K	1.95M	0	0
Dec 31, 2025	UBS GROUP AG	0.56%	534.54K	1.98M	-218.65K	-29.03%
Dec 31, 2025	RAREVIEW CAPITAL LLC	0.6%	572.5K	2.28M	572.5K	+100.00%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.65%	613.76K	2.28M	402.86K	+191.02%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.67%	640.5K	2.38M	375.14K	+141.37%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	702.71K	2.61M	-5.12K	-0.72%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.82%	776.29K	2.88M	92.1K	+13.46%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	20.3K	75.29K	3.49K	+20.74%
Dec 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.02%	21.62K	80.2K	774	+3.71%
Dec 31, 2025		0.02%	21.79K	80.83K	8.79K	+67.60%
Dec 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	39.76K	147.52K	-4.49K	-10.14%
Dec 31, 2025	WILSON & BOUCHER CAPITAL MANAGEMENT, LLC	0.04%	36.1K	133.93K	0	0
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	35.82K	132.9K	-69.36K	-65.94%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	34.38K	127.53K	-17.32K	-33.51%
Dec 31, 2025	COMERICA BANK	0.03%	28.98K	107.53K	-3.34K	-10.33%
Dec 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	50.99K	189.15K	0	0
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.06%	53.18K	197.3K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	57.44K	213.11K	7.33K	+14.63%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.07%	64.33K	238.68K	0	0
Dec 31, 2025	MAREX GROUP PLC	0.07%	67.14K	249.1K	-22.73K	-25.29%
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	59.37K	220.25K	65	+0.11%
Dec 31, 2025	MARINER, LLC	0.02%	22.14K	82.16K	192	+0.87%
Dec 31, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.03%	24.07K	89.3K	6.3K	+35.46%
Dec 31, 2025	FCA CORP /TX	1.2%	1.14M	4.23M	-47.03K	-3.96%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.66%	1.57M	5.84M	145.76K	+10.20%
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	2.35%	2.24M	8.29M	556.84K	+33.18%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.04%	2.89M	10.72M	-226.09K	-7.26%
Dec 31, 2025	MORGAN STANLEY	10.13%	9.63M	35.74M	320.68K	+3.44%
Dec 31, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.04%	42.2K	156.57K	42.2K	+100.00%
Dec 31, 2025	LOGAN STONE CAPITAL, LLC	0.04%	42.42K	157.37K	42.42K	+100.00%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.03%	23.93K	92K	1.27K	+5.61%
Sep 30, 2025	UNCOMMON CENTS INVESTING LLC	0.03%	26.33K	101.1K	0	0
Sep 30, 2025	DUDLEY CAPITAL MANAGEMENT, LLC	0.03%	31.1K	119.42K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.28%	3.12M	11.97M	-246.06K	-7.32%
Sep 30, 2025	FIERA CAPITAL CORP	0.51%	482.32K	1.85M	6.25K	+1.31%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.41%	394.38K	1.53M	-4.1K	-1.03%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.5%	1.43M	5.49M	200.68K	+16.33%
Sep 30, 2025	COMERICA BANK	0.03%	32.32K	124.11K	2.06K	+6.81%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.03%	33.12K	127.19K	33.12K	+100.00%
Sep 30, 2025	CHAPIN DAVIS, INC.	0.04%	33.38K	128.18K	-761	-2.23%
Sep 30, 2025	WILSON & BOUCHER CAPITAL MANAGEMENT, LLC	0.04%	36.1K	138.62K	-1.9K	-5.00%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	524.33K	2.01M	0	0
Sep 30, 2025	KANEN WEALTH MANAGEMENT LLC	0.73%	697.02K	2.68M	304.1K	+77.40%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.74%	707.83K	2.72M	21.67K	+3.16%
Sep 30, 2025	FCA CORP /TX	1.25%	1.19M	4.56M	15.64K	+1.33%
Sep 30, 2025	MORGAN STANLEY	9.79%	9.31M	35.76M	397.45K	+4.46%
Sep 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	50.99K	195.78K	0	0
Sep 30, 2025	CHOREO, LLC	0.05%	45.8K	175.87K	1.68K	+3.80%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.05%	51.7K	198.52K	-15.87K	-23.49%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.06%	53.18K	204.21K	-1.45K	-2.65%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.07%	64.33K	247.04K	964	+1.52%
Sep 30, 2025	OPPENHEIMER & CO INC	0.07%	70.6K	271.11K	-3.63K	-4.89%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.08%	72.16K	277.09K	0	0
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	0.23%	215.66K	832.44K	26.87K	+14.23%
Sep 30, 2025	LPL FINANCIAL LLC	0.29%	279.32K	1.07M	34.81K	+14.24%
Sep 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0.24%	232.63K	901.55K	300	+0.13%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.26%	250.93K	963.56K	-23.74K	-8.64%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.28%	265.36K	1.02M	265.36K	+100.00%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.29%	272.33K	1.05M	549	+0.20%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	44.25K	169.93K	1.01K	+2.33%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	78.95K	303.17K	0	0
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.1%	93.52K	359.11K	93.52K	+100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	93.78K	360.11K	12	+0.01%
Sep 30, 2025	JANE STREET GROUP, LLC	0.1%	92.14K	353.82K	51.87K	+128.81%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	95.07K	365.08K	17.08K	+21.90%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	105.18K	403.88K	105.18K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	119.56K	459K	-39.71K	-24.93%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.41%	389.28K	1.49M	-22.73K	-5.52%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	48.94K	187.93K	85	+0.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	50.11K	192K	-3.19K	-5.99%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.05%	50.85K	195.25K	-2.37K	-4.46%
Sep 30, 2025	MAREX GROUP PLC	0.09%	89.87K	345.09K	89.87K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	131.96K	506.72K	5.08K	+4.00%
Sep 30, 2025	HRT FINANCIAL LP	0.15%	138.91K	533K	138.91K	+100.00%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.22%	210.9K	817.35K	11.16K	+5.59%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.72%	684.19K	2.63M	26.97K	+4.10%
Sep 30, 2025	UBS GROUP AG	0.79%	753.19K	2.89M	281.62K	+59.72%
Sep 30, 2025	INVESCO LTD.	1.07%	1.02M	3.92M	13.11K	+1.30%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.76%	1.68M	6.45M	630.9K	+60.23%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	59.3K	227.71K	-375	-0.63%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	123.99K	485.83K	18.63K	+17.68%
Sep 30, 2025	WELA STRATEGIES, INC.	0.13%	127.02K	487.75K	6.89K	+5.74%
Sep 30, 2025	ROYAL BANK OF CANADA	0.14%	128.69K	494K	7.28K	+6.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.14%	130.15K	499.77K	13.17K	+11.25%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.04%	37.25K	143K	37.25K	+100.00%
Sep 30, 2025	RFG ADVISORY, LLC	0.33%	309.59K	1.19M	-172.37K	-35.76%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.34%	319.73K	1.22M	61.43K	+23.78%
Sep 30, 2025	REUTER JAMES WEALTH MANAGEMENT, LLC	0.02%	15.47K	59.39K	0	0
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.02%	16.81K	64.55K	802	+5.01%
Sep 30, 2025	SIGMA PLANNING CORP	0.02%	17.63K	67.71K	204	+1.17%
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.02%	17.77K	68.23K	500	+2.90%
Sep 30, 2025	SUNCOAST EQUITY MANAGEMENT	0.02%	18.19K	69.86K	479	+2.70%
Sep 30, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.02%	20.03K	77.58K	-205	-1.01%
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0.02%	20.28K	77.88K	1.81K	+9.82%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.02%	20.84K	80.04K	20.84K	+100.00%
Sep 30, 2025	HIGH NET WORTH ADVISORY GROUP LLC	0.02%	22.35K	85.84K	22.35K	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.03%	25.24K	96.93K	274	+1.10%
Jun 30, 2025	FIERA CAPITAL CORP	0.5%	476.07K	1.89M	-10.23K	-2.10%
Jun 30, 2025	UBS GROUP AG	0.5%	471.58K	1.88M	-63K	-11.79%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.42%	398.48K	1.6M	-6.17K	-1.52%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.29%	1.23M	4.89M	36.31K	+3.05%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.06%	59.68K	237.51K	25.01K	+72.14%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.05%	43.24K	172.11K	1.05K	+2.48%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.54%	3.36M	13.38M	-168.2K	-4.76%
Jun 30, 2025	FCA CORP /TX	1.23%	1.17M	4.66M	55.92K	+5.01%
Jun 30, 2025	RFG ADVISORY, LLC	0.51%	481.96K	1.92M	-13.49K	-2.72%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	524.33K	2.09M	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.21%	199.74K	802.07K	199.74K	+100.00%
Jun 30, 2025	FORTIS GROUP ADVISORS, LLC	0.2%	188.79K	747.6K	153.13K	+429.41%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	159.27K	634K	5.4K	+3.51%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	116.98K	465.59K	-27.12K	-18.82%
Jun 30, 2025	DUDLEY CAPITAL MANAGEMENT, LLC	0.03%	31.1K	123.78K	0	0
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	1.1%	1.05M	4.17M	34.27K	+3.38%
Jun 30, 2025	INVESCO LTD.	1.06%	1.01M	4.01M	10.19K	+1.02%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.72%	686.16K	2.73M	-82.46K	-10.73%
Jun 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.29%	271.78K	1.08M	1.71K	+0.63%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.27%	258.3K	1.02M	40.91K	+18.82%
Jun 30, 2025	PIN OAK INVESTMENT ADVISORS INC	0.24%	232.33K	924K	0	0
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	126.88K	504.98K	18.55K	+17.12%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	105.37K	419.35K	-1.5K	-1.40%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	78.95K	314.22K	0	0
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	77.99K	310.41K	5.94K	+8.24%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.08%	72.16K	287.19K	0	0
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.07%	67.57K	268.92K	33.19K	+96.56%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.06%	61K	242.78K	61K	+100.00%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.06%	56.65K	225.45K	14.84K	+35.50%
Jun 30, 2025		0.06%	54.63K	217.42K	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	53.3K	212K	15.32K	+40.35%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.06%	53.22K	211.8K	-11.82K	-18.17%
Jun 30, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	50.99K	202.92K	0	0
Jun 30, 2025	CHAPIN DAVIS, INC.	0.04%	34.14K	135.88K	-3.86K	-10.15%
Jun 30, 2025	KELLEHER FINANCIAL ADVISORS	0.03%	31.36K	124.83K	31.36K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.13%	121.4K	483K	-10.34K	-7.85%
Jun 30, 2025	KANEN WEALTH MANAGEMENT LLC	0.41%	392.92K	1.56M	29.2K	+8.03%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.29%	274.67K	1.09M	32.85K	+13.58%
Jun 30, 2025	LPL FINANCIAL LLC	0.26%	244.51K	973.13K	107.52K	+78.49%
Jun 30, 2025	WELA STRATEGIES, INC.	0.13%	120.13K	478.1K	73	+0.06%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.13%	119.7K	480.55K	-2K	-1.64%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	93.77K	373.19K	-7.84K	-7.72%
Jun 30, 2025	OPPENHEIMER & CO INC	0.08%	74.23K	295.43K	187	+0.25%
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.05%	48.86K	194.45K	48.86K	+100.00%
Jun 30, 2025	CHOREO, LLC	0.05%	44.12K	175.61K	24.68K	+126.88%
Jun 30, 2025	JANE STREET GROUP, LLC	0.04%	40.27K	160.28K	5.46K	+15.69%
Jun 30, 2025	WILSON & BOUCHER CAPITAL MANAGEMENT, LLC	0.04%	38K	151.24K	0	0
Jun 30, 2025	MORGAN STANLEY	9.37%	8.91M	35.48M	961.31K	+12.09%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.69%	657.22K	2.62M	134.74K	+25.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.43%	412.01K	1.64M	-42.67K	-9.38%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.06%	54.63K	217.42K	0	0
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.07%	63.37K	252.21K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0.23%	217.39K	871.73K	48.51K	+28.73%
Mar 31, 2025	CITADEL ADVISORS LLC	0.16%	156.48K	622.77K	156.48K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.14%	131.74K	524K	-4.88K	-3.57%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.11%	108.33K	431.16K	-1.75K	-1.59%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	106.87K	425.32K	20.92K	+24.34%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	101.61K	404.4K	7.96K	+8.50%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.08%	78.95K	314.22K	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	68.22K	271.51K	68.22K	+100.00%
Mar 31, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	42.2K	169.21K	-561	-1.31%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	34.67K	137.98K	-11.58K	-25.04%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.25%	241.82K	962.46K	-7.81K	-3.13%
Mar 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.28%	270.07K	1.07M	-323	-0.12%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.41%	393.82K	1.6M	-2.42M	-86.00%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.48%	454.68K	1.81M	-2.37K	-0.52%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	524.33K	2.09M	0	0
Mar 31, 2025	UBS GROUP AG	0.56%	534.58K	2.13M	52.39K	+10.86%
Mar 31, 2025	EVERGREEN CAPITAL MANAGEMENT LLC	0.6%	571.17K	2.29M	25.95K	+4.76%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.81%	768.63K	3.06M	66.64K	+9.49%
Mar 31, 2025	INVESCO LTD.	1.05%	996.3K	3.97M	-208.43K	-17.30%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.07%	1.01M	4.03M	-242.45K	-19.31%
Mar 31, 2025	FCA CORP /TX	1.17%	1.12M	4.44M	26.97K	+2.48%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	153.86K	612K	-13.79K	-8.22%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.15%	144.1K	573.51K	15	+0.01%
Mar 31, 2025	CHAPIN DAVIS, INC.	0.04%	38K	151.24K	0	0
Mar 31, 2025	FORTIS GROUP ADVISORS, LLC	0.04%	35.66K	141.93K	0	0
Mar 31, 2025		0.06%	54.63K	217.42K	0	0
Mar 31, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	34.38K	136.81K	0	0
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.43%	404.65K	1.55M	-40.58K	-9.11%
Mar 31, 2025	FIERA CAPITAL CORP	0.51%	486.3K	1.94M	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	72.06K	286.78K	2.47K	+3.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.55%	522.48K	2.08M	-143.64K	-21.56%
Mar 31, 2025	PIN OAK INVESTMENT ADVISORS INC	0.24%	232.33K	932K	-24.14K	-9.41%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	1.25%	1.19M	4.75M	-94.15K	-7.32%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	3.71%	3.53M	14.05M	14.05K	+0.40%
Mar 31, 2025	MORGAN STANLEY	8.36%	7.95M	31.65M	791.01K	+11.04%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.1%	95K	378K	78.65K	+480.95%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.13%	121.7K	488.45K	15K	+14.06%
Mar 31, 2025	WILSON & BOUCHER CAPITAL MANAGEMENT, LLC	0.04%	38K	151.24K	0	0
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.04%	41.81K	166.39K	10.86K	+35.11%
Mar 31, 2025	WELA STRATEGIES, INC.	0.13%	120.05K	477.81K	-143	-0.12%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.08%	72.16K	287.19K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.14%	136.99K	545.21K	-140.95K	-50.71%
Mar 31, 2025	KANEN WEALTH MANAGEMENT LLC	0.38%	363.72K	1.45M	363.72K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	37.98K	151K	18.19K	+91.88%
Mar 31, 2025	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	50.99K	202.92K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	65.04K	258.84K	-9.8K	-13.10%
Mar 31, 2025	HRT FINANCIAL LP	0.07%	67.96K	270K	67.96K	+100.00%
Mar 31, 2025	OPPENHEIMER & CO INC	0.08%	74.04K	294.69K	5.75K	+8.42%
Mar 31, 2025	RFG ADVISORY, LLC	0.52%	495.44K	1.97M	56	+0.01%
Mar 31, 2025	JANE STREET GROUP, LLC	0.04%	34.81K	138.54K	34.81K	+100.00%
Mar 31, 2024	CHAPIN DAVIS, INC.	0.04%	38K	148.2K	0	0
Mar 31, 2024	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.04%	40.62K	158.4K	253	+0.63%
Mar 31, 2024	LPL FINANCIAL LLC	0.06%	56.22K	219.24K	-20.14K	-26.38%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	61.73K	241K	-1.39K	-2.20%
Mar 31, 2024	GEOWEALTH MANAGEMENT, LLC	0.07%	66.3K	258.59K	37	+0.06%
Mar 31, 2024	CATALYTIC WEALTH RIA, LLC	0.07%	67.55K	263.45K	1.28K	+1.94%
Mar 31, 2024	OPPENHEIMER & CO INC	0.07%	68.34K	266.54K	30.16K	+79.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	71.38K	278.4K	11.95K	+20.10%
Mar 31, 2024	GILMAN HILL ASSET MANAGEMENT, LLC	0.08%	71.75K	279.83K	-250	-0.35%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.08%	72.16K	281.42K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.09%	83.51K	325.7K	-2.32K	-2.71%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.09%	84.91K	331.12K	-20.21K	-19.23%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.1%	90.77K	354.01K	73.91K	+438.39%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.11%	100.97K	393.77K	-74.94K	-42.60%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	101.43K	395.58K	7	+0.01%
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.27%	256.88K	1M	256.88K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.36%	340.3K	1.33M	26.27K	+8.37%
Mar 31, 2024	ROYAL BANK OF CANADA	0.37%	349.93K	1.37M	4.2K	+1.22%
Mar 31, 2024	FIERA CAPITAL CORP	0.48%	453.86K	1.77M	2.17K	+0.48%
Mar 31, 2024	RFG ADVISORY, LLC	0.51%	487.77K	1.9M	188.51K	+62.99%
Mar 31, 2024	EVERGREEN CAPITAL MANAGEMENT LLC	0.54%	511.97K	2.01M	22.96K	+4.70%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.55%	519.31K	1.94M	20.32K	+4.07%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.55%	525.33K	2.05M	0	0
Mar 31, 2024	UBS GROUP AG	0.56%	532.3K	2.08M	-19.11K	-3.47%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.58%	548.41K	2.14M	-20.81K	-3.66%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.59%	560.46K	2.19M	-101.49K	-15.33%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	1.89%	1.8M	7.02M	170.59K	+10.46%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	3.33%	3.16M	12.33M	98.61K	+3.22%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	4.16%	3.96M	15.44M	-1.03M	-20.69%
Mar 31, 2024	BRAMSHILL INVESTMENTS, LLC	4.43%	4.21M	16.44M	-619.4K	-12.81%
Mar 31, 2024	INTEGRATED CAPITAL MANAGEMENT, INC.	0.05%	43.04K	167.87K	983	+2.34%
Mar 31, 2024	WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	0.05%	50.99K	198.84K	50.99K	+100.00%
Mar 31, 2024	MARINER, LLC	0.06%	54.8K	213.72K	-237	-0.43%
Mar 31, 2024	INVESCO LTD.	1.18%	1.12M	4.38M	-62.37K	-5.26%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.11%	104.72K	411.55K	73.3K	+233.32%
Mar 31, 2024	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.17%	162.36K	633.21K	42.26K	+35.18%
Mar 31, 2024	WELA STRATEGIES, INC.	0.18%	169.45K	660.87K	-80.78K	-32.28%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.18%	171.94K	670.55K	-22.3K	-11.48%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.22%	205.2K	800.28K	-63.59K	-23.66%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.22%	210.67K	821.61K	-11.72K	-5.27%
Mar 31, 2024	PIN OAK INVESTMENT ADVISORS INC	0.23%	222.9K	869K	2.68K	+1.22%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.03%	30.94K	120.67K	1	0.00%
Mar 31, 2024	PEKIN HARDY STRAUSS, INC.	0.03%	31.09K	121.24K	0	0
Mar 31, 2024	DUDLEY CAPITAL MANAGEMENT, LLC	0.03%	31.1K	122.53K	0	0
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0.03%	32K	124.8K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.04%	35.27K	138K	-30	-0.09%
Mar 31, 2024	FORTIS GROUP ADVISORS, LLC	0.04%	35.66K	139.07K	35.66K	+100.00%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.04%	35.77K	139.5K	6.78K	+23.38%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.04%	35.77K	139.5K	35.77K	+100.00%
Mar 31, 2024	BISON WEALTH, LLC	0.04%	37.76K	147.28K	82	+0.22%
Mar 31, 2024	WILSON & BOUCHER CAPITAL MANAGEMENT, LLC	0.04%	40.5K	157.95K	0	0
Mar 31, 2024	MORGAN STANLEY	4.7%	4.47M	17.44M	340.15K	+8.23%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.24%	228.34K	890.53K	6.42K	+2.89%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.25%	233.3K	909.86K	23.25K	+11.07%
Mar 31, 2024	PARK AVENUE SECURITIES LLC	0.27%	254.1K	991K	-1.83K	-0.71%
Mar 31, 2024		0.27%	256.88K	1M	256.88K	+100.00%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.84%	797.98K	3.11M	-563.2K	-41.38%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.94%	890.14K	3.47M	-881.01K	-49.74%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.98%	927.61K	3.62M	303	+0.03%
Mar 31, 2024	FCA CORP /TX	1.05%	1M	3.91M	56.15K	+5.94%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.08%	1.03M	4M	315.21K	+44.39%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.15%	1.1M	4.27M	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.19%	194.24K	749.76K	5.25K	+2.78%
Dec 31, 2023	IONIC CAPITAL MANAGEMENT LLC	0.59%	620.68K	2.4M	620.68K	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.63%	661.95K	2.56M	-72.37K	-9.86%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.68%	710.13K	2.74M	306.6K	+75.98%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.89%	927.31K	3.58M	-63.73K	-6.43%
Dec 31, 2023	FCA CORP /TX	0.9%	945.44K	3.65M	-40.28K	-4.09%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.05%	1.1M	4.23M	100K	+10.04%
Dec 31, 2023	INVESCO LTD.	1.13%	1.18M	4.57M	20.16K	+1.73%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	1.3%	1.36M	5.25M	-10.1K	-0.74%
Dec 31, 2023		0.06%	66.27K	255.79K	66.27K	+100.00%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.7%	1.77M	6.84M	727.23K	+69.66%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.5%	525.33K	2.03M	17K	+3.34%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.48%	498.99K	1.96M	27.78K	+5.89%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.54%	569.21K	2.2M	-47.7K	-7.73%
Dec 31, 2023	EVERGREEN CAPITAL MANAGEMENT LLC	0.47%	489.01K	1.89M	-536.91K	-52.33%
Dec 31, 2023	FIERA CAPITAL CORP	0.43%	451.68K	1.74M	0	0
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	2.93%	3.06M	11.83M	28.04K	+0.92%
Dec 31, 2023	MORGAN STANLEY	3.96%	4.13M	15.95M	-1.02M	-19.76%
Dec 31, 2023	BRAMSHILL INVESTMENTS, LLC	4.63%	4.83M	18.66M	-1.22M	-20.14%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	4.78%	4.99M	19.27M	-456.67K	-8.38%
Dec 31, 2023	COMERICA BANK	0.04%	39.67K	153.11K	7.3K	+22.57%
Dec 31, 2023	WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	0.04%	40.36K	155.8K	4.41K	+12.28%
Dec 31, 2023	WILSON & BOUCHER CAPITAL MANAGEMENT, LLC	0.04%	40.5K	156.33K	0	0
Dec 31, 2023	INTEGRATED CAPITAL MANAGEMENT, INC.	0.04%	42.06K	162.35K	723	+1.75%
Dec 31, 2023	MARINER, LLC	0.05%	55.04K	212.44K	237	+0.43%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.06%	59.44K	229.43K	9.88K	+19.94%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	63.11K	244K	3.1K	+5.17%
Dec 31, 2023	GEOWEALTH MANAGEMENT, LLC	0.06%	66.27K	256K	66.27K	+100.00%
Dec 31, 2023	GILMAN HILL ASSET MANAGEMENT, LLC	0.07%	72K	277.92K	0	0
Dec 31, 2023	TRUIST FINANCIAL CORP	0.07%	72.16K	278.53K	0	0
Dec 31, 2023	LPL FINANCIAL LLC	0.07%	76.36K	294.75K	-1.86K	-2.37%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.08%	85.84K	333.21K	23.39K	+37.47%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.1%	101.42K	391.49K	90.33K	+814.30%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.1%	105.12K	405.75K	-49.47K	-32.00%
Dec 31, 2023	TORTOISE INVESTMENT MANAGEMENT, LLC	0.12%	130.22K	502.67K	-36.29K	-21.79%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.14%	148.97K	575.03K	11.32K	+8.22%
Dec 31, 2023	UBS GROUP AG	0.53%	551.42K	2.13M	-82.93K	-13.07%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	175.9K	678.99K	146.75K	+503.46%
Dec 31, 2023	ROYAL BANK OF CANADA	0.33%	345.72K	1.33M	-11.6K	-3.25%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.3%	314.03K	1.21M	26.11K	+9.07%
Dec 31, 2023	RFG ADVISORY, LLC	0.29%	299.26K	1.16M	-194.47K	-39.39%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.26%	268.79K	1.04M	26.55K	+10.96%
Dec 31, 2023	PARK AVENUE SECURITIES LLC	0.24%	255.93K	988K	17.09K	+7.16%
Dec 31, 2023	WELA STRATEGIES, INC.	0.24%	250.23K	965.9K	111	+0.04%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.21%	222.39K	858.41K	-6.08K	-2.66%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.21%	221.92K	856.62K	-29.46K	-11.72%
Dec 31, 2023	PIN OAK INVESTMENT ADVISORS INC	0.21%	220.23K	850K	7K	+3.28%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.2%	210.05K	810.8K	-3.18K	-1.49%

Insiders

Among the HIO insiders holding of 0.02% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 5.79M. COLMAN CAROL L, director, is the second largest HIO insider with ownership of 19.19K shares. MASON PETER DANIEL CHARLES, director, stands third with possession of 10K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	5.79M
COLMAN CAROL L	director	19.19K
MASON PETER DANIEL CHARLES	director	10K
SALE HILLARY A	director	5.17K
GERKEN R JAY	President and CEO	4.66K
GRILLO ANTHONY	director	3K
WALSH STEPHEN A		1K
HUTCHINSON WILLIAM R	director	0
RENAHAN WILLIAM J	Assistant Secretary	0
CRONIN DANIEL P	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jul 14, 2025	MASON PETER DANIEL CHARLES	PURCHASE	4.02	10K	40.18K	10K
Jun 02, 2025	SALE HILLARY A	PURCHASE	3.88	5.17K	20.06K	5.17K
May 27, 2025	GRILLO ANTHONY	PURCHASE	3.84	3K	11.52K	3K
Jan 05, 2022	COLMAN CAROL L	SALE	5.13	1K	5.14K	19.19K
Jan 05, 2022	CRONIN DANIEL P	SALE	5.10	3.21K	16.36K	0
Aug 27, 2021	COLMAN CAROL L	SALE	5.24	2.5K	13.1K	19.37K
Jun 07, 2021	COLMAN CAROL L	SALE	5.23	6.3K	32.95K	22.15K
Dec 16, 2020	HUTCHINSON WILLIAM R	SALE	5.02	7.54K	37.83K	0
Nov 20, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	4.98	152.17K	757.81K	5.79M
Nov 19, 2020	CRONIN DANIEL P	SALE	5.37	3.23K	17.36K	2.95K
Nov 03, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	4.89	400K	1.96M	12.26M
Oct 30, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	4.89	66.65K	325.94K	12.66M
Oct 28, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	4.89	108.31K	529.61K	12.72M
Oct 26, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	4.95	65.53K	324.37K	12.83M
Oct 23, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	4.98	16.73K	83.33K	12.9M
Sep 08, 2020	COLMAN CAROL L	SALE	4.96	2.1K	10.41K	38.7K
Jul 27, 2020	COLMAN CAROL L	SALE	4.81	1.6K	7.7K	40.8K
Jul 10, 2020	COLMAN CAROL L	SALE	4.67	700	3.27K	26K
Mar 20, 2020	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	3.70	150K	555K	15.83M
Feb 25, 2020	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.18	138.67K	718.31K	15.68M
Feb 21, 2020	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.25	128.02K	672.11K	15.54M
Feb 20, 2020	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.25	288.05K	1.51M	15.42M
Feb 19, 2020	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.26	1.45M	7.6M	15.13M
Feb 14, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	5.16	132.2K	682.13K	13.68M
Feb 13, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	5.15	764.68K	3.94M	13.81M
Feb 12, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	5.15	412.67K	2.13M	14.58M
Feb 11, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	5.15	316.23K	1.63M	14.99M
Feb 10, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	5.15	111K	571.63K	15.31M
Jun 19, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.04	66.23K	333.78K	15.42M
Jun 18, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.04	64.16K	323.36K	15.35M
Jun 14, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.00	25.72K	128.59K	15.29M
Jun 13, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.00	353.05K	1.77M	15.26M
Jun 11, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.00	53.12K	265.58K	14.91M
Jun 10, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.99	70.59K	352.23K	14.86M
Jun 07, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.98	22.07K	109.92K	14.79M
Jun 06, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.94	6.52K	32.18K	14.76M
Jun 05, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.89	4.53K	22.17K	14.76M
Jun 04, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.88	50K	244K	14.75M
Jun 03, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.88	50K	244K	14.7M
May 31, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.88	64.89K	316.64K	14.65M
May 30, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.91	129.38K	635.25K	14.59M
May 29, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.93	280.62K	1.38M	14.46M
May 28, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.95	20K	99K	14.18M
May 24, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.95	9.45K	46.75K	14.16M
Apr 26, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.93	25.47K	125.59K	14.15M
Apr 25, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.93	3.31K	16.31K	14.12M
Apr 23, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.94	16.42K	81.1K	14.12M
Apr 22, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.91	1.53K	7.52K	14.1M
Apr 18, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.94	70.05K	346.02K	14.1M
Apr 15, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.94	11.82K	58.37K	14.03M
Apr 04, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.91	48.94K	240.3K	14.02M
Apr 03, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.87	26.01K	126.67K	13.97M
Apr 02, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.85	2.27K	11K	13.94M
Apr 01, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.86	38.02K	184.78K	13.94M
Jan 29, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.70	23.79K	111.79K	13.9M
Jan 28, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.62	200	924	13.88M
Jan 25, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.63	22.19K	102.75K	13.88M
Jan 24, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.63	213.83K	990.04K	13.86M
Jan 23, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.62	23.9K	110.42K	13.64M
Jan 18, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.65	54.02K	251.17K	13.62M
Jan 17, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.63	15.19K	70.33K	13.56M
Jan 16, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.68	90.59K	423.98K	13.55M
Jan 15, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.66	10.81K	50.39K	13.46M
Jan 14, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.67	7.37K	34.42K	13.45M
Jan 11, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.67	47.27K	220.76K	13.44M
Jan 10, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.66	303.15K	1.41M	13.39M
Jan 09, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	4.64	62.48K	289.89K	13.09M
Jan 04, 2017	CRONIN DANIEL P	SALE	5.23	2.6K	13.6K	0
Oct 14, 2014	HUTCHINSON WILLIAM R	SALE	5.71	4K	22.84K	0
Jul 10, 2013	WALSH STEPHEN A	PURCHASE	5.79	1K	5.79K	1K
Oct 08, 2012	HUTCHINSON WILLIAM R	SALE	6.72	10K	67.21K	20K
Sep 24, 2012	WALSH STEPHEN A	SALE	6.78	4K	27.12K	60.7K
Jan 03, 2012	WALSH STEPHEN A	PURCHASE	6.21	1K	6.21K	75.7K
Oct 12, 2009	RENAHAN WILLIAM J	SALE	5.85	5K	29.25K	0
Oct 09, 2009	RENAHAN WILLIAM J	SALE	5.77	5K	28.85K	5K
Jul 23, 2009	COLMAN CAROL L	PURCHASE	5.07	4.2K	21.29K	26.7K
Jun 04, 2009	COLMAN CAROL L	PURCHASE	4.87	8K	38.96K	22.5K
Dec 02, 2008	COLMAN CAROL L	PURCHASE	3.60	14.5K	52.16K	14.5K
Nov 24, 2008	RENAHAN WILLIAM J	PURCHASE	3.40	10K	34K	10K
Nov 21, 2008	GERKEN R JAY	PURCHASE	2.97	3K	8.91K	4.66K
Nov 21, 2008	HUTCHINSON WILLIAM R	PURCHASE	2.96	30K	88.86K	30K
Oct 29, 2008	WALSH STEPHEN A	PURCHASE	3.85	1.6K	6.16K	74.7K
Oct 28, 2008	WALSH STEPHEN A	PURCHASE	3.87	4K	15.48K	73.1K
Oct 16, 2008	WALSH STEPHEN A	PURCHASE	3.88	4K	15.52K	65.1K
Oct 07, 2008	WALSH STEPHEN A	PURCHASE	4.17	2K	8.34K	61.1K
Oct 01, 2008	WALSH STEPHEN A	PURCHASE	4.28	2K	8.56K	59.1K
Sep 18, 2008	WALSH STEPHEN A	PURCHASE	4.30	5K	21.5K	57.1K
Jul 09, 2008	WALSH STEPHEN A	PURCHASE	5.40	1K	5.4K	50.1K
Jul 08, 2008	WALSH STEPHEN A	PURCHASE	5.39	1K	5.39K	48.1K
Jul 07, 2008	WALSH STEPHEN A	PURCHASE	5.48	4K	21.92K	46.1K
Mar 20, 2008	WALSH STEPHEN A	PURCHASE	5.51	2.1K	11.57K	42.1K

Frequently Asked Questions