How many institutions own HIX 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 HIX shares is 91, representing 28.73% of the company's common stock.

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

GRANITESHARES ADVISORS LLC, in the last quarter, reduced its stake in HIX by -10.27% restricting it's holding to 595.74 thousand shares of worth nearly $2.37M. RAYMOND JAMES FINANCIAL INC also lessened -8.95% of the HIX shares from its portfolio, reducing its holding to 153.91 thousand shares of worth $612.58K. ONE CAPITAL MANAGEMENT, LLC also shunned HIX shares holding by -2.13% last quarter which brought its holding to 10.12 thousand shares worth $40.27K.

Investors who are buying HIX stock?

As per its latest 13F filing, SUSQUEHANNA INTERNATIONAL GROUP, LLP increased its stake in HIX by 44.4% in the last quarter. The institutional holder raised its holding to 22.65 thousand shares having worth more than $90.14K. CHICAGO PARTNERS INVESTMENT GROUP LLC also added 1.63% more shares of HIX to its portfolio, raising its holding to 44.04 thousand shares of worth $178.82K. ARGYLE CAPITAL PARTNERS, LLC also increased its HIX shares holding by 24.35% which brought its holding to 47.93 thousand shares worth $190.77K.

HIX's major insiders: who are they?

The insider with the most stakes in HIX is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, HIX stock is highly held by LEECH S. KENNETH and director HUTCHINSON WILLIAM R among others.

Did an insider recently sell HIX stock?

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

Which insider recently purchased HIX stock?

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

How much of HIX does insiders own?

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

Who is the insider with the largest stake?

HIX 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. HIX shares owned by Saba total nearly 8.6 million.

Which institution holds the most shares in HIX?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest institutional owner in HIX which holds 22.65 thousand shares worth $90.14K or 0.03% of the total HIX shares outstanding followed by MARSHALL & STERLING WEALTH ADVISORS INC. with ownership of 8.42 thousand shares representing 0.01% of the HIX ownership. CHICAGO PARTNERS INVESTMENT GROUP LLC is the third largest stakeholder with 44.04 thousand shares or 0.05% of the ownership worth more than $178.82K.

Is Western Asset High Income Fund II 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 HIX is concerned, it is a stock which is not optionable.

Is there a short position on HIX's shares?

Number of HIX 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 HIX shares are there?

As of today, null shares of HIX are outstanding.

Is there many float in HIX 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, HIX has null shares in float.

HIX 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 HIX is null.

Western Asset High Income Fund II (HIX) 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% Percentage of Shares held by All Insiders

28.73% Percentage of Shares held by All Institutions

28.73% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 28.73% of HIX shares are held by financial institutions. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 22.65K shares valued at $90.14K. A 0.03% stake in Western Asset High Income Fund II Inc. is owned by the company. MARSHALL & STERLING WEALTH ADVISORS INC. owns 8.42K shares valued at $33.52K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	22.65K	90.14K	6.96K	+44.40%
Mar 31, 2026	MARSHALL & STERLING WEALTH ADVISORS INC.	0.01%	8.42K	33.52K	0	0
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	44.04K	178.82K	708	+1.63%
Mar 31, 2026	ARGYLE CAPITAL PARTNERS, LLC	0.05%	47.93K	190.77K	9.39K	+24.35%
Mar 31, 2026	NOMURA HOLDINGS INC	0.06%	50K	199K	50K	+100.00%
Mar 31, 2026	GRANITESHARES ADVISORS LLC	0.66%	595.74K	2.37M	-68.19K	-10.27%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.71%	639.54K	2.55M	66.2K	+11.55%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.17%	153.91K	612.58K	-15.13K	-8.95%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.73%	658.69K	2.62M	114.49K	+21.04%
Mar 31, 2026	CITADEL ADVISORS LLC	0.18%	158.61K	631.28K	142.53K	+886.03%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.01%	10.12K	40.27K	-220	-2.13%
Mar 31, 2026	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.01%	10.89K	43.32K	-559	-4.88%
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	11.04K	43.94K	503	+4.77%
Mar 31, 2026	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	22.8K	90.74K	0	0
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.03%	23.02K	91.62K	-1.72K	-6.95%
Mar 31, 2026	BENJAMIN EDWARDS INC	0.03%	24.78K	98.61K	690	+2.86%
Mar 31, 2026	XTX TOPCO LTD	0.03%	24.83K	98.84K	24.83K	+100.00%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.57%	512.15K	2.04M	324.96K	+173.60%
Mar 31, 2026	ACCREDITED INVESTOR SERVICES, LLC	0.01%	11.17K	44.47K	-1.46K	-11.55%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.02%	14.04K	56K	381	+2.79%
Mar 31, 2026	SEACREST WEALTH MANAGEMENT, LLC	0.02%	14.89K	59.25K	-2.32K	-13.46%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	27K	107.46K	-988	-3.53%
Mar 31, 2026	MRA ADVISORY GROUP	0.03%	27.1K	107.85K	-74	-0.27%
Mar 31, 2026	MARINER, LLC	0.03%	27.29K	102.89K	9.94K	+57.31%
Mar 31, 2026	UNITED ASSET STRATEGIES, INC.	0.02%	16.84K	67.01K	0	0
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.58%	523.88K	2.08M	32.53K	+6.62%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.2%	184.44K	734.06K	-43.97K	-19.25%
Mar 31, 2026	OPPENHEIMER & CO INC	0.24%	217.79K	866.8K	-4.93K	-2.21%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.33%	300.4K	1.2M	-103.26K	-25.58%
Mar 31, 2026		0.02%	21.01K	83.62K	448	+2.18%
Mar 31, 2026	APOLLON WEALTH MANAGEMENT, LLC	0.04%	33.68K	134.03K	644	+1.95%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.06%	52.62K	209.44K	52.62K	+100.00%
Mar 31, 2026	ALPHACORE CAPITAL LLC	0.06%	55.5K	220.89K	-5.19K	-8.55%
Mar 31, 2026	ROYAL BANK OF CANADA	0.06%	56.2K	223K	2.14K	+3.96%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.06%	56.58K	225.19K	56.58K	+100.00%
Mar 31, 2026	AEGON USA INVESTMENT MANAGEMENT, LLC	0.07%	60.61K	241.24K	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.08%	68.83K	273.95K	407	+0.59%
Mar 31, 2026	SAGE CAPITAL ADVISORS,LLC	0.08%	74.06K	294.74K	4.14K	+5.92%
Mar 31, 2026	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.09%	78.86K	313.87K	6.59K	+9.12%
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0.09%	79.97K	318K	79.77K	+39,882.50%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	100.51K	400.04K	0	0
Mar 31, 2026	LPL FINANCIAL LLC	0.13%	116.37K	463.15K	11.85K	+11.33%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.14%	126.45K	503.26K	0	0
Mar 31, 2026	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	147.81K	594.18K	0	0
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.51%	456.44K	1.82M	-7.5K	-1.62%
Mar 31, 2026	INVESCO LTD.	1.02%	914.61K	3.64M	-9.45K	-1.02%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	1.29%	1.16M	4.62M	-715.83K	-38.12%
Mar 31, 2026	D.A. DAVIDSON & CO.	0.02%	18.51K	73.66K	0	0
Mar 31, 2026	MORGAN STANLEY	1.82%	1.64M	6.53M	-341.39K	-17.22%
Mar 31, 2026	CORECAP ADVISORS, LLC	0.01%	5.49K	21.83K	-2.84K	-34.07%
Mar 31, 2026	DESTINY WEALTH PARTNERS, LLC	0.01%	5.57K	22.17K	5.57K	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.02%	17K	68K	-825	-4.63%
Mar 31, 2026	CHOREO, LLC	0.02%	17.44K	69.43K	-4.98K	-22.22%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	2.73%	2.46M	9.77M	-203.15K	-7.64%
Mar 31, 2026	UBS GROUP AG	4.49%	4.04M	16.08M	134.46K	+3.44%
Mar 31, 2026	SUNPOINTE, LLC	0.04%	36.41K	144.92K	0	0
Mar 31, 2026	INTEGRATED ADVISORS NETWORK LLC	0.04%	40.44K	160.93K	0	0
Mar 31, 2026	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.05%	41.02K	163.28K	698	+1.73%
Mar 31, 2026	MILLENNIUM MANAGEMENT LLC	0.02%	19.07K	75.89K	19.07K	+100.00%
Mar 31, 2026	QUARRY LP	0.02%	21.92K	87.25K	21.92K	+100.00%
Mar 31, 2026	PFG INVESTMENTS, LLC	0.02%	22.07K	87.82K	0	0
Dec 31, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.02%	17.2K	71.91K	4.4K	+34.39%
Dec 31, 2025	MARINER, LLC	0.02%	17.35K	72.16K	-9.23K	-34.72%
Dec 31, 2025	UNITED ASSET STRATEGIES, INC.	0.02%	16.84K	70.04K	16.84K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.02%	16.09K	66.92M	16.09K	+100.00%
Dec 31, 2025	COLONY GROUP, LLC	0.02%	16K	66.56K	16K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	15.68K	65.25K	15.68K	+100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	14.44K	60.08K	9.41K	+187.10%
Dec 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.08%	69.92K	290.86K	3.68K	+5.55%
Dec 31, 2025	HRT FINANCIAL LP	0.07%	66.04K	274K	66.04K	+100.00%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.52%	463.94K	1.93M	46.14K	+11.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	24.74K	102.91K	25	+0.10%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.02%	18.51K	76.99K	0	0
Dec 31, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.01%	11.44K	47.61K	0	0
Dec 31, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.01%	12.63K	52.55K	-2.93K	-18.82%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.02%	13.64K	56.73K	13.64K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.02%	13.66K	57K	-5.03K	-26.91%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	13.83K	57.94K	-429	-3.01%
Dec 31, 2025	SUNPOINTE, LLC	0.04%	36.41K	151.47K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	2.08%	1.88M	7.81M	-411.67K	-17.98%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.55%	491.35K	2.04M	-25.35K	-4.91%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.6%	544.2K	2.26M	301.97K	+124.66%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	17.83K	74K	1.33K	+8.03%
Dec 31, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	33.03K	137.41K	-6.5K	-16.44%
Dec 31, 2025	ARGYLE CAPITAL PARTNERS, LLC	0.04%	38.55K	160.36K	-4.47K	-10.38%
Dec 31, 2025	CLEARSTEAD ADVISORS, LLC	0.04%	39.05K	162.47K	8.13K	+26.28%
Dec 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	40.33K	167.76K	854	+2.16%
Dec 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.04%	40.44K	168.21K	0	0
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.05%	43.34K	182.44K	-9.52K	-18.02%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	44.15K	183.65K	44.15K	+100.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.06%	54.06K	225K	12.75K	+30.86%
Dec 31, 2025	GRANITESHARES ADVISORS LLC	0.74%	663.93K	2.76M	663.93K	+100.00%
Dec 31, 2025	INVESCO LTD.	1.03%	924.07K	3.84M	-38.37K	-3.99%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.03%	25.5K	106.09K	650	+2.62%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.11%	100.51K	418.13K	100.51K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.12%	104.52K	434.81K	24.01K	+29.82%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.14%	126.45K	526.02K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	169.05K	703.24K	-21.59K	-11.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.64%	573.34K	2.39M	108.09K	+23.23%
Dec 31, 2025	MORGAN STANLEY	2.2%	1.98M	8.25M	-100.75K	-4.84%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.95%	2.66M	11.06M	182.1K	+7.35%
Dec 31, 2025	UBS GROUP AG	4.34%	3.91M	16.25M	276.28K	+7.61%
Dec 31, 2025		0.02%	20.56K	85.54K	552	+2.76%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.02%	22.07K	91.8K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	27.99K	116.42K	2.64K	+10.41%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	30.11K	125K	0	0
Dec 31, 2025	VIRTU FINANCIAL LLC	0.05%	47.06K	196K	47.06K	+100.00%
Dec 31, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0.07%	60.61K	252.15K	0	0
Dec 31, 2025	ALPHACORE CAPITAL LLC	0.07%	60.69K	252.46K	2.72K	+4.69%
Dec 31, 2025	CHOREO, LLC	0.02%	22.43K	93.72K	-684	-2.96%
Dec 31, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	22.8K	94.85K	0	0
Dec 31, 2025	BENJAMIN EDWARDS INC	0.03%	24.09K	100.2K	5.31K	+28.28%
Dec 31, 2025	MRA ADVISORY GROUP	0.03%	27.17K	113.04K	482	+1.81%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.08%	68.42K	284.64K	-3.39K	-4.72%
Dec 31, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.08%	72.27K	300.66K	72.27K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.1%	87.53K	364.11K	49.29K	+128.89%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.16%	144.8K	602.37K	-11.23K	-7.19%
Dec 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	147.81K	614.87K	180	+0.12%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	187.19K	778.7K	-3.65K	-1.91%
Dec 31, 2025	OPPENHEIMER & CO INC	0.25%	222.72K	926.53K	-100.97K	-31.19%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.25%	228.41K	950.18K	19.29K	+9.22%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.45%	403.65K	1.68M	-147.31K	-26.74%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.01%	11.08K	46.09K	704	+6.79%
Sep 30, 2025	TWO SIGMA SECURITIES, LLC	0.02%	17.9K	77.87K	17.9K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.02%	18.69K	81K	2.91K	+18.47%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.02%	18.78K	81.68K	629	+3.47%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.61%	550.96K	2.42M	96.52K	+21.24%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	465.25K	2.01M	187.98K	+67.80%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	2K	8.7K	2K	+100.00%
Sep 30, 2025	GOLDEN STATE WEALTH MANAGEMENT, LLC	0%	2.06K	8.94K	0	0
Sep 30, 2025	UBS GROUP AG	4.03%	3.63M	15.79M	420.85K	+13.11%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.23%	209.12K	909.69K	86.04K	+69.91%
Sep 30, 2025	ROYAL BANK OF CANADA	0.05%	41.31K	180K	1.65K	+4.15%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.04%	40.44K	175.89K	0	0
Sep 30, 2025	SUNPOINTE, LLC	0.04%	36.41K	160.17K	0	0
Sep 30, 2025	TACTIVE ADVISORS, LLC	0.04%	35.85K	155.95K	2.21K	+6.58%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	25.35K	110K	-4.19K	-14.18%
Sep 30, 2025	ACCREDITED INVESTOR SERVICES, LLC	0.02%	15.56K	67.69K	1.58K	+11.33%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.02%	14.26K	62.44K	-293	-2.01%
Sep 30, 2025	SEACREST WEALTH MANAGEMENT, LLC	0.01%	12.8K	55.81K	12.8K	+100.00%
Sep 30, 2025	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.01%	11.44K	49.78K	-179	-1.54%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	10.86K	47.25K	-2.97K	-21.46%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.01%	10.38K	45.13K	10.38K	+100.00%
Sep 30, 2025	MARSHALL & STERLING WEALTH ADVISORS INC.	0.01%	8.42K	36.64K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0.01%	8.32K	36.19K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	5.03K	21.88K	168	+3.46%
Sep 30, 2025	HHM WEALTH ADVISORS, LLC	0%	2.25K	9.79K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	30.11K	131K	466	+1.57%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.06%	57.97K	252.16K	1.94K	+3.46%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.1%	89.91K	391.12K	16.06K	+21.74%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.02%	15.98K	69.5K	-411	-2.51%
Sep 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.02%	16K	69.6K	0	0
Sep 30, 2025	MORGAN STANLEY	2.31%	2.08M	9.06M	57.71K	+2.85%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	16.5K	72K	0	0
Sep 30, 2025	PFG INVESTMENTS, LLC	0.02%	22.07K	95.99K	0	0
Sep 30, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	22.8K	99.18K	0	0
Sep 30, 2025	CHOREO, LLC	0.03%	23.11K	100.53K	-58	-0.25%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	24.71K	107.5K	10.03K	+68.25%
Sep 30, 2025	KOVACK ADVISORS, INC.	0.03%	24.85K	108.11K	624	+2.58%
Sep 30, 2025		0.02%	17.41K	75.74K	17.41K	+100.00%
Sep 30, 2025	MARINER, LLC	0.03%	26.57K	115.58K	-4.26K	-13.82%
Sep 30, 2025	MRA ADVISORY GROUP	0.03%	26.69K	116.11K	665	+2.56%
Sep 30, 2025	JANE STREET GROUP, LLC	0.04%	38.24K	166.34K	23.9K	+166.69%
Sep 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	39.47K	170.52K	608	+1.56%
Sep 30, 2025	APOLLON WEALTH MANAGEMENT, LLC	0.04%	39.53K	171.96K	23.83K	+151.81%
Sep 30, 2025	ARGYLE CAPITAL PARTNERS, LLC	0.05%	43.01K	187.11K	-119	-0.28%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.06%	52.86K	224.65K	-3.56K	-6.31%
Sep 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0.07%	60.61K	263.67K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.09%	80.51K	350.22K	1.17K	+1.47%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.27%	242.24K	1.05M	99.65K	+69.89%
Sep 30, 2025	OPPENHEIMER & CO INC	0.36%	323.69K	1.41M	35.39K	+12.28%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.46%	417.8K	1.82M	171.5K	+69.63%
Sep 30, 2025	INVESCO LTD.	1.07%	962.44K	4.19M	12.37K	+1.30%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	2.54%	2.29M	9.96M	-314.75K	-12.09%
Sep 30, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	30.93K	134.53K	0	0
Sep 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.07%	66.24K	288.16K	-1	0.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	71.81K	312.4K	4.58K	+6.81%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	147.63K	642.17K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.17%	156.03K	678.71K	-36.89K	-19.12%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.21%	190.64K	829.29K	22.71K	+13.53%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	190.84K	830.16K	-27.51K	-12.60%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.57%	516.7K	2.25M	-115.67K	-18.29%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.75%	2.48M	10.77M	6.95K	+0.28%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.14%	126.45K	550.04K	0	0
Sep 30, 2025	MACH-1 FINANCIAL GROUP, LLC	0.02%	17.41K	75.74K	17.41K	+100.00%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.02%	18.51K	80.5K	179	+0.98%
Jun 30, 2025	CLEARSTEAD ADVISORS, LLC	0.03%	30.93K	132.68K	30.93K	+100.00%
Jun 30, 2025	INVESCO LTD.	1.06%	950.06K	4.08M	-34.88K	-3.54%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.7%	625.94K	2.69M	121.2K	+24.01%
Jun 30, 2025	QUARRY LP	0.41%	364.94K	1.57M	48.4K	+15.29%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.02%	16.39K	70.3K	-2.43K	-12.90%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.05%	48.65K	208.72K	-64.75K	-57.10%
Jun 30, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	38.86K	166.73K	606	+1.58%
Jun 30, 2025	SUNPOINTE, LLC	0.04%	36.41K	157.99K	36.41K	+100.00%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.03%	24.23K	103.94K	6.87K	+39.59%
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.16%	147.63K	633.31K	14.58K	+10.95%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	67.24K	288.45K	3.11K	+4.85%
Jun 30, 2025	ROYAL BANK OF CANADA	0.04%	39.67K	170K	-7.12K	-15.21%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.16%	142.58K	611.69K	142.58K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.32%	288.3K	1.24M	77.64K	+36.86%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	218.35K	936.73K	3.65K	+1.70%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.19%	167.93K	720.41K	-13.8K	-7.59%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.14%	126.45K	542.46K	-9.5K	-6.99%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	277.27K	1.19M	28.87K	+11.62%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	29.53K	127K	-193	-0.65%
Jun 30, 2025	MRA ADVISORY GROUP	0.03%	26.03K	111.65K	0	0
Jun 30, 2025	CHOREO, LLC	0.03%	23.17K	99.39K	23.17K	+100.00%
Jun 30, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	22.8K	97.81K	0	0
Jun 30, 2025	PFG INVESTMENTS, LLC	0.02%	22.07K	94.66K	0	0
Jun 30, 2025	D.A. DAVIDSON & CO.	0.02%	18.33K	78.62K	540	+3.04%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.02%	18.15K	77.86K	626	+3.57%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.02%	17.64K	75.66K	0	0
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	16.5K	71K	16.5K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.5%	454.44K	1.97M	-155.52K	-25.50%
Jun 30, 2025	LPL FINANCIAL LLC	0.09%	79.34K	340.39K	5.75K	+7.82%
Jun 30, 2025	CALAMOS ADVISORS LLC	0.08%	73.86K	316.85K	-6.42K	-8.00%
Jun 30, 2025		0.05%	43.13K	185.04K	0	0
Jun 30, 2025	SAGE CAPITAL ADVISORS,LLC	0.07%	66.24K	284.19K	-5.25K	-7.35%
Jun 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0.07%	60.61K	260.03K	0	0
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.06%	56.42K	243.16K	-30.97K	-35.44%
Jun 30, 2025	ALPHACORE CAPITAL LLC	0.06%	56.03K	240.36K	1.94K	+3.58%
Jun 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.04%	40.44K	173.47K	0	0
Jun 30, 2025	TACTIVE ADVISORS, LLC	0.04%	33.64K	144.31K	33.64K	+100.00%
Jun 30, 2025	MARINER, LLC	0.03%	30.83K	132.27K	30.83K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	29.64K	127K	-883	-2.89%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	16.12K	69.17K	4.62K	+40.12%
Jun 30, 2025	MORGAN STANLEY	2.25%	2.03M	8.69M	592.83K	+41.39%
Jun 30, 2025	UBS GROUP AG	3.56%	3.21M	13.77M	-80.12K	-2.44%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	2.89%	2.6M	11.17M	409.01K	+18.63%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.74%	2.47M	10.59M	72.99K	+3.05%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.7%	632.37K	2.71M	-211.68K	-25.08%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.21%	192.91K	827.6K	-113.17K	-36.97%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.14%	123.08K	528.01K	29.43K	+31.43%
Jun 30, 2025	RAREVIEW CAPITAL LLC	0.42%	381.89K	1.64M	29.99K	+8.52%
Jun 30, 2025	NORTH GROUND CAPITAL	0.1%	89.83K	386.71K	-21.07K	-19.00%
Jun 30, 2025	TOTAL WEALTH PLANNING & MANAGEMENT, INC.	0.08%	69.22K	296.93K	3.87K	+5.92%
Jun 30, 2025	ARGYLE CAPITAL PARTNERS, LLC	0.05%	43.13K	185.04K	0	0
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.27%	246.3K	1.06M	58.2K	+30.94%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.34%	306.09K	1.28M	-240.63K	-44.01%
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.56%	504.74K	2.11M	137.64K	+37.49%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.2%	181.73K	759.62K	-14.76K	-7.51%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.02%	17.79K	74.35K	-852	-4.57%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.02%	18.49K	77.27K	18.49K	+100.00%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.02%	18.81K	78.64K	-662	-3.40%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	20.08K	83.93K	-107	-0.53%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.02%	22.07K	92.24K	-12.28K	-35.74%
Mar 31, 2025	FULTON BREAKEFIELD BROENNIMAN LLC	0.03%	22.8K	95.3K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	30.53K	128K	0	0
Mar 31, 2025	ARETE WEALTH ADVISORS, LLC	0.04%	37.18K	155K	980	+2.71%
Mar 31, 2025	MOSAIC FAMILY WEALTH PARTNERS, LLC	0.04%	38.26K	159.92K	377	+1.00%
Mar 31, 2025	INTEGRATED ADVISORS NETWORK LLC	0.04%	40.44K	169.02K	0	0
Mar 31, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0.07%	60.61K	253.37K	0	0
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	64.13K	268.04K	2.9K	+4.73%
Mar 31, 2025	SAGE CAPITAL ADVISORS,LLC	0.08%	71.5K	298.85K	-8.28K	-10.38%
Mar 31, 2025	CALAMOS ADVISORS LLC	0.09%	80.28K	335.57K	-3.21K	-3.85%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.16%	143.36K	599.24K	-8.94K	-5.87%
Mar 31, 2025	QUARRY LP	0.35%	316.54K	1.32M	103.64K	+48.68%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.68%	609.95K	2.57M	341.69K	+127.37%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.94%	844.05K	3.53M	62.59K	+8.01%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	2.44%	2.2M	9.18M	526.43K	+31.55%
Mar 31, 2025	LPL FINANCIAL LLC	0.08%	73.59K	307.61K	-27.07K	-26.89%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	93.65K	391.44K	1.12K	+1.21%
Mar 31, 2025	OPPENHEIMER & CO INC	0.23%	210.66K	880.54K	17.68K	+9.16%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.02%	17.52K	73.25K	17.52K	+100.00%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.02%	17.64K	73.72K	17.64K	+100.00%
Mar 31, 2025	GRIES FINANCIAL LLC	0.03%	22.64K	94.63K	22.64K	+100.00%
Mar 31, 2025	MRA ADVISORY GROUP	0.03%	26.03K	108.79K	216	+0.84%
Mar 31, 2025		0.05%	43.13K	180.29K	11.68K	+37.15%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	29.73K	124K	-13.41K	-31.09%
Mar 31, 2025	ROYAL BANK OF CANADA	0.05%	46.78K	196K	-647	-1.36%
Mar 31, 2025	ALPHACORE CAPITAL LLC	0.06%	54.09K	226.11K	54.09K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	214.7K	897.44K	25K	+13.18%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.66%	2.4M	10.02M	-264.94K	-9.95%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.1%	87.39K	356.55K	5.89K	+7.23%
Mar 31, 2025	CITADEL ADVISORS LLC	0.11%	101.6K	424.68K	80.03K	+371.00%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.02%	16.34K	68K	1.41K	+9.41%
Mar 31, 2025	SFI ADVISORS, LLC	0.12%	107.83K	450.73K	21.63K	+25.09%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	113.4K	474K	-65.09K	-36.47%
Mar 31, 2025	INVESCO LTD.	1.09%	984.95K	4.12M	16.27K	+1.68%
Mar 31, 2025	MORGAN STANLEY	1.59%	1.43M	5.99M	-89.06K	-5.85%
Mar 31, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.15%	133.05K	556.15K	0	0
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.15%	135.95K	568.26K	17K	+14.29%
Mar 31, 2025	UBS GROUP AG	3.65%	3.29M	13.75M	153.75K	+4.90%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	248.39K	1.04M	123.05K	+98.17%
Mar 31, 2025	COHEN & STEERS, INC.	0.3%	270K	1.13M	-45K	-14.29%
Mar 31, 2025	KOVACK ADVISORS, INC.	0.02%	17.36K	72.55K	386	+2.27%
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	1.4K	6K	1.4K	+100.00%
Mar 31, 2024	CSS LLC/IL	0.03%	23.83K	106.51K	23.83K	+100.00%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0%	2K	8.94K	0	0
Mar 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	2K	9.04K	-1K	-33.33%
Mar 31, 2024	HHM WEALTH ADVISORS, LLC	0%	2.25K	10.06K	0	0
Mar 31, 2024	BROWN, LISLE/CUMMINGS, INC.	0%	2.75K	12.29K	0	0
Mar 31, 2024	COMERICA BANK	0.01%	3.91K	17.47K	3.91K	+100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	4.11K	18.36K	89	+2.22%
Mar 31, 2024	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	10.7K	47.82K	-1.72K	-13.84%
Mar 31, 2024	HARTLINE INVESTMENT CORP/	0.02%	10.7K	47.82K	10.7K	+100.00%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.04%	28.2K	122.38K	28.2K	+100.00%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.05%	34.34K	153.5K	34.34K	+100.00%
Mar 31, 2024	CALAMOS ADVISORS LLC	0.05%	35.31K	157.82K	35.31K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	36.52K	163K	0	0
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.06%	40.44K	180.75K	0	0
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.06%	42.38K	189.44K	42.38K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	53.76K	240.29K	1.41K	+2.70%
Mar 31, 2024	SFI ADVISORS, LLC	0.17%	118.47K	529.57K	118.47K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.19%	128.82K	575.82K	10.86K	+9.20%
Mar 31, 2024	YAKIRA CAPITAL MANAGEMENT, INC.	0.19%	129.72K	579.85K	129.72K	+100.00%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.22%	151.16K	675.68K	-4.34K	-2.79%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.28%	192.06K	858.52K	-171.84K	-47.22%
Mar 31, 2024	COHEN & STEERS, INC.	0.34%	235K	1.05M	235K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.37%	254.85K	1.14M	58.96K	+30.10%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.42%	289.2K	1.29M	28.23K	+10.82%
Mar 31, 2024	INVESCO LTD.	1.04%	710.49K	3.18M	128K	+21.97%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1.15%	789.78K	3.53M	724.63K	+1,112.41%
Mar 31, 2024	UBS GROUP AG	4.12%	2.82M	12.62M	368.76K	+15.02%
Mar 31, 2024	MORGAN STANLEY	4.51%	3.09M	13.83M	2.77M	+865.11%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.03%	18.82K	84.1K	-1.25K	-6.22%
Mar 31, 2024	NORTHERN TRUST CORP	0.03%	19.94K	89.12K	19.94K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	20.25K	90.51K	1K	+5.20%
Mar 31, 2024	MRA ADVISORY GROUP	0.03%	23.82K	106.46K	4.87K	+25.73%
Mar 31, 2024	AEGON USA INVESTMENT MANAGEMENT, LLC	0.09%	60.61K	270.95K	60.61K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	60.89K	272.16K	60.89K	+100.00%
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.1%	66.48K	297.18K	34.9K	+110.51%
Mar 31, 2024	QUARRY LP	0.1%	67.56K	301.99K	67.56K	+100.00%
Mar 31, 2024	SAGE CAPITAL ADVISORS,LLC	0.1%	71.39K	319.1K	1.58K	+2.27%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	87.4K	391K	87.4K	+100.00%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.13%	87.97K	384.86K	87.97K	+100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	96.6K	431.8K	-10.2K	-9.55%
Mar 31, 2024	SIGNIFICANT WEALTH PARTNERS LLC	0%	0	-	-143.42K	-100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	0	-	-3.72K	-100.00%
Mar 31, 2024	KOVACK ADVISORS, INC.	0%	0	-	-14.86K	-100.00%
Mar 31, 2024	BOK FINANCIAL PRIVATE WEALTH, INC.	0%	0	-	-3.34K	-100.00%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-10.29K	-100.00%
Mar 31, 2024	PLANTE MORAN FINANCIAL ADVISORS, LLC	0%	507	2.27K	507	+100.00%
Mar 31, 2024	SALOMON & LUDWIN, LLC	0%	1.01K	4.5K	0	0
Mar 31, 2024	FMR LLC	0%	1.01K	4.52K	1.01K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	1.8K	8.05K	1.8K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	10.86K	48.56K	0	0
Mar 31, 2024	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	13.26K	59.25K	-109	-0.82%
Mar 31, 2024	TWO SIGMA SECURITIES, LLC	0.02%	14.98K	66.96K	14.98K	+100.00%
Mar 31, 2024	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.03%	18.24K	81.51K	-95	-0.52%
Mar 31, 2024	FLOW STATE INVESTMENTS, L.P.	0.04%	24.07K	107.61K	24.07K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.04%	28.88K	129.11K	28.88K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.05%	32.78K	146.53K	-987	-2.92%
Mar 31, 2024	ROYAL BANK OF CANADA	0.14%	96.93K	433K	1.65K	+1.73%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.15%	102.43K	457.84K	42.89K	+72.03%
Mar 31, 2024	LPL FINANCIAL LLC	0.16%	109.72K	490.44K	35.68K	+48.19%
Dec 31, 2023	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.03%	18.33K	90.92K	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.03%	19.25K	95.48K	-12.89K	-40.10%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.03%	20.06K	99.51K	9.12K	+83.42%
Dec 31, 2023	NOMURA HOLDINGS INC	0.03%	22.63K	112.22K	22.63K	+100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.05%	31.58K	156.64K	31.58K	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.05%	33.77K	167.49K	-1.93K	-5.41%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.06%	36.52K	181K	-5.42K	-12.92%
Dec 31, 2023	INTEGRATED ADVISORS NETWORK LLC	0.06%	40.44K	200.56K	0	0
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	52.35K	259.63K	7.13K	+15.76%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.09%	59.54K	295.32K	-978	-1.62%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	65.14K	323.1K	52.06K	+397.91%
Dec 31, 2023	SAGE CAPITAL ADVISORS,LLC	0.11%	69.8K	346.22K	-9.63K	-12.12%
Dec 31, 2023	LPL FINANCIAL LLC	0.11%	74.04K	367.22K	3.42K	+4.85%
Dec 31, 2023	ROYAL BANK OF CANADA	0.14%	95.27K	473K	11.18K	+13.30%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.16%	106.8K	492.88K	5.4K	+5.33%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.18%	117.96K	585.08K	-75.58K	-39.05%
Dec 31, 2023		0.22%	143.42K	711.34K	143.42K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.24%	155.5K	771.26K	71.11K	+84.27%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.3%	195.89K	971.62K	-21K	-9.68%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.39%	260.97K	1.29M	11.95K	+4.80%
Dec 31, 2023	MORGAN STANLEY	0.48%	320.57K	1.59M	11.8K	+3.82%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.55%	363.9K	1.8M	-79.62K	-17.95%
Dec 31, 2023	INVESCO LTD.	0.88%	582.49K	2.89M	167.35K	+40.31%
Dec 31, 2023	UBS GROUP AG	3.71%	2.46M	12.18M	-61.78K	-2.45%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0%	0	-	-10K	-100.00%
Dec 31, 2023	JUMP FINANCIAL, LLC	0%	0	-	-10.3K	-100.00%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0%	0	-	-4.54K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-1.4K	-100.00%
Dec 31, 2023	SAMALIN INVESTMENT COUNSEL, LLC	0%	0	-	-12.05K	-100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0%	0	-	-15.99K	-100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-49.19K	-100.00%
Dec 31, 2023	HARBOUR INVESTMENTS, INC.	0%	500	2.48K	0	0
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0%	859	4.26K	859	+100.00%
Dec 31, 2023	SALOMON & LUDWIN, LLC	0%	1.01K	4.49K	0	0
Dec 31, 2023	PARALLEL ADVISORS, LLC	0%	2K	9.92K	0	0
Dec 31, 2023	HHM WEALTH ADVISORS, LLC	0%	2.25K	11.16K	0	0
Dec 31, 2023	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	3K	14.88M	2K	+200.00%
Dec 31, 2023	MRA ADVISORY GROUP	0.03%	18.94K	93.95K	727	+3.99%
Dec 31, 2023	BOK FINANCIAL PRIVATE WEALTH, INC.	0.01%	3.34K	16.59K	3.34K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	3.72K	750K	2.97K	+396.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	4.02K	19.53K	127	+3.26%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	5.29K	26.22K	0	0
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.02%	10.29K	51K	10.29K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	10.86K	53.88K	0	0
Dec 31, 2023	REGAL INVESTMENT ADVISORS LLC	0.02%	11.89K	58.99K	0	0
Dec 31, 2023	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.02%	12.42K	61.59K	277	+2.28%
Dec 31, 2023	SHULMAN DEMEO ASSET MANAGEMENT LLC	0.02%	13.37K	66.29K	-57	-0.42%
Dec 31, 2023	KOVACK ADVISORS, INC.	0.02%	14.86K	73.7K	627	+4.41%

Insiders

Among the HIX insiders holding of 0% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 8.6M. LEECH S. KENNETH, , is the second largest HIX insider with ownership of 15K shares. HUTCHINSON WILLIAM R, director, stands third with possession of 13.04K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	8.6M
LEECH S. KENNETH		15K
HUTCHINSON WILLIAM R	director	13.04K
CRAIGE JAMES E	Executive Vice President	3.12K
GRILLO ANTHONY	director	2.5K
KAMERICK EILEEN A	director	1.2K
GERKEN R JAY	director	1.12K
COLMAN CAROL L	director	1K
SALACUSE JESWALD W	director	400
SHEPLER ROBERT P	Officer of the Adviser	0
OZSOLAK KAPREL	CFO and Treasurer of the Fund	0
CRONIN DANIEL P	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 27, 2025	GRILLO ANTHONY	PURCHASE	4.14	2.5K	10.35K	2.5K
Dec 28, 2020	KAMERICK EILEEN A	PURCHASE	6.84	1.2K	8.21K	1.2K
Nov 19, 2020	CRONIN DANIEL P	SALE	7.01	13.26K	92.94K	0
Jan 10, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.80	78.82K	535.98K	8.6M
Jan 09, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.77	111.1K	752.15K	8.68M
Jan 08, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.73	150K	1.01M	8.79M
Jan 07, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.73	190.64K	1.28M	8.94M
Jan 06, 2020	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.76	151.23K	1.02M	9.13M
Dec 31, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.72	176.81K	1.19M	9.28M
Dec 30, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.68	119.53K	798.44K	9.46M
Dec 27, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.68	69.65K	465.27K	9.58M
Dec 26, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.67	56.21K	374.91K	9.65M
Dec 24, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.65	39.26K	261.06K	9.7M
Dec 23, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.65	463.01K	3.08M	9.74M
Dec 20, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.68	58.37K	389.9K	10.2M
Dec 19, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.68	81.97K	547.53K	10.26M
Dec 18, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.72	60.26K	404.95K	10.34M
Dec 17, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.70	56.14K	376.13K	10.4M
Dec 16, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.66	102.74K	684.22K	10.46M
Dec 13, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.66	22.42K	149.3K	10.56M
Dec 12, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.63	38.48K	255.11K	10.59M
Dec 11, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.60	111.7K	737.22K	10.62M
Dec 10, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.60	142.99K	943.7K	10.74M
Dec 09, 2019	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.64	37.84K	251.25K	10.88M
May 30, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.52	1.41K	9.2K	10.92M
May 24, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.55	16.4K	107.42K	10.92M
May 23, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.56	2.47K	16.17K	10.9M
Apr 26, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.60	43.94K	290K	10.9M
Apr 25, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.57	1.5K	9.86K	10.85M
Apr 24, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.58	23.7K	155.93K	10.85M
Apr 23, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.64	93.21K	618.93K	10.83M
Apr 22, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.61	22.15K	146.42K	10.73M
Apr 18, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.61	53.19K	351.57K	10.71M
Apr 17, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.59	21.49K	141.6K	10.66M
Apr 16, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.64	11.87K	78.79K	10.64M
Apr 15, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.62	33.02K	218.62K	10.63M
Apr 12, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.60	22.33K	147.39K	10.59M
Apr 10, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.60	58.17K	383.95K	10.57M
Apr 09, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.57	14.51K	95.32K	10.51M
Apr 04, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.56	20K	131.2K	10.5M
Feb 07, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.36	11.88K	75.53K	10.48M
Jan 29, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.39	100K	639K	10.47M
Jan 28, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.17	9.1K	56.15K	10.37M
Jan 24, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.15	191.35K	1.18M	10.36M
Jan 23, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.14	41.46K	254.54K	10.17M
Jan 18, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.17	21.61K	133.33K	10.12M
Jan 17, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.15	128.96K	793.13K	10.1M
Jan 16, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.24	120.72K	753.27K	9.97M
Jan 15, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.25	127.71K	798.18K	9.85M
Jan 14, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.22	105.84K	658.34K	9.72M
Jan 11, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.23	97.62K	608.17K	9.62M
Jan 10, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.19	61.37K	379.86K	9.52M
Jan 09, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.19	123.3K	763.22K	9.46M
Jan 08, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.17	50.37K	310.76K	9.34M
Jan 07, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	6.11	30.01K	183.34K	9.29M
Jan 04, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.92	28.64K	169.53K	9.26M
Jan 03, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.84	52.5K	306.6K	9.23M
Jan 02, 2019	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.77	2.2K	12.69K	9.18M
Dec 31, 2018	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.77	207.93K	1.2M	9.17M
Dec 28, 2018	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.67	13.64K	77.32K	8.97M
Dec 27, 2018	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	5.63	253.66K	1.43M	8.95M
Sep 24, 2018	HUTCHINSON WILLIAM R	SALE	6.35	2K	12.7K	13.04K
Jul 28, 2015	LEECH S. KENNETH	PURCHASE	7.03	5K	35.15K	15K
Oct 08, 2012	HUTCHINSON WILLIAM R	SALE	10.57	10K	105.7K	15.04K
Feb 24, 2011	SALACUSE JESWALD W	PURCHASE	9.72	200	1.94K	400
Apr 01, 2010	HUTCHINSON WILLIAM R	SALE	9.90	1.63K	16.13K	20K
Mar 31, 2010	HUTCHINSON WILLIAM R	SALE	9.89	8.37K	82.81K	21.63K
Oct 16, 2009	OZSOLAK KAPREL	SALE	9.02	2K	18.04K	0
Feb 23, 2009	SHEPLER ROBERT P	SALE	5.01	4.87K	24.41K	0
Nov 20, 2008	OZSOLAK KAPREL	PURCHASE	4.19	2K	8.38K	2K
Nov 14, 2008	HUTCHINSON WILLIAM R	PURCHASE	5.36	20K	107.1K	35.04K
Feb 19, 2008	HUTCHINSON WILLIAM R	PURCHASE	9.44	4K	37.77K	15K
Jan 14, 2008	HUTCHINSON WILLIAM R	PURCHASE	9.95	1K	9.95K	11K
Aug 21, 2007	SHEPLER ROBERT P	PURCHASE	9.89	4K	39.56K	1K
Jul 09, 2007	COLMAN CAROL L	PURCHASE	11.04	1K	11.04K	1K
May 01, 2006	HUTCHINSON WILLIAM R	PURCHASE	10.02	5K	50.1K	10K
Jun 02, 2005	HUTCHINSON WILLIAM R	PURCHASE	10.69	3.2K	34.21K	5K
Jun 01, 2005	HUTCHINSON WILLIAM R	PURCHASE	10.70	1.8K	19.26K	1.8K
Mar 23, 2005	CRAIGE JAMES E	PURCHASE	10.31	700	7.22K	3.12K
Nov 12, 2003	GERKEN R JAY	PURCHASE	12.57	500	6.29K	1.12K
Aug 06, 2003	CRONIN DANIEL P	PURCHASE	11.25	1.5K	16.88K	1.5K

Frequently Asked Questions