Skip to main content
Equibles

Shaker Financial Services, LLC

Position in HIO — Western Asset High Income Opportunity Fund Inc.

CIK 1511794 Arlington, VA
Back to HIO Full portfolio

Position in HIO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$2,338,692
+$476,597 QoQ
Shares Held
642,498
+25.2% QoQ
Ownership
0.676%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#10
of 113 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HIO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Shaker Financial Services, LLC holds $305,199,317 across 140 Asset Management names. HIO ranks #46 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GAB
Gabelli Equity Trust Inc
 2,073,169 $11,734,136
2 RVT
Royce Small-Cap Trust, Inc.
 605,745 $11,188,110
3 USA
Liberty All Star Equity Fund
 1,646,776 $9,567,768
4 SPE
Special Opportunities Fund, Inc.
 664,992 $8,957,442
5 JCE
Nuveen Core Equity Alpha Fund
 519,128 $8,492,934
6 ASG
Liberty All Star Growth Fund Inc.
 1,527,646 $8,356,223
7 FFA
First Trust Enhanced Equity Income Fund
 328,741 $7,350,648
8 SOR
Source Capital /De/
 153,966 $7,077,817

All Filings in HIO

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,338,692 642,498
2026-03-31 $1,862,095 512,974
2025-12-31 $2,277,060 613,763
2025-09-30 $809,863 210,902
2025-06-30 $794,981 199,744
2024-12-31 $107,457 27,343
2024-09-30 $102,505 25,310
2023-12-31 $575,024 148,970
2023-09-30 $501,046 137,650
2023-06-30 $416,556 110,200
2023-03-31 $245,287 64,380
2022-12-31 $1,648,587 417,364
2022-09-30 $1,279,569 347,709
2022-06-30 $1,466,673 370,372
2022-03-31 $1,988,045 444,753
2021-12-31 $986,471 189,706
2021-09-30 $1,035,778 199,572
2021-06-30 $879,347 166,543
2021-03-31 $534,035 105,125
2020-12-31 $388,268 78,438
2020-09-30 $250,174 51,056