HIO · Western Asset High Income Opportunity Fund Inc. · Shareholders & Ownership
Every disclosed holder of HIO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns HIO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 32,806,221 | — |
| Insiders (Forms 3, 4, 5) | 38,074 | — |
| 13D/G-only blocks | 4,991,706 | — |
| Registered funds (N-PORT, not summed) | 4,917,130 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of HIO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,779,270 | ||
| 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13G
CIK 1447578 · Registered investment adviser · Dec 31, 2023
Rule 13d-1(b), qualified institution
|
4,991,706 | ||
| 3 |
SIT INVESTMENT ASSOCIATES INC
13F
CIK 769317 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,820,378 | ||
| 4 |
Capital Investment Advisors, LLC
13F
CIK 1582732 · Registered investment adviser · Sep 30, 2026
|
2,181,217 | ||
| 5 |
Penserra Capital Management LLC
13F
CIK 1593324 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,659,450 | ||
| 6 |
Amplify CEF High Income ETF
Fund
S000065408 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
|
1,651,536 | ||
| 7 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,282,493 | ||
| 7.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
1,129,973 | ||
| 7.2 |
Invesco High Yield Fund
Fund
S000000243 · Registered fund · May 31, 2026
AIM Investment Securities Funds (Invesco Investment Securities Funds), not summed
|
150,000 | ||
| 7.3 |
Invesco Zacks Multi-Asset Income ETF
Fund
S000060805 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
145,373 | ||
| 8 |
FCA CORP /TX
13F
CIK 1166402 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,276,114 | ||
| 9 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,010,164 | ||
| 10 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
969,899 | ||
| 11 |
Rareview Capital LLC
13F
CIK 2044533 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
903,653 | ||
| 12 |
Rareview Dynamic Fixed Income ETF
Fund
S000069798 · Registered fund · Jun 30, 2026
Collaborative Investment Series Trust, not summed
|
903,653 | ||
| 13 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
637,104 | ||
| 14 |
|
561,032 | ||
| 15 |
Thrivent Financial for Lutherans
13F
CIK 314984 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
548,932 | ||
| 15.1 |
THRIVENT MULTISECTOR BOND FUND
Fund
S000000702 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
167,083 | ||
| 15.2 |
THRIVENT CONSERVATIVE ALLOCATION FUND
Fund
S000001341 · Registered fund · Jun 30, 2026
Thrivent Mutual Funds, not summed
|
67,749 | ||
| 15.3 |
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO
Fund
S000001434 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
42,572 | ||
| 15.4 |
THRIVENT MULTISECTOR BOND PORTFOLIO
Fund
S000001439 · Registered fund · Jun 30, 2026
Thrivent Series Fund, Inc., not summed
|
33,077 | ||
| 15.5 |
THRIVENT DYNAMIC ALLOCATION FUND
Fund
S000000701 · Registered fund · Jul 31, 2026
Thrivent Mutual Funds, not summed
|
22,073 | ||
| 16 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
531,238 | ||
| 17 |
Kanen Wealth Management LLC
13F
CIK 1681614 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
490,454 | ||
| 18 |
Chicago Partners Investment Group LLC
13F
CIK 1563525 · Registered investment adviser · Sep 30, 2026
|
392,201 | ||
| 19 |
Global Opportunities Portfolio
Fund
S000027417 · Registered fund · Jul 31, 2026
Global Opportunities Portfolio, not summed
|
383,997 | ||
| 20 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
378,116 | ||
| 21 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
319,464 | ||
| 22 |
ABSOLUTE INVESTMENT ADVISERS, LLC
13F
CIK 1316187 · Registered investment adviser · Sep 30, 2026
|
307,371 | ||
| 22.1 |
ABSOLUTE CEF OPPORTUNITIES
Fund
S000081741 · Registered fund · Jun 30, 2026
Unified Series Trust, not summed
|
13,832 | ||
| 23 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
305,060 | ||
| 24 |
Pathway Financial Advisers, LLC
13F
CIK 2024152 · Registered investment adviser · Sep 30, 2026
|
291,400 | ||
| 25 |
RFG Advisory, LLC
13F
CIK 1633387 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
273,827 | ||
| 26 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
263,308 | ||
| 26.1 |
First Trust Income Opportunities ETF
Fund
S000053967 · Registered fund · Aug 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
89,390 | ||
| 27 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
239,445 | ||
| 28 |
PIN OAK INVESTMENT ADVISORS INC
13F
CIK 1094584 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
233,058 | ||
| 29 |
Fortis Group Advisors, LLC
13F
CIK 1815183 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
206,291 | ||
| 30 |
Calamos Advisors LLC
13F
CIK 1316507 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
175,495 | ||
| 31 |
|
175,126 | ||
| 32 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,224 | ||
| 33 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
128,283 | ||
| 34 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
118,176 | ||
| 35 |
Modern Capital Tactical Income Fund
Fund
S000069477 · Registered fund · Jun 30, 2026
Modern Capital Funds Trust, not summed
|
98,022 | ||
| 36 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
97,551 | ||
| 37 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,960 | ||
| 38 |
NWF Advisory Services Inc.
13F
CIK 2045735 · Registered investment adviser · Sep 30, 2026
|
89,333 | ||
| 39 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,427 | ||
| 40 |
MELFA WEALTH MANAGEMENT, INC.
13F
CIK 1962465 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
78,950 | ||
| 41 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,036 | ||
| 42 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
72,159 | ||
| 43 |
KELLEHER FINANCIAL ADVISORS
13F
CIK 1507971 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,008 | ||
| 44 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,930 | ||
| 45 |
Stratos Wealth Partners, LTD.
13F
CIK 1612865 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,236 | ||
| 46 |
Concurrent Investment Advisors, LLC
13F
CIK 2001015 · Registered investment adviser · Sep 30, 2026
|
56,753 | ||
| 47 |
Everstar Asset Management, LLC
13F
CIK 2023744 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,180 | ||
| 48 |
Sage Capital Advisors,llc
13F
CIK 1714107 · Registered investment adviser · Sep 30, 2026
|
52,631 | ||
| 49 |
READYSTATE ASSET MANAGEMENT LP
13F
CIK 1900923 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
52,504 | ||
| 50 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
13F
CIK 1812177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,985 |
1 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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