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Equibles

Shaker Financial Services, LLC

Position in HYI — Western Asset High Yield Opportunity Fund Inc.

CIK 1511794 Arlington, VA
Back to HYI Full portfolio

Position in HYI

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$3,498,194
+$576,584 QoQ
Shares Held
329,087
+20.3% QoQ
Ownership
2.57%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#3
of 46 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HYI 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. HYI ranks #28 (1.1% 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 HYI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,498,194 329,087
2026-03-31 $2,921,610 273,559
2025-12-31 $2,580,125 231,194
2025-09-30 $489,770 41,825
2025-06-30 $469,627 39,201
2025-03-31 $1,833,068 154,820
2024-12-31 $1,909,178 161,521
2024-09-30 $1,789,875 144,578
2024-06-30 $1,271,766 109,635
2024-03-31 $498,241 41,659
2023-12-31 $990,582 81,934
2023-09-30 $1,048,588 91,261
2022-03-31 $1,386,570 99,897
2021-12-31 $820,245 52,013
2021-06-30 $180,199 11,485
2020-12-31 $253,489 16,439
2020-09-30 $638,912 45,539
2020-06-30 $432,818 30,982
2020-03-31 $1,261,852 102,340