Pioneer Diversified High (XHNWX)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Rivernorth Capital Management, LLC

INCREASED

Shares98,499 from 83,499

Change+15,000 (+18%)

Value$1.3M (+$217.1K)

Filed 2025-11-14

Osaic Holdings, Inc.

DECREASED

Shares3,748 from 38,660

Change-34,912 (-90%)

Value$48.0K (-$435.2K)

Filed 2025-11-14

Karpus Management, Inc.

CLOSED

Shares0 from 920,566

Change-920,566 (-100%)

Value$0 (-$11.5M)

Filed 2025-11-14

SIT Investment Associates Inc

CLOSED

Shares0 from 337,597

Change-337,597 (-100%)

Value$0 (-$4.2K)

Filed 2025-11-13

Advisors Asset Management, Inc.

CLOSED

Shares0 from 238,212

Change-238,212 (-100%)

Value$0 (-$3.0M)

Filed 2026-08-26

Ameriprise Financial Inc

CLOSED

Shares0 from 203,555

Change-203,555 (-100%)

Value$0 (-$2.5M)

Filed 2025-11-14

Invesco Ltd.

CLOSED

Shares0 from 90,154

Change-90,154 (-100%)

Value$0 (-$1.1M)

Filed 2025-11-13

Cetera Investment Advisers

CLOSED

Shares0 from 77,854

Change-77,854 (-100%)

Value$0 (-$973.6K)

Filed 2025-11-14

NorthCoast Asset Management LLC

CLOSED

Shares0 from 68,561

Change-68,561 (-100%)

Value$0 (-$857.4K)

Filed 2025-11-10

Raymond James Financial Inc

CLOSED

Shares0 from 52,892

Change-52,892 (-100%)

Value$0 (-$661.4K)

Filed 2025-11-14

NewEdge Advisors, LLC

CLOSED

Shares0 from 44,840

Change-44,840 (-100%)

Value$0 (-$560.7K)

Filed 2025-11-17

Logan Stone Capital, LLC

CLOSED

Shares0 from 38,633

Change-38,633 (-100%)

Value$0 (-$483.1K)

Filed 2025-11-14

Wells Fargo & Company

CLOSED

Shares0 from 38,489

Change-38,489 (-100%)

Value$0 (-$481.3K)

Filed 2025-11-13

Almitas Capital LLC

CLOSED

Shares0 from 37,250

Change-37,250 (-100%)

Value$0 (-$465.8K)

Filed 2025-11-17

Bulldog Investors, LLPA

CLOSED

Shares0 from 34,644

Change-34,644 (-100%)

Value$0 (-$433.2K)

Filed 2025-11-14

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 34,396

Change-34,396 (-100%)

Value$0 (-$430.1K)

Filed 2025-10-22

Saba Capital Management, L.P.A

CLOSED

Shares0 from 28,082

Change-28,082 (-100%)

Value$0 (-$351.2K)

Filed 2025-11-14

Clear Creek Financial Management, LLC

CLOSED

Shares0 from 27,498

Change-27,498 (-100%)

Value$0 (-$343.9K)

Filed 2025-11-10

&partners

CLOSED

Shares0 from 24,795

Change-24,795 (-100%)

Value$0 (-$310.1K)

Filed 2025-11-14

Absolute Investment Advisers, LLC

CLOSED

Shares0 from 18,360

Change-18,360 (-100%)

Value$0 (-$229.6K)

Filed 2025-10-20

UBS Group AG

CLOSED

Shares0 from 15,570

Change-15,570 (-100%)

Value$0 (-$194.7K)

Filed 2025-11-13

Kovack Advisors, Inc.

CLOSED

Shares0 from 13,165

Change-13,165 (-100%)

Value$0 (-$164.6K)

Filed 2025-11-10

Dakota Wealth Management

CLOSED

Shares0 from 12,650

Change-12,650 (-100%)

Value$0 (-$158.2K)

Filed 2026-08-26

NWF Advisory Services Inc.

CLOSED

Shares0 from 11,200

Change-11,200 (-100%)

Value$0 (-$140.1K)

Filed 2025-10-31

Royal Bank of Canada

CLOSED

Shares0 from 11,147

Change-11,147 (-100%)

Value$0 (-$139.0K)

Filed 2025-11-14

CSS LLC

CLOSED

Shares0 from 11,092

Change-11,092 (-100%)

Value$0 (-$138.7K)

Filed 2025-11-13

Kingsview Wealth Management, LLC

CLOSED

Shares0 from 10,130

Change-10,130 (-100%)

Value$0 (-$126.7K)

Filed 2025-11-12

Morgan Stanley

CLOSED

Shares0 from 9,003

Change-9,003 (-100%)

Value$0 (-$112.6K)

Filed 2026-05-27

Quarry LP

CLOSED

Shares0 from 7,005

Change-7,005 (-100%)

Value$0 (-$87.6K)

Filed 2025-11-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 6,305

Change-6,305 (-100%)

Value$0 (-$78.8K)

Filed 2025-10-28

Spire Wealth Management

CLOSED

Shares0 from 5,419

Change-5,419 (-100%)

Value$0 (-$67.8K)

Filed 2025-10-23

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 1,135

Change-1,135 (-100%)

Value$0 (-$14.2K)

Filed 2025-11-14

Proequities, Inc.

N/A

Shares— from 0

Change0

Value—

	Status
Rivernorth Capital Management, LLC	INCREASED	98,499	83,499	+15,000	+18%	$1.0M	$1.3M	+$217.1K	2025-11-14
Osaic Holdings, Inc.	DECREASED	3,748	38,660	-34,912	-90%	$483.2K	$48.0K	-$435.2K	2025-11-14
Karpus Management, Inc.	CLOSED	0	920,566	-920,566	-100%	$11.5M	$0	-$11.5M	2025-11-14
SIT Investment Associates Inc	CLOSED	0	337,597	-337,597	-100%	$4.2K	$0	-$4.2K	2025-11-13
Advisors Asset Management, Inc.	CLOSED	0	238,212	-238,212	-100%	$3.0M	$0	-$3.0M	2026-08-26
Ameriprise Financial Inc	CLOSED	0	203,555	-203,555	-100%	$2.5M	$0	-$2.5M	2025-11-14
Invesco Ltd.	CLOSED	0	90,154	-90,154	-100%	$1.1M	$0	-$1.1M	2025-11-13
Cetera Investment Advisers	CLOSED	0	77,854	-77,854	-100%	$973.6K	$0	-$973.6K	2025-11-14
NorthCoast Asset Management LLC	CLOSED	0	68,561	-68,561	-100%	$857.4K	$0	-$857.4K	2025-11-10
Raymond James Financial Inc	CLOSED	0	52,892	-52,892	-100%	$661.4K	$0	-$661.4K	2025-11-14
NewEdge Advisors, LLC	CLOSED	0	44,840	-44,840	-100%	$560.7K	$0	-$560.7K	2025-11-17
Logan Stone Capital, LLC	CLOSED	0	38,633	-38,633	-100%	$483.1K	$0	-$483.1K	2025-11-14
Wells Fargo & Company	CLOSED	0	38,489	-38,489	-100%	$481.3K	$0	-$481.3K	2025-11-13
Almitas Capital LLC	CLOSED	0	37,250	-37,250	-100%	$465.8K	$0	-$465.8K	2025-11-17
Bulldog Investors, LLPA	CLOSED	0	34,644	-34,644	-100%	$433.2K	$0	-$433.2K	2025-11-14
Hennion & Walsh Asset Management, Inc.	CLOSED	0	34,396	-34,396	-100%	$430.1K	$0	-$430.1K	2025-10-22
Saba Capital Management, L.P.A	CLOSED	0	28,082	-28,082	-100%	$351.2K	$0	-$351.2K	2025-11-14
Clear Creek Financial Management, LLC	CLOSED	0	27,498	-27,498	-100%	$343.9K	$0	-$343.9K	2025-11-10
&partners	CLOSED	0	24,795	-24,795	-100%	$310.1K	$0	-$310.1K	2025-11-14
Absolute Investment Advisers, LLC	CLOSED	0	18,360	-18,360	-100%	$229.6K	$0	-$229.6K	2025-10-20
UBS Group AG	CLOSED	0	15,570	-15,570	-100%	$194.7K	$0	-$194.7K	2025-11-13
Kovack Advisors, Inc.	CLOSED	0	13,165	-13,165	-100%	$164.6K	$0	-$164.6K	2025-11-10
Dakota Wealth Management	CLOSED	0	12,650	-12,650	-100%	$158.2K	$0	-$158.2K	2026-08-26
NWF Advisory Services Inc.	CLOSED	0	11,200	-11,200	-100%	$140.1K	$0	-$140.1K	2025-10-31
Royal Bank of Canada	CLOSED	0	11,147	-11,147	-100%	$139.0K	$0	-$139.0K	2025-11-14
CSS LLC	CLOSED	0	11,092	-11,092	-100%	$138.7K	$0	-$138.7K	2025-11-13
Kingsview Wealth Management, LLC	CLOSED	0	10,130	-10,130	-100%	$126.7K	$0	-$126.7K	2025-11-12
Morgan Stanley	CLOSED	0	9,003	-9,003	-100%	$112.6K	$0	-$112.6K	2026-05-27
Quarry LP	CLOSED	0	7,005	-7,005	-100%	$87.6K	$0	-$87.6K	2025-11-14
Wolverine Asset Management LLC	CLOSED	0	6,305	-6,305	-100%	$78.8K	$0	-$78.8K	2025-10-28
Spire Wealth Management	CLOSED	0	5,419	-5,419	-100%	$67.8K	$0	-$67.8K	2025-10-23
Northwestern Mutual Wealth Management Co	CLOSED	0	1,135	-1,135	-100%	$14.2K	$0	-$14.2K	2025-11-14
Proequities, Inc.	N/A	—	0	0	—	$0	—	—	—

Showing 33 of 33 institutions