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Pioneer High Income Fund (PHT)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
XTX Topco Ltd
INCREASED
Shares35,665 from 28,931
Change+6,734 (+23%)
Value$0 (-$234.1K)
Filed 2025-11-14
Osaic Holdings, Inc.
DECREASED
Shares16,321 from 18,771
Change-2,450 (-13%)
Value$135.8K (-$16.1K)
Filed 2025-11-14
IFP Advisors, Inc
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$4.3K (+$191)
Filed 2026-02-06
Almitas Capital LLC
CLOSED
Shares0 from 1,604,088
Change-1,604,088 (-100%)
Value$0 (-$13.0M)
Filed 2025-11-17
SIT Investment Associates Inc
CLOSED
Shares0 from 1,336,272
Change-1,336,272 (-100%)
Value$0 (-$10.8K)
Filed 2025-11-13
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 1,014,686
Change-1,014,686 (-100%)
Value$0 (-$8.2M)
Filed 2025-11-05
Pathstone Holdings, LLC
CLOSED
Shares0 from 685,059
Change-685,059 (-100%)
Value$0 (-$5.5M)
Filed 2025-11-13
Invesco Ltd.
CLOSED
Shares0 from 532,002
Change-532,002 (-100%)
Value$0 (-$4.3M)
Filed 2025-11-13
Advisors Asset Management, Inc.
CLOSED
Shares0 from 527,621
Change-527,621 (-100%)
Value$0 (-$4.3M)
Filed 2026-08-26
UBS Group AG
CLOSED
Shares0 from 479,653
Change-479,653 (-100%)
Value$0 (-$3.9M)
Filed 2025-11-13
Guggenheim Capital LLC
CLOSED
Shares0 from 478,784
Change-478,784 (-100%)
Value$0 (-$3.9M)
Filed 2025-11-13
Wells Fargo & Company
CLOSED
Shares0 from 453,917
Change-453,917 (-100%)
Value$0 (-$3.7M)
Filed 2025-11-13
Saba Capital Management, L.P.A
CLOSED
Shares0 from 350,342
Change-350,342 (-100%)
Value$0 (-$2.8M)
Filed 2025-11-14
CSS LLC
CLOSED
Shares0 from 278,444
Change-278,444 (-100%)
Value$0 (-$2.3M)
Filed 2025-11-13
Logan Stone Capital, LLC
CLOSED
Shares0 from 277,812
Change-277,812 (-100%)
Value$0 (-$2.2M)
Filed 2025-11-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 192,637
Change-192,637 (-100%)
Value$0 (-$1.6M)
Filed 2025-11-05
LPL Financial LLC
CLOSED
Shares0 from 159,645
Change-159,645 (-100%)
Value$0 (-$1.3M)
Filed 2025-11-12
Capital Investment Advisors, LLC
CLOSED
Shares0 from 156,433
Change-156,433 (-100%)
Value$0 (-$1.3M)
Filed 2025-10-23
Morgan Stanley
CLOSED
Shares0 from 149,423
Change-149,423 (-100%)
Value$0 (-$1.2M)
Filed 2026-05-27
Balyasny Asset Management L.P.
CLOSED
Shares0 from 146,870
Change-146,870 (-100%)
Value$0 (-$1.2M)
Filed 2025-11-14
Park Avenue Securities LLC
CLOSED
Shares0 from 121,282
Change-121,282 (-100%)
Value$0 (-$981)
Filed 2025-10-23
Absolute Investment Advisers, LLC
CLOSED
Shares0 from 113,227
Change-113,227 (-100%)
Value$0 (-$916.0K)
Filed 2025-10-20
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 93,229
Change-93,229 (-100%)
Value$0 (-$754.2K)
Filed 2025-11-14
Readystate Asset Management LP
CLOSED
Shares0 from 73,966
Change-73,966 (-100%)
Value$0 (-$598.4K)
Filed 2025-11-07
NorthCoast Asset Management LLC
CLOSED
Shares0 from 60,600
Change-60,600 (-100%)
Value$0 (-$490.3K)
Filed 2025-11-10
NewEdge Advisors, LLC
CLOSED
Shares0 from 60,352
Change-60,352 (-100%)
Value$0 (-$488.2K)
Filed 2025-11-17
Cohen & Steers, Inc.
CLOSED
Shares0 from 60,000
Change-60,000 (-100%)
Value$0 (-$485)
Filed 2025-11-14
Uncommon Cents Investing Inc
CLOSED
Shares0 from 57,450
Change-57,450 (-100%)
Value$0 (-$464.8K)
Filed 2025-10-16
Cetera Investment Advisers
CLOSED
Shares0 from 50,026
Change-50,026 (-100%)
Value$0 (-$404.7K)
Filed 2025-11-14
Jane Street Group, LLC
CLOSED
Shares0 from 49,488
Change-49,488 (-100%)
Value$0 (-$400.4K)
Filed 2025-11-14
Wetherby Asset Management Inc
CLOSED
Shares0 from 47,165
Change-47,165 (-100%)
Value$0 (-$381.6K)
Filed 2025-11-14
MRA Advisory Group
CLOSED
Shares0 from 41,033
Change-41,033 (-100%)
Value$0 (-$332.0K)
Filed 2025-11-07
Compound Planning, Inc.
CLOSED
Shares0 from 39,585
Change-39,585 (-100%)
Value$0 (-$320.2K)
Filed 2025-11-10
Raymond James Financial Inc
CLOSED
Shares0 from 38,349
Change-38,349 (-100%)
Value$0 (-$310.2K)
Filed 2025-11-14
Quarry LP
CLOSED
Shares0 from 35,068
Change-35,068 (-100%)
Value$0 (-$283.7K)
Filed 2025-11-14
Royal Bank of Canada
CLOSED
Shares0 from 33,771
Change-33,771 (-100%)
Value$0 (-$273.0K)
Filed 2025-11-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 31,915
Change-31,915 (-100%)
Value$0 (-$258.2K)
Filed 2025-10-28
HRT Financial LP
CLOSED
Shares0 from 28,870
Change-28,870 (-100%)
Value$0 (-$233)
Filed 2025-11-14
Walled Lake Planning & Wealth Management, LLC
CLOSED
Shares0 from 26,900
Change-26,900 (-100%)
Value$0 (-$217.6K)
Filed 2025-11-12
MML Investors Services, LLC
CLOSED
Shares0 from 26,547
Change-26,547 (-100%)
Value$0 (-$215)
Filed 2025-11-14
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 24,847
Change-24,847 (-100%)
Value$0 (-$201.0K)
Filed 2025-11-10
Virtu Financial LLC
CLOSED
Shares0 from 24,243
Change-24,243 (-100%)
Value$0 (-$196)
Filed 2025-11-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 23,808
Change-23,808 (-100%)
Value$0 (-$192.6K)
Filed 2025-11-14
Integrated Capital Management, Inc.
CLOSED
Shares0 from 23,657
Change-23,657 (-100%)
Value$0 (-$191.4K)
Filed 2025-10-08
Collaborative Wealth Managment Inc.
CLOSED
Shares0 from 16,206
Change-16,206 (-100%)
Value$0 (-$131.1K)
Filed 2025-11-07
Apollon Wealth Management, LLC
CLOSED
Shares0 from 14,225
Change-14,225 (-100%)
Value$0 (-$115.1K)
Filed 2025-10-17
Bank of America Corp
CLOSED
Shares0 from 14,079
Change-14,079 (-100%)
Value$0 (-$113.9K)
Filed 2026-02-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 13,600
Change-13,600 (-100%)
Value$0 (-$109.5K)
Filed 2025-10-31
CoreCap Advisors, LLC
CLOSED
Shares0 from 11,459
Change-11,459 (-100%)
Value$0 (-$92.7K)
Filed 2025-10-22
Spire Wealth Management
CLOSED
Shares0 from 4,482
Change-4,482 (-100%)
Value$0 (-$36.3K)
Filed 2025-10-23
Principal Securities, Inc.
CLOSED
Shares0 from 4,447
Change-4,447 (-100%)
Value$0 (-$36.0K)
Filed 2025-11-12
Barrett & Company, Inc.
CLOSED
Shares0 from 3,500
Change-3,500 (-100%)
Value$0 (-$28.3K)
Filed 2025-10-31
Beacon Capital Management, LLC
CLOSED
Shares0 from 2,855
Change-2,855 (-100%)
Value$0 (-$23.1K)
Filed 2025-11-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,263
Change-2,263 (-100%)
Value$0 (-$18.3K)
Filed 2025-10-09
Gen-Wealth Partners Inc
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$17.1K)
Filed 2025-11-14
Activest Wealth Management
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$17.0K)
Filed 2025-11-03
Ransom Advisory, Ltd
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$14.2K)
Filed 2025-10-07
Berthel, Fisher & Company Financial Services, Inc.
CLOSED
Shares0 from 1,339
Change-1,339 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-30
Comerica Bank
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$2.4K)
Filed 2025-11-14
Clearstead Advisors, LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$259)
Filed 2025-11-10
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
XTX Topco Ltd
INCREASED35,66528,931+6,734+23%$234.1K$0-$234.1K2025-11-14
Osaic Holdings, Inc.
DECREASED16,32118,771-2,450-13%$151.9K$135.8K-$16.1K2025-11-14
IFP Advisors, Inc
UNCHANGED50350300%$4.1K$4.3K+$1912026-02-06
Almitas Capital LLC
CLOSED01,604,088-1,604,088-100%$13.0M$0-$13.0M2025-11-17
SIT Investment Associates Inc
CLOSED01,336,272-1,336,272-100%$10.8K$0-$10.8K2025-11-13
Flagship Harbor Advisors, LLC
CLOSED01,014,686-1,014,686-100%$8.2M$0-$8.2M2025-11-05
Pathstone Holdings, LLC
CLOSED0685,059-685,059-100%$5.5M$0-$5.5M2025-11-13
Invesco Ltd.
CLOSED0532,002-532,002-100%$4.3M$0-$4.3M2025-11-13
Advisors Asset Management, Inc.
CLOSED0527,621-527,621-100%$4.3M$0-$4.3M2026-08-26
UBS Group AG
CLOSED0479,653-479,653-100%$3.9M$0-$3.9M2025-11-13
Guggenheim Capital LLC
CLOSED0478,784-478,784-100%$3.9M$0-$3.9M2025-11-13
Wells Fargo & Company
CLOSED0453,917-453,917-100%$3.7M$0-$3.7M2025-11-13
Saba Capital Management, L.P.A
CLOSED0350,342-350,342-100%$2.8M$0-$2.8M2025-11-14
CSS LLC
CLOSED0278,444-278,444-100%$2.3M$0-$2.3M2025-11-13
Logan Stone Capital, LLC
CLOSED0277,812-277,812-100%$2.2M$0-$2.2M2025-11-14
Envestnet Asset Management Inc
CLOSED0192,637-192,637-100%$1.6M$0-$1.6M2025-11-05
LPL Financial LLC
CLOSED0159,645-159,645-100%$1.3M$0-$1.3M2025-11-12
Capital Investment Advisors, LLC
CLOSED0156,433-156,433-100%$1.3M$0-$1.3M2025-10-23
Morgan Stanley
CLOSED0149,423-149,423-100%$1.2M$0-$1.2M2026-05-27
Balyasny Asset Management L.P.
CLOSED0146,870-146,870-100%$1.2M$0-$1.2M2025-11-14
Park Avenue Securities LLC
CLOSED0121,282-121,282-100%$981$0-$9812025-10-23
Absolute Investment Advisers, LLC
CLOSED0113,227-113,227-100%$916.0K$0-$916.0K2025-10-20
Rockefeller Capital Management L.P.
CLOSED093,229-93,229-100%$754.2K$0-$754.2K2025-11-14
Readystate Asset Management LP
CLOSED073,966-73,966-100%$598.4K$0-$598.4K2025-11-07
NorthCoast Asset Management LLC
CLOSED060,600-60,600-100%$490.3K$0-$490.3K2025-11-10
NewEdge Advisors, LLC
CLOSED060,352-60,352-100%$488.2K$0-$488.2K2025-11-17
Cohen & Steers, Inc.
CLOSED060,000-60,000-100%$485$0-$4852025-11-14
Uncommon Cents Investing Inc
CLOSED057,450-57,450-100%$464.8K$0-$464.8K2025-10-16
Cetera Investment Advisers
CLOSED050,026-50,026-100%$404.7K$0-$404.7K2025-11-14
Jane Street Group, LLC
CLOSED049,488-49,488-100%$400.4K$0-$400.4K2025-11-14
Wetherby Asset Management Inc
CLOSED047,165-47,165-100%$381.6K$0-$381.6K2025-11-14
MRA Advisory Group
CLOSED041,033-41,033-100%$332.0K$0-$332.0K2025-11-07
Compound Planning, Inc.
CLOSED039,585-39,585-100%$320.2K$0-$320.2K2025-11-10
Raymond James Financial Inc
CLOSED038,349-38,349-100%$310.2K$0-$310.2K2025-11-14
Quarry LP
CLOSED035,068-35,068-100%$283.7K$0-$283.7K2025-11-14
Royal Bank of Canada
CLOSED033,771-33,771-100%$273.0K$0-$273.0K2025-11-14
Wolverine Asset Management LLC
CLOSED031,915-31,915-100%$258.2K$0-$258.2K2025-10-28
HRT Financial LP
CLOSED028,870-28,870-100%$233$0-$2332025-11-14
Walled Lake Planning & Wealth Management, LLC
CLOSED026,900-26,900-100%$217.6K$0-$217.6K2025-11-12
MML Investors Services, LLC
CLOSED026,547-26,547-100%$215$0-$2152025-11-14
Clear Creek Financial Management, LLC
CLOSED024,847-24,847-100%$201.0K$0-$201.0K2025-11-10
Virtu Financial LLC
CLOSED024,243-24,243-100%$196$0-$1962025-11-14
Susquehanna International Group, LLP
CLOSED023,808-23,808-100%$192.6K$0-$192.6K2025-11-14
Integrated Capital Management, Inc.
CLOSED023,657-23,657-100%$191.4K$0-$191.4K2025-10-08
Collaborative Wealth Managment Inc.
CLOSED016,206-16,206-100%$131.1K$0-$131.1K2025-11-07
Apollon Wealth Management, LLC
CLOSED014,225-14,225-100%$115.1K$0-$115.1K2025-10-17
Bank of America Corp
CLOSED014,079-14,079-100%$113.9K$0-$113.9K2026-02-03
International Assets Investment Management, LLC
CLOSED013,600-13,600-100%$109.5K$0-$109.5K2025-10-31
CoreCap Advisors, LLC
CLOSED011,459-11,459-100%$92.7K$0-$92.7K2025-10-22
Spire Wealth Management
CLOSED04,482-4,482-100%$36.3K$0-$36.3K2025-10-23
Principal Securities, Inc.
CLOSED04,447-4,447-100%$36.0K$0-$36.0K2025-11-12
Barrett & Company, Inc.
CLOSED03,500-3,500-100%$28.3K$0-$28.3K2025-10-31
Beacon Capital Management, LLC
CLOSED02,855-2,855-100%$23.1K$0-$23.1K2025-11-07
AdvisorNet Financial, Inc
CLOSED02,263-2,263-100%$18.3K$0-$18.3K2025-10-09
Gen-Wealth Partners Inc
CLOSED02,115-2,115-100%$17.1K$0-$17.1K2025-11-14
Activest Wealth Management
CLOSED02,100-2,100-100%$17.0K$0-$17.0K2025-11-03
Ransom Advisory, Ltd
CLOSED01,750-1,750-100%$14.2K$0-$14.2K2025-10-07
Berthel, Fisher & Company Financial Services, Inc.
CLOSED01,339-1,339-100%$10.8K$0-$10.8K2026-10-30
Comerica Bank
CLOSED0300-300-100%$2.4K$0-$2.4K2025-11-14
Clearstead Advisors, LLC
CLOSED032-32-100%$259$0-$2592025-11-10
Proequities, Inc.
N/A—00—$0———
Showing 61 of 61 institutions