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Western Asset Infl-Link SEC (XWIAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
RHS Financial, LLC
INCREASED
Shares254,860 from 231,357
Change+23,503 (+10%)
Value$1.9M (+$58.6K)
Filed 2026-10-13
Wakefield Asset Management Lllp
INCREASED
Shares166,681 from 157,757
Change+8,924 (+6%)
Value$1.3M (-$14.1K)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares70,727 from 71,252
Change-525 (-1%)
Value$538.2K (-$41.0K)
Filed 2026-10-29
Matisse Capital
UNCHANGED
Shares53,254 from 53,254
Change0 (0%)
Value$405.3K (-$27.7K)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares45,657 from 44,555
Change+1,102 (+2%)
Value$347.4K (-$14.8K)
Filed 2026-11-06
Grace & White Inc
UNCHANGED
Shares41,110 from 41,110
Change0 (0%)
Value$312.8K (-$21.4K)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares38,573 from 38,573
Change0 (0%)
Value$293.5K (-$20.1K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
INCREASED
Shares33,333 from 32,791
Change+542 (+2%)
Value$253.7K (-$12.9K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares23,500 from 27,245
Change-3,745 (-14%)
Value$178.8K (-$42.7K)
Filed 2026-11-02
Uhlmann Price Securities, LLC
INCREASED
Shares18,129 from 17,779
Change+350 (+2%)
Value$138.0K (-$6.6K)
Filed 2026-11-03
Oppenheimer & Co Inc
UNCHANGED
Shares18,121 from 18,121
Change0 (0%)
Value$137.9K (-$9.4K)
Filed 2026-10-26
Melfa Wealth Management, Inc.
UNCHANGED
Shares12,298 from 12,298
Change0 (0%)
Value$93.6K (-$6.4K)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares10,331 from 10,434
Change-103 (-1%)
Value$78.6K (-$6.2K)
Filed 2026-11-10
PNC Financial Services Group, Inc.
NEW
Shares9,500
Change+9,500
Value$72.3K
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,695 from 2,695
Change0 (0%)
Value$20.5K (-$1.4K)
Filed 2026-10-29
Fortis Group Advisors, LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$6.6K (-$451)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$3.0K (-$208)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares75 from 108
Change-33 (-31%)
Value$569 (-$309)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 20,750
Change-20,750 (-100%)
Value$0 (-$168.7K)
Filed 2026-11-05
Nations Financial Group Inc,
CLOSED
Shares0 from 13,693
Change-13,693 (-100%)
Value$0 (-$111.3K)
Filed 2026-11-05
Wolverine Asset Management LLC
CLOSED
Shares0 from 12,962
Change-12,962 (-100%)
Value$0 (-$105.4K)
Filed 2026-11-02
Karpus Management, Inc.
N/A
Shares— from 8,648,798
Change-8,648,798 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 489,169
Change-489,169 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 460,160
Change-460,160 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 246,350
Change-246,350 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 175,858
Change-175,858 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 165,070
Change-165,070 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 145,633
Change-145,633 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 133,147
Change-133,147 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 112,932
Change-112,932 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 103,800
Change-103,800 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 103,289
Change-103,289 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 98,455
Change-98,455 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 96,824
Change-96,824 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 91,804
Change-91,804 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 73,300
Change-73,300 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 64,627
Change-64,627 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 56,732
Change-56,732 (-100%)
Value—
UBS Group AG
N/A
Shares— from 37,521
Change-37,521 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 33,548
Change-33,548 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 31,111
Change-31,111 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 25,370
Change-25,370 (-100%)
Value—
&partners
N/A
Shares— from 25,370
Change-25,370 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 20,750
Change-20,750 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,429
Change-18,429 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,557
Change-15,557 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 11,372
Change-11,372 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,234
Change-10,234 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Status
RHS Financial, LLC
INCREASED254,860231,357+23,503+10%$1.9M$1.9M+$58.6K2026-10-13
Wakefield Asset Management Lllp
INCREASED166,681157,757+8,924+6%$1.3M$1.3M-$14.1K2026-11-05
Aviance Capital Partners, LLC
DECREASED70,72771,252-525-1%$579.3K$538.2K-$41.0K2026-10-29
Matisse Capital
UNCHANGED53,25453,25400%$433.0K$405.3K-$27.7K2026-10-29
LPL Financial LLC
INCREASED45,65744,555+1,102+2%$362.2K$347.4K-$14.8K2026-11-06
Grace & White Inc
UNCHANGED41,11041,11000%$334.2K$312.8K-$21.4K2026-10-23
Creative Financial Designs Inc
UNCHANGED38,57338,57300%$313.6K$293.5K-$20.1K2026-11-04
Mezzasalma Advisors, LLC
INCREASED33,33332,791+542+2%$266.6K$253.7K-$12.9K2026-10-14
Quadcap Wealth Management, LLC
DECREASED23,50027,245-3,745-14%$221.5K$178.8K-$42.7K2026-11-02
Uhlmann Price Securities, LLC
INCREASED18,12917,779+350+2%$144.6K$138.0K-$6.6K2026-11-03
Oppenheimer & Co Inc
UNCHANGED18,12118,12100%$147.3K$137.9K-$9.4K2026-10-26
Melfa Wealth Management, Inc.
UNCHANGED12,29812,29800%$100.0K$93.6K-$6.4K2026-11-06
HighTower Advisors, LLC
DECREASED10,33110,434-103-1%$84.8K$78.6K-$6.2K2026-11-10
PNC Financial Services Group, Inc.
NEW9,500—+9,500——$72.3K—2026-11-06
Blue Bell Private Wealth Management, LLC
UNCHANGED2,6952,69500%$21.9K$20.5K-$1.4K2026-10-29
Fortis Group Advisors, LLC
UNCHANGED86686600%$7.0K$6.6K-$4512026-11-06
Highline Wealth Partners LLC
UNCHANGED40040000%$3.3K$3.0K-$2082026-10-19
Fifth Third Bancorp
DECREASED75108-33-31%$878$569-$3092026-11-05
Elevation Point Wealth Partners, LLC
CLOSED020,750-20,750-100%$168.7K$0-$168.7K2026-11-05
Nations Financial Group Inc,
CLOSED013,693-13,693-100%$111.3K$0-$111.3K2026-11-05
Wolverine Asset Management LLC
CLOSED012,962-12,962-100%$105.4K$0-$105.4K2026-11-02
Karpus Management, Inc.
N/A—8,648,798-8,648,798-100%$70.3M———
Baird Financial Group, Inc.
N/A—489,169-489,169-100%$4.0M———
Atlas Wealth LLC
N/A—460,160-460,160-100%$3.7M———
Private Advisor Group, LLC
N/A—246,350-246,350-100%$2.0M———
Stifel Financial Corp
N/A—175,858-175,858-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—165,070-165,070-100%$1.3M———
Guggenheim Capital LLC
N/A—145,633-145,633-100%$1.2M———
Focus Partners Wealth
N/A—133,147-133,147-100%$1.1M———
Wells Fargo & Company
N/A—112,932-112,932-100%$918.1K———
PenderFund Capital Management Ltd.
N/A—103,800-103,800-100%$842.9K———
Dakota Wealth Management
N/A—103,289-103,289-100%$839.7K———
Bank of America Corp
N/A—98,455-98,455-100%$800.4K———
Roberts Glore & Co Inc
N/A—96,824-96,824-100%$787.2K———
Morgan Stanley
N/A—91,804-91,804-100%$746.4K———
PFG Investments, LLC
N/A—73,300-73,300-100%$595.9K———
Rock Point Advisors, LLC
N/A—64,627-64,627-100%$525.4K———
Almitas Capital LLC
N/A—56,732-56,732-100%$461.2K———
UBS Group AG
N/A—37,521-37,521-100%$305.0K———
Capstone Investment Advisors, LLC
N/A—33,548-33,548-100%$272.7K———
Robinson Capital Management, LLC
N/A—31,111-31,111-100%$252.9K———
Envestnet Asset Management Inc
N/A—25,370-25,370-100%$206.3K———
&partners
N/A—25,370-25,370-100%$206.3K———
Vestmark Advisory Solutions, Inc.
N/A—20,750-20,750-100%$168.7K———
Raymond James Financial Inc
N/A—18,429-18,429-100%$149.8K———
Osaic Holdings, Inc.
N/A—15,557-15,557-100%$126.5K———
Smith, Moore & Co.
N/A—11,372-11,372-100%$92.5K———
Equitable Holdings, Inc.
N/A—10,234-10,234-100%$83.2K———
Steward Partners Investment Advisory, LLC
N/A—5,200-5,200-100%$42.3K———
Royal Bank of Canada
N/A—3,023-3,023-100%$25.0K———
Rothschild Investment LLC
N/A—2,000-2,000-100%$16.3K———
BFC Planning, Inc.
N/A—860-860-100%$7.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—860-860-100%$7.0K———
Whittier Trust Co of Nevada Inc
N/A—147-147-100%$1.2K———
Rockefeller Capital Management L.P.
N/A—71-71-100%$577———
Showing 55 of 55 institutions