Funds holding Western Asset Diversified Income Fund
6 funds declare a position · 3 ETFs and 3 other funds · 21.9M $ · US95790K1097
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Amplify CEF High Income ETF Amplify ETF Trust | 1,408,268 | 18.9M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| 2 | First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII | 117,640 | 1.6M $ | 2.19 % | as of Feb 28, 2026 · Original filing |
| 3 | Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 49,667 | 694.8K $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 4 | LoCorr Spectrum Income Fund LoCorr Investment Trust | 43,951 | 590.7K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 5 | Multi-Hedge Strategies Fund Rydex Variable Trust | 193 | 2.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 73 | 981.1 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
66 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 4,411,806 | 59.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 964,082 | 13M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 686,930 | 9.2M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 473,962 | 6.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 427,372 | 5.7M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 249,563 | 3.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 245,742 | 3.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 243,125 | 3.3M $ | as of Mar 31, 2026 |
| &PARTNERS | 239,895 | 3.2M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 219,457 | 2.9M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 181,772 | 2.4M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 180,091 | 2.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 181,220 | 2.4M $ | as of Mar 31, 2026 |
| Shaker Financial Services, LLC | 151,466 | 2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 107,821 | 1.4M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 82,102 | 1.1M $ | as of Mar 31, 2026 |
| OPPENHEIMER & CO INC | 59,622 | 801.3K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 52,380 | 704K $ | as of Mar 31, 2026 |
| Bramshill Investments, LLC | 46,888 | 630.2K $ | as of Mar 31, 2026 |
| READYSTATE ASSET MANAGEMENT LP | 45,820 | 615.8K $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 45,785 | 615.4K $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 37,769 | 507.6K $ | as of Mar 31, 2026 |
| UBS Group AG | 37,678 | 506.4K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 32,670 | 439.1K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 29,195 | 392.4K $ | as of Mar 31, 2026 |