FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.790.04%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV7.3
Feels32.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:50 PM
CUSIP 95766Q106

WESTERN ASST INFLTN LKD INM

76 institutions · $103.1M total · 11,884,941 shares

#ManagerSharesValue% of TotalPeriod
1Karpus Management, Inc.8,143,596$67.3M68.52%2025-12-31
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16,168$5.2M0.13%2025-12-31
3Baird Financial Group, Inc.467,023$3.9M3.92%2025-12-31
4GUGGENHEIM CAPITAL LLC325,162$2.7M2.73%2025-12-31
5Wakefield Asset Management LLLP316,360$2.6M2.66%2025-12-31
6Private Advisor Group, LLC217,773$1.8M1.83%2025-12-31
7RHS Financial, LLC188,625$1.6M1.58%2025-12-31
8Integrated Wealth Concepts LLC183,101$1.5M1.54%2025-12-31
9STIFEL FINANCIAL CORP164,285$1.4M1.38%2025-12-31
10ROBERTS GLORE & CO INC /IL/116,177$960.8K0.97%2025-12-31
11BANK OF AMERICA CORP /DE/109,763$924.2K0.92%2025-12-31
12MORGAN STANLEY108,581$898.0K0.91%2025-12-31
13Dakota Wealth Management102,793$850.1K0.86%2025-12-31
14PenderFund Capital Management Ltd.96,300$793.5K0.81%2025-12-31
15Almitas Capital LLC72,863$602.6K0.61%2025-12-31
16Aviance Capital Partners, LLC68,300$564.8K0.57%2025-12-31
17WELLS FARGO & COMPANY/MN66,727$551.8K0.56%2025-12-31
18UBS Group AG64,763$535.6K0.54%2025-12-31
19Rock Point Advisors, LLC58,968$487.7K0.49%2025-12-31
20Atlas Wealth LLC60,571$485.8K0.50%2024-06-30
21Alpine Global Management, LLC54,400$458.0K0.45%2025-09-30
22Matisse Capital53,254$440.4K0.44%2025-12-31
23Concorde Asset Management, LLC47,150$406.9K0.39%2024-03-31
24Realta Investment Advisors49,787$398.8K0.41%2024-06-30
25OSAIC HOLDINGS, INC.44,467$367.7K0.37%2025-12-31
26GRACE & WHITE INC /NY41,110$340.0K0.34%2025-12-31
27CREATIVE FINANCIAL DESIGNS INC /ADV38,573$319.0K0.32%2025-12-31
28Quadcap Wealth Management, LLC38,445$317.9K0.32%2025-12-31
29LPL Financial LLC34,960$289.1K0.29%2025-12-31
30CAPSTONE INVESTMENT ADVISORS, LLC33,548$277.4K0.28%2025-12-31
31Mezzasalma Advisors, LLC33,632$277.1K0.28%2025-12-31
32ROBINSON CAPITAL MANAGEMENT, LLC31,111$257.3K0.26%2025-12-31
33RAYMOND JAMES & ASSOCIATES29,798$254.8K0.25%2024-09-30
34RAYMOND JAMES FINANCIAL INC27,835$230.2K0.23%2025-12-31
35PFG Investments, LLC24,000$201.6K0.20%2025-06-30
36Vestmark Advisory Solutions, Inc.22,350$184.8K0.18%2025-12-31
37ELEVATION POINT WEALTH PARTNERS, LLC22,350$184.8K0.18%2025-12-31
38OPPENHEIMER & CO INC21,821$180.5K0.18%2025-12-31
39Thomas J. Herzfeld Advisors, Inc.20,900$178.7K0.17%2024-09-30
40Fiera Capital Corp20,107$166.3K0.16%2025-12-31
41TRANSCEND CAPITAL ADVISORS, LLC19,150$159.8K0.16%2025-03-31
42RIVERNORTH CAPITAL MANAGEMENT, LLC18,606$156.7K0.15%2025-09-30
43UHLMANN PRICE SECURITIES, LLC17,833$147.5K0.15%2025-12-31
44NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,546$145.1K0.14%2025-12-31
45READYSTATE ASSET MANAGEMENT LP13,680$115.2K0.11%2025-09-30
46HighTower Advisors, LLC13,310$110.1K0.11%2025-12-31
47CSS LLC/IL13,072$109.1K0.10%2025-03-31
48MELFA WEALTH MANAGEMENT, INC.12,298$101.7K0.10%2025-12-31
49Arnhold LLC12,654$101.2K0.10%2024-12-31
50SMITH, MOORE & CO.11,372$94.0K0.09%2025-12-31
51North Ground Capital10,892$90.1K0.09%2025-12-31
52ENVESTNET ASSET MANAGEMENT INC10,306$85.2K0.08%2025-12-31
53&PARTNERS10,306$85.2K0.08%2025-12-31
54WOLVERINE ASSET MANAGEMENT LLC6,960$58.6K0.05%2025-09-30
55LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,041$50.7K0.05%2025-06-30
56Steward Partners Investment Advisory, LLC5,200$43.0K0.04%2025-12-31
57Royal Bank of Canada3,618$30.0K0.03%2025-12-31
58BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,695$22.3K0.02%2025-12-31
59ROTHSCHILD INVESTMENT LLC2,000$16.5K0.01%2025-12-31
60Elequin Capital, LP1,907$15.9K0.01%2025-03-31
61JPMORGAN CHASE & CO1,755$14.3K0.01%2024-12-31
62MAI Capital Management1,182$9.5K0.00%2024-12-31
63Fortis Group Advisors, LLC866$7.2K0.00%2025-12-31
64NewEdge Advisors, LLC428$3.4K0.00%2024-06-30
65HIGHLINE WEALTH PARTNERS LLC400$3.3K0.00%2025-12-31
66PFS Partners, LLC314$2.5K0.00%2024-12-31
67COMERICA BANK161$1.3K0.00%2025-12-31
68Geneos Wealth Management Inc.67$5590.00%2025-03-31
69FLAGSHIP HARBOR ADVISORS, LLC56$4670.00%2025-12-31
70Pinnacle Wealth Planning Services, Inc.55$4550.00%2025-12-31
71Coppell Advisory Solutions LLC55$4380.00%2024-12-31
72WPG Advisers, LLC52$4160.00%2025-03-31
73Janney Montgomery Scott LLC31,781$2540.26%2024-12-31
74BESSEMER GROUP INC789$60.00%2024-12-31
75CWM, LLC37$00.00%2025-06-30
76CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30