CUSIP 95766R104
WESTERN AST INFL LKD OPP & I
123 institutions · $185.8M total · 21,801,177 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,545,295 | $39.0M | 20.84% | 2025-12-31 |
| 2 | WELLS FARGO & COMPANY/MN | 1,416,934 | $12.2M | 6.49% | 2025-12-31 |
| 3 | 1607 Capital Partners, LLC | 1,192,990 | $10.2M | 5.47% | 2025-12-31 |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1,128,954 | $9.7M | 5.17% | 2025-12-31 |
| 5 | Allspring Global Investments Holdings, LLC | 1,075,268 | $9.2M | 4.93% | 2025-12-31 |
| 6 | PenderFund Capital Management Ltd. | 1,015,397 | $8.7M | 4.65% | 2025-12-31 |
| 7 | Private Advisor Group, LLC | 974,328 | $8.4M | 4.46% | 2025-12-31 |
| 8 | GUGGENHEIM CAPITAL LLC | 912,062 | $7.8M | 4.18% | 2025-12-31 |
| 9 | Invesco Ltd. | 875,400 | $7.5M | 4.01% | 2025-12-31 |
| 10 | BANK OF AMERICA CORP /DE/ | 772,040 | $6.9M | 3.54% | 2025-12-31 |
| 11 | LPL Financial LLC | 738,455 | $6.3M | 3.38% | 2025-12-31 |
| 12 | Baird Financial Group, Inc. | 552,268 | $4.7M | 2.53% | 2025-12-31 |
| 13 | HighTower Advisors, LLC | 491,551 | $4.2M | 2.25% | 2025-12-31 |
| 14 | CAPSTONE INVESTMENT ADVISORS, LLC | 462,748 | $4.0M | 2.12% | 2025-12-31 |
| 15 | Saba Capital Management, L.P. | 424,577 | $3.6M | 1.94% | 2025-12-31 |
| 16 | FIRST TRUST ADVISORS LP | 321,997 | $2.8M | 1.47% | 2025-12-31 |
| 17 | OSAIC HOLDINGS, INC. | 286,152 | $2.5M | 1.31% | 2025-12-31 |
| 18 | STIFEL FINANCIAL CORP | 267,636 | $2.3M | 1.22% | 2025-12-31 |
| 19 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 238,911 | $2.1M | 1.09% | 2025-12-31 |
| 20 | RIVERBRIDGE PARTNERS LLC | 235,630 | $2.0M | 1.08% | 2025-12-31 |
| 21 | Matisse Capital | 230,000 | $2.0M | 1.05% | 2025-12-31 |
| 22 | Atala Financial Inc | 187,584 | $1.6M | 0.86% | 2025-12-31 |
| 23 | TrueMark Investments, LLC | 180,960 | $1.6M | 0.83% | 2025-12-31 |
| 24 | RAYMOND JAMES FINANCIAL INC | 179,329 | $1.5M | 0.82% | 2025-12-31 |
| 25 | Ionic Capital Management LLC | 170,464 | $1.5M | 0.78% | 2025-12-31 |
| 26 | NWF Advisory Services Inc. | 156,250 | $1.4M | 0.71% | 2025-09-30 |
| 27 | Closed-End Fund Advisors, Inc. | 138,451 | $1.2M | 0.63% | 2025-12-31 |
| 28 | ROBERTS GLORE & CO INC /IL/ | 137,954 | $1.2M | 0.63% | 2025-12-31 |
| 29 | Summit Financial, LLC | 121,444 | $1.0M | 0.55% | 2025-12-31 |
| 30 | Wakefield Asset Management LLLP | 105,428 | $905.6K | 0.48% | 2025-12-31 |
| 31 | Cutler Capital Management, LLC | 103,892 | $892.4K | 0.47% | 2025-12-31 |
| 32 | Dynamic Advisor Solutions LLC | 101,624 | $872.9K | 0.46% | 2025-12-31 |
| 33 | GRACE & WHITE INC /NY | 97,961 | $841.5K | 0.44% | 2025-12-31 |
| 34 | STANSBERRY ASSET MANAGEMENT, LLC | 86,419 | $768.3K | 0.39% | 2025-09-30 |
| 35 | Royal Bank of Canada | 86,400 | $742.0K | 0.39% | 2025-12-31 |
| 36 | OPPENHEIMER & CO INC | 83,600 | $718.1K | 0.38% | 2025-12-31 |
| 37 | TWIN FOCUS CAPITAL PARTNERS, LLC | 83,413 | $716.5K | 0.38% | 2025-12-31 |
| 38 | READYSTATE ASSET MANAGEMENT LP | 80,982 | $695.6K | 0.37% | 2025-12-31 |
| 39 | U.S. Capital Wealth Advisors, LLC | 76,906 | $683.7K | 0.35% | 2025-09-30 |
| 40 | UBS Group AG | 76,565 | $657.7K | 0.35% | 2025-12-31 |
| 41 | HBW ADVISORY SERVICES LLC | 72,118 | $619.5K | 0.33% | 2025-12-31 |
| 42 | Cetera Investment Advisers | 71,670 | $615.6K | 0.32% | 2025-12-31 |
| 43 | ROBINSON CAPITAL MANAGEMENT, LLC | 68,910 | $591.9K | 0.31% | 2025-12-31 |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 56,118 | $482.1K | 0.25% | 2025-12-31 |
| 45 | Concorde Asset Management, LLC | 55,250 | $474.6K | 0.25% | 2025-12-31 |
| 46 | COMERICA BANK | 46,510 | $399.5K | 0.21% | 2025-12-31 |
| 47 | JANE STREET GROUP, LLC | 35,170 | $302.1K | 0.16% | 2025-12-31 |
| 48 | UHLMANN PRICE SECURITIES, LLC | 34,917 | $299.9K | 0.16% | 2025-12-31 |
| 49 | HOLLENCREST CAPITAL MANAGEMENT | 34,406 | $295.5K | 0.15% | 2025-12-31 |
| 50 | Hennion & Walsh Asset Management, Inc. | 33,182 | $291.7K | 0.15% | 2025-03-31 |
| 51 | BlackDiamond Wealth Management, LLC | 30,624 | $265.2K | 0.14% | 2025-12-31 |
| 52 | Clear Creek Financial Management, LLC | 28,900 | $253.2K | 0.13% | 2025-06-30 |
| 53 | WOLVERINE ASSET MANAGEMENT LLC | 27,991 | $240.4K | 0.12% | 2025-12-31 |
| 54 | Fiera Capital Corp | 26,897 | $231.0K | 0.12% | 2025-12-31 |
| 55 | Global Retirement Partners, LLC | 26,639 | $228.8K | 0.12% | 2025-12-31 |
| 56 | Mariner, LLC | 23,477 | $201.7K | 0.10% | 2025-12-31 |
| 57 | Almitas Capital LLC | 22,523 | $198.0K | 0.10% | 2025-03-31 |
| 58 | Traub Capital Management LLC | 21,612 | $192.1K | 0.09% | 2025-09-30 |
| 59 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,917 | $179.7K | 0.09% | 2025-12-31 |
| 60 | Merit Financial Group, LLC | 18,854 | $162.0K | 0.08% | 2025-12-31 |
| 61 | MML INVESTORS SERVICES, LLC | 18,618 | $159.9K | 0.08% | 2025-12-31 |
| 62 | Steward Partners Investment Advisory, LLC | 18,305 | $157.2K | 0.08% | 2025-12-31 |
| 63 | Arnhold LLC | 17,500 | $153.8K | 0.08% | 2025-03-31 |
| 64 | CITADEL ADVISORS LLC | 17,819 | $153.1K | 0.08% | 2025-12-31 |
| 65 | VERUS CAPITAL PARTNERS, LLC | 17,210 | $147.8K | 0.07% | 2025-12-31 |
| 66 | GRIES FINANCIAL LLC | 16,126 | $143.4K | 0.07% | 2025-09-30 |
| 67 | Sowell Financial Services LLC | 16,633 | $142.9K | 0.07% | 2025-12-31 |
| 68 | ACCREDITED INVESTOR SERVICES, LLC | 16,259 | $139.7K | 0.07% | 2025-12-31 |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,557 | $136.7K | 0.07% | 2025-03-31 |
| 70 | Moors & Cabot, Inc. | 15,000 | $131.8K | 0.06% | 2025-03-31 |
| 71 | PFG Investments, LLC | 15,339 | $131.8K | 0.07% | 2025-12-31 |
| 72 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14,829 | $127.4K | 0.06% | 2025-12-31 |
| 73 | Walleye Capital LLC | 14,423 | $126.3K | 0.06% | 2025-06-30 |
| 74 | Elequin Capital, LP | 12,704 | $111.7K | 0.05% | 2025-03-31 |
| 75 | NORTHERN TRUST CORP | 12,000 | $105.5K | 0.05% | 2025-03-31 |
| 76 | DKM Wealth Management, Inc. | 12,000 | $103.1K | 0.05% | 2025-12-31 |
| 77 | GatePass Capital, LLC | 11,500 | $100.7K | 0.05% | 2025-09-30 |
| 78 | XTX Topco Ltd | 11,722 | $100.7K | 0.05% | 2025-12-31 |
| 79 | Mezzasalma Advisors, LLC | 11,570 | $99.3K | 0.05% | 2025-12-31 |
| 80 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11,141 | $95.7K | 0.05% | 2025-12-31 |
| 81 | Pinnacle Wealth Planning Services, Inc. | 10,950 | $94.1K | 0.05% | 2025-12-31 |
| 82 | TWO SIGMA SECURITIES, LLC | 10,864 | $93.3K | 0.04% | 2025-12-31 |
| 83 | StoneX Group Inc. | 10,369 | $91.1K | 0.04% | 2025-06-30 |
| 84 | WealthShield Partners, LLC | 10,000 | $87.6K | 0.04% | 2025-06-30 |
| 85 | Advisory Services Network, LLC | 7,680 | $68.3K | 0.03% | 2025-09-30 |
| 86 | Kestra Advisory Services, LLC | 7,424 | $63.8K | 0.03% | 2025-12-31 |
| 87 | US BANCORP \DE\ | 6,746 | $60.0K | 0.03% | 2025-09-30 |
| 88 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,924 | $59.5K | 0.03% | 2025-12-31 |
| 89 | Hara Capital LLC | 6,774 | $58.2K | 0.03% | 2025-12-31 |
| 90 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,545 | $56.2K | 0.03% | 2025-12-31 |
| 91 | WPG Advisers, LLC | 5,261 | $45.2K | 0.02% | 2025-12-31 |
| 92 | North Star Investment Management Corp. | 5,112 | $43.9K | 0.02% | 2025-12-31 |
| 93 | Turim 21 Investimentos Ltda. | 5,030 | $43.2K | 0.02% | 2025-12-31 |
| 94 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 3,000 | $25.8K | 0.01% | 2025-12-31 |
| 95 | GABLES CAPITAL MANAGEMENT INC. | 2,364 | $20.3K | 0.01% | 2025-12-31 |
| 96 | Tortoise Investment Management, LLC | 2,190 | $19.5K | 0.01% | 2025-09-30 |
| 97 | NewEdge Advisors, LLC | 1,968 | $16.9K | 0.00% | 2025-12-31 |
| 98 | MAI Capital Management | 1,670 | $14.3K | 0.00% | 2025-12-31 |
| 99 | Glass Jacobson Investment Advisors llc | 1,500 | $12.4K | 0.00% | 2025-03-31 |
| 100 | Federation des caisses Desjardins du Quebec | 1,000 | $8.6K | 0.00% | 2025-12-31 |
| 101 | Key Financial Inc | 708 | $6.1K | 0.00% | 2025-12-31 |
| 102 | Strive Financial Group ,LLC | 582 | $5.0K | 0.00% | 2025-12-31 |
| 103 | IFP Advisors, Inc | 500 | $4.4K | 0.00% | 2025-12-31 |
| 104 | EVERMAY WEALTH MANAGEMENT LLC | 500 | $4.4K | 0.00% | 2025-06-30 |
| 105 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 500 | $4.3K | 0.00% | 2025-12-31 |
| 106 | EverSource Wealth Advisors, LLC | 400 | $3.5K | 0.00% | 2025-03-31 |
| 107 | Allworth Financial LP | 300 | $2.7K | 0.00% | 2025-12-31 |
| 108 | HIGHLINE WEALTH PARTNERS LLC | 250 | $2.1K | 0.00% | 2025-12-31 |
| 109 | Sandy Spring Bank | 200 | $1.8K | 0.00% | 2025-03-31 |
| 110 | Atlantic Union Bankshares Corp | 200 | $1.7K | 0.00% | 2025-12-31 |
| 111 | MCGUIRE CAPITAL ADVISORS INC | 117 | $1.0K | 0.00% | 2025-12-31 |
| 112 | Janney Montgomery Scott LLC | 106,945 | $919 | 0.49% | 2025-12-31 |
| 113 | FLAGSHIP HARBOR ADVISORS, LLC | 100 | $859 | 0.00% | 2025-12-31 |
| 114 | Geneos Wealth Management Inc. | 84 | $722 | 0.00% | 2025-12-31 |
| 115 | BFSG, LLC | 75 | $645 | 0.00% | 2025-12-31 |
| 116 | SIT INVESTMENT ASSOCIATES INC | 50,481 | $434 | 0.23% | 2025-12-31 |
| 117 | HRT FINANCIAL LP | 18,365 | $157 | 0.08% | 2025-12-31 |
| 118 | PARK AVENUE SECURITIES LLC | 14,221 | $122 | 0.06% | 2025-12-31 |
| 119 | PEAPACK GLADSTONE FINANCIAL CORP | 12,377 | $108 | 0.05% | 2025-06-30 |
| 120 | Cambridge Investment Research Advisors, Inc. | 12,000 | $105 | 0.05% | 2025-06-30 |
| 121 | Bogart Wealth, LLC | 5 | $41 | 0.00% | 2025-12-31 |
| 122 | CWM, LLC | 1,737 | $15 | 0.00% | 2025-12-31 |
| 123 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |