CUSIP 95766T100
WESTERN ASSET INVESTMENT GRA
64 institutions · $32.6M total · 3,820,040 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 712,889 | $8.9M | 18.66% | 2025-12-31 |
| 2 | SeaBridge Investment Advisors LLC | 275,204 | $3.5M | 7.20% | 2025-09-30 |
| 3 | Hennion & Walsh Asset Management, Inc. | 223,849 | $2.8M | 5.85% | 2025-12-31 |
| 4 | JONES FINANCIAL COMPANIES LLLP | 199,013 | $2.5M | 5.20% | 2025-12-31 |
| 5 | GUGGENHEIM CAPITAL LLC | 187,194 | $2.3M | 4.90% | 2025-12-31 |
| 6 | Fiera Capital Corp | 133,223 | $1.7M | 3.48% | 2025-12-31 |
| 7 | LPL Financial LLC | 75,649 | $944.1K | 1.98% | 2025-12-31 |
| 8 | WOLVERINE ASSET MANAGEMENT LLC | 53,564 | $668.5K | 1.40% | 2025-12-31 |
| 9 | SFI Advisors, LLC | 46,333 | $559.7K | 1.21% | 2024-06-30 |
| 10 | Raymond James Financial Services Advisors, Inc. | 39,468 | $507.6K | 1.03% | 2024-09-30 |
| 11 | RAYMOND JAMES FINANCIAL INC | 39,190 | $489.1K | 1.02% | 2025-12-31 |
| 12 | Shaker Financial Services, LLC | 38,338 | $480.5K | 1.00% | 2025-12-31 |
| 13 | Aviance Capital Partners, LLC | 38,064 | $475.0K | 0.99% | 2025-12-31 |
| 14 | STIFEL FINANCIAL CORP | 36,068 | $450.1K | 0.94% | 2025-12-31 |
| 15 | Baird Financial Group, Inc. | 31,793 | $396.8K | 0.83% | 2025-12-31 |
| 16 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 31,051 | $387.5K | 0.81% | 2025-12-31 |
| 17 | Waverly Advisors, LLC | 29,760 | $382.7K | 0.77% | 2024-09-30 |
| 18 | Tortoise Investment Management, LLC | 30,389 | $365.9K | 0.79% | 2025-06-30 |
| 19 | Allspring Global Investments Holdings, LLC | 27,714 | $359.7K | 0.72% | 2025-06-30 |
| 20 | Meadow Creek Wealth Advisors LLC | 26,483 | $330.5K | 0.69% | 2025-12-31 |
| 21 | MORGAN STANLEY | 22,512 | $280.9K | 0.58% | 2025-12-31 |
| 22 | FMB WEALTH MANAGEMENT | 19,823 | $254.9K | 0.51% | 2024-09-30 |
| 23 | Logan Stone Capital, LLC | 18,620 | $232.4K | 0.48% | 2025-12-31 |
| 24 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 16,860 | $216.8K | 0.44% | 2024-09-30 |
| 25 | Invesco Ltd. | 17,540 | $213.8K | 0.45% | 2024-03-31 |
| 26 | WHITENER CAPITAL MANAGEMENT, INC. | 16,512 | $206.1K | 0.43% | 2025-12-31 |
| 27 | UBS Group AG | 16,152 | $201.6K | 0.42% | 2025-12-31 |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,738 | $196.4K | 0.41% | 2025-12-31 |
| 29 | Emergent Wealth Advisors, LLC | 15,588 | $187.7K | 0.40% | 2025-12-31 |
| 30 | Gilman Hill Asset Management, LLC | 15,000 | $187.2K | 0.39% | 2025-12-31 |
| 31 | TRANSATLANTIQUE PRIVATE WEALTH LLC | 14,400 | $184.6K | 0.37% | 2025-09-30 |
| 32 | StoneX Group Inc. | 13,358 | $167.4K | 0.34% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 12,300 | $153.5K | 0.32% | 2025-12-31 |
| 34 | BANK OF AMERICA CORP /DE/ | 11,819 | $151.5K | 0.30% | 2025-12-31 |
| 35 | AMERIPRISE FINANCIAL INC | 11,536 | $147.9K | 0.30% | 2025-09-30 |
| 36 | Cetera Advisor Networks LLC | 12,392 | $144.1K | 0.32% | 2023-09-30 |
| 37 | Buckingham Strategic Partners | 11,021 | $143.1K | 0.28% | 2025-06-30 |
| 38 | Granite Investment Partners, LLC | 11,132 | $135.7K | 0.29% | 2024-03-31 |
| 39 | Karpus Management, Inc. | 9,081 | $113.3K | 0.23% | 2025-12-31 |
| 40 | Kovack Advisors, Inc. | 10,000 | $112.5K | 0.26% | 2023-12-31 |
| 41 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,848 | $85.5K | 0.17% | 2025-12-31 |
| 42 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5,650 | $70.5K | 0.14% | 2025-12-31 |
| 43 | ADVISOR GROUP HOLDINGS, INC. | 5,362 | $66.9K | 0.14% | 2025-12-31 |
| 44 | Founders Capital Management | 3,140 | $39.2K | 0.08% | 2025-12-31 |
| 45 | Kestra Advisory Services, LLC | 2,537 | $31.7K | 0.06% | 2025-12-31 |
| 46 | COMERICA BANK | 2,450 | $30.6K | 0.06% | 2025-12-31 |
| 47 | Royal Bank of Canada | 2,630 | $30.0K | 0.06% | 2023-12-31 |
| 48 | Kohmann Bosshard Financial Services, LLC | 1,939 | $24.2K | 0.05% | 2025-12-31 |
| 49 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,501 | $18.7K | 0.03% | 2025-12-31 |
| 50 | Uncommon Cents Investing LLC | 1,300 | $16.7K | 0.03% | 2024-09-30 |
| 51 | M&R CAPITAL MANAGEMENT INC | 1,300 | $16.7K | 0.03% | 2024-09-30 |
| 52 | SIT INVESTMENT ASSOCIATES INC | 1,148,642 | $14.3K | 30.06% | 2025-12-31 |
| 53 | Family Firm, Inc. | 850 | $10.3K | 0.02% | 2024-06-30 |
| 54 | Fernwood Investment Management, LLC | 500 | $6.1K | 0.01% | 2024-03-31 |
| 55 | PNC Financial Services Group, Inc. | 205 | $2.7K | 0.00% | 2025-06-30 |
| 56 | US BANCORP \DE\ | 127 | $1.5K | 0.00% | 2024-03-31 |
| 57 | Allworth Financial LP | 100 | $1.1K | 0.00% | 2023-12-31 |
| 58 | Thrivent Financial for Lutherans | 20,732 | $266 | 0.54% | 2025-06-30 |
| 59 | Martin Capital Partners, LLC | 19,518 | $244 | 0.51% | 2025-12-31 |
| 60 | Janney Montgomery Scott LLC | 11,556 | $141 | 0.30% | 2024-03-31 |
| 61 | Cambridge Investment Research Advisors, Inc. | 10,263 | $132 | 0.26% | 2025-09-30 |
| 62 | CWM, LLC | 3,960 | $49 | 0.10% | 2025-12-31 |
| 63 | BENJAMIN F. EDWARDS & COMPANY, INC. | 2,310 | $26 | 0.06% | 2023-12-31 |
| 64 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |