XWIAX Institutional Ownership & Shareholders
WESTERN ASSET INFL-LINK SEC (XWIAX) is currently held by 51 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $99.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Karpus Management, Inc. is currently the largest disclosed institutional shareholder of XWIAX tracked by InsiderSet, reporting ownership valued at approximately $70.31M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed XWIAX value among the investors covered in this analysis. Major shareholders include Karpus Management, Inc., Baird Financial Group, Inc., Atlas Wealth Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET INFL-LINK SEC (XWIAX).
This page ranks the largest institutional XWIAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$99.84M
Largest Holder
Karpus Management, Inc.
Largest Position
$70.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | 2.02% | 8,648,798 | $70,314,726 | — | — | — | |
| Baird Financial Group, Inc. | 0.01% | 489,169 | $3,976,944 | — | — | — | |
| Atlas Wealth Llc | 0.53% | 460,160 | $3,741,101 | — | — | — | |
| Private Advisor Group, Llc | 0.01% | 246,350 | $2,002,828 | — | — | — | |
| Rhs Financial, Llc | 0.66% | 254,860 | $1,939,488 | — | — | — | |
| Stifel Financial Corp | 0.00% | 175,858 | $1,429,733 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.01% | 165,070 | $1,342,019 | — | — | — | |
| Wakefield Asset Management Lllp | 0.29% | 157,757 | $1,282,565 | — | — | — | |
| Guggenheim Capital Llc | 0.01% | 145,633 | $1,183,997 | — | — | — | |
| Focus Partners Wealth | 0.00% | 133,147 | $1,082,485 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 112,932 | $918,138 | — | — | — | |
| Dakota Wealth Management | 0.02% | 101,443 | $854,151 | — | — | — | |
| Penderfund Capital Management Ltd. | 0.11% | 103,800 | $842,856 | — | — | — | |
| Bank Of America Corp | 0.00% | 98,455 | $800,439 | — | — | — | |
| Roberts Glore & Co Inc | 0.19% | 96,824 | $787,179 | — | — | — | |
| Morgan Stanley | 0.00% | 91,804 | $746,385 | — | — | — | |
| Pfg Investments, Llc | 0.02% | 73,300 | $595,929 | — | — | — | |
| Aviance Capital Partners, Llc | 0.05% | 70,727 | $538,233 | — | — | — | |
| Rock Point Advisors, Llc | 0.13% | 64,627 | $525,418 | — | — | — | |
| Almitas Capital Llc | 0.11% | 56,732 | $461,231 | — | — | — | |
| Matisse Capital | 0.16% | 53,254 | $405,263 | — | — | — | |
| Lpl Financial Llc | 0.00% | 44,555 | $362,229 | — | — | — | |
| Creative Financial Designs Inc | 0.01% | 38,573 | $313,598 | — | — | — | |
| Grace & White Inc | 0.05% | 41,110 | $312,847 | — | — | — | |
| Ubs Group Ag | 0.00% | 37,521 | $305,046 | — | — | — | |
| Capstone Investment Advisors, Llc | 0.00% | 33,548 | $272,745 | — | — | — | |
| Mezzasalma Advisors, Llc | 0.05% | 33,333 | $253,666 | — | — | — | |
| Robinson Capital Management, Llc | 0.11% | 31,111 | $252,932 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 25,370 | $206,261 | — | — | — | |
| &Partners | 0.00% | 25,370 | $206,254 | — | — | — | |
| Quadcap Wealth Management, Llc | 0.02% | 23,500 | $178,835 | — | — | — | |
| Elevation Point Wealth Partners, Llc | 0.00% | 20,750 | $168,698 | — | — | — | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 20,750 | $168,698 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 18,429 | $149,829 | — | — | — | |
| Uhlmann Price Securities, Llc | 0.01% | 17,779 | $144,558 | — | — | — | |
| Oppenheimer & Co Inc | 0.00% | 18,121 | $137,901 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 15,557 | $126,479 | — | — | — | |
| Nations Financial Group Inc | 0.01% | 13,693 | $111,329 | — | — | — | |
| Melfa Wealth Management, Inc. | 0.05% | 12,298 | $99,980 | — | — | — | |
| Smith, Moore & Co. | 0.01% | 11,372 | $92,454 | — | — | — | |
| Equitable Holdings, Inc. | 0.00% | 10,234 | $83,202 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,200 | $42,276 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 3,023 | $25,000 | — | — | — | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 2,695 | $20,509 | — | — | — | |
| Rothschild Investment Llc | 0.00% | 2,000 | $16,260 | — | — | — | |
| Fortis Group Advisors, Llc | 0.00% | 866 | $7,041 | — | — | — | |
| Cwm, Llc | 0.00% | 750 | $6,060 | — | — | — | |
| Highline Wealth Partners Llc | 0.00% | 400 | $3,044 | — | — | — | |
| Whittier Trust Co Of Nevada Inc | 0.00% | 147 | $1,183 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 108 | $878 | — | — | — |
Frequently asked questions about XWIAX
Who are the largest institutional holders of XWIAX?
The largest institutional holders of XWIAX reported in the latest SEC Form 13F filings include Karpus Management, Inc., Baird Financial Group, Inc., Atlas Wealth Llc, Private Advisor Group, Llc, and Rhs Financial, Llc. InsiderSet ranks institutional holders by their latest reported XWIAX position.
What is XWIAX institutional ownership?
This page tracks XWIAX positions reported by institutional investment managers through SEC Form 13F. WESTERN ASSET INFL-LINK SEC (XWIAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XWIAX?
InsiderSet currently tracks 51 institutional managers reporting XWIAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XWIAX shareholders.
How much XWIAX stock do institutions own?
Institutional investment managers disclosed approximately $99.84M in XWIAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XWIAX institutional ownership last updated?
The latest XWIAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XWIAX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XWIAX position after the reporting date.
Are institutions buying or selling XWIAX?
Institutional buying and selling can be analyzed by comparing XWIAX positions across consecutive 13F reporting periods. InsiderSet's XWIAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XWIAX ownership changes.
How has XWIAX institutional ownership changed over time?
InsiderSet tracks XWIAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.