Who Owns WESTERN (MHF)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $36.4M of WESTERN (MHF) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($7.0M), BANK OF AMERICA CORP /DE/ ($4.1M), GUGGENHEIM CAPITAL LLC ($3.3M), LPL Financial LLC ($3.2M), TITLEIST ASSET MANAGEMENT, LLC ($3.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$7.0M1.0MTrimmed
2BANK OF AMERICA CORP /DE/$4.1M586,427Trimmed
3GUGGENHEIM CAPITAL LLC$3.3M465,604Added
4LPL Financial LLC$3.2M462,064Added
5TITLEIST ASSET MANAGEMENT, LLC$3.2M457,913Added
6MORGAN STANLEY$2.9M410,965Added
7Hennion & Walsh Asset Management, Inc.$1.3M180,539Trimmed
8Fiera Capital Corp$990,920141,560Added
9JONES FINANCIAL COMPANIES LLLP$949,095137,750Added
10VAN ECK ASSOCIATES CORP$902,475128,925Trimmed
11Rockefeller Capital Management L.P.$724,500103,500Trimmed
12ORG Wealth Partners, LLC$640,94491,561Added
13Cambridge Investment Research Advisors, Inc.$587,00083,821Added
14Janney Montgomery Scott LLC$445,00063,521Hold
15MELFA WEALTH MANAGEMENT, INC.$442,49563,214Hold
16Summit Trail Advisors, LLC$428,02061,146Added
17Royal Bank of Canada$353,00050,424Added
18HighTower Advisors, LLC$332,78347,540Added
19Stratos Wealth Partners, LTD.$324,10046,300Added
20Quad-Cities Investment Group, LLC$314,46644,924Trimmed
21UBS Group AG$271,45338,779Trimmed
22GILL CAPITAL PARTNERS, LLC$259,18237,026Hold
23Steward Partners Investment Advisory, LLC$257,56636,795Added
2449 WEALTH MANAGEMENT, LLC$254,55536,365New
25ALONGSIDE, LLC$254,55536,365New

Source: SEC Form 13F filings · as of 2026-06-30