WIA Western Asset/Claymore Inflati
Western Asset/Claymore Inflati (WIA) Institutional Ownership
What the institutions did with WIA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Karpus Management, Inc. | 8.6M | 70.2% |
| Baird Financial Group, Inc. | 489.2K | 4.0% |
| Atlas Wealth LLC | 460.2K | 3.7% |
| Private Advisor Group, LLC | 246.4K | 2.0% |
| RHS Financial, LLC | 231.4K | 1.9% |
| STIFEL FINANCIAL CORP | 175.9K | 1.4% |
| Integrated Wealth Concepts LLC | 165.1K | 1.3% |
| Wakefield Asset Management LLLP | 157.8K | 1.3% |
| GUGGENHEIM CAPITAL LLC | 145.6K | 1.2% |
| Focus Partners Wealth | 133.1K | 1.1% |
| WELLS FARGO & COMPANY/MN | 112.9K | 0.9% |
| PenderFund Capital Management Ltd. | 103.8K | 0.8% |
| Dakota Wealth Management | 103.3K | 0.8% |
| BANK OF AMERICA CORP /DE/ | 98.5K | 0.8% |
| ROBERTS GLORE & CO INC /IL/ | 96.8K | 0.8% |
| MORGAN STANLEY | 91.8K | 0.7% |
| PFG Investments, LLC | 73.3K | 0.6% |
| Aviance Capital Partners, LLC | 71.3K | 0.6% |
| Rock Point Advisors, LLC | 64.6K | 0.5% |
| Almitas Capital LLC | 56.7K | 0.5% |
| Matisse Capital | 53.3K | 0.4% |
| LPL Financial LLC | 44.6K | 0.4% |
| GRACE & WHITE INC /NY | 41.1K | 0.3% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 38.6K | 0.3% |
| UBS Group AG | 37.5K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Atlas Wealth LLC | New | 0 | 460.2K | +460.2K |
| Karpus Management, Inc. | Increased | 8.3M | 8.6M | +302.4K |
| Wakefield Asset Management LLLP | Reduced | 363.0K | 157.8K | -205.2K |
| Focus Partners Wealth | New | 0 | 133.1K | +133.1K |
| GUGGENHEIM CAPITAL LLC | Reduced | 245.5K | 145.6K | -99.9K |
| PFG Investments, LLC | New | 0 | 73.3K | +73.3K |
| RHS Financial, LLC | Increased | 201.1K | 231.4K | +30.3K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 40.2K | 13.0K | -27.3K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 35.9K | 18.4K | -17.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 13.8K | 0 | -13.8K |
| OSAIC HOLDINGS, INC. | Reduced | 29.2K | 15.6K | -13.7K |
| STIFEL FINANCIAL CORP | Increased | 164.0K | 175.9K | +11.9K |
| Integrity Advisory Solutions, LLC | Sold Out | 11.7K | 0 | -11.7K |
| LPL Financial LLC | Increased | 33.4K | 44.6K | +11.1K |
| Private Advisor Group, LLC | Increased | 235.8K | 246.4K | +10.6K |
| Equitable Holdings, Inc. | New | 0 | 10.2K | +10.2K |
| &PARTNERS | Increased | 16.5K | 25.4K | +8.9K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 16.5K | 25.4K | +8.9K |
| Integrated Wealth Concepts LLC | Reduced | 173.2K | 165.1K | -8.1K |
| UBS Group AG | Reduced | 43.6K | 37.5K | -6.1K |
| Baird Financial Group, Inc. | Increased | 485.6K | 489.2K | +3.6K |
| BANK OF AMERICA CORP /DE/ | Increased | 95.6K | 98.5K | +2.8K |
| Aviance Capital Partners, LLC | Increased | 68.8K | 71.3K | +2.5K |
| ROBERTS GLORE & CO INC /IL/ | Reduced | 98.6K | 96.8K | -1.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Reduced | 15.2K | 13.7K | -1.5K |
| Quadcap Wealth Management, LLC | Reduced | 28.7K | 27.2K | -1.4K |
| Mezzasalma Advisors, LLC | Reduced | 34.2K | 32.8K | -1.4K |
| WELLS FARGO & COMPANY/MN | Increased | 111.8K | 112.9K | +1.1K |
| HighTower Advisors, LLC | Reduced | 11.5K | 10.4K | -1.0K |
| ROYAL BANK OF CANADA | Reduced | 3.9K | 3.0K | -844 |
| Dakota Wealth Management | Reduced | 103.7K | 103.3K | -454 |
| Advisory Services Network, LLC | Sold Out | 200 | 0 | -200 |
| MORGAN STANLEY | Reduced | 92.0K | 91.8K | -159 |
| UHLMANN PRICE SECURITIES, LLC | Reduced | 17.8K | 17.8K | -39 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.