Pioneer Diversified HighXHNWX
13F holders, Q1 2025 (March 31)27holders −1
4new positions
5sold out
$11.94avg. 13F price*
At the end of Q1 2025, 27 institutions reported holding Pioneer Diversified High (XHNWX) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Karpus Management, Inc. ($11.2M), Sit Investment Associates Inc. ($4.4M) and Advisors Asset Management, Inc. ($2.9M).
- Company
- Pioneer Diversified High
- CUSIP
- 723653101
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 5 | $2.7M |
All 13F filers, Q4 2024 → Q1 2025: 176,993 shares bought and 311,292 shares sold, net −134,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Karpus Management, Inc. | 0.36% | Reduce -7.3% | 934,903 | $11.2M |
| Sit Investment Associates Inc. | 0.10% | Add +0.5% | 369,314 | $4.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +0.5% | 239,094 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +11.2% | 160,198 | $1.9M |
| Rivernorth Capital Management, LLC | 0.05% | New | 83,499 | $997K |
| Shaker Financial Services, LLC | 0.34% | Add +20.3% | 72,607 | $867K |
| Invesco Ltd. | 0.00% | Add +54.6% | 63,324 | $756K |
| Cetera Investment Advisers | 0.00% | Add +15.6% | 58,108 | $694K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 53,600 | $640K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 46,297 | $553K |
| Wells Fargo & Company | 0.00% | Add +14.5% | 34,444 | $411K |
| Osaic Holdings, Inc. | 0.00% | Add +7.4% | 28,235 | $337K |
| &partners | 0.00% | No change | 24,795 | $296K |
| Clear Creek Financial Management, LLC | 0.03% | Add +7.7% | 24,508 | $293K |
| Sterneck Capital Management, LLC | 0.13% | No change | 19,940 | $238K |
| Kovack Advisors, Inc. | 0.02% | Add +0.2% | 13,140 | $157K |
| Dakota Wealth Management | 0.00% | No change | 12,650 | $151K |
| NWF Advisory Services Inc. | 0.02% | New | 11,200 | $134K |
| Royal Bank of Canada | 0.00% | No change | 11,148 | $133K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,130 | $121K |
| Morgan Stanley | 0.00% | Add +4.7% | 8,960 | $107K |
| UBS Group AG | 0.00% | Reduce -53.7% | 8,397 | $100K |
| Spire Wealth Management | 0.00% | Add +2.5% | 5,289 | $63K |
| Bank of America Corp. | 0.00% | Add +141.9% | 1,860 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 1,107 | $13K |
| Noble Wealth Management PBC | 0.01% | No change | 900 | $11K |
| Anfield Capital Management, LLC | 0.00% | New | 628 | $7K |
"% of holder's portfolio" is XHNWX's weight in each manager's 13F, not the share of Pioneer Diversified High the manager owns.