Pioneer Diversified HighXHNWX
13F holders, Q2 2025 (June 30)32holders +5
10new positions
4sold out
$12.50avg. 13F price*
At the end of Q2 2025, 32 institutions reported holding Pioneer Diversified High (XHNWX) in their 13F filings, up 5 from Q1 2025. 10 opened new positions and 4 sold out. The largest holders were Karpus Management, Inc. ($11.5M), Sit Investment Associates Inc. ($4.2M) and Advisors Asset Management, Inc. ($3.0M).
- Company
- Pioneer Diversified High
- CUSIP
- 723653101
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.6M |
| Exits | 4 | $1.1M |
All 13F filers, Q1 2025 → Q2 2025: 399,120 shares bought and 144,137 shares sold, net +254,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Karpus Management, Inc. | 0.37% | Reduce -1.5% | 920,566 | $11.5M |
| Sit Investment Associates Inc. | 0.09% | Reduce -8.6% | 337,597 | $4.2M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -0.4% | 238,212 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +27.1% | 203,555 | $2.5M |
| Invesco Ltd. | 0.00% | Add +42.4% | 90,154 | $1.1M |
| Rivernorth Capital Management, LLC | 0.06% | No change | 83,499 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +34.0% | 77,854 | $974K |
| NorthCoast Asset Management LLC | 0.00% | New | 68,561 | $857K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 52,892 | $661K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 44,840 | $561K |
| Osaic Holdings, Inc. | 0.00% | Add +36.9% | 38,660 | $483K |
| Logan Stone Capital, LLC | 0.23% | New | 38,633 | $483K |
| Wells Fargo & Company | 0.00% | Add +11.7% | 38,489 | $481K |
| Almitas Capital LLC | 0.12% | New | 37,250 | $466K |
| Bulldog Investors, LLP | 0.11% | New | 34,644 | $433K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 34,396 | $430K |
| Saba Capital Management, L.P. | 0.01% | New | 28,082 | $351K |
| Clear Creek Financial Management, LLC | 0.03% | Add +12.2% | 27,498 | $344K |
| &partners | 0.00% | No change | 24,795 | $310K |
| Absolute Investment Advisers, LLC | 0.03% | New | 18,360 | $230K |
| UBS Group AG | 0.00% | Add +85.4% | 15,570 | $195K |
| Kovack Advisors, Inc. | 0.02% | Add +0.2% | 13,165 | $165K |
| Dakota Wealth Management | 0.00% | No change | 12,650 | $158K |
| NWF Advisory Services Inc. | 0.02% | No change | 11,200 | $140K |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 11,147 | $139K |
| CSS LLC | 0.03% | New | 11,092 | $139K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 10,130 | $127K |
| Morgan Stanley | 0.00% | Add +0.5% | 9,003 | $113K |
| Quarry LP | 0.02% | New | 7,005 | $88K |
| Wolverine Asset Management LLC | 0.01% | New | 6,305 | $79K |
| Spire Wealth Management | 0.00% | Add +2.5% | 5,419 | $68K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 1,135 | $14K |
"% of holder's portfolio" is XHNWX's weight in each manager's 13F, not the share of Pioneer Diversified High the manager owns.