Pioneer High Income FundXPHTX
13F holders, Q1 2024 (March 31)52holders
$7.66avg. 13F price*
At the end of Q1 2024, 52 institutions reported holding Pioneer High Income Fund (XPHTX) in their 13F filings. The largest holders were Flagship Harbor Advisors, LLC ($7.5M), Pathstone Holdings, LLC ($7.1M) and UBS Group AG ($6.9M).
- Company
- Pioneer High Income Fund
- CUSIP
- 72369H106
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $387K |
| Exits | 9 | $860K |
Ownership 52 holders
| Flagship Harbor Advisors, LLC | 0.48% | Add +3.0% | 983,291 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Add +7.5% | 930,320 | $7.1M |
| UBS Group AG | 0.00% | Add +6.2% | 894,522 | $6.9M |
| Sit Investment Associates Inc. | 0.15% | Reduce -4.5% | 848,221 | $6.5M |
| Guggenheim Capital LLC | 0.03% | Reduce -6.7% | 503,543 | $3.9M |
| Invesco Ltd. | 0.00% | Add +6.7% | 493,825 | $3.8M |
| Foundations Investment Advisors, LLC | 0.10% | Add +3.4% | 484,421 | $3.7M |
| Advisors Asset Management, Inc. | 0.05% | Add +7.7% | 328,216 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +17.1% | 268,982 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.0% | 181,451 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.2% | 175,126 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.4% | 131,531 | $1.0M |
| LPL Financial LLC | 0.00% | Add +0.8% | 119,732 | $917K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 105,442 | $808K |
| AQR Arbitrage LLC | 0.04% | Reduce -48.5% | 88,443 | $677K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.9% | 81,470 | $624K |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.3% | 79,904 | $612K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 66,754 | $511K |
| Bank of America Corp. | 0.00% | Add +5.2% | 54,599 | $418K |
| Shaker Financial Services, LLC | 0.15% | Add +10.9% | 52,182 | $400K |
| Royal Bank of Canada | 0.00% | Reduce -10.5% | 44,943 | $344K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +54.8% | 42,365 | $325K |
| Cetera Investment Advisers | 0.00% | Add +120.7% | 39,044 | $299K |
| MRA Advisory Group | 0.17% | Add +35.0% | 37,694 | $289K |
| Walleye Capital LLC | 0.00% | Add +242.4% | 37,581 | $288K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +84.8% | 33,611 | $257K |
| Compound Planning, Inc. | 0.02% | Reduce -5.0% | 29,913 | $229K |
| International Assets Investment Management, LLC | 0.02% | Add +14.2% | 24,568 | $188K |
| MML Investors Services, LLC | 0.00% | Reduce -2.7% | 24,511 | $188K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 22,449 | $172K |
| Integrated Capital Management, Inc. | 0.14% | Add +0.3% | 21,804 | $167K |
| Raymond James & Associates | 0.00% | Add +37.4% | 20,149 | $154K |
| Baird Financial Group, Inc. | 0.00% | No change | 20,000 | $153K |
| Collaborative Wealth Managment Inc. | 0.07% | Reduce -23.5% | 17,477 | $134K |
| Lincoln National Corp. | 0.00% | Add +1.1% | 11,826 | $91K |
| CoreCap Advisors, LLC | 0.00% | Add +1.7% | 10,634 | $81K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,489 | $80K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $77K |
| Avior Wealth Management, LLC | 0.00% | New | 8,692 | $67K |
| Anfield Capital Management, LLC | 0.03% | New | 7,607 | $58K |
| Principal Securities, Inc. | 0.00% | Add +0.3% | 5,071 | $39K |
| Spire Wealth Management | 0.00% | No change | 4,482 | $34K |
| Barrett & Company, Inc. | 0.01% | No change | 3,500 | $27K |
| Beacon Capital Management, LLC | 0.00% | Reduce -0.1% | 2,855 | $22K |
| Gen-Wealth Partners Inc | 0.01% | — | 2,115 | $16K |
| FMR LLC | 0.00% | New | 705 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 700 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 503 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 500 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 350 | $3K |
| Comerica Bank | 0.00% | No change | 300 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 61 | $467 |
"% of holder's portfolio" is XPHTX's weight in each manager's 13F, not the share of Pioneer High Income Fund the manager owns.