Who Owns HIGHLAND OPPS & INCOME FD (HFRO)? -- Institutional Holders (2026-06-30)
105 institutions reported holding $226.5M of HIGHLAND OPPS & INCOME FD (HFRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Saba Capital Management, L.P. ($42.6M), NEXPOINT ASSET MANAGEMENT, L.P. ($32.8M), RAYMOND JAMES FINANCIAL INC ($28.4M), Thomas J. Herzfeld Advisors, Inc. ($19.1M), MORGAN STANLEY ($17.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Saba Capital Management, L.P. | $42.6M | 6.0M | Added |
| 2 | NEXPOINT ASSET MANAGEMENT, L.P. | $32.8M | 4.6M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $28.4M | 4.0M | Added |
| 4 | Thomas J. Herzfeld Advisors, Inc. | $19.1M | 2.7M | Trimmed |
| 5 | MORGAN STANLEY | $17.7M | 2.5M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $15.6M | 2.2M | Added |
| 7 | Invesco Ltd. | $8.3M | 1.2M | Trimmed |
| 8 | Atlas Wealth LLC | $7.4M | 1.0M | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $6.7M | 944,693 | Trimmed |
| 10 | Matisse Capital | $4.4M | 617,000 | Hold |
| 11 | LPL Financial LLC | $4.4M | 615,069 | Trimmed |
| 12 | Royal Bank of Canada | $3.9M | 544,380 | Trimmed |
| 13 | OPPENHEIMER & CO INC | $3.8M | 532,264 | Added |
| 14 | Geneos Wealth Management Inc. | $3.7M | 525,538 | Trimmed |
| 15 | Altium Capital Management LP | $2.3M | 317,055 | Added |
| 16 | Camelot Portfolios, LLC | $2.2M | 310,043 | Trimmed |
| 17 | Closed-End Fund Advisors, Inc. | $1.7M | 237,067 | Added |
| 18 | CHOREO, LLC | $1.5M | 206,145 | Trimmed |
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.3M | 181,396 | Hold |
| 20 | PARK AVENUE SECURITIES LLC | $1.3M | 176,281 | Trimmed |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 176,264 | Added |
| 22 | NewEdge Advisors, LLC | $1.2M | 173,066 | Added |
| 23 | Aristides Capital LLC | $1.0M | 143,706 | Added |
| 24 | IHT Wealth Management, LLC | $979,669 | 137,401 | Trimmed |
| 25 | GRATIA CAPITAL, LLC | $889,289 | 124,725 | New |
Source: SEC Form 13F filings · as of 2026-06-30