Highland Global Allocation Fund — Institutional Ownership
Which tracked institutions hold HGLB, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
5
Funds holding
$25600395
Total value held
Buying
3 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | $18895879 | 2353161 | +43517 | +1.88% |
| 2 | Morgan Stanley | $6137257 | 764290 | -2096 | -0.27% |
| 3 | Pnc Financial Services Group, Inc. | $361350 | 45000 | — | Held |
| 4 | Royal Bank Of Canada | $150000 | 18693 | — | NEW BUY |
| 5 | Wells Fargo & Company/Mn | $55909 | 6123 | +6121 | +306050.00% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.