DOSSIER · 13F Holders · Q1 2026
HFRO 5.375 PERP A

Highland Opportunities & Income Fund

2 institutions still hold Highland Opportunities & Income Fund as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 43010E503·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2M
visible holders
Holders
2
filers reporting
Concentration
90.36%
Private Capital Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported HFRO 5.375 PERP A in Q1 2026. Private Capital Management, LLC leads at 90.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Private Capital Management, LLC
CIK 0001588456
$2M113K0.19%Q1 2026
02
Moloney Securities Asset Management, LLC
CIK 0001697934
$199K12K0.02%Q3 2025