CHICAGO, IL
XAI MADISON EQUITY PREMIUM INCOME FUNDMCN— Latest position per institution from SEC 13F filings
15
Institutional holders
5.07M
Total shares held
30.58M
Estimated value
253.47K
Avg. position size
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
575.86K
Value
3.36M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
573.69K
Value
3.38M
Filed
Mar 31, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
567.06K
Value
3.31M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
410.16K
Value
2.39M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
409.61K
Value
2.39M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
334.71K
Value
2.38M
Filed
Sep 30, 2024
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
300.15K
Value
1.75M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
250.77K
Value
1.46M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
250.31K
Value
1.46M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
243.79K
Value
1.42M
Filed
Mar 31, 2026
QUARRY LP
CIK 1965207
Shares
222.67K
Value
1.30M
Filed
Mar 31, 2026
SPIRE WEALTH MANAGEMENT
CIK 1858740
Shares
192.96K
Value
1.41M
Filed
Mar 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
161.58K
Value
942.01K
Filed
Mar 31, 2026
WORLD EQUITY GROUP, INC.
CIK 878770
Shares
113.93K
Value
664.19K
Filed
Mar 31, 2026
CALAMOS ADVISORS LLC
CIK 1316507
Shares
92.17K
Value
568.71K
Filed
Sep 30, 2025
CENTURION WEALTH MANAGEMENT LLC
CIK 1951368
Shares
85.86K
Value
500.58K
Filed
Mar 31, 2026
IFP ADVISORS, INC
CIK 1641866
Shares
85.30K
Value
607.35K
Filed
Sep 30, 2024
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
77.13K
Value
475.89K
Filed
Sep 30, 2025
INDEPENDENT WEALTH NETWORK INC.
CIK 1891240
Shares
63.04K
Value
378.23K
Filed
Dec 31, 2025
TRUIST FINANCIAL CORP
CIK 92230
Shares
58.60K
Value
441.26K
Filed
Dec 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 1677044 | 575.86K | 3.36M | Mar 31, 2026 |
| 2 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 573.69K | 3.38M | Mar 31, 2026 |
| 3 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 567.06K | 3.31M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 410.16K | 2.39M | Mar 31, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 409.61K | 2.39M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 334.71K | 2.38M | Sep 30, 2024 |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 300.15K | 1.75M | Mar 31, 2026 |
| 8 | MORGAN STANLEY | 895421 | 250.77K | 1.46M | Mar 31, 2026 |
| 9 | INVESCO LTD. | 914208 | 250.31K | 1.46M | Mar 31, 2026 |
| 10 | RAYMOND JAMES FINANCIAL INC | 720005 | 243.79K | 1.42M | Mar 31, 2026 |
| 11 | QUARRY LP | 1965207 | 222.67K | 1.30M | Mar 31, 2026 |
| 12 | SPIRE WEALTH MANAGEMENT | 1858740 | 192.96K | 1.41M | Mar 31, 2024 |
| 13 | LPL FINANCIAL LLC | 1403438 | 161.58K | 942.01K | Mar 31, 2026 |
| 14 | WORLD EQUITY GROUP, INC. | 878770 | 113.93K | 664.19K | Mar 31, 2026 |
| 15 | CALAMOS ADVISORS LLC | 1316507 | 92.17K | 568.71K | Sep 30, 2025 |
| 16 | CENTURION WEALTH MANAGEMENT LLC | 1951368 | 85.86K | 500.58K | Mar 31, 2026 |
| 17 | IFP ADVISORS, INC | 1641866 | 85.30K | 607.35K | Sep 30, 2024 |
| 18 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 77.13K | 475.89K | Sep 30, 2025 |
| 19 | INDEPENDENT WEALTH NETWORK INC. | 1891240 | 63.04K | 378.23K | Dec 31, 2025 |
| 20 | TRUIST FINANCIAL CORP | 92230 | 58.60K | 441.26K | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.