CHICAGO, IL
XAI MADISON EQUITY PREMIUM INCOME FUNDMCN— Latest position per institution from SEC 13F filings
15
Institutional holders
5.32M
Total shares held
29.99M
Estimated value
265.87K
Avg. position size
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
799.46K
Value
4.21M
Filed
Sep 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
560.22K
Value
3.09M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
546.12K
Value
2.90M
Filed
Sep 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
431.25K
Value
2.38M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
415.85K
Value
2.30M
Filed
Jun 30, 2026
QUARRY LP
CIK 1965207
Shares
358.47K
Value
1.98M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
334.71K
Value
2.38M
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
306.36K
Value
1.69M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
260.51K
Value
1.44M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
257.79K
Value
1.42M
Filed
Jun 30, 2026
SPIRE WEALTH MANAGEMENT
CIK 1858740
Shares
192.96K
Value
1.41M
Filed
Mar 31, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
175.66K
Value
969.66K
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
116.69K
Value
644.14K
Filed
Jun 30, 2026
WORLD EQUITY GROUP, INC.
CIK 878770
Shares
101.61K
Value
534.46K
Filed
Sep 30, 2026
CALAMOS ADVISORS LLC
CIK 1316507
Shares
92.17K
Value
568.71K
Filed
Sep 30, 2025
CENTURION WEALTH MANAGEMENT LLC
CIK 1951368
Shares
84.48K
Value
444.38K
Filed
Sep 30, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
77.13K
Value
475.89K
Filed
Sep 30, 2025
ISTHMUS PARTNERS, LLC
CIK 1639666
Shares
76.03K
Value
399.92K
Filed
Sep 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
66.94K
Value
370K
Filed
Jun 30, 2026
INDEPENDENT WEALTH NETWORK INC.
CIK 1891240
Shares
63.04K
Value
378.23K
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 799.46K | 4.21M | Sep 30, 2026 |
| 2 | OSAIC HOLDINGS, INC. | 1677044 | 560.22K | 3.09M | Jun 30, 2026 |
| 3 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 546.12K | 2.90M | Sep 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 431.25K | 2.38M | Jun 30, 2026 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 415.85K | 2.30M | Jun 30, 2026 |
| 6 | QUARRY LP | 1965207 | 358.47K | 1.98M | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 334.71K | 2.38M | Sep 30, 2024 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 306.36K | 1.69M | Jun 30, 2026 |
| 9 | MORGAN STANLEY | 895421 | 260.51K | 1.44M | Jun 30, 2026 |
| 10 | INVESCO LTD. | 914208 | 257.79K | 1.42M | Jun 30, 2026 |
| 11 | SPIRE WEALTH MANAGEMENT | 1858740 | 192.96K | 1.41M | Mar 31, 2024 |
| 12 | LPL FINANCIAL LLC | 1403438 | 175.66K | 969.66K | Jun 30, 2026 |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 116.69K | 644.14K | Jun 30, 2026 |
| 14 | WORLD EQUITY GROUP, INC. | 878770 | 101.61K | 534.46K | Sep 30, 2026 |
| 15 | CALAMOS ADVISORS LLC | 1316507 | 92.17K | 568.71K | Sep 30, 2025 |
| 16 | CENTURION WEALTH MANAGEMENT LLC | 1951368 | 84.48K | 444.38K | Sep 30, 2026 |
| 17 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 77.13K | 475.89K | Sep 30, 2025 |
| 18 | ISTHMUS PARTNERS, LLC | 1639666 | 76.03K | 399.92K | Sep 30, 2026 |
| 19 | ROYAL BANK OF CANADA | 1000275 | 66.94K | 370K | Jun 30, 2026 |
| 20 | INDEPENDENT WEALTH NETWORK INC. | 1891240 | 63.04K | 378.23K | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.