XAI Madison Equity Premium Income Fund
MCN- Exchange
- NYSE
- SEC CIK
- 0001289868
No open-market purchases or sales by XAI Madison Equity Premium Income Fund insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $28.2M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in XAI Madison Equity Premium Income Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 38
- −3 vs. Q4 2021
- Shares held
- 3.96M
- −330.0K (−7.7%) vs. Q4 2021
- Total value
- $31.8M
- −$2.68M (−7.8%) vs. Q4 2021
- New holders
- 4
- 6 more added
- Sold out
- 7
- 16 more reduced
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MCN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $28.2M |
| Q1 2026 | 46 | $27.9M |
| Q4 2025 | 51 | $28.3M |
| Q3 2025 | 48 | $26.5M |
| Q2 2025 | 49 | $26.3M |
| Q1 2025 | 42 | $21.4M |
| Q4 2024 | 36 | $22.9M |
| Q3 2024 | 45 | $26.5M |
| Q2 2024 | 39 | $29.1M |
| Q1 2024 | 41 | $31.7M |
| Q4 2023 | 41 | $33.9M |
| Q3 2023 | 44 | $32.3M |
| Q2 2023 | 43 | $29.7M |
| Q1 2023 | 38 | $31.2M |
| Q4 2022 | 40 | $28.2M |
| Q3 2022 | 34 | $24.1M |
| Q2 2022 | 39 | $28.4M |
| Q1 2022 | 38 | $31.8M |
| Q4 2021 | 41 | $34.4M |
| Q3 2021 | 40 | $33.4M |
| Q2 2021 | 40 | $32.6M |
| Q1 2021 | 39 | $33.2M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding XAI Madison Equity Premium Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 961,570 | $7.62M | 0.00% | −4,366−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 773,114 | $6.49M | 0.01% | +40,206+5.5% | Added |
| Guggenheim Capital LLC | 559,494 | $4.43M | 0.03% | −2,442−0.4% | Reduced |
| Spire Wealth Management | 392,904 | $3.11M | 0.08% | −57,817−12.8% | Reduced |
| LPL Financial LLC | 175,615 | $1.39M | 0.00% | −218−0.1% | Reduced |
| Invesco Ltd. | 142,996 | $1.13M | 0.00% | −40,985−22.3% | Reduced |
| UBS Group AG | 132,608 | $1.05M | 0.00% | +4,700+3.7% | Added |
| Wells Fargo & Company | 105,338 | $834.0K | 0.00% | −5,916−5.3% | Reduced |
| Bank of America Corp | 91,021 | $721.0K | 0.00% | −799−0.9% | Reduced |
| Royal Bank of Canada | 70,793 | $561.0K | 0.00% | −2,742−3.7% | Reduced |
| World Equity Group, Inc. | 68,599 | $543.3K | 0.12% | +68,599 | New |
| Cambridge Investment Research Advisors, Inc. | 60,980 | $483.0K | 0.00% | −9,170−13.1% | Reduced |
| Stifel Financial Corp | 49,707 | $394.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 47,544 | $377.0K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 40,773 | $323.0K | 0.07% | +2,043+5.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,639 | $259.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 30,416 | $241.0K | 0.03% | +1,200+4.1% | Added |
| Flputnam Investment Management Co | 25,785 | $204.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,400 | $201.0K | 0.00% | −3,500−12.1% | Reduced |
| Commonwealth Equity Services, LLC | 20,303 | $160.0K | 0.00% | −35,399−63.6% | Reduced |
| Stratos Wealth Partners, LTD. | 18,176 | $144.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,582 | $131.0K | 0.00% | −525−3.1% | Reduced |
| Stonebridge Capital Advisors LLC | 15,800 | $125.0K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,669 | $125.0K | 0.05% | +15,669 | New |
| Susquehanna International Group, LLP | 14,581 | $115.0K | 0.00% | +14,581 | New |
| Avantax Advisory Services, Inc. | 14,163 | $113.0K | 0.00% | +229+1.6% | Added |
| National Asset Management, Inc. | 12,083 | $96.0K | 0.00% | −141−1.2% | Reduced |
| Oarsman Capital, Inc. | 11,155 | $88.0K | 0.03% | −1,548−12.2% | Reduced |
| BNC Wealth Management, LLC | 10,956 | $87.0K | 0.04% | −2,078−15.9% | Reduced |
| GWM Advisors LLC | 10,600 | $84.0K | 0.00% | −2,300−17.8% | Reduced |
| Baldwin Brothers Inc | 5,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,500 | $35.6K | 0.00% | +3,000+200.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,250 | $10.0K | 0.00% | +1,250 | New |
| Signaturefd, LLC | 1,174 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 477 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −252,772−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −43,807−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −10,531−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |