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 |
|---|---|---|---|---|---|
| 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 |
| Fifth Third Bancorp | 477 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,174 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,250 | $10.0K | 0.00% | +1,250 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,300 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,500 | $35.6K | 0.00% | +3,000+200.0% | Added |
| Baldwin Brothers Inc | 5,000 | $40.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,600 | $84.0K | 0.00% | −2,300−17.8% | Reduced |
| BNC Wealth Management, LLC | 10,956 | $87.0K | 0.04% | −2,078−15.9% | Reduced |
| Oarsman Capital, Inc. | 11,155 | $88.0K | 0.03% | −1,548−12.2% | Reduced |
| National Asset Management, Inc. | 12,083 | $96.0K | 0.00% | −141−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 14,163 | $113.0K | 0.00% | +229+1.6% | Added |
| Susquehanna International Group, LLP | 14,581 | $115.0K | 0.00% | +14,581 | New |
| 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 |
| Raymond James & Associates | 16,582 | $131.0K | 0.00% | −525−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 18,176 | $144.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 20,303 | $160.0K | 0.00% | −35,399−63.6% | Reduced |
| Private Advisor Group, LLC | 25,400 | $201.0K | 0.00% | −3,500−12.1% | Reduced |
| Flputnam Investment Management Co | 25,785 | $204.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 30,416 | $241.0K | 0.03% | +1,200+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 32,639 | $259.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 40,773 | $323.0K | 0.07% | +2,043+5.3% | Added |
| Mutual Advisors, LLC | 47,544 | $377.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 49,707 | $394.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 60,980 | $483.0K | 0.00% | −9,170−13.1% | Reduced |
| World Equity Group, Inc. | 68,599 | $543.3K | 0.12% | +68,599 | New |
| Royal Bank of Canada | 70,793 | $561.0K | 0.00% | −2,742−3.7% | Reduced |
| Bank of America Corp | 91,021 | $721.0K | 0.00% | −799−0.9% | Reduced |
| Wells Fargo & Company | 105,338 | $834.0K | 0.00% | −5,916−5.3% | Reduced |
| UBS Group AG | 132,608 | $1.05M | 0.00% | +4,700+3.7% | Added |
| Invesco Ltd. | 142,996 | $1.13M | 0.00% | −40,985−22.3% | Reduced |
| LPL Financial LLC | 175,615 | $1.39M | 0.00% | −218−0.1% | Reduced |
| Spire Wealth Management | 392,904 | $3.11M | 0.08% | −57,817−12.8% | Reduced |
| Guggenheim Capital LLC | 559,494 | $4.43M | 0.03% | −2,442−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 773,114 | $6.49M | 0.01% | +40,206+5.5% | Added |
| Morgan Stanley | 961,570 | $7.62M | 0.00% | −4,366−0.5% | Reduced |
| 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 |