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 2023
Institutional positions in XAI Madison Equity Premium Income Fund as of Mar 31, 2023. 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
- −1 vs. Q4 2022
- Shares held
- 3.93M
- +232.9K (+6.3%) vs. Q4 2022
- Total value
- $31.2M
- +$2.94M (+10.4%) vs. Q4 2022
- New holders
- 6
- 11 more added
- Sold out
- 7
- 11 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding XAI Madison Equity Premium Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwest Investment Counselors, LLC | 233 | $1.85K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 363 | $2.89K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,250 | $9.94K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 5,000 | $39.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,150 | $40.9K | 0.00% | +5,150 | New |
| GWM Advisors LLC | 9,166 | $72.9K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10,000 | $79.5K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,420 | $82.8K | 0.00% | +96+0.9% | Added |
| BNC Wealth Management, LLC | 10,583 | $84.1K | 0.05% | −373−3.4% | Reduced |
| Janney Montgomery Scott LLC | 12,555 | $100.0K | 0.00% | +12,555 | New |
| Sheaff Brock Investment Advisors, LLC | 13,380 | $106.4K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 13,556 | $108.0K | 0.01% | +13,556 | New |
| Commonwealth Equity Services, LLC | 15,232 | $121.0K | 0.00% | +4,123+37.1% | Added |
| L.M. Kohn & Company | 15,909 | $126.5K | 0.05% | −960−5.7% | Reduced |
| Ameriprise Financial Inc | 20,000 | $159.0K | 0.00% | +20,000 | New |
| Stratos Wealth Partners, LTD. | 21,060 | $167.4K | 0.00% | −6,773−24.3% | Reduced |
| ELCO Management Co., LLC | 23,300 | $185.2K | 0.13% | +400+1.7% | Added |
| Flputnam Investment Management Co | 25,385 | $201.8K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 26,036 | $207.0K | 0.00% | +3,684+16.5% | Added |
| Hilltop Holdings Inc. | 30,116 | $239.4K | 0.03% | −1,100−3.5% | Reduced |
| Mutual Advisors, LLC | 38,744 | $308.0K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 45,407 | $361.0K | 0.23% | +45,407 | New |
| Private Advisor Group, LLC | 46,400 | $368.9K | 0.00% | −2,000−4.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 51,973 | $413.2K | 0.07% | +1,300+2.6% | Added |
| Royal Bank of Canada | 54,176 | $431.0K | 0.00% | −1,603−2.9% | Reduced |
| Raymond James Trust N.A. | 62,043 | $493.0K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 64,431 | $512.2K | 0.00% | −610−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 66,406 | $528.0K | 0.00% | −3,193−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 73,378 | $583.4K | 0.00% | +21,633+41.8% | Added |
| Wells Fargo & Company | 103,265 | $821.0K | 0.00% | +2,700+2.7% | Added |
| Guggenheim Capital LLC | 151,003 | $1.20M | 0.01% | −3,690−2.4% | Reduced |
| NWF Advisory Services Inc. | 174,700 | $1.29M | 0.30% | +174,700 | New |
| Spire Wealth Management | 190,269 | $1.51M | 0.06% | +161,374+558.5% | Added |
| LPL Financial LLC | 225,696 | $1.79M | 0.00% | −23,271−9.3% | Reduced |
| Invesco Ltd. | 258,543 | $2.06M | 0.00% | +7,819+3.1% | Added |
| UBS Group AG | 331,661 | $2.64M | 0.00% | +41,524+14.3% | Added |
| Advisor Group Holdings, Inc. | 674,110 | $5.36M | 0.01% | −44,871−6.2% | Reduced |
| Morgan Stanley | 1,050,950 | $8.36M | 0.00% | +96,268+10.1% | Added |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −191,404−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −79,321−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −14,486−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |