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 2025
Institutional positions in XAI Madison Equity Premium Income Fund as of Mar 31, 2025. 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
- 42
- +6 vs. Q4 2024
- Shares held
- 3.46M
- +30.6K (+0.9%) vs. Q4 2024
- Total value
- $21.4M
- −$1.50M (−6.6%) vs. Q4 2024
- New holders
- 11
- 12 more added
- Sold out
- 5
- 12 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding XAI Madison Equity Premium Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 141 | $866 | 0.00% | +141 | New |
| FNY Investment Advisers, LLC | 1,600 | $9.00K | 0.01% | +1,600 | New |
| CoreCap Advisors, LLC | 1,500 | $9.20K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,680 | $10.3K | 0.00% | +1,680 | New |
| Medallion Wealth Advisors, LLC | 2,550 | $15.7K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 3,665 | $22.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,666 | $40.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,914 | $79.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,884 | $103.5K | 0.00% | +16,884 | New |
| Susquehanna International Group, LLP | 19,235 | $117.9K | 0.00% | +19,235 | New |
| Sowell Financial Services LLC | 20,474 | $125.5K | 0.01% | +20,474 | New |
| AlphaCore Capital LLC | 20,255 | $127.8K | 0.01% | +20,255 | New |
| L.M. Kohn & Company | 20,994 | $128.7K | 0.03% | −35−0.2% | Reduced |
| ELCO Management Co., LLC | 21,323 | $130.7K | 0.07% | −700−3.2% | Reduced |
| Stratos Wealth Partners, LTD. | 22,772 | $139.6K | 0.00% | −6,386−21.9% | Reduced |
| Wolverine Asset Management LLC | 23,501 | $144.1K | 0.00% | +11,143+90.2% | Added |
| Commonwealth Equity Services, LLC | 25,632 | $157.0K | 0.00% | +4,038+18.7% | Added |
| Hilltop Holdings Inc. | 28,429 | $174.3K | 0.01% | +3,500+14.0% | Added |
| Procyon Private Wealth Partners, LLC | 31,664 | $194.1K | 0.01% | +250+0.8% | Added |
| Atria Wealth Solutions, Inc. | 32,069 | $196.6K | 0.00% | −210,427−86.8% | Reduced |
| Landscape Capital Management, L.L.C. | 34,593 | $212.1K | 0.02% | +34,593 | New |
| D.A. Davidson & Co. | 34,740 | $213.0K | 0.00% | +2,019+6.2% | Added |
| Royal Bank of Canada | 44,179 | $271.0K | 0.00% | +2,447+5.9% | Added |
| Absolute Investment Advisers LLC | 45,300 | $277.7K | 0.04% | +45,300 | New |
| Comerica Bank | 45,386 | $278.2K | 0.00% | −1,500−3.2% | Reduced |
| Private Advisor Group, LLC | 48,825 | $299.3K | 0.00% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 52,590 | $322.4K | 0.13% | +2,028+4.0% | Added |
| Calamos Advisors LLC | 57,760 | $354.1K | 0.00% | +57,760 | New |
| Cambridge Investment Research Advisors, Inc. | 60,501 | $371.0K | 0.00% | +2,500+4.3% | Added |
| Stifel Financial Corp | 63,301 | $388.0K | 0.00% | −755−1.2% | Reduced |
| Guggenheim Capital LLC | 90,501 | $554.8K | 0.01% | −37,544−29.3% | Reduced |
| Consolidated Portfolio Review Corp | 94,024 | $576.4K | 0.09% | +4,634+5.2% | Added |
| UBS Group AG | 105,342 | $645.7K | 0.00% | −133,995−56.0% | Reduced |
| World Equity Group, Inc. | 91,581 | $652.1K | 0.19% | −99,035−52.0% | Reduced |
| NWF Advisory Services Inc. | 122,800 | $752.8K | 0.11% | +122,800 | New |
| Wells Fargo & Company | 174,086 | $1.07M | 0.00% | +63,431+57.3% | Added |
| Centurion Wealth Management LLC | 171,485 | $1.15M | 0.36% | 00.0% | Unchanged |
| Morgan Stanley | 196,554 | $1.20M | 0.00% | −23,029−10.5% | Reduced |
| Raymond James Financial Inc | 230,732 | $1.41M | 0.00% | −1,046−0.5% | Reduced |
| LPL Financial LLC | 242,701 | $1.49M | 0.00% | +2,979+1.2% | Added |
| Shaker Financial Services, LLC | 358,126 | $2.26M | 0.88% | +164,909+85.3% | Added |
| Advisor Group Holdings, Inc. | 775,966 | $4.76M | 0.01% | −11,243−1.4% | Reduced |
| Invesco Ltd. | 0 | $0 | 0.00% | −23,077−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,390−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |