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, Q2 2025
Institutional positions in XAI Madison Equity Premium Income Fund as of Jun 30, 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
- 49
- +7 vs. Q1 2025
- Shares held
- 4.20M
- +749.1K (+21.7%) vs. Q1 2025
- Total value
- $26.3M
- +$4.87M (+22.7%) vs. Q1 2025
- New holders
- 12
- 14 more added
- Sold out
- 5
- 12 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding XAI Madison Equity Premium Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 836,592 | $5.23M | 0.01% | +60,626+7.8% | Added |
| Shaker Financial Services, LLC | 455,480 | $2.88M | 1.04% | +97,354+27.2% | Added |
| Wells Fargo & Company | 419,467 | $2.62M | 0.00% | +245,381+141.0% | Added |
| LPL Financial LLC | 246,317 | $1.54M | 0.00% | +3,616+1.5% | Added |
| Morgan Stanley | 225,041 | $1.41M | 0.00% | +28,487+14.5% | Added |
| Invesco Ltd. | 208,751 | $1.30M | 0.00% | +208,751 | New |
| Absolute Investment Advisers LLC | 203,355 | $1.27M | 0.16% | +158,055+348.9% | Added |
| Raymond James Financial Inc | 185,906 | $1.16M | 0.00% | −44,826−19.4% | Reduced |
| Centurion Wealth Management LLC | 173,615 | $1.09M | 0.31% | +2,130+1.2% | Added |
| NWF Advisory Services Inc. | 120,800 | $755.0K | 0.09% | −2,000−1.6% | Reduced |
| World Equity Group, Inc. | 99,263 | $620.4K | 0.17% | +7,682+8.4% | Added |
| Consolidated Portfolio Review Corp | 92,464 | $577.9K | 0.08% | −1,560−1.7% | Reduced |
| Calamos Advisors LLC | 75,714 | $473.2K | 0.00% | +17,954+31.1% | Added |
| Quarry LP | 70,140 | $438.4K | 0.10% | +70,140 | New |
| Landscape Capital Management, L.L.C. | 61,663 | $385.4K | 0.03% | +27,070+78.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,388 | $365.0K | 0.00% | −2,113−3.5% | Reduced |
| Stifel Financial Corp | 57,157 | $357.2K | 0.00% | −6,144−9.7% | Reduced |
| Independent Wealth Network Inc. | 55,611 | $347.6K | 0.13% | +3,021+5.7% | Added |
| Royal Bank of Canada | 52,574 | $329.0K | 0.00% | +8,395+19.0% | Added |
| Private Advisor Group, LLC | 47,907 | $299.4K | 0.00% | −918−1.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 47,880 | $299.2K | 0.03% | +16,216+51.2% | Added |
| D.A. Davidson & Co. | 45,529 | $284.6K | 0.00% | +10,789+31.1% | Added |
| Comerica Bank | 45,386 | $283.7K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 37,496 | $234.3K | 0.00% | −53,005−58.6% | Reduced |
| Arlington Capital Management, Inc. | 29,175 | $182.3K | 0.16% | +29,175 | New |
| Hilltop Holdings Inc. | 28,429 | $177.7K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 24,759 | $154.7K | 0.00% | −80,583−76.5% | Reduced |
| L.M. Kohn & Company | 20,994 | $131.2K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 20,255 | $127.8K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 18,823 | $117.6K | 0.06% | −2,500−11.7% | Reduced |
| Stratos Wealth Partners, LTD. | 18,626 | $116.4K | 0.00% | −4,146−18.2% | Reduced |
| Citadel Advisors LLC | 15,684 | $98.0K | 0.00% | +15,684 | New |
| Cetera Investment Advisers | 14,099 | $88.1K | 0.00% | +14,099 | New |
| Janney Montgomery Scott LLC | 12,914 | $81.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,692 | $67.0K | 0.00% | −14,940−58.3% | Reduced |
| Mariner, LLC | 10,441 | $65.3K | 0.00% | +10,441 | New |
| Avantax Advisory Services, Inc. | 10,266 | $64.2K | 0.00% | +10,266 | New |
| Investmark Advisory Group LLC | 10,254 | $64.1K | 0.03% | +10,254 | New |
| Bank of America Corp | 7,692 | $48.1K | 0.00% | +7,692 | New |
| GWM Advisors LLC | 6,666 | $41.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,945 | $30.9K | 0.00% | −18,556−79.0% | Reduced |
| Ameritas Advisory Services, LLC | 4,350 | $27.2K | 0.00% | +4,350 | New |
| Fourth Dimension Wealth, LLC | 3,665 | $22.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,900 | $18.1K | 0.00% | +2,900 | New |
| Medallion Wealth Advisors, LLC | 2,550 | $16.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $10.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,500 | $9.38K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 158 | $988 | 0.00% | +158 | New |
| Farther Finance Advisors, LLC | 141 | $881 | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −32,069−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −20,474−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,235−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −16,884−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |