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 2026
Institutional positions in XAI Madison Equity Premium Income Fund as of Mar 31, 2026. 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
- 46
- −4 vs. Q4 2025
- Shares held
- 4.78M
- +126.7K (+2.7%) vs. Q4 2025
- Total value
- $27.9M
- −$66.2K (−0.2%) vs. Q4 2025
- New holders
- 6
- 18 more added
- Sold out
- 10
- 12 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding XAI Madison Equity Premium Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 141 | $826 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 400 | $2.33K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $2.92K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $5.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,500 | $8.74K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $9.00K | 0.00% | +1,600 | New |
| Medallion Wealth Advisors, LLC | 2,550 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,900 | $17.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 4,339 | $25.3K | 0.02% | +4,339 | New |
| Citigroup Inc | 4,825 | $28.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,700 | $39.3K | 0.00% | −500−6.9% | Reduced |
| Harbour Investments, Inc. | 10,193 | $59.4K | 0.00% | +10,193 | New |
| Stratos Wealth Partners, LTD. | 10,987 | $64.1K | 0.00% | +156+1.4% | Added |
| Investmark Advisory Group LLC | 11,095 | $64.7K | 0.03% | +217+2.0% | Added |
| Commonwealth Equity Services, LLC | 11,601 | $67.6K | 0.00% | +127+1.1% | Added |
| Virtu Financial LLC | 11,702 | $68.0K | 0.00% | +11,702 | New |
| Tactive Advisors, LLC | 12,103 | $70.6K | 0.02% | +8+0.1% | Added |
| Janney Montgomery Scott LLC | 13,449 | $78.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,982 | $81.5K | 0.00% | +218+1.6% | Added |
| UBS Group AG | 14,216 | $82.9K | 0.00% | −234−1.6% | Reduced |
| Eclectic Associates Inc | 16,849 | $98.2K | 0.01% | +16,849 | New |
| Susquehanna International Group, LLP | 20,210 | $117.8K | 0.00% | −10,551−34.3% | Reduced |
| AlphaCore Capital LLC | 20,255 | $119.3K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,429 | $136.6K | 0.01% | −4,000−14.6% | Reduced |
| Arlington Capital Management, Inc. | 26,834 | $156.4K | 0.09% | +2,004+8.1% | Added |
| Royal Bank of Canada | 34,468 | $201.0K | 0.00% | −1,640−4.5% | Reduced |
| Benjamin Edwards Inc | 34,661 | $202.1K | 0.00% | +7,666+28.4% | Added |
| Fifth Third Bancorp | 45,386 | $264.6K | 0.00% | +45,386 | New |
| Private Advisor Group, LLC | 48,062 | $280.2K | 0.00% | +36+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 51,686 | $301.3K | 0.01% | +2,265+4.6% | Added |
| Two Sigma Investments, LP | 51,709 | $301.5K | 0.00% | +36,137+232.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,027 | $309.0K | 0.00% | −7,168−11.9% | Reduced |
| Stifel Financial Corp | 54,992 | $320.6K | 0.00% | +2,132+4.0% | Added |
| Centurion Wealth Management LLC | 85,863 | $500.6K | 0.11% | −533−0.6% | Reduced |
| World Equity Group, Inc. | 113,928 | $664.2K | 0.17% | +2,698+2.4% | Added |
| LPL Financial LLC | 161,581 | $942.0K | 0.00% | −17,693−9.9% | Reduced |
| Quarry LP | 222,673 | $1.30M | 0.26% | +53,736+31.8% | Added |
| Raymond James Financial Inc | 243,786 | $1.42M | 0.00% | +54,549+28.8% | Added |
| Invesco Ltd. | 250,306 | $1.46M | 0.00% | −6,453−2.5% | Reduced |
| Morgan Stanley | 250,769 | $1.46M | 0.00% | +34,246+15.8% | Added |
| Wolverine Asset Management LLC | 300,153 | $1.75M | 0.03% | +105,369+54.1% | Added |
| Wells Fargo & Company | 409,609 | $2.39M | 0.00% | −42,474−9.4% | Reduced |
| Guggenheim Capital LLC | 410,159 | $2.39M | 0.02% | +244,742+148.0% | Added |
| Absolute Investment Advisers LLC | 567,061 | $3.31M | 0.39% | +32,418+6.1% | Added |
| Advisor Group Holdings, Inc. | 575,858 | $3.36M | 0.00% | −143,753−20.0% | Reduced |
| Shaker Financial Services, LLC | 573,686 | $3.38M | 1.18% | −110,422−16.1% | Reduced |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −63,039−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −49,321−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −23,137−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,453−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,240−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |