ALLSPRING INCOME OPPORTUNIT (EAD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
93
Reporting holders
$94.1M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $25.4M | 3,912,776 | 0.00% | 35q | HELD |
| Pathstone Holdings, LLC | $12.9M | 1,989,962 | 0.04% | 11q | +27.7%+$2.8M |
| Peak Planning Group, LLC | $7.1M | 1,090,407 | 1.60% | 3q | -4.6%-$340.3K |
| Invesco Ltd. | $6.2M | 961,400 | 0.00% | 31q | -8.0%-$540.1K |
| GUGGENHEIM CAPITAL LLC | $6.1M | 937,816 | 0.04% | 31q | +4.3%+$253.5K |
| Shaker Financial Services, LLC | $3.9M | 595,858 | 1.22% | 27q | +5.0%+$185.1K |
| Logan Stone Capital, LLC | $3.2M | 491,240 | 0.67% | 3q | +1085.3%+$2.9M |
| LPL Financial LLC | $2.5M | 390,696 | 0.00% | 31q | +1.2%+$30.7K |
| UBS Group AG | $2.3M | 359,655 | 0.00% | 31q | -8.7%-$223.1K |
| Advisors Asset Management, Inc. | $1.9M | 292,626 | 0.03% | 3q | -4.1%-$81.6K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.5M | 236,134 | 0.01% | 4q | +112.6%+$813.1K |
| BROWN ADVISORY INC | $1.3M | 204,649 | 0.00% | 15q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 193,730 | 0.00% | 31q | -13.5%-$197.3K |
| PRINCIPAL SECURITIES, INC. | $1.2M | 190,103 | 0.01% | 11q | +9.5%+$107.6K |
| Fiera Capital Corp | $1.1M | 171,092 | 0.00% | 31q | +2.7%+$29.2K |
| Marks Group Wealth Management, Inc | $1.1M | 162,945 | 0.09% | 25q | HELD |
| EASTERLY INVESTMENT PARTNERS LLC | $1.0M | 161,456 | 0.05% | 17q | +1.6%+$16.9K |
| Sowell Financial Services LLC | $841.1K | 129,400 | 0.03% | 8q | +25.0%+$168.3K |
| Luken Investment Analytics, LLC | $837.4K | 128,832 | 0.29% | 15q | -10.2%-$95.0K |
| OSAIC HOLDINGS, INC. | $819.4K | 126,064 | 0.00% | 26q | +24.9%+$163.4K |
| JANE STREET GROUP, LLC | $758.8K | 116,742 | 0.00% | 5q | +315.8%+$576.3K |
| ADAPT WEALTH ADVISORS, LLC | $714.7K | 109,947 | 0.23% | 4q | -9.1%-$71.2K |
| READYSTATE ASSET MANAGEMENT LP | $625.1K | 96,167 | 0.02% | new | NEW |
| Marex Group Ltd | $594.4K | 91,443 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $563.0K | 86,618 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $548.6K | 84,402 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $473.0K | 72,687 | 0.00% | 31q | +0.7%+$3.4K |
| PFG Investments, LLC | $455.5K | 70,081 | 0.02% | 10q | HELD |
| Lido Advisors, LLC | $437.8K | 66,816 | 0.00% | 11q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $405.2K | 63,010 | 0.00% | 6q | -1.7%-$7.1K |
| RAYMOND JAMES FINANCIAL INC | $384.9K | 59,219 | 0.00% | 7q | -32.7%-$187.0K |
| Calamos Advisors LLC | $335.5K | 51,617 | 0.00% | new | NEW |
| XTX Topco Ltd | $295.4K | 45,443 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $293.1K | 45,088 | 0.00% | 6q | +105.5%+$150.4K |
| Stratos Wealth Partners, LTD. | $269.7K | 41,490 | 0.00% | 31q | HELD |
| NewEdge Advisors, LLC | $266.5K | 41,000 | 0.00% | 19q | HELD |
| &PARTNERS | $186.9K | 28,748 | 0.00% | new | NEW |
| WEST MICHIGAN ADVISORS, LLC | $181.2K | 27,690 | 0.02% | 9q | +102.5%+$91.7K |
| NOMURA HOLDINGS INC | $169.0K | 26,000 | 0.00% | 2q | +21.9%+$30.3K |
| CHOREO, LLC | $154.7K | 23,594 | 0.00% | 9q | -7.7%-$12.8K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $143.8K | 22,130 | 0.01% | new | NEW |
| Fingerlakes Wealth Management, Inc. | $141.5K | 21,769 | 0.08% | 4q | +2.4%+$3.4K |
| ACCREDITED INVESTOR SERVICES, LLC | $139.1K | 21,401 | 0.08% | 6q | +1.3%+$1.9K |
| Clearstead Advisors, LLC | $138.4K | 21,299 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $136.7K | 21,033 | 0.00% | 22q | -53.4%-$156.8K |
| CITADEL ADVISORS LLC | $134.0K | 20,616 | 0.00% | 2q | +58.2%+$49.3K |
| BANK OF AMERICA CORP /DE/ | $132.5K | 20,384 | 0.00% | 31q | +1.2%+$1.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $122.2K | 18,801 | 0.00% | 2q | +65.4%+$48.3K |
| Global Retirement Partners, LLC | $120.9K | 18,602 | 0.00% | 2q | +11.1%+$12.1K |
| Mariner, LLC | $119.1K | 18,325 | 0.00% | 16q | -3.2%-$3.9K |
| Capital Investment Advisors, LLC | $118.1K | 18,170 | 0.00% | 31q | -12.6%-$17.1K |
| Cetera Investment Advisers | $116.7K | 17,954 | 0.00% | 4q | -76.8%-$386.2K |
| MELFA WEALTH MANAGEMENT, INC. | $116.5K | 17,923 | 0.06% | 3q | HELD |
| NWF Advisory Services Inc. | $112.5K | 17,300 | 0.01% | 6q | HELD |
| GC Wealth Management RIA, LLC | $110.1K | 16,937 | 0.01% | 3q | HELD |
| OPPENHEIMER & CO INC | $106.8K | 16,428 | 0.00% | 4q | -1.3%-$1.4K |
| VSM Wealth Advisory, LLC | $104.2K | 16,026 | 0.03% | 2q | +39.6%+$29.5K |
| Allworth Financial LP | $104.0K | 16,000 | 0.00% | 5q | HELD |
| Balyasny Asset Management L.P. | $103.0K | 15,843 | 0.00% | new | NEW |
| Collaborative Wealth Managment Inc. | $100.4K | 15,440 | 0.04% | 19q | HELD |
| Rothschild Wealth LLC | $87.7K | 13,488 | 0.01% | 3q | +1.8%+$1.5K |
| Focus Partners Wealth | $85.4K | 13,146 | 0.00% | 3q | HELD |
| HBK Sorce Advisory LLC | $79.7K | 12,450 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $74.1K | 11,400 | 0.00% | 25q | -4.2%-$3.2K |
| AQR CAPITAL MANAGEMENT LLC | $72.6K | 11,162 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $71.3K | 10,966 | 0.00% | 24q | HELD |
| RETIREMITTEN FINANCIAL LLC | $65.0K | 10,000 | 0.03% | 2q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $42.2K | 6,496 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $37.7K | 5,803 | 0.00% | 4q | +2.4% |
| PNC Financial Services Group, Inc. | $29.7K | 4,562 | 0.00% | 19q | +1.8% |
| IFG Advisory, LLC | $26.0K | 4,000 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $22.3K | 3,434 | 0.00% | 15q | HELD |
| CoreCap Advisors, LLC | $21.6K | 3,330 | 0.00% | 10q | HELD |
| Axiom Investment Management LLC | $18.9K | 2,901 | 0.01% | 2q | HELD |
| WPG Advisers, LLC | $18.3K | 2,811 | 0.01% | 7q | HELD |
| Arax Advisory Partners | $13.0K | 2,000 | 0.00% | 4q | +100.0%+$6.5K |
| SIT INVESTMENT ASSOCIATES INC | $11.4K | 1,754,423 | 0.22% | 31q | +1.1% |
| FIFTH THIRD BANCORP | $9.1K | 1,405 | 0.00% | 2q | +4.9% |
| HHM Wealth Advisors, LLC | $7.9K | 1,210 | 0.00% | 17q | HELD |
| Noble Wealth Management PBC | $6.5K | 1,000 | 0.00% | 4q | -65.5%-$12.3K |
| COHEN & STEERS, INC. | $5.6K | 864,743 | 0.01% | 31q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $5.5K | 850 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $5.2K | 798 | 0.00% | 2q | HELD |
| Silver Grove Financial Group, Inc. | $3.2K | 490 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $3.0K | 465 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $2.9K | 442 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 440 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 338,992 | 0.00% | 26q | +100.6%+$1.1K |
| Thrivent Financial for Lutherans | $2.1K | 326,901 | 0.00% | 31q | HELD |
| IFP Advisors, Inc | $1.9K | 300 | 0.00% | 18q | HELD |
| Wilmington Savings Fund Society, FSB | $1.3K | 200 | 0.00% | 2q | HELD |
| Clear Street Group Inc. | $403 | 62 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $390 | 60 | 0.00% | new | NEW |
| Cheviot Value Management, LLC | $124 | 19 | 0.00% | 6q | HELD |
| PARK AVENUE SECURITIES LLC | $97 | 14,983 | 0.00% | 31q | -3.7% |
| ASSETMARK, INC | $59 | 9 | 0.00% | 10q | HELD |
| FNY Investment Advisers, LLC | $11 | 1,800 | 0.00% | 2q | HELD |
| Advocate Investing Services LLC | $7 | 1 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $4 | 1 | 0.00% | 14q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 93 | $94.1M | 14,472,725 | 15 | 28 | 17 | 0.0% |
| Q1 2026 | 87 | $86.1M | 13,306,565 | 16 | 23 | 23 | 0.0% |
| Q4 2025 | 78 | $92.1M | 13,573,505 | 13 | 29 | 17 | 0.0% |
| Q3 2025 | 73 | $82.5M | 11,763,576 | 13 | 18 | 21 | 0.0% |
| Q2 2025 | 69 | $89.4M | 12,662,115 | 4 | 28 | 13 | 0.0% |
| Q1 2025 | 72 | $83.8M | 12,233,615 | 9 | 19 | 19 | 0.0% |
| Q4 2024 | 68 | $88.9M | 12,886,698 | 4 | 26 | 9 | 0.0% |
| Q3 2024 | 65 | $84.5M | 11,849,009 | 9 | 14 | 16 | 0.0% |
| Q2 2024 | 63 | $80.0M | 12,073,444 | 3 | 20 | 19 | 0.0% |
| Q1 2024 | 64 | $121.3M | 18,260,962 | 8 | 18 | 16 | 0.0% |
| Q4 2023 | 68 | $92.4M | 14,113,159 | 10 | 15 | 20 | 0.0% |
| Q3 2023 | 65 | $67.0M | 10,983,560 | 9 | 15 | 21 | 0.0% |
| Q2 2023 | 63 | $69.4M | 10,755,984 | 5 | 22 | 12 | 0.0% |
| Q1 2023 | 68 | $64.2M | 10,134,696 | 9 | 11 | 29 | 0.0% |
| Q4 2022 | 64 | $65.4M | 10,237,384 | 14 | 18 | 17 | 0.0% |
| Q3 2022 | 70 | $83.8M | 13,503,088 | 5 | 22 | 21 | 0.0% |
| Q2 2022 | 77 | $99.7M | 15,360,515 | 13 | 27 | 11 | 0.0% |
| Q1 2022 | 72 | $113.0M | 14,299,055 | 12 | 24 | 17 | 0.0% |
| Q4 2021 | 73 | $144.7M | 15,792,671 | 8 | 29 | 18 | 0.0% |
| Q3 2021 | 68 | $134.8M | 15,314,486 | 7 | 22 | 21 | 0.0% |
| Q2 2021 | 66 | $139.9M | 15,919,970 | 7 | 26 | 13 | 0.0% |
| Q1 2021 | 72 | $133.9M | 15,864,482 | 14 | 25 | 19 | 0.0% |
| Q4 2020 | 66 | $116.2M | 14,238,542 | 4 | 22 | 19 | 0.0% |
| Q3 2020 | 68 | $96.0M | 13,143,153 | 9 | 20 | 21 | 0.0% |
| Q2 2020 | 62 | $95.8M | 13,639,719 | 6 | 25 | 21 | 0.0% |
| Q1 2020 | 62 | $93.5M | 14,602,871 | 14 | 25 | 13 | 0.0% |
| Q4 2019 | 59 | $106.9M | 12,691,769 | 9 | 16 | 19 | 0.0% |
| Q3 2019 | 62 | $116.7M | 14,167,395 | 6 | 16 | 23 | 0.0% |
| Q2 2019 | 66 | $139.5M | 16,929,963 | 9 | 20 | 19 | 0.0% |
| Q1 2019 | 67 | $140.3M | 17,805,668 | 12 | 28 | 13 | 0.0% |
| Q4 2018 | 63 | $153.9M | 21,262,396 | 0 | 1 | 1 | 0.0% |