XAI MADISON EQUITY PREMIUM I (MCN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
44
Reporting holders
$27.6M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | $4.8M | 871,846 | 0.47% | 6q | +53.7%+$1.7M |
| OSAIC HOLDINGS, INC. | $3.1M | 560,216 | 0.00% | 26q | -2.7%-$86.3K |
| GUGGENHEIM CAPITAL LLC | $2.4M | 431,245 | 0.01% | 3q | +5.1%+$116.4K |
| Shaker Financial Services, LLC | $2.4M | 425,590 | 0.74% | 7q | -25.8%-$823.5K |
| WELLS FARGO & COMPANY/MN | $2.3M | 415,849 | 0.00% | 31q | -49.2%-$2.2M |
| Quarry LP | $2.0M | 358,469 | 0.16% | 5q | +61.0%+$749.6K |
| RAYMOND JAMES FINANCIAL INC | $1.7M | 306,361 | 0.00% | 7q | +25.7%+$345.4K |
| MORGAN STANLEY | $1.4M | 260,509 | 0.00% | 35q | +3.9%+$53.8K |
| Invesco Ltd. | $1.4M | 257,791 | 0.00% | 5q | +3.0%+$41.3K |
| LPL Financial LLC | $969.7K | 175,664 | 0.00% | 31q | +8.7%+$77.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $644.1K | 116,693 | 0.01% | 8q | -61.1%-$1.0M |
| WORLD EQUITY GROUP, INC. | $631.5K | 114,407 | 0.14% | 13q | HELD |
| Centurion Wealth Management LLC | $466.0K | 84,426 | 0.11% | 14q | -1.7%-$7.9K |
| ROYAL BANK OF CANADA | $370.0K | 66,940 | 0.00% | 31q | +94.2%+$179.5K |
| STIFEL FINANCIAL CORP | $304.7K | 55,207 | 0.00% | 25q | HELD |
| Procyon Advisors, LLC | $288.3K | 52,234 | 0.01% | 23q | +1.1%+$3.0K |
| TWO SIGMA INVESTMENTS, LP | $285.4K | 51,709 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $275.0K | 49,822 | 0.00% | 2q | +388.8%+$218.8K |
| Private Advisor Group, LLC | $256.0K | 46,369 | 0.00% | 22q | -3.5%-$9.3K |
| FIFTH THIRD BANCORP | $250.5K | 45,386 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $206.3K | 37,372 | 0.00% | 4q | +84.9%+$94.7K |
| BENJAMIN EDWARDS INC | $200.5K | 36,326 | 0.00% | 4q | +4.8%+$9.2K |
| Arlington Capital Management, Inc. | $152.5K | 27,630 | 0.09% | 5q | +3.0%+$4.4K |
| Hilltop Holdings Inc. | $129.3K | 23,429 | 0.01% | 24q | HELD |
| Tactive Advisors, LLC | $93.6K | 16,958 | 0.02% | 4q | +40.1%+$26.8K |
| ECLECTIC ASSOCIATES INC /ADV | $93.0K | 16,849 | 0.01% | 2q | HELD |
| UBS Group AG | $79.3K | 14,363 | 0.00% | 31q | +1.0% |
| Cetera Investment Advisers | $79.1K | 14,329 | 0.00% | 5q | +2.5%+$1.9K |
| Investmark Advisory Group LLC | $63.1K | 11,438 | 0.02% | 5q | +3.1%+$1.9K |
| Stratos Wealth Partners, LTD. | $62.0K | 11,231 | 0.00% | 26q | +2.2%+$1.3K |
| XTX Topco Ltd | $59.6K | 10,795 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $39.9K | 7,200 | 0.00% | 3q | +7.5%+$2.8K |
| CITIGROUP INC | $36.0K | 6,525 | 0.00% | 4q | +35.2%+$9.4K |
| Axiom Investment Management LLC | $24.9K | 4,502 | 0.02% | 2q | +3.8% |
| MERCER GLOBAL ADVISORS INC /ADV | $19.5K | 3,536 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.9K | 2,704 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $14.2K | 2,552 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $13.1K | 2,366 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $8.3K | 1,500 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $2.9K | 518 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 500 | 0.00% | 4q | HELD |
| Fourth Dimension Wealth, LLC | $2.2K | 400 | 0.00% | 7q | HELD |
| Institute for Wealth Management, LLC. | $1.2K | 224 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $646 | 116,984 | 0.00% | 31q | +120.6% |
| HRT FINANCIAL LP | $216 | 39,226 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $116 | 21 | 0.00% | 6q | -85.1% |
| Janney Montgomery Scott LLC | $73 | 13,212 | 0.00% | 14q | -1.8% |
| FNY Investment Advisers, LLC | $8 | 1,600 | 0.00% | 2q | 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 | 44 | $27.6M | 5,000,001 | 6 | 21 | 7 | 0.0% |
| Q1 2026 | 42 | $29.8M | 5,112,614 | 4 | 17 | 10 | 0.0% |
| Q4 2025 | 49 | $27.8M | 4,627,837 | 9 | 13 | 15 | 0.0% |
| Q3 2025 | 44 | $26.0M | 4,187,909 | 5 | 12 | 17 | 0.0% |
| Q2 2025 | 45 | $26.1M | 4,173,054 | 12 | 14 | 10 | 0.0% |
| Q1 2025 | 38 | $20.8M | 3,354,374 | 10 | 10 | 10 | 0.0% |
| Q4 2024 | 32 | $22.3M | 3,327,114 | 2 | 11 | 12 | 0.0% |
| Q3 2024 | 40 | $25.6M | 3,597,732 | 9 | 8 | 15 | 0.0% |
| Q2 2024 | 36 | $28.2M | 3,712,065 | 5 | 11 | 11 | 0.0% |
| Q1 2024 | 38 | $39.0M | 5,339,092 | 5 | 13 | 9 | 0.0% |
| Q4 2023 | 37 | $38.1M | 5,070,266 | 2 | 14 | 10 | 0.0% |
| Q3 2023 | 41 | $31.6M | 4,468,041 | 6 | 16 | 8 | 0.0% |
| Q2 2023 | 39 | $28.9M | 3,907,649 | 10 | 9 | 10 | 0.0% |
| Q1 2023 | 34 | $31.3M | 3,762,057 | 3 | 10 | 11 | 4.8% |
| Q4 2022 | 34 | $26.9M | 3,472,543 | 6 | 9 | 9 | 0.0% |
| Q3 2022 | 34 | $24.1M | 3,730,138 | 2 | 13 | 9 | 0.0% |
| Q2 2022 | 39 | $28.4M | 4,191,055 | 5 | 14 | 10 | 0.0% |
| Q1 2022 | 39 | $33.4M | 4,177,016 | 2 | 6 | 14 | 0.0% |
| Q4 2021 | 41 | $34.5M | 4,292,185 | 3 | 9 | 12 | 0.1% |
| Q3 2021 | 41 | $33.4M | 4,249,925 | 0 | 13 | 12 | 0.1% |
| Q2 2021 | 41 | $35.2M | 4,351,606 | 4 | 13 | 13 | 0.2% |
| Q1 2021 | 41 | $33.3M | 4,388,414 | 5 | 11 | 13 | 0.4% |
| Q4 2020 | 40 | $26.8M | 3,968,110 | 7 | 8 | 11 | 0.2% |
| Q3 2020 | 42 | $22.8M | 3,813,063 | 5 | 11 | 14 | 0.2% |
| Q2 2020 | 45 | $24.7M | 4,381,193 | 9 | 18 | 7 | 0.1% |
| Q1 2020 | 42 | $23.4M | 4,614,877 | 6 | 12 | 12 | 0.1% |
| Q4 2019 | 42 | $24.8M | 3,736,573 | 6 | 15 | 13 | 0.1% |
| Q3 2019 | 38 | $22.9M | 3,572,775 | 5 | 10 | 14 | 0.1% |
| Q2 2019 | 36 | $25.1M | 3,798,084 | 7 | 12 | 10 | 0.1% |
| Q1 2019 | 37 | $27.5M | 4,029,739 | 5 | 13 | 12 | 0.1% |
| Q4 2018 | 39 | $26.5M | 4,301,950 | 1 | 1 | 1 | 0.1% |