Xai Madison Equity Premium IMCN
13F holders, Q1 2025 (March 31)42holders +6
11new positions
5sold out
$6.21avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Xai Madison Equity Premium I (MCN) in their 13F filings, up 6 from Q4 2024. 11 opened new positions and 5 sold out. The largest holders were Osaic Holdings, Inc. ($4.8M), Shaker Financial Services, LLC ($2.3M) and LPL Financial LLC ($1.5M).
- Company
- Xai Madison Equity Premium I
- CUSIP
- 557437100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.1M |
| Exits | 5 | $705K |
All 13F filers, Q4 2024 → Q1 2025: 604,600 shares bought and 574,049 shares sold, net +30,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -1.4% | 775,966 | $4.8M |
| Shaker Financial Services, LLC | 0.88% | Add +85.3% | 358,126 | $2.3M |
| LPL Financial LLC | 0.00% | Add +1.2% | 242,701 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 230,732 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -10.5% | 196,554 | $1.2M |
| Centurion Wealth Management LLC | 0.36% | No change | 171,485 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +57.3% | 174,086 | $1.1M |
| NWF Advisory Services Inc. | 0.11% | New | 122,800 | $753K |
| World Equity Group, Inc. | 0.19% | Reduce -52.0% | 91,581 | $652K |
| UBS Group AG | 0.00% | Reduce -56.0% | 105,342 | $646K |
| Consolidated Portfolio Review Corp | 0.09% | Add +5.2% | 94,024 | $576K |
| Guggenheim Capital LLC | 0.01% | Reduce -29.3% | 90,501 | $555K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 63,301 | $388K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 60,501 | $371K |
| Calamos Advisors LLC | 0.00% | New | 57,760 | $354K |
| Independent Wealth Network Inc. | 0.13% | Add +4.0% | 52,590 | $322K |
| Private Advisor Group, LLC | 0.00% | No change | 48,825 | $299K |
| Comerica Bank | 0.00% | Reduce -3.2% | 45,386 | $278K |
| Absolute Investment Advisers, LLC | 0.04% | New | 45,300 | $278K |
| Royal Bank of Canada | 0.00% | Add +5.9% | 44,179 | $271K |
| D.A. Davidson & Co. | 0.00% | Add +6.2% | 34,740 | $213K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 34,593 | $212K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -86.8% | 32,069 | $197K |
| Procyon Advisors, LLC | 0.01% | Add +0.8% | 31,664 | $194K |
| Hilltop Holdings Inc. | 0.01% | Add +14.0% | 28,429 | $174K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.7% | 25,632 | $157K |
| Wolverine Asset Management LLC | 0.01% | Add +90.2% | 23,501 | $144K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -21.9% | 22,772 | $140K |
| ELCO Management Co., LLC | 0.07% | Reduce -3.2% | 21,323 | $131K |
| L.M. Kohn & Company | 0.03% | Reduce -0.2% | 20,994 | $129K |
| AlphaCore Capital LLC | 0.01% | New | 20,255 | $128K |
| Sowell Financial Services LLC | 0.01% | New | 20,474 | $126K |
| Susquehanna International Group, LLP | 0.00% | New | 19,235 | $118K |
| Bank of New York Mellon Corp | 0.00% | New | 16,884 | $104K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,914 | $79K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,666 | $41K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 3,665 | $22K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 2,550 | $16K |
| Elequin Capital, LP | 0.00% | New | 1,680 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,500 | $9K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,600 | $9K |
| Farther Finance Advisors, LLC | 0.00% | New | 141 | $866 |
"% of holder's portfolio" is MCN's weight in each manager's 13F, not the share of Xai Madison Equity Premium I the manager owns.