Xai Madison Equity Premium IMCN
13F holders, Q3 2025 (September 30)48holders −1
5new positions
5sold out
$6.20avg. 13F price*
At the end of Q3 2025, 48 institutions reported holding Xai Madison Equity Premium I (MCN) in their 13F filings, down 1 from Q2 2025. 5 opened new positions and 5 sold out. The largest holders were Osaic Holdings, Inc. ($5.1M), Shaker Financial Services, LLC ($3.3M) and Wells Fargo & Company ($2.8M).
- Company
- Xai Madison Equity Premium I
- CUSIP
- 557437100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $349K |
| Exits | 5 | $513K |
All 13F filers, Q2 2025 → Q3 2025: 370,015 shares bought and 286,333 shares sold, net +83,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Osaic Holdings, Inc. | 0.01% | Reduce -3.1% | 810,367 | $5.1M |
| Shaker Financial Services, LLC | 1.14% | Add +17.4% | 534,836 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +6.4% | 446,310 | $2.8M |
| Invesco Ltd. | 0.00% | Add +27.1% | 265,315 | $1.6M |
| Morgan Stanley | 0.00% | Add +1.3% | 227,911 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -12.2% | 216,186 | $1.3M |
| Absolute Investment Advisers, LLC | 0.15% | Reduce -4.0% | 195,155 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 193,822 | $1.2M |
| Centurion Wealth Management LLC | 0.18% | Reduce -25.3% | 129,698 | $800K |
| Wolverine Asset Management LLC | 0.05% | Add +2049.0% | 106,267 | $656K |
| World Equity Group, Inc. | 0.15% | Add +5.0% | 104,173 | $643K |
| NWF Advisory Services Inc. | 0.06% | Reduce -22.5% | 93,600 | $578K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 92,174 | $569K |
| Consolidated Portfolio Review Corp | 0.06% | Reduce -16.6% | 77,130 | $476K |
| Quarry LP | 0.11% | No change | 70,140 | $433K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 60,432 | $373K |
| Independent Wealth Network Inc. | 0.12% | Add +6.3% | 59,132 | $365K |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 55,180 | $340K |
| D.A. Davidson & Co. | 0.00% | Add +15.0% | 52,360 | $323K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 52,291 | $323K |
| Procyon Advisors, LLC | 0.02% | Add +1.4% | 48,544 | $300K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 47,956 | $296K |
| Comerica Bank | 0.00% | No change | 45,386 | $280K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -51.6% | 29,844 | $184K |
| Hilltop Holdings Inc. | 0.01% | Reduce -3.5% | 27,429 | $169K |
| Arlington Capital Management, Inc. | 0.10% | Reduce -9.2% | 26,491 | $163K |
| Benjamin Edwards Inc. | 0.00% | New | 25,567 | $158K |
| UBS Group AG | 0.00% | Reduce -8.2% | 22,724 | $140K |
| AlphaCore Capital LLC | 0.00% | No change | 20,255 | $126K |
| ELCO Management Co., LLC | 0.05% | Reduce -10.6% | 16,823 | $104K |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.9% | 14,635 | $90K |
| Susquehanna International Group, LLP | 0.00% | New | 14,110 | $87K |
| Cetera Investment Advisers | 0.00% | Reduce -0.6% | 14,018 | $86K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,914 | $80K |
| Tactive Advisors, LLC | 0.02% | New | 11,519 | $71K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -43.5% | 10,528 | $65K |
| Investmark Advisory Group LLC | 0.03% | Add +2.0% | 10,455 | $65K |
| Mariner, LLC | 0.00% | Reduce -0.6% | 10,381 | $64K |
| NewEdge Advisors, LLC | 0.00% | No change | 6,666 | $41K |
| Citigroup Inc. | 0.00% | New | 4,825 | $30K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 4,350 | $27K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,900 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 2,550 | $16K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,500 | $9K |
| FNY Investment Advisers, LLC | 0.00% | No change | 1,600 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -89.1% | 400 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 141 | $870 |
"% 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.