Xai Madison Equity Premium IMCN

13F holders, Q4 2025 (December 31)
51holders +3
9new positions
6sold out
$6.01avg. 13F price*

At the end of Q4 2025, 51 institutions reported holding Xai Madison Equity Premium I (MCN) in their 13F filings, up 3 from Q3 2025. 9 opened new positions and 6 sold out. The largest holders were Osaic Holdings, Inc. ($4.3M), Shaker Financial Services, LLC ($4.1M) and Absolute Investment Advisers, LLC ($3.3M).

Company
Xai Madison Equity Premium I
CUSIP
557437100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 41Q1 2024Q2 2024: 39Q2 2024Q3 2024: 44Q3 2024Q4 2024: 36Q4 2024Q1 2025: 42Q1 2025Q2 2025: 49Q2 2025Q3 2025: 48Q3 2025Q4 2025: 51Q4 2025Q1 2026: 46Q1 2026Q2 2026: 46Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$1.4M
Exits6$1.2M

All 13F filers, Q3 2025 → Q4 2025: 943,968 shares bought and 519,977 shares sold, net +423,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Osaic Holdings, Inc. 0.01% Reduce -11.2% 719,611 $4.3M
Shaker Financial Services, LLC 1.30% Add +27.9% 684,108 $4.1M
Absolute Investment Advisers, LLC 0.37% Add +174.0% 534,643 $3.3M
Wells Fargo & Company 0.00% Add +1.3% 452,083 $2.7M
Invesco Ltd. 0.00% Reduce -3.2% 256,759 $1.5M
Morgan Stanley 0.00% Reduce -5.0% 216,523 $1.3M
Wolverine Asset Management LLC 0.07% Add +83.3% 194,784 $1.2M
Raymond James Financial Inc. 0.00% Reduce -2.4% 189,237 $1.1M
LPL Financial LLC 0.00% Reduce -17.1% 179,274 $1.1M
Quarry LP 0.17% Add +140.9% 168,937 $1.0M
Guggenheim Capital LLC 0.01% New 165,417 $993K
World Equity Group, Inc. 0.19% Add +6.8% 111,230 $667K
Centurion Wealth Management LLC 0.11% Reduce -33.4% 86,396 $518K
Independent Wealth Network Inc. 0.12% Add +6.6% 63,039 $378K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.4% 60,195 $361K
Stifel Financial Corp. 0.00% Reduce -4.2% 52,860 $317K
Procyon Advisors, LLC 0.01% Add +1.8% 49,421 $297K
D.A. Davidson & Co. 0.00% Reduce -5.8% 49,321 $296K
Private Advisor Group, LLC 0.00% Add +0.1% 48,026 $288K
Comerica Bank 0.00% No change 45,386 $272K
Royal Bank of Canada 0.00% Reduce -30.9% 36,108 $217K
Susquehanna International Group, LLP 0.00% Add +118.0% 30,761 $185K
Hilltop Holdings Inc. 0.01% No change 27,429 $165K
Benjamin Edwards Inc. 0.00% Add +5.6% 26,995 $162K
Arlington Capital Management, Inc. 0.09% Reduce -6.3% 24,830 $149K
Logan Stone Capital, LLC 0.03% New 23,137 $139K
AlphaCore Capital LLC 0.00% No change 20,255 $122K
Landscape Capital Management, L.L.C. 0.01% Reduce -34.8% 19,453 $117K
NWF Advisory Services Inc. 0.01% Reduce -81.7% 17,100 $103K
Two Sigma Investments, LP 0.00% New 15,572 $93K
UBS Group AG 0.00% Reduce -36.4% 14,450 $87K
Cetera Investment Advisers 0.00% Reduce -1.8% 13,764 $83K
Janney Montgomery Scott LLC 0.00% Add +4.1% 13,449 $81K
Tactive Advisors, LLC 0.02% Add +5.0% 12,095 $73K
Commonwealth Equity Services, LLC 0.00% Reduce -21.6% 11,474 $69K
Jane Street Group, LLC 0.00% New 11,240 $67K
Investmark Advisory Group LLC 0.03% Add +4.0% 10,878 $65K
Stratos Wealth Partners, LTD. 0.00% Add +2.9% 10,831 $65K
International Assets Investment Management, LLC 0.00% New 7,200 $43K
NewEdge Advisors, LLC 0.00% No change 6,666 $40K
Kestra Advisory Services, LLC 0.00% New 6,103 $37K
Citigroup Inc. 0.00% No change 4,825 $29K
Sound Income Strategies, LLC 0.00% No change 2,900 $17K
Medallion Wealth Advisors, LLC 0.01% No change 2,550 $15K
CoreCap Advisors, LLC 0.00% No change 1,500 $9K
Northwestern Mutual Wealth Management Co. 0.00% New 1,000 $6K
Highline Wealth Partners LLC 0.00% No change 500 $3K
Blue Bell Private Wealth Management, LLC 0.00% New 500 $3K
Fourth Dimension Wealth, LLC 0.00% No change 400 $2K
Farther Finance Advisors, LLC 0.00% No change 141 $846
Tower Research Capital LLC (TRC) 0.00% New 125 $750

"% 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.