Allspring Income OpportXEADX

13F holders, Q1 2025 (March 31)
83holders +6
9new positions
3sold out
$6.85avg. 13F price*

At the end of Q1 2025, 83 institutions reported holding Allspring Income Opport (XEADX) in their 13F filings, up 6 from Q4 2024. 9 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($25.9M), Pathstone Holdings, LLC ($12.5M) and Sit Investment Associates Inc. ($8.8M).

Company
Allspring Income Opport
CUSIP
94987B105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 76Q1 2024Q2 2024: 73Q2 2024Q3 2024: 77Q3 2024Q4 2024: 77Q4 2024Q1 2025: 83Q1 2025Q2 2025: 77Q2 2025Q3 2025: 81Q3 2025Q4 2025: 85Q4 2025Q1 2026: 92Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$793K
Exits3$369K

All 13F filers, Q4 2024 → Q1 2025: 891,144 shares bought and 747,157 shares sold, net +143,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Morgan Stanley 0.00% Add +0.6% 3,790,548 $25.9M
Pathstone Holdings, LLC 0.05% Add +20.7% 1,816,347 $12.5M
Sit Investment Associates Inc. 0.21% Add +3.1% 1,290,326 $8.8M
Cohen & Steers, Inc. 0.01% No change 968,389 $6.6M
Guggenheim Capital LLC 0.06% Add +9.3% 938,959 $6.4M
Rivernorth Capital Management, LLC 0.31% Reduce -30.7% 850,644 $5.8M
Invesco Ltd. 0.00% Add +3.3% 809,787 $5.5M
Peak Planning Group, LLC 2.25% Add +9.5% 782,407 $5.4M
Shaker Financial Services, LLC 1.51% Reduce -11.5% 563,140 $3.9M
Rareview Capital LLC 1.51% Add +44.2% 347,402 $2.4M
UBS Group AG 0.00% Reduce -4.8% 335,228 $2.3M
LPL Financial LLC 0.00% Reduce -4.1% 323,362 $2.2M
Thrivent Financial for Lutherans 0.00% No change 309,575 $2.1M
Envestnet Asset Management Inc. 0.00% Add +4.1% 292,432 $2.0M
Brown Advisory Inc. 0.00% No change 220,649 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.8% 177,585 $1.2M
Park Avenue Securities LLC 0.01% Reduce -2.7% 176,875 $1.2M
Marks Group Wealth Management, Inc 0.12% No change 176,440 $1.2M
Easterly Investment Partners LLC 0.09% Add +6.7% 158,861 $1.1M
Principal Securities, Inc. 0.02% No change 156,000 $1.1M
Fiera Capital Corp 0.00% No change 111,997 $766K
Sowell Financial Services LLC 0.03% Add +17.6% 103,500 $708K
Osaic Holdings, Inc. 0.00% Add +15.1% 89,629 $613K
Raymond James Financial Inc. 0.00% Add +2.9% 75,539 $517K
Bank of America Corp. 0.00% Reduce -6.0% 63,386 $434K
Royal Bank of Canada 0.00% Reduce -13.5% 59,573 $407K
Selway Asset Management 0.16% Reduce -15.9% 58,020 $397K
Stratos Wealth Partners, LTD. 0.01% Reduce -5.7% 57,190 $391K
Lido Advisors, LLC 0.00% No change 56,161 $387K
Ameriprise Financial Inc. 0.00% Reduce -29.7% 49,024 $335K
NewEdge Advisors, LLC 0.00% Reduce -1.6% 48,400 $331K
Readystate Asset Management LP 0.03% New 46,439 $318K
PFG Investments, LLC 0.02% Reduce -2.4% 43,334 $296K
Luken Investment Analytics, LLC 0.13% No change 42,039 $288K
Susquehanna International Group, LLP 0.00% Add +276.3% 41,829 $286K
MML Investors Services, LLC 0.00% Add +9.6% 33,667 $230K
Integrated Capital Management, Inc. 0.18% Add +4.4% 32,956 $225K
City of London Investment Management Co. Ltd. 0.02% No change 32,595 $223K
Sonora Investment Management Group, LLC 0.02% No change 30,550 $209K
KPP Advisory Services LLC 0.04% Reduce -2.9% 29,760 $204K
Clear Creek Financial Management, LLC 0.02% No change 29,756 $204K
Mariner, LLC 0.00% Add +26.9% 28,673 $196K
Choreo, LLC 0.00% Reduce -1.8% 24,962 $172K
Accredited Investor Services, LLC 0.13% New 23,337 $160K
Capital Investment Advisors, LLC 0.00% Reduce -0.3% 22,840 $156K
Avior Wealth Management, LLC 0.00% Add +34.5% 18,892 $129K
Collaborative Wealth Managment Inc. 0.05% No change 16,634 $114K
AQR Arbitrage LLC 0.00% Reduce -90.0% 16,458 $113K
Sheaff Brock Investment Advisors, LLC 0.01% Add +0.3% 16,410 $112K
NWF Advisory Services Inc. 0.02% New 16,300 $111K
Commonwealth Equity Services, LLC 0.00% Reduce -4.4% 15,565 $106K
Geneos Wealth Management Inc. 0.00% Add +549.9% 15,103 $103K
Northwestern Mutual Wealth Management Co. 0.00% Add +285.9% 14,847 $102K
Merit Financial Group, LLC 0.00% New 14,292 $98K
Siligmueller & Norvid Wealth Advisors LLC 0.04% No change 13,250 $91K
Wealth Enhancement Advisory Services, LLC 0.00% New 12,975 $89K
Clearstead Advisors, LLC 0.00% Reduce -25.0% 12,651 $87K
West Michigan Advisors, LLC 0.03% Add +2.3% 12,464 $86K
Apollon Wealth Management, LLC 0.00% No change 11,950 $82K
Kestra Private Wealth Services, LLC 0.00% No change 10,966 $75K
VSM Wealth Advisory, LLC 0.02% Add +16.1% 9,612 $66K
Lanark Financial, Inc. 0.01% — 9,470 $64K
Steward Partners Investment Advisory, LLC 0.00% No change 3,800 $26K
CoreCap Advisors, LLC 0.00% Reduce -41.2% 3,330 $23K
WPG Advisers, LLC 0.02% Reduce -10.0% 3,226 $22K
MAI Capital Management 0.00% Add +2.3% 3,038 $21K
FNY Investment Advisers, LLC 0.01% No change 1,800 $12K
Creative Financial Designs Inc. 0.00% No change 1,700 $12K
Anfield Capital Management, LLC 0.00% New 1,271 $9K
PNC Financial Services Group, Inc. 0.00% No change 1,256 $9K
HHM Wealth Advisors, LLC 0.00% No change 1,210 $8K
Comerica Bank 0.00% Reduce -18.9% 1,167 $8K
Coldstream Capital Management Inc. 0.00% New 780 $5K
Cwm, LLC 0.00% No change 631 $4K
Trust Co. of Vermont 0.00% New 465 $3K
US Bancorp \de 0.00% No change 409 $3K
IFP Advisors, Inc 0.00% No change 300 $2K
Assetmark, Inc. 0.00% No change 69 $472
Harbour Investments, Inc. 0.00% No change 59 $404
Cheviot Value Management, LLC 0.00% New 19 $129
Tower Research Capital LLC (TRC) 0.00% Reduce -96.8% 10 $68
Cedar Mountain Advisors, LLC 0.00% No change 9 $62
Wells Fargo & Company 0.00% Add +0.0% 1 $10

"% of holder's portfolio" is XEADX's weight in each manager's 13F, not the share of Allspring Income Opport the manager owns.