Allspring Income OpportXEADX

13F holders, Q2 2025 (June 30)
77holders −6
4new positions
7sold out
$7.06avg. 13F price*

At the end of Q2 2025, 77 institutions reported holding Allspring Income Opport (XEADX) in their 13F filings, down 6 from Q1 2025. 4 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($27.9M), Pathstone Holdings, LLC ($13.3M) and Sit Investment Associates Inc. ($7.1M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$316K
Exits7$6.0M

All 13F filers, Q1 2025 → Q2 2025: 692,873 shares bought and 1,425,199 shares sold, net −732,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Add +4.3% 3,952,688 $27.9M
Pathstone Holdings, LLC 0.05% Add +4.0% 1,888,105 $13.3M
Sit Investment Associates Inc. 0.15% Reduce -21.5% 1,012,599 $7.1M
Guggenheim Capital LLC 0.06% Add +6.1% 996,321 $7.0M
Invesco Ltd. 0.00% Add +10.8% 897,364 $6.3M
Cohen & Steers, Inc. 0.01% Reduce -10.7% 864,743 $6.1M
Rivernorth Capital Management, LLC 0.31% Reduce -6.3% 797,190 $5.6M
Shaker Financial Services, LLC 1.51% Add +4.3% 587,142 $4.2M
UBS Group AG 0.00% Add +7.3% 359,795 $2.5M
Rareview Capital LLC 1.48% Reduce -4.5% 331,813 $2.3M
Thrivent Financial for Lutherans 0.00% No change 309,575 $2.2M
Envestnet Asset Management Inc. 0.00% Add +2.9% 300,980 $2.1M
LPL Financial LLC 0.00% Reduce -9.2% 293,492 $2.1M
Brown Advisory Inc. 0.00% No change 220,649 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.4% 176,814 $1.2M
Marks Group Wealth Management, Inc 0.12% No change 176,440 $1.2M
Park Avenue Securities LLC 0.01% Reduce -2.4% 172,696 $1.2M
Principal Securities, Inc. 0.02% Add +3.3% 161,182 $1.1M
Easterly Investment Partners LLC 0.08% No change 158,861 $1.1M
Luken Investment Analytics, LLC 0.41% Add +216.3% 132,968 $939K
Fiera Capital Corp 0.00% Reduce -0.1% 111,922 $790K
Sowell Financial Services LLC 0.03% No change 103,500 $731K
Osaic Holdings, Inc. 0.00% Add +7.6% 96,475 $681K
Raymond James Financial Inc. 0.00% Reduce -7.4% 69,939 $494K
Bank of America Corp. 0.00% Add +0.7% 63,828 $451K
PFG Investments, LLC 0.02% Add +36.7% 59,219 $418K
Stratos Wealth Partners, LTD. 0.01% Add +2.6% 58,690 $414K
Royal Bank of Canada 0.00% Reduce -1.9% 58,415 $412K
Lido Advisors, LLC 0.00% No change 56,161 $400K
Wealth Enhancement Advisory Services, LLC 0.00% Add +326.8% 55,379 $394K
Ameriprise Financial Inc. 0.00% Add +8.3% 53,100 $375K
NewEdge Advisors, LLC 0.00% Add +2.9% 49,820 $352K
Northwestern Mutual Wealth Management Co. 0.00% Add +151.3% 37,312 $263K
Integrated Capital Management, Inc. 0.18% Add +4.2% 34,333 $242K
City of London Investment Management Co. Ltd. 0.02% No change 32,595 $230K
Sonora Investment Management Group, LLC 0.02% No change 30,550 $216K
KPP Advisory Services LLC 0.03% Reduce -4.6% 28,391 $200K
Choreo, LLC 0.00% Add +4.7% 26,137 $186K
Accredited Investor Services, LLC 0.13% Add +0.8% 23,526 $166K
Capital Investment Advisors, LLC 0.00% No change 22,840 $161K
Merit Financial Group, LLC 0.00% Add +59.0% 22,719 $160K
Mariner, LLC 0.00% Reduce -21.6% 22,466 $159K
Susquehanna International Group, LLP 0.00% Reduce -48.7% 21,456 $151K
Clearstead Advisors, LLC 0.00% Add +57.7% 19,948 $141K
Clear Creek Financial Management, LLC 0.01% Reduce -38.4% 18,344 $130K
MML Investors Services, LLC 0.00% Reduce -48.2% 17,439 $123K
Jane Street Group, LLC 0.00% New 16,455 $116K
Allworth Financial LP 0.00% New 16,425 $116K
NWF Advisory Services Inc. 0.01% No change 16,300 $115K
Commonwealth Equity Services, LLC 0.00% Add +1.2% 15,748 $111K
Geneos Wealth Management Inc. 0.00% Add +4.1% 15,719 $111K
Collaborative Wealth Managment Inc. 0.05% Reduce -7.2% 15,440 $109K
Siligmueller & Norvid Wealth Advisors LLC 0.04% No change 13,250 $94K
West Michigan Advisors, LLC 0.03% Add +2.4% 12,761 $91K
Apollon Wealth Management, LLC 0.00% No change 11,950 $84K
Jones Financial Companies LLLP 0.00% New 11,850 $83K
Kestra Private Wealth Services, LLC 0.00% No change 10,966 $77K
VSM Wealth Advisory, LLC 0.02% Add +4.2% 10,011 $71K
Steward Partners Investment Advisory, LLC 0.00% No change 3,800 $27K
CoreCap Advisors, LLC 0.00% No change 3,330 $24K
MAI Capital Management 0.00% Add +2.4% 3,110 $22K
WPG Advisers, LLC 0.02% Reduce -17.6% 2,657 $19K
Comerica Bank 0.00% Add +80.0% 2,101 $15K
Creative Financial Designs Inc. 0.00% No change 1,700 $12K
FNY Investment Advisers, LLC 0.01% No change 1,800 $12K
PNC Financial Services Group, Inc. 0.00% No change 1,256 $9K
HHM Wealth Advisors, LLC 0.00% No change 1,210 $9K
Cwm, LLC 0.00% No change 631 $4K
Trust Co. of Vermont 0.00% No change 465 $3K
US Bancorp \de 0.00% No change 409 $3K
IFP Advisors, Inc 0.00% No change 300 $2K
Ameritas Advisory Services, LLC 0.00% New 60 $424
Harbour Investments, Inc. 0.00% No change 59 $417
Tower Research Capital LLC (TRC) 0.00% Add +140.0% 24 $169
Cheviot Value Management, LLC 0.00% No change 19 $135
Assetmark, Inc. 0.00% Reduce -87.0% 9 $64
Cedar Mountain Advisors, LLC 0.00% No change 9 $64

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