Allspring Income OpportXEADX

13F holders, Q3 2025 (September 30)
81holders +4
12new positions
10sold out
$7.01avg. 13F price*

At the end of Q3 2025, 81 institutions reported holding Allspring Income Opport (XEADX) in their 13F filings, up 4 from Q2 2025. 12 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($28.4M), Pathstone Holdings, LLC ($10.0M) and Sit Investment Associates Inc. ($9.2M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$1.8M
Exits10$1.1M

All 13F filers, Q2 2025 → Q3 2025: 826,231 shares bought and 1,556,380 shares sold, net −730,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Morgan Stanley 0.00% Add +2.4% 4,048,612 $28.4M
Pathstone Holdings, LLC 0.04% Reduce -24.8% 1,420,126 $10.0M
Sit Investment Associates Inc. 0.19% Add +29.2% 1,308,347 $9.2M
Guggenheim Capital LLC 0.05% Reduce -1.6% 980,779 $6.9M
Invesco Ltd. 0.00% Add +6.0% 951,416 $6.7M
Cohen & Steers, Inc. 0.01% No change 864,743 $6.1M
Shaker Financial Services, LLC 1.22% Reduce -14.2% 504,003 $3.6M
Rivernorth Capital Management, LLC 0.15% Reduce -52.5% 378,755 $2.7M
Rareview Capital LLC 1.62% Add +13.0% 374,952 $2.6M
UBS Group AG 0.00% Add +2.6% 369,211 $2.6M
Thrivent Financial for Lutherans 0.00% No change 309,575 $2.2M
LPL Financial LLC 0.00% Add +5.4% 309,223 $2.2M
Brown Advisory Inc. 0.00% No change 220,649 $1.5M
Marks Group Wealth Management, Inc 0.11% No change 176,440 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.5% 165,359 $1.2M
Principal Securities, Inc. 0.02% Add +2.0% 164,361 $1.2M
Easterly Investment Partners LLC 0.08% No change 158,861 $1.1M
Luken Investment Analytics, LLC 0.38% Add +4.7% 139,234 $976K
Envestnet Asset Management Inc. 0.00% Reduce -55.7% 133,293 $934K
Fiera Capital Corp 0.00% Add +12.6% 126,027 $883K
Adapt Wealth Advisors, LLC 0.28% New 108,245 $759K
Sowell Financial Services LLC 0.03% No change 103,500 $726K
Osaic Holdings, Inc. 0.00% Add +0.0% 96,477 $679K
Raymond James Financial Inc. 0.00% Reduce -1.6% 68,853 $483K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.8% 66,343 $466K
Lido Advisors, LLC 0.00% Add +16.3% 65,316 $461K
Readystate Asset Management LP 0.04% New 64,444 $452K
Bank of America Corp. 0.00% Reduce -0.5% 63,499 $445K
Royal Bank of Canada 0.00% Add +3.9% 60,694 $425K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.7% 57,690 $404K
PFG Investments, LLC 0.02% Reduce -3.2% 57,303 $402K
NewEdge Advisors, LLC 0.00% Reduce -3.0% 48,300 $339K
KPP Advisory Services LLC 0.03% Add +2.2% 29,016 $203K
Choreo, LLC 0.00% Reduce -0.3% 26,051 $184K
Ameriprise Financial Inc. 0.00% Reduce -54.2% 24,336 $171K
Accredited Investor Services, LLC 0.11% Reduce -3.8% 22,635 $159K
Merit Financial Group, LLC 0.00% Reduce -0.8% 22,536 $158K
Capital Investment Advisors, LLC 0.00% Reduce -2.6% 22,250 $156K
Fingerlakes Wealth Management, Inc. 0.10% New 21,452 $150K
Clearstead Advisors, LLC 0.00% No change 19,948 $140K
Jane Street Group, LLC 0.00% Add +9.2% 17,975 $126K
Park Avenue Securities LLC 0.00% Reduce -89.6% 18,018 $126K
Mariner, LLC 0.00% Reduce -20.2% 17,928 $126K
NWF Advisory Services Inc. 0.01% Add +6.1% 17,300 $121K
Allworth Financial LP 0.00% Reduce -2.6% 16,000 $112K
Collaborative Wealth Managment Inc. 0.04% No change 15,440 $108K
Commonwealth Equity Services, LLC 0.00% Reduce -1.9% 15,447 $108K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -59.0% 15,297 $107K
Cetera Investment Advisers 0.00% New 14,925 $105K
Oppenheimer & Co. Inc. 0.00% New 14,344 $101K
West Michigan Advisors, LLC 0.02% Add +2.3% 13,054 $92K
Sonora Investment Management Group, LLC 0.01% Reduce -57.5% 13,000 $91K
Clear Creek Financial Management, LLC 0.01% Reduce -31.1% 12,648 $89K
Apollon Wealth Management, LLC 0.00% No change 11,950 $84K
Kestra Private Wealth Services, LLC 0.00% No change 10,966 $77K
VSM Wealth Advisory, LLC 0.02% Add +8.9% 10,898 $76K
Creative Planning 0.00% New 10,644 $75K
Wolverine Asset Management LLC 0.00% New 9,512 $67K
Rockefeller Capital Management L.P. 0.00% New 5,161 $36K
Strategic Advocates LLC 0.01% New 4,562 $32K
PNC Financial Services Group, Inc. 0.00% Add +245.2% 4,336 $30K
CoreCap Advisors, LLC 0.00% No change 3,330 $23K
MAI Capital Management 0.00% Add +2.3% 3,181 $22K
Advisory Services Network, LLC 0.00% New 3,078 $22K
WPG Advisers, LLC 0.01% Add +0.6% 2,674 $19K
Comerica Bank 0.00% Reduce -2.3% 2,052 $14K
Arax Advisory Partners 0.00% New 2,000 $14K
Noble Wealth Management PBC 0.01% — 1,900 $13K
FNY Investment Advisers, LLC 0.00% No change 1,800 $12K
Creative Financial Designs Inc. 0.00% No change 1,700 $12K
HHM Wealth Advisors, LLC 0.00% No change 1,210 $8K
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
Highline Wealth Partners LLC 0.00% New 400 $3K
IFP Advisors, Inc 0.00% No change 300 $2K
Harbour Investments, Inc. 0.00% No change 59 $414
Cheviot Value Management, LLC 0.00% No change 19 $132
Wells Fargo & Company 0.00% Add +0.0% 11 $79
Assetmark, Inc. 0.00% No change 9 $63
Cedar Mountain Advisors, LLC 0.00% No change 9 $63

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