Allspring Income OpportXEADX

13F holders, Q4 2025 (December 31)
85holders +4
14new positions
10sold out
$6.78avg. 13F price*

At the end of Q4 2025, 85 institutions reported holding Allspring Income Opport (XEADX) in their 13F filings, up 4 from Q3 2025. 14 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($26.9M), Sit Investment Associates Inc. ($11.0M) and Pathstone Holdings, LLC ($10.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$10.9M
Exits10$595K

All 13F filers, Q3 2025 → Q4 2025: 2,543,341 shares bought and 667,022 shares sold, net +1,876,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

Morgan Stanley 0.00% Reduce -2.1% 3,962,540 $26.9M
Sit Investment Associates Inc. 0.22% Add +23.8% 1,619,702 $11.0M
Pathstone Holdings, LLC 0.04% Add +7.3% 1,523,021 $10.3M
Peak Planning Group, LLC 2.26% New 1,189,088 $8.1M
Guggenheim Capital LLC 0.05% Add +6.4% 1,043,674 $7.1M
Invesco Ltd. 0.00% Add +1.2% 963,243 $6.5M
Cohen & Steers, Inc. 0.01% No change 864,743 $5.9M
Shaker Financial Services, LLC 1.27% Add +16.4% 586,829 $4.0M
UBS Group AG 0.00% Reduce -0.2% 368,383 $2.5M
LPL Financial LLC 0.00% Add +12.3% 347,232 $2.4M
Thrivent Financial for Lutherans 0.00% No change 309,575 $2.1M
Rivernorth Capital Management, LLC 0.09% Reduce -23.3% 290,677 $2.0M
Brown Advisory Inc. 0.00% Reduce -7.3% 204,649 $1.4M
Marks Group Wealth Management, Inc 0.11% No change 176,440 $1.2M
Fiera Capital Corp 0.00% Add +37.1% 172,817 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.0% 168,652 $1.1M
Principal Securities, Inc. 0.02% Add +2.4% 168,347 $1.1M
Easterly Investment Partners LLC 0.07% No change 158,861 $1.1M
Luken Investment Analytics, LLC 0.38% Add +1.6% 141,478 $959K
Envestnet Asset Management Inc. 0.00% Add +2.9% 137,116 $930K
Advisors Asset Management, Inc. 0.01% New 122,646 $832K
Adapt Wealth Advisors, LLC 0.28% Add +11.7% 120,904 $820K
Corient Private Wealth LP 0.00% New 120,734 $819K
Sowell Financial Services LLC 0.03% No change 103,500 $702K
Osaic Holdings, Inc. 0.00% Add +5.8% 102,044 $692K
Raymond James Financial Inc. 0.00% Add +28.3% 88,318 $599K
Commonwealth Equity Services, LLC 0.00% Add +469.0% 87,895 $596K
Readystate Asset Management LP 0.05% Add +35.9% 87,559 $594K
Wolverine Asset Management LLC 0.03% Add +797.7% 85,393 $579K
Royal Bank of Canada 0.00% Add +15.4% 70,050 $475K
PFG Investments, LLC 0.02% Add +22.0% 69,895 $474K
Lido Advisors, LLC 0.00% No change 65,316 $461K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.7% 66,772 $455K
Rareview Capital LLC 0.26% Reduce -85.1% 55,900 $395K
Jane Street Group, LLC 0.00% Add +170.3% 48,588 $329K
NewEdge Advisors, LLC 0.00% Reduce -2.1% 47,300 $321K
Stratos Wealth Partners, LTD. 0.00% Reduce -28.1% 41,490 $281K
Logan Stone Capital, LLC 0.07% New 39,734 $269K
Choreo, LLC 0.00% Reduce -2.4% 25,417 $174K
Landscape Capital Management, L.L.C. 0.01% New 23,602 $160K
Ameriprise Financial Inc. 0.00% Reduce -3.3% 23,535 $160K
Merit Financial Group, LLC 0.00% Reduce -1.4% 22,229 $151K
Accredited Investor Services, LLC 0.10% Reduce -1.8% 22,218 $151K
Capital Investment Advisors, LLC 0.00% Reduce -3.7% 21,420 $145K
Bank of America Corp. 0.00% Reduce -66.3% 21,408 $145K
Fingerlakes Wealth Management, Inc. 0.09% Reduce -3.2% 20,758 $141K
Mariner, LLC 0.00% Add +14.3% 20,496 $139K
GC Wealth Management RIA, LLC 0.00% New 18,819 $128K
Melfa Wealth Management, Inc. 0.07% New 17,923 $122K
Marex Group Ltd 0.00% New 17,834 $121K
NWF Advisory Services Inc. 0.01% No change 17,300 $117K
Park Avenue Securities LLC 0.00% Reduce -4.2% 17,266 $117K
Global Retirement Partners, LLC 0.00% New 16,736 $113K
Oppenheimer & Co. Inc. 0.00% Add +14.7% 16,457 $112K
Allworth Financial LP 0.00% No change 16,000 $108K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.3% 15,797 $107K
Cetera Investment Advisers 0.00% Add +3.7% 15,478 $105K
Collaborative Wealth Managment Inc. 0.04% No change 15,440 $105K
West Michigan Advisors, LLC 0.02% Add +2.3% 13,359 $91K
Rothschild Wealth LLC 0.01% New 13,250 $90K
Clearstead Advisors, LLC 0.00% Reduce -33.6% 13,240 $90K
Focus Partners Wealth 0.00% New 13,146 $89K
Kestra Private Wealth Services, LLC 0.00% No change 10,966 $74K
Pinnacle Wealth Planning Services, Inc. 0.01% New 7,166 $49K
CoreCap Advisors, LLC 0.00% Add +90.1% 6,330 $43K
Rockefeller Capital Management L.P. 0.00% Add +2.3% 5,282 $36K
Strategic Advocates LLC 0.01% Add +0.9% 4,603 $31K
PNC Financial Services Group, Inc. 0.00% Add +1.7% 4,408 $30K
Noble Wealth Management PBC 0.01% Add +52.6% 2,900 $20K
WPG Advisers, LLC 0.01% Reduce -0.2% 2,669 $18K
Comerica Bank 0.00% Reduce -30.2% 1,433 $10K
HHM Wealth Advisors, LLC 0.00% No change 1,210 $8K
Arax Advisory Partners 0.00% Reduce -50.0% 1,000 $7K
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% No change 400 $3K
IFP Advisors, Inc 0.00% No change 300 $2K
Private Wealth Management Group, LLC 0.00% New 200 $1K
Harbour Investments, Inc. 0.00% No change 59 $400
Cheviot Value Management, LLC 0.00% No change 19 $130
Assetmark, Inc. 0.00% No change 9 $61
Wells Fargo & Company 0.00% Reduce -90.9% 1 $10
Advocate Investing Services LLC 0.00% — 1 $7
Smithfield Trust Co 0.00% New 122 $0

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