XAI Madison Equity Premium Income Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 575.86 K | $3.36 M | -19.98% | 2.73% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 573.69 K | $3.38 M | -16.14% | 2.72% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 567.06 K | $3.31 M | 6.06% | 2.69% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 410.16 K | $2.39 M | 147.95% | 1.94% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 409.61 K | $2.39 M | -9.40% | 1.94% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 300.15 K | $1.75 M | 54.10% | 1.42% |
| MORGAN STANLEY | 05/15/2026 | 250.77 K | $1.46 M | 15.82% | 1.19% |
| INVESCO LTD. | 05/12/2026 | 250.31 K | $1.46 M | -2.51% | 1.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 243.79 K | $1.42 M | 28.83% | 1.15% |
| QUARRY LP | 05/15/2026 | 222.67 K | $1.30 M | 31.81% | 1.05% |
| LPL FINANCIAL LLC | 05/06/2026 | 161.58 K | $942.02 K | -9.87% | 0.77% |
| WORLD EQUITY GROUP, INC. | 05/06/2026 | 113.93 K | $664.19 K | 2.43% | 0.54% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 85.86 K | $500.58 K | -0.62% | 0.41% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 54.99 K | $320.60 K | 4.03% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 53.03 K | $309.00 K | -11.91% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 51.71 K | $301.46 K | 232.06% | 0.24% |
| PROCYON ADVISORS, LLC | 05/04/2026 | 51.69 K | $301.33 K | 4.58% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 48.06 K | $280.20 K | 0.08% | 0.23% |
| FIFTH THIRD BANCORP | 05/01/2026 | 45.39 K | $264.60 K | 100.00% | 0.21% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 34.66 K | $202.07 K | 28.40% | 0.16% |
| ROYAL BANK OF CANADA | 05/15/2026 | 34.47 K | $201.00 K | -4.54% | 0.16% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 26.83 K | $156.44 K | 8.07% | 0.13% |
| HILLTOP HOLDINGS INC. | 05/14/2026 | 23.43 K | $136.59 K | -14.58% | 0.11% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 20.26 K | $119.30 K | 0.00% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 20.21 K | $117.82 K | -34.30% | 0.10% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 16.85 K | $98.23 K | 100.00% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 14.22 K | $82.88 K | -1.62% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 13.98 K | $81.52 K | 1.58% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 13.45 K | $78.00 K | 0.00% | 0.06% |
| TACTIVE ADVISORS, LLC | 04/16/2026 | 12.10 K | $70.56 K | 0.07% | 0.06% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 11.70 K | $68.00 K | 100.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 11.60 K | $67.63 K | 1.11% | 0.05% |
| INVESTMARK ADVISORY GROUP LLC | 05/15/2026 | 11.10 K | $64.69 K | 1.99% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 10.99 K | $64.06 K | 1.44% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 10.19 K | $59.43 K | 100.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 6.70 K | $39.26 K | -6.94% | 0.03% |
| CITIGROUP INC | 05/11/2026 | 4.83 K | $28.13 K | 0.00% | 0.02% |
| AXIOM INVESTMENT MANAGEMENT LLC | 05/26/2026 | 4.34 K | $25.30 K | 100.00% | 0.02% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 2.90 K | $16.99 K | 0.00% | 0.01% |
| 04/24/2026 | 2.55 K | $14.87 K | 0.00% | 0.01% | |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 1.60 K | $9.00 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 1.50 K | $8.75 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.00 K | $5.83 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 500 | $2.92 K | 0.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 05/11/2026 | 400 | $2.33 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 141 | $826 | 0.00% | 0.00% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
XAI Madison Equity Premium Income Fund. institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of XAI Madison Equity Premium Income Fund.. The most heavily invested institutionals were:
ADVISOR GROUP HOLDINGS, INC.: 575,858
Shaker Financial Services, LLC: 573,686
ABSOLUTE INVESTMENT ADVISERS, LLC: 567,061
GUGGENHEIM CAPITAL LLC: 410,159
WELLS FARGO & COMPANY/MN: 409,609
WOLVERINE ASSET MANAGEMENT LLC: 300,153
22.65% of XAI Madison Equity Premium Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 5.37 M shares in the last 24 months. This purchase volume represents approximately $31.95 M in transactions.