XAI Madison Equity Premium Income Fund. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 871.85 K | $4.81 M | 53.75% | 4.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 560.22 K | $3.09 M | -2.72% | 2.65% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 431.25 K | $2.38 M | 5.14% | 2.04% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 425.59 K | $2.37 M | -25.81% | 2.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 415.85 K | $2.30 M | 1.52% | 1.97% |
| QUARRY LP | 08/14/2026 | 358.47 K | $1.98 M | 60.98% | 1.70% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 306.36 K | $1.69 M | 25.67% | 1.45% |
| MORGAN STANLEY | 08/13/2026 | 260.51 K | $1.44 M | 3.88% | 1.23% |
| INVESCO LTD. | 08/14/2026 | 257.79 K | $1.42 M | 2.99% | 1.22% |
| LPL FINANCIAL LLC | 08/07/2026 | 175.66 K | $969.66 K | 8.72% | 0.83% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 116.69 K | $644.15 K | -61.12% | 0.55% |
| WORLD EQUITY GROUP, INC. | 07/09/2026 | 114.41 K | $631.52 K | 0.42% | 0.54% |
| CENTURION WEALTH MANAGEMENT LLC | 07/09/2026 | 84.43 K | $466.03 K | -1.67% | 0.40% |
| ROYAL BANK OF CANADA | 08/14/2026 | 66.94 K | $370.00 K | 94.21% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 58.49 K | $323.00 K | 10.31% | 0.28% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 55.21 K | $304.74 K | 0.39% | 0.26% |
| PROCYON ADVISORS, LLC | 07/09/2026 | 52.23 K | $288.33 K | 1.06% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 51.71 K | $285.43 K | 0.00% | 0.24% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 49.82 K | $275.02 K | 388.79% | 0.24% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 46.37 K | $255.96 K | -3.52% | 0.22% |
| FIFTH THIRD BANCORP | 08/05/2026 | 45.39 K | $250.53 K | 0.00% | 0.21% |
| HRT FINANCIAL LP | 08/14/2026 | 39.23 K | $216.00 K | 100.00% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 37.37 K | $206.29 K | 84.92% | 0.18% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 36.33 K | $200.52 K | 4.80% | 0.17% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 07/24/2026 | 27.63 K | $152.52 K | 2.97% | 0.13% |
| HILLTOP HOLDINGS INC. | 08/13/2026 | 23.43 K | $129.33 K | 0.00% | 0.11% |
| TACTIVE ADVISORS, LLC | 07/09/2026 | 16.96 K | $93.61 K | 40.11% | 0.08% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 16.85 K | $93.01 K | 0.00% | 0.08% |
| UBS GROUP AG | 08/13/2026 | 14.36 K | $79.28 K | 1.03% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 14.33 K | $79.09 K | 2.48% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 13.21 K | $73.00 K | -1.76% | 0.06% |
| INVESTMARK ADVISORY GROUP LLC | 08/07/2026 | 11.44 K | $63.14 K | 3.09% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 11.23 K | $62.00 K | 2.22% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 10.80 K | $59.59 K | 100.00% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 7.20 K | $39.89 K | 7.46% | 0.03% |
| CITIGROUP INC | 08/03/2026 | 6.53 K | $36.02 K | 35.23% | 0.03% |
| AXIOM INVESTMENT MANAGEMENT LLC | 07/31/2026 | 4.50 K | $24.86 K | 3.76% | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 3.54 K | $19.52 K | 100.00% | 0.02% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 2.70 K | $14.93 K | 100.00% | 0.01% |
| MEDALLION WEALTH ADVISORS, LLC | 08/14/2026 | 2.55 K | $14.17 K | 0.08% | 0.01% |
| IFP ADVISORS, INC | 07/20/2026 | 2.37 K | $13.06 K | 100.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 1.60 K | $8.00 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 1.50 K | $8.28 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 518 | $2.86 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 500 | $2.76 K | 0.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 07/31/2026 | 400 | $2.21 K | 0.00% | 0.00% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 224 | $1.24 K | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 21 | $116 | -85.11% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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XAI Madison Equity Premium Income Fund. institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of XAI Madison Equity Premium Income Fund.. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 871,846
ADVISOR GROUP HOLDINGS, INC.: 560,216
GUGGENHEIM CAPITAL LLC: 431,245
Shaker Financial Services, LLC: 425,590
WELLS FARGO & COMPANY/MN: 415,849
Quarry LP: 358,469
24.21% of XAI Madison Equity Premium Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 5.70 M shares in the last 24 months. This purchase volume represents approximately $33.93 M in transactions.