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. | 02/17/2026 | 719.61 K | $4.32 M | -11.20% | 3.41% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 684.11 K | $4.10 M | 27.91% | 3.24% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 534.64 K | $3.26 M | 173.96% | 2.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 452.08 K | $2.71 M | 1.29% | 2.14% |
| INVESCO LTD. | 02/19/2026 | 256.76 K | $1.54 M | -3.22% | 1.22% |
| MORGAN STANLEY | 02/13/2026 | 216.52 K | $1.30 M | -5.00% | 1.03% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 194.78 K | $1.17 M | 83.30% | 0.92% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 189.24 K | $1.14 M | -2.37% | 0.90% |
| LPL FINANCIAL LLC | 02/11/2026 | 179.27 K | $1.08 M | -17.07% | 0.85% |
| QUARRY LP | 02/13/2026 | 168.94 K | $1.01 M | 140.86% | 0.80% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 165.42 K | $992.50 K | 100.00% | 0.78% |
| WORLD EQUITY GROUP, INC. | 01/12/2026 | 111.23 K | $667.38 K | 6.77% | 0.53% |
| CENTURION WEALTH MANAGEMENT LLC | 01/14/2026 | 86.40 K | $518.38 K | -33.39% | 0.41% |
| INDEPENDENT WEALTH NETWORK INC. | 01/26/2026 | 63.04 K | $378.23 K | 6.61% | 0.30% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 60.20 K | $361.00 K | -0.39% | 0.29% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 52.86 K | $317.16 K | -4.20% | 0.25% |
| PROCYON ADVISORS, LLC | 01/07/2026 | 49.42 K | $296.53 K | 1.81% | 0.23% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 49.32 K | $295.93 K | -5.80% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 48.03 K | $288.16 K | 0.15% | 0.23% |
| COMERICA BANK | 01/29/2026 | 45.39 K | $272.31 K | 0.00% | 0.21% |
| ROYAL BANK OF CANADA | 02/17/2026 | 36.11 K | $217.00 K | -30.95% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 30.76 K | $184.57 K | 118.01% | 0.15% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 27.43 K | $164.57 K | 0.00% | 0.13% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 27.00 K | $161.97 K | 5.59% | 0.13% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 24.83 K | $148.98 K | -6.27% | 0.12% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 23.14 K | $138.82 K | 100.00% | 0.11% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 20.26 K | $121.53 K | 0.00% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 19.45 K | $116.72 K | -34.82% | 0.09% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 17.10 K | $102.60 K | -81.73% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 15.57 K | $93.43 K | 100.00% | 0.07% |
| UBS GROUP AG | 01/29/2026 | 14.45 K | $86.70 K | -36.41% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.76 K | $82.58 K | -1.81% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 13.45 K | $81.00 K | 4.14% | 0.06% |
| TACTIVE ADVISORS, LLC | 01/09/2026 | 12.10 K | $72.57 K | 5.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 11.47 K | $68.85 K | -21.60% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 11.24 K | $67.44 K | 100.00% | 0.05% |
| INVESTMARK ADVISORY GROUP LLC | 01/28/2026 | 10.88 K | $65.27 K | 4.05% | 0.05% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 10.83 K | $64.99 K | 2.88% | 0.05% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 7.20 K | $43.20 K | 100.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 6.67 K | $40.00 K | 0.00% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 6.10 K | $36.62 K | 100.00% | 0.03% |
| CITIGROUP INC | 02/13/2026 | 4.83 K | $28.95 K | 0.00% | 0.02% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 2.90 K | $17.28 K | 0.00% | 0.01% |
| 04/24/2026 | 2.55 K | $15.30 K | 0.00% | 0.01% | |
| CORECAP ADVISORS, LLC | 01/13/2026 | 1.50 K | $9.00 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.00 K | $6.00 K | 100.00% | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 500 | $3.00 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 500 | $3.00 K | 0.00% | 0.00% |
| FOURTH DIMENSION WEALTH, LLC | 02/04/2026 | 400 | $2.40 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 141 | $846 | 0.00% | 0.00% |
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XAI Madison Equity Premium Income Fund. institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of XAI Madison Equity Premium Income Fund.. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 567,061
WOLVERINE ASSET MANAGEMENT LLC: 300,153
Centurion Wealth Management LLC: 85,863
Cambridge Investment Research Advisors, Inc.: 53,027
Procyon Advisors, LLC: 51,686
Private Advisor Group, LLC: 48,062
22.26% of XAI Madison Equity Premium Income Fund. stock is owned by institutional investors.
Institutional investors have bought a total of 5.36 M shares in the last 24 months. This purchase volume represents approximately $31.86 M in transactions.