SEC 13F Intelligence

MCNXAI MADISON EQUITY PREMIUM I

CUSIP 557437100 · Yahoo Finance ↗ · Google Finance ↗

Xai Madison Equity Premium I (MCN) has 46 institutional holders in Filings Flow’s 13F database, together reporting 4.75M shares worth $27M as of Q1 2026. The largest reported holders are Shaker Financial Services, LLC, Osaic Holdings, Inc., and Absolute Investment Advisers, LLC.

Institutional Holders
46
Q1 2026
Reported Value
$27M
Ticker
MCN
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 28Q4 ’18Q1 ’19: 24Q2 ’19: 26Q2 ’19Q3 ’19: 29Q2 ’21: 34Q2 ’21Q4 ’21: 35Q4 ’22: 34Q4 ’22Q4 ’25: 50Q1 ’26: 46Q1 ’26Q2 ’26: 9filingsflow.com
Total reported value
Q4 ’18: $38MQ4 ’18Q1 ’19: $15MQ2 ’19: $15MQ2 ’19Q3 ’19: $14MQ2 ’21: $23MQ2 ’21Q4 ’21: $24MQ4 ’22: $18MQ4 ’22Q4 ’25: $29MQ1 ’26: $27MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Shaker Financial Services, LLC$287M AUM1.18%$3M573.7KQ1 2026OLDER
ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM0.39%$3M567.1KQ1 2026OLDER
NWF Advisory Services Inc.$886M AUM0.28%$1M187.2KQ4 2025OLDER
Quarry LP$558M AUM0.23%$1M222.7KQ1 2026OLDER
WORLD EQUITY GROUP, INC.$447M AUM0.14%$631,520114.4KQ2 2026
Independent Wealth Network Inc.$337M AUM0.12%$378,23163.0KQ4 2025OLDER
Centurion Wealth Management LLC$418M AUM0.11%$466,03384.4KQ2 2026
Arlington Capital Management, Inc.$177M AUM0.09%$156,44226.8KQ1 2026OLDER
Consolidated Portfolio Review Corp$1.1B AUM0.06%$475,89477.1KQ3 2025OLDER
ELCO Management Co., LLC$208M AUM0.05%$103,79816.8KQ3 2025OLDER
Logan Stone Capital, LLC$360M AUM0.03%$138,82223.1KQ4 2025OLDER
Investmark Advisory Group LLC$234M AUM0.03%$64,68511.1KQ1 2026OLDER
Tactive Advisors, LLC$406M AUM0.02%$93,60817.0KQ2 2026
Axiom Investment Management LLC$131M AUM0.02%$25,3014.3KQ1 2026OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.02%$2M410.2KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.02%$2M300.2KQ1 2026OLDER
Procyon Advisors, LLC$2.3B AUM0.01%$288,33252.2KQ2 2026
Hilltop Holdings Inc.$1.1B AUM0.01%$136,59123.4KQ1 2026OLDER
ECLECTIC ASSOCIATES INC /ADV$878M AUM0.01%$93,00616.8KQ2 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$116,71819.5KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3M575.9KQ1 2026OLDER
Medallion Wealth Advisors, LLC$306M AUM0.00%$14,8672.5KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$119,30220.3KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$39,2626.7KQ1 2026OLDER
Calamos Advisors LLC$28.2B AUM0.00%$568,71492.2KQ3 2025OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$202,06834.7KQ1 2026OLDER
D.A. DAVIDSON & CO.$16.5B AUM0.00%$295,92649.3KQ4 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$26,8404.3KQ3 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$280,20348.1KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$272,31345.4KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$59,42910.2KQ1 2026OLDER
Fourth Dimension Wealth, LLC$264M AUM0.00%$2,332400Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$16,9942.9KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$64,05511.0KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$2,760500Q2 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$264,59745.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M409.6KQ2 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM0.00%$3,000500Q4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M243.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$320,60355.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$942,015161.6KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$8,2801.5KQ2 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$301,46351.7KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$1M250.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$36,6186.1KQ4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$39,9966.7KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$67,63011.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$81,51714.0KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$64,05110.4KQ3 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$1M216.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$201,00034.5KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$750125Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$117,82420.2KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$82,87914.2KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$28,1304.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$67,44011.2KQ4 2025OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$826141Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$5,8301.0KQ1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.