XEADXALLSPRING INCOME OPPORTUNIT
CUSIP 94987B105 · Yahoo Finance ↗ · Google Finance ↗
Allspring Income Opportunit (XEADX) has 92 institutional holders in Filings Flow’s 13F database, together reporting 15.28M shares worth $80M as of Q1 2026. The largest reported holders are Morgan Stanley, Pathstone Holdings, LLC, and Invesco Ltd..
Institutional Holders
92
Q1 2026
Reported Value
$80M
Ticker
XEADX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Peak Planning Group, LLC$228M AUM | 2.18% | $5M | 697.9K | Q2 2026 |
| Shaker Financial Services, LLC$287M AUM | 1.29% | $4M | 567.6K | Q1 2026OLDER |
| Luken Investment Analytics, LLC$261M AUM | 0.36% | $929,498 | 143.4K | Q1 2026OLDER |
| ADAPT WEALTH ADVISORS, LLC$276M AUM | 0.28% | $783,458 | 120.9K | Q1 2026OLDER |
| Rareview Capital LLC$171M AUM | 0.23% | $394,654 | 55.9K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.10% | $1M | 162.9K | Q1 2026OLDER |
| Fingerlakes Wealth Management, Inc.$151M AUM | 0.09% | $137,701 | 21.3K | Q1 2026OLDER |
| ACCREDITED INVESTOR SERVICES, LLC$156M AUM | 0.09% | $136,832 | 21.1K | Q1 2026OLDER |
| EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM | 0.08% | $1M | 158.9K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.07% | $268,564 | 41.4K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.07% | $116,138 | 17.9K | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.05% | $100,052 | 15.4K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $6M | 898.8K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.04% | $10M | 1.56M | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.03% | $2M | 305.2K | Q1 2026OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.03% | $64,800 | 10.0K | Q1 2026OLDER |
| KPP Advisory Services LLC$689M AUM | 0.03% | $203,405 | 29.0K | Q3 2025OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.03% | $538,034 | 83.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $670,680 | 103.5K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $593,650 | 87.6K | Q4 2025OLDER |
| VSM Wealth Advisory, LLC$335M AUM | 0.02% | $74,392 | 11.5K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $453,504 | 70.0K | Q1 2026OLDER |
| WEST MICHIGAN ADVISORS, LLC$455M AUM | 0.02% | $89,349 | 13.7K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 173.5K | Q1 2026OLDER |
| Axiom Investment Management LLC$131M AUM | 0.01% | $18,798 | 2.9K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $18,235 | 2.8K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.01% | $112,104 | 17.3K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $160,022 | 23.6K | Q4 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.01% | $85,860 | 13.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.01% | $88,661 | 12.6K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $719,591 | 111.0K | Q1 2026OLDER |
| Sonora Investment Management Group, LLC$1.4B AUM | 0.01% | $91,130 | 13.0K | Q3 2025OLDER |
| GC Wealth Management RIA, LLC$2.4B AUM | 0.00% | $109,752 | 16.9K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $42,133 | 6.5K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $1M | 166.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $268,855 | 41.5K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $6,500 | 1.0K | Q2 2026 |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 204.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $166,960 | 25.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $113,470 | 16.7K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $134,752 | 20.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $27M | 3.96M | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $83,770 | 11.9K | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $436,228 | 66.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $107,879 | 16.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $89,767 | 13.2K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $759,675 | 117.2K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $142,184 | 21.9K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 1.04M | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $265,032 | 40.9K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $654,005 | 100.9K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $7,841 | 1.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $71,060 | 11.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $415,443 | 64.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $11,917 | 1.7K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $546,990 | 84.4K | Q1 2026OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $120,915 | 17.8K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,851 | 440 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 386.0K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $21,645 | 3.3K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $501,369 | 77.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $103,680 | 16.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 224.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 394.0K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $138,251 | 21.3K | Q1 2026OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $1,356 | 200 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $22,252 | 3.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $19,942 | 3.1K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $6,480 | 1.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $570,186 | 88.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $119,822 | 18.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $22,300 | 3.2K | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $3,153 | 465 | Q4 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $5,508 | 850 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $85,186 | 13.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $468,000 | 72.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $36,741 | 5.7K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $19,590 | 3.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $74,616 | 10.6K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,211 | 798 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $77,112 | 11.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $1,944 | 300 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $9,716 | 1.4K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $146,304 | 22.6K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $1,296 | 200 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $181,926 | 28.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $29,048 | 4.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,677 | 1.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $84,428 | 13.0K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $123 | 19 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $63 | 9 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $4,089 | 631 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $130,521 | 20.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $73,645 | 11.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $298 | 46 | Q1 2026OLDER |
| Advocate Investing Services LLC$118M AUM | 0.00% | $6 | 1 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $350 | 54 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,650 | 409 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $906 | 144 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7,251 | 1.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $58 | 9 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.