Security key
557437100
XAI Madison Equity Premium Income Fund - COM (MCN)
CUSIP: 557437100
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / COM
- Total 13F shares
- 4,015,565
- Total 13F value
- $29,715,786
- Share change
- +69,451
- SEC-reported price per share
- $7.40
- Number of holders
- 43
- Value change
- +$464,585
- Number of buys
- 21
- Number of sells
- 20
Report period
Q2 2023
Institutions
43
Top holders
10
MCN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
XAI Madison Equity Premium Income Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 557437100
Recent filing periods:
Ownership snapshot
Top reported holders of MCN - XAI Madison Equity Premium Income Fund - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F
3/4/5
Highest disclosed value: $8,355,053
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY has the largest disclosed position value at $8.36M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Disclosed position value
Top 5
MORGAN STANLEY
$8.36M
OSAIC HOLDINGS, INC.
$5.36M
UBS Group AG
$2.64M
Invesco Ltd.
$2.06M
LPL Financial LLC
$1.79M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$8,355,053
1,050,950 shares
|
— | 31 Mar 2023 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
class O/S missing
|
$5,359,618
674,110 shares
|
— | 31 Mar 2023 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$2,636,705
331,661 shares
|
— | 31 Mar 2023 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$2,055,417
258,543 shares
|
— | 31 Mar 2023 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$1,794,283
225,696 shares
|
— | 31 Mar 2023 |
| Spire Wealth Management |
13F
Company
|
—
class O/S missing
|
$1,512,641
190,269 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
43
Shares
4,015,565
Rows available
43
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2026 Across Filers
Q1 2026 holders
46
Q2 2023 holders
43
Holder diff
-3
| Investor | Q1 2026 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend