SEC ownership of XAI Madison Equity Premium Income Fund

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001289868.

Comparable stake leader

ABSOLUTE INVESTMENT ADVISERS, LLC

Disclosed value leader

ABSOLUTE INVESTMENT ADVISERS, LLC

Comparable rows

0/48

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001289868
Issuer location
Chicago, IL

Ownership snapshot

Top shareholders of XAI Madison Equity Premium Income Fund (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
ABSOLUTE INVESTMENT ADVIS...
Disclosed value leader
ABSOLUTE INVESTMENT ADVIS...
Comparable rows
0/48
Latest evidence
30 Jun 2026
13F 3/4/5 Highest disclosed value: $4,812,590 48 rows are not safely comparable across share classes. Showing 1-8 of 48 holder rows.

Quick read

ABSOLUTE INVESTMENT ADVISERS, LLC has the largest disclosed position value at $4.81M.

0 of 48 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 ABSOLUTE INVESTMENT ADVISERS, LLC's linked filing trail.
Disclosed position value Top 5
ABSOLUTE INVESTMENT ADVISERS, LLC $4.81M
OSAIC HOLDINGS, INC. $3.09M
GUGGENHEIM CAPITAL LLC $2.38M
Shaker Financial Services, LLC $2.37M
WELLS FARGO & COMPANY/MN $2.3M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 48 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ABSOLUTE INVESTMENT ADVISERS, LLC
13F
Company
13F
—
class O/S missing
$4,812,590
871,846 shares
— 30 Jun 2026
OSAIC HOLDINGS, INC.
13F
Company
13F
—
class O/S missing
$3,092,489
560,216 shares
— 30 Jun 2026
GUGGENHEIM CAPITAL LLC
13F
Company
13F
—
class O/S missing
$2,380,473
431,245 shares
— 30 Jun 2026
Shaker Financial Services, LLC
13F
Company
13F
—
class O/S missing
$2,366,481
425,590 shares
— 30 Jun 2026
WELLS FARGO & COMPANY/MN
13F
Company
13F
—
class O/S missing
$2,295,484
415,849 shares
— 30 Jun 2026
Quarry LP
13F
Company
13F
—
class O/S missing
$1,978,749
358,469 shares
— 30 Jun 2026
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
—
class O/S missing
$1,691,113
306,361 shares
— 30 Jun 2026
MORGAN STANLEY
13F
Company
13F
—
class O/S missing
$1,438,013
260,509 shares
— 30 Jun 2026
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.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 06 Oct 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-16 of 16 reporting-owner rows connected to XAI Madison Equity Premium Income Fund. Open a relationship link for the CIK-to-CIK filing trail.

Rows
16
Largest Forms 3/4/5 holder
James R. Imhoff Jr.
Net 12M change
$0
Latest report
30 Sep 2025
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
James R. Imhoff Jr. Former Director $424,619 Filing P/S 31 Dec 2021
John Yogi Spence Adviser Personnel $16,500 Mixed 30 Sep 2025
Danielle Cupps Trustee Mixed 02 Dec 2024
Gregory Dingens Trustee Mixed 02 Dec 2024
Theodore J. Brombach President & CEO Mixed 02 Dec 2024
Randi Jean Roessler Chief Compliance Officer Mixed 02 Dec 2024
Meyers William T. Trustee Mixed 02 Dec 2024
Benjamin McCulloch Secretary & CLO Mixed 02 Dec 2024
Kimberly Ann Flynn Vice President Mixed 02 Dec 2024
Derek Jason Mullins Treasurer & PFO Mixed 02 Dec 2024
Madeline Arment Assistant Treasurer Mixed 26 Feb 2025
Lisa Woo Assistant Treasurer Mixed 26 Feb 2025
Paul Anthony Lefurgey Director Mixed 02 Nov 2023
Scott C. Jones Director Mixed 31 Dec 2021
Jill M. Friedow Director Mixed 02 Nov 2023
Philip G. Franklin Trustee Mixed 02 Dec 2024

Recent insider transactions for XAI Madison Equity Premium Income Fund

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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