Skip to content
Disclosery

XEADX ALLSPRING INCOME OPPORTUNIT

Follow

INC OPPTY FD (fund)

85 managers (85 13F filers) reported a position in XEADX shares at 2025-12-31, 16,310,816 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
85
13F filers
85
New
14
Added
31
Reduced
20
Sold out
10
Shares held by filers
16,310,816

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,962,540$26.9M<0.01%-86,07213F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,619,702$11M0.22%+311,35513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,523,021$10.3M0.04%+102,89513F-HRTimelineGroup
Peak Planning Group, LLC1,189,088$8.06M2.26%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,043,674$7.08M0.05%+62,89513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.963,243$6.53M<0.01%+11,82713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.864,743$5.86M0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC586,829$4M1.27%+82,82613F-HRTimeline
UBS Group AGin group UBS Group AG368,383$2.5M<0.01%-82813F-HRTimelineGroup
LPL Financial LLC347,232$2.35M<0.01%+38,00913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…309,575$2.1M<0.01%013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC290,677$1.97M0.09%-88,07813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC204,649$1.39M<0.01%-16,00013F-HRTimelineGroup
Marks Group Wealth Management, Inc176,440$1.2M0.11%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp172,817$1.17M<0.01%+46,79013F-HRTimelineGroup
Cambridge Investment Research Advisors,…168,652$1.14M<0.01%+3,29313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC168,347$1.14M0.02%+3,98613F-HRTimelineGroup
EASTERLY INVESTMENT PARTNERS LLC158,861$1.08M0.07%013F-HRTimeline
Luken Investment Analytics, LLC141,478$959K0.38%+2,24413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC137,116$930K<0.01%+3,82313F-HRTimelineGroup
Advisors Asset Management, Inc.122,646$832K0.01%new13F-HR/ATimeline
ADAPT WEALTH ADVISORS, LLC120,904$820K0.28%+12,65913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP120,734$819K<0.01%new13F-HR/ATimelineGroup
Sowell Financial Services LLC103,500$702K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,044$692K<0.01%+5,56713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,318$599K<0.01%+19,46513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC87,895$596K<0.01%+72,44813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP87,559$594K0.03%+23,11513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC85,393$579K0.01%+75,88113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,050$475K<0.01%+9,35613F-HRTimelineGroup
PFG Investments, LLC69,895$474K0.02%+12,59213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC65,316$461K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,772$455K<0.01%+42913F-HRTimeline
Rareview Capital LLC55,900$395K0.26%-319,05213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,588$329K<0.01%+30,61313F-HRTimelineGroup
NewEdge Advisors, LLC47,300$321K<0.01%-1,00013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,490$281K<0.01%-16,20013F-HRTimelineGroup
Logan Stone Capital, LLC39,734$269K0.07%new13F-HRTimeline
CHOREO, LLC25,417$174K<0.01%-63413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…23,602$160K0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,535$160K<0.01%-80113F-HRTimelineGroup
Merit Financial Group, LLC22,229$151K<0.01%-30713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC22,218$151K0.1%-41713F-HRTimeline
Capital Investment Advisors, LLC21,420$145K<0.01%-83013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,408$145K<0.01%-42,09113F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.20,758$141K0.09%-69413F-HRTimeline
Mariner, LLCin group Mariner, LLC20,496$139K<0.01%+2,56813F-HRTimelineGroup
GC Wealth Management RIA, LLC18,819$128K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,923$122K0.07%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd17,834$121K<0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.17,300$117K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,266$117K<0.01%-75213F-HRTimelineGroup
Global Retirement Partners, LLC16,736$113K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,457$112K<0.01%+2,11313F-HRTimelineGroup
Allworth Financial LP16,000$108K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,797$107K<0.01%+50013F-HR/ATimelineGroup
Cetera Investment Advisers15,478$105K<0.01%+55313F-HRTimeline
Collaborative Wealth Managment Inc.15,440$105K0.04%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC13,359$91.3K0.02%+30513F-HRTimeline
Rothschild Wealth LLC13,250$89.8K0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC13,240$89.8K<0.01%-6,70813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,146$89.1K<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC10,966$74.3K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.7,166$48.6K0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,330$42.9K<0.01%+3,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,282$35.8K<0.01%+12113F-HR/ATimelineGroup
Strategic Advocates LLC4,603$31.3K0.01%+4113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,408$29.9K<0.01%+7213F-HRTimelineGroup
Noble Wealth Management PBC2,900$19.7K0.01%+1,00013F-HRTimeline
WPG Advisers, LLC2,669$18.1K0.01%-513F-HRTimeline
COMERICA BANK1,433$9.72K<0.01%-61913F-HRTimeline
HHM Wealth Advisors, LLC1,210$8.2K<0.01%013F-HRTimeline
Arax Advisory Partners1,000$6.78K<0.01%-1,00013F-HRTimeline
CWM, LLCin group CWM, LLC631$4K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT465$3.15K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\409$2.77K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC400$2.71K<0.01%013F-HRTimeline
IFP Advisors, Inc300$2.03K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC200$1.36K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.59$400<0.01%013F-HRTimeline
Cheviot Value Management, LLC19$130<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$61<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$10<0.01%-1013F-HRTimelineGroup
Advocate Investing Services LLC1$7<0.01%13F-HRTimeline
Smithfield Trust Co122$00%new13F-HRTimelineValue filed as zero, left out of ratios.