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Disclosery

XEADX ALLSPRING INCOME OPPORTUNIT

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INC OPPTY FD (fund)

93 managers (93 13F filers) reported a position in XEADX shares at 2026-03-31, 16,397,058 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
93
13F filers
93
New
16
Added
26
Reduced
26
Sold out
7
Shares held by filers
16,397,058

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,932,339$25.5M<0.01%-30,20113F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC1,735,083$11.2M0.23%+115,38113F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,558,061$10.1M0.04%+35,04013F-HRTimelineGroup
Peak Planning Group, LLC1,142,766$7.41M2.05%-46,32213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,044,494$6.77M<0.01%+81,25113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC898,819$5.82M0.05%-144,85513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.864,743$5.6M0.01%013F-HRTimelineGroup
Shaker Financial Services, LLC567,595$3.71M1.29%-19,23413F-HRTimeline
UBS Group AGin group UBS Group AG393,980$2.55M<0.01%+25,59713F-HRTimelineGroup
LPL Financial LLC385,978$2.5M<0.01%+38,74613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…326,901$2.12M<0.01%+17,32613F-HRTimelineGroup
Advisors Asset Management, Inc.305,177$1.98M0.03%+182,53113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC224,084$1.45M<0.01%+86,96813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC204,649$1.33M<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC173,542$1.12M0.02%+5,19513F-HRTimelineGroup
Cambridge Investment Research Advisors,…168,990$1.09M<0.01%+33813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp166,605$1.08M<0.01%-6,21213F-HRTimelineGroup
Marks Group Wealth Management, Inc162,945$1.06M0.1%-13,49513F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC158,861$1.03M0.08%013F-HRTimeline
Luken Investment Analytics, LLC143,441$929K0.36%+1,96313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC120,904$783K0.28%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP117,234$760K<0.01%-3,50013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC111,048$720K0.01%+25,65513F-HRTimelineGroup
Sowell Financial Services LLC103,500$671K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.100,927$654K<0.01%-1,11713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,992$570K<0.01%-32613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC84,412$547K<0.01%-3,48313F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC83,030$538K0.03%-207,64713F-HRTimeline
Cetera Investment Advisers77,372$501K<0.01%+61,89413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,166$468K<0.01%+2,11613F-HRTimelineGroup
PFG Investments, LLC69,985$454K0.02%+9013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC66,780$436K<0.01%+1,46413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…64,112$415K<0.01%-2,66013F-HRTimeline
Rareview Capital LLC55,900$395K0.23%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.41,490$269K<0.01%013F-HRTimelineGroup
Logan Stone Capital, LLC41,445$269K0.07%+1,71113F-HRTimeline
NewEdge Advisors, LLC40,900$265K<0.01%-6,40013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,075$182K<0.01%-20,51313F-HRTimelineGroup
CHOREO, LLC25,554$167K<0.01%+13713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,578$146K<0.01%-95713F-HR/ATimelineGroup
Merit Financial Group, LLC21,942$142K<0.01%-28713F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD21,335$138K<0.01%new13F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.21,250$138K0.09%+49213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC21,116$137K0.09%-1,10213F-HRTimeline
Capital Investment Advisors, LLC20,795$135K<0.01%-62513F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,142$131K<0.01%-1,26613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,927$120K<0.01%-1,56913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.17,923$116K0.07%013F-HRTimeline
NWF Advisory Services Inc.17,300$112K0.01%013F-HRTimeline
GC Wealth Management RIA, LLC16,937$110K<0.01%-1,88213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,648$108K<0.01%+19113F-HRTimelineGroup
Allworth Financial LP16,000$104K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,554$101K<0.01%-1,71213F-HRTimelineGroup
Collaborative Wealth Managment Inc.15,440$100K0.05%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC13,676$89.3K0.02%+31713F-HRTimeline
Rothschild Wealth LLC13,250$85.9K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,146$85.2K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,029$84.4K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,900$77.1K<0.01%-3,89713F-HRTimelineGroup
VSM Wealth Advisory, LLC11,480$74.4K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,365$73.6K<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC10,966$71.1K<0.01%013F-HRTimelineGroup
RETIREMITTEN FINANCIAL LLC10,000$64.8K0.03%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,502$42.1K<0.01%-66413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,669$36.7K<0.01%+38713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,483$29K<0.01%+7513F-HRTimelineGroup
IFG Advisory, LLC4,000$25.9K0.07%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,434$22.3K<0.01%+3,37513F-HRTimeline
CoreCap Advisors, LLC3,330$21.6K<0.01%-3,00013F-HRTimeline
Advisory Services Network, LLC3,078$19.9K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.3,000$19.6K<0.01%new13F-HRTimeline
Axiom Investment Management LLC2,901$18.8K0.01%13F-HRTimeline
Noble Wealth Management PBC2,900$18.8K0.01%013F-HRTimeline
WPG Advisers, LLC2,814$18.2K0.01%+14513F-HRTimeline
FNY Investment Advisers, LLC1,800$11K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,339$8.68K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC1,210$7.84K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,119$7.25K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,000$6.48K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC850$5.51K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC798$5.21K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC631$4.09K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC440$2.85K<0.01%+4013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\409$2.65K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc300$1.94K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB200$1.3K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP144$906<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.54$350<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…46$298<0.01%new13F-HRTimelineGroup
Cheviot Value Management, LLC19$123<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$58<0.01%013F-HRTimelineGroup
Advocate Investing Services LLC1$6<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.