Vault-13

ALLSPRING INCOME OPPORTUNIT XEADX

INC OPPTY FD · Closed-End Fund · CUSIP 94987B105

99 institutional holders +6 vs Q1 2026
17,738,34717.7m shares reported held*
$115.3mreported value*
15 new 33 added 22 reduced 10 sold out net bought ≈ $8.6m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.50.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 75Q4 22: 79Q1 23: 79Q2 23: 72Q3 23: 76Q4 23: 80Q1 24: 76Q2 24: 74Q3 24: 77Q4 24: 78Q1 25: 84Q2 25: 79Q3 25: 81Q4 25: 85Q1 26: 93Q2 26: 9999Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202275
Q4 202279
Q1 202379
Q2 202372
Q3 202376
Q4 202380
Q1 202476
Q2 202474
Q3 202477
Q4 202478
Q1 202584
Q2 202579
Q3 202581
Q4 202585
Q1 202693
Q2 202699

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 31 bought or addedQ3 24: 28 cut or sold outQ4 24: 33 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 26 cut or sold outQ2 25: 33 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 33 bought or addedQ3 25: 35 cut or sold outQ4 25: 45 bought or addedQ4 25: 30 cut or sold outQ4 25Q1 26: 42 bought or addedQ1 26: 33 cut or sold outQ2 26: 48 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243128
Q4 20243320
Q1 20253526
Q2 20253326
Q3 20253335
Q4 20254530
Q1 20264233
Q2 20264832

Biggest buyers

Logan Stone Capital, LLC Added +449,795+449.8k
Pathstone Holdings, LLC Added +431,901+431.9k
Cambridge Investment Research Advisors, Inc. Added +170,002+170.0k
WOLVERINE ASSET MANAGEMENT LLC Added +125,086+125.1k
READYSTATE ASSET MANAGEMENT LP New +96,167+96.2k
Marex Group Ltd New +91,443+91.4k
JANE STREET GROUP, LLC Added +88,667+88.7k
IMC-Chicago, LLC New +86,618+86.6k
Calamos Advisors LLC New +51,617+51.6k
XTX Topco Ltd New +45,443+45.4k

Biggest sellers

Corient Private Wealth LP Sold out -117,234-117.2k
Invesco Ltd. Reduced -83,094-83.1k
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -83,030-83.0k
Cetera Investment Advisers Reduced -59,418-59.4k
Rareview Capital LLC Sold out -55,900-55.9k
Peak Planning Group, LLC Reduced -52,359-52.4k
UBS Group AG Reduced -34,325-34.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -30,354-30.4k
RAYMOND JAMES FINANCIAL INC Reduced -28,773-28.8k
MORGAN STANLEY Reduced -19,563-19.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution new · filed 2025-02-03 5.1% new 3.0m≈ $19.7m 2025-02-03

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,912,7763.9m $25.4m $25.4m 0.00% Reduced -19.6k -19,563
2 Pathstone Holdings, LLC 0.04% of their portfolio ENGLEWOOD, NJ 1,989,9622.0m $12.9m $12.9m 0.04% Added +431.9k +431,901
3 SIT INVESTMENT ASSOCIATES INC 0.22% of their portfolio Minneapolis, MN 1,754,4231.8m $11.4m $11.4m 0.22% Added +19.3k +19,340
4 Peak Planning Group, LLC 1.60% of their portfolio CENTENNIAL, CO 1,090,4071.1m $7.1m $7.1m 1.60% Reduced -52.4k -52,359
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 961,400961.4k $6.2m $6.2m 0.00% Reduced -83.1k -83,094
6 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 937,816937.8k $6.1m $6.1m 0.04% Added +39.0k +38,997
7 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 864,743864.7k $5.6m $5.6m 0.01% Unchanged
8 Shaker Financial Services, LLC 1.22% of their portfolio Arlington, VA 595,858595.9k $3.9m $3.9m 1.22% Added +28.3k +28,263
9 Logan Stone Capital, LLC 0.67% of their portfolio CHICAGO, IL 491,240491.2k $3.2m $3.2m 0.67% Added +449.8k +449,795
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 390,696390.7k $2.5m $2.5m 0.00% Added +4.7k +4,718
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 359,655359.7k $2.3m $2.3m 0.00% Reduced -34.3k -34,325
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 338,992339.0k $2.2m $2.2m 0.00% Added +170.0k +170,002
13 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 326,901326.9k $2.1m $2.1m 0.00% Unchanged
14 Advisors Asset Management, Inc. 0.03% of their portfolio Monument, CO 292,626292.6k $1.9m $1.9m 0.03% Reduced -12.6k -12,551
15 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 236,134236.1k $1.5m $1.5m 0.02% Added +125.1k +125,086
16 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 204,649204.6k $1.3m $1.3m 0.00% Unchanged
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 193,730193.7k $1.3m $1.3m 0.00% Reduced -30.4k -30,354
18 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 190,103190.1k $1.2m $1.2m 0.01% Added +16.6k +16,561
19 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 171,092171.1k $1.1m $1.1m 0.00% Added +4.5k +4,487
20 Marks Group Wealth Management, Inc 0.09% of their portfolio MINNETONKA, MN 162,945162.9k $1.1m $1.1m 0.09% Unchanged
21 EASTERLY INVESTMENT PARTNERS LLC 0.05% of their portfolio BEVERLY, MA 161,456161.5k $1.0m $1.0m 0.05% Added +2.6k +2,595
22 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 129,400129.4k $841.1k $841.1k 0.03% Added +25.9k +25,900
23 Luken Investment Analytics, LLC 0.29% of their portfolio BRENTWOOD, TN 128,832128.8k $837.4k $837.4k 0.29% Reduced -14.6k -14,609
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 126,064126.1k $819.4k $819.4k 0.00% Added +25.1k +25,137
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 116,742116.7k $758.8k $758.8k 0.00% Added +88.7k +88,667
26 ADAPT WEALTH ADVISORS, LLC 0.23% of their portfolio ATLANTA, GA 109,947109.9k $714.7k $714.7k 0.23% Reduced -11.0k -10,957
27 READYSTATE ASSET MANAGEMENT LP 0.03% of their portfolio CHICAGO, IL 96,16796.2k $625.1k $625.1k 0.03% New
28 Marex Group Ltd 0.00% of their portfolio London, X0 91,44391.4k $594.4k $594.4k 0.00% New
29 IMC-Chicago, LLC 0.01% of their portfolio CHICAGO, IL 86,61886.6k $563.0k $563.0k 0.01% New
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 84,40284.4k $548.6k $548.6k 0.00% Reduced -10 -10
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 72,68772.7k $473.0k $473.0k 0.00% Added +521 +521
32 PFG Investments, LLC 0.02% of their portfolio WOODBURY, NY 70,08170.1k $455.5k $455.5k 0.02% Added +96 +96
33 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 66,81666.8k $437.8k $437.8k 0.00% Added +36 +36
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 63,01063.0k $405.2k $405.2k 0.00% Reduced -1.1k -1,102
35 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 59,21959.2k $384.9k $384.9k 0.00% Reduced -28.8k -28,773
36 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 51,61751.6k $335.5k $335.5k 0.00% New
37 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 45,44345.4k $295.4k $295.4k 0.00% New
38 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 41,49041.5k $269.7k $269.7k 0.00% Unchanged
39 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 41,00041.0k $266.5k $266.5k 0.00% Added +100 +100
40 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 28,74828.7k $186.9k $186.9k 0.00% New
41 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 26,00026.0k $169.0k $169.0k 0.00% Added +4.7k +4,665
42 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 23,59423.6k $154.7k $154.7k 0.00% Reduced -2.0k -1,960
43 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 22,54422.5k $146.5k $146.5k 0.00% Added +602 +602
44 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 22,13022.1k $143.8k $143.8k 0.01% New
45 Fingerlakes Wealth Management, Inc. 0.08% of their portfolio ITHACA, NY 21,76921.8k $141.5k $141.5k 0.08% Added +519 +519
46 ACCREDITED INVESTOR SERVICES, LLC 0.08% of their portfolio ST. CLOUD, MN 21,40121.4k $139.1k $139.1k 0.08% Added +285 +285
47 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 21,29921.3k $138.4k $138.4k 0.00% New
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 21,03321.0k $136.7k $136.7k 0.00% Reduced -1.5k -1,545
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,61620.6k $134.0k $134.0k 0.00% Added +7.6k +7,587
50 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 20,38420.4k $132.5k $132.5k 0.00% Added +242 +242
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,80118.8k $122.2k $122.2k 0.00% Added +7.4k +7,436
52 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 18,60218.6k $120.9k $120.9k 0.00% First filing
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,32518.3k $119.1k $119.1k 0.00% Reduced -602 -602
54 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 18,17018.2k $118.1k $118.1k 0.00% Reduced -2.6k -2,625
55 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,95418.0k $116.7k $116.7k 0.00% Reduced -59.4k -59,418
56 MELFA WEALTH MANAGEMENT, INC. 0.06% of their portfolio WESTBOROUGH, MA 17,92317.9k $116.5k $116.5k 0.06% Unchanged
57 NWF Advisory Services Inc. 0.01% of their portfolio Los Angeles, CA 17,30017.3k $112.5k $112.5k 0.01% Unchanged
58 GC Wealth Management RIA, LLC 0.01% of their portfolio Cambridge, MA 16,93716.9k $110.1k $110.1k 0.01% Unchanged
59 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 16,42816.4k $106.8k $106.8k 0.00% Reduced -220 -220
60 VSM Wealth Advisory, LLC 0.03% of their portfolio HUNT VALLEY, MD 16,02616.0k $104.2k $104.2k 0.03% Added +4.5k +4,546
61 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 16,00016.0k $104.0k $104.0k 0.00% Unchanged
62 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 15,84315.8k $103.0k $103.0k 0.00% New
63 Collaborative Wealth Managment Inc. 0.04% of their portfolio LAKE MARY, FL 15,44015.4k $100.4k $100.4k 0.04% Unchanged
64 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 14,98315.0k $97.0k $97.0k 0.00% Reduced -571 -571
65 WEST MICHIGAN ADVISORS, LLC 0.02% of their portfolio HOLLAND, MI 14,01414.0k $91.8k $91.8k 0.02% Added +338 +338
66 Rothschild Wealth LLC 0.01% of their portfolio OAK BROOK, IL 13,48813.5k $87.7k $87.7k 0.01% Added +238 +238
67 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,14613.1k $85.4k $85.4k 0.00% Unchanged
68 HBK Sorce Advisory LLC 0.00% of their portfolio ERIE, PA 12,45012.4k $79.7k $79.7k 0.00% New
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11,40011.4k $74.1k $74.1k 0.00% Reduced -500 -500
70 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,16211.2k $72.6k $72.6k 0.00% New
71 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 10,96611.0k $71.3k $71.3k 0.00% Unchanged
72 RETIREMITTEN FINANCIAL LLC 0.03% of their portfolio MILFORD, MI 10,00010.0k $65.0k $65.0k 0.03% Unchanged
73 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 6,4966.5k $42.2k $42.2k 0.00% Reduced -6 -6
74 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,8035.8k $37.7k $37.7k 0.00% Added +134 +134
75 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,5624.6k $29.7k $29.7k 0.00% Added +79 +79
76 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 4,0004.0k $26.0k $26.0k 0.00% Unchanged
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,4343.4k $22.3k $22.3k 0.00% Unchanged
78 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 3,3303.3k $21.6k $21.6k 0.00% Unchanged
79 Axiom Investment Management LLC 0.01% of their portfolio NEW YORK, NY 2,9012.9k $18.9k $18.9k 0.01% Unchanged
80 WPG Advisers, LLC 0.01% of their portfolio BALTIMORE, MD 2,8112.8k $18.3k $18.3k 0.01% Reduced -3 -3
81 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,0002.0k $13.0k $13.0k 0.00% Added +1.0k +1,000
82 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 1,8001.8k $11.0k $11.0k 0.00% Unchanged
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,4051.4k $9.1k $9.1k 0.00% Added +66 +66
84 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 1,2101.2k $7.9k $7.9k 0.00% Unchanged
85 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 1,0001.0k $6.5k $6.5k 0.00% Reduced -1.9k -1,900
86 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 850850 $5.5k $5.5k 0.00% Unchanged
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 798798 $5.2k $5.2k 0.00% Unchanged
88 Silver Grove Financial Group, Inc. 0.00% of their portfolio ORCHARD PARK, NY 490490 $3.2k $3.2k 0.00% New
89 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 465465 $3.0k $3.0k 0.00% First filing
90 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 442442 $2.9k $2.9k 0.00% New
91 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 440440 $2.9k $2.9k 0.00% Unchanged
92 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 300300 $1.9k $1.9k 0.00% Unchanged
93 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 200200 $1.3k $1.3k 0.00% Unchanged
94 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 6262 $403 $403 0.00% New
95 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 6060 $390 $390 0.00% New
96 Cheviot Value Management, LLC 0.00% of their portfolio BEVERLY HILLS, CA 1919 $124 $124 0.00% Unchanged
97 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 99 $59 $59 0.00% Unchanged
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $4 $4 0.00% Added +1 +1
99 Advocate Investing Services LLC 0.00% of their portfolio WOODBINE, MD 11 $7 $7 0.00% Unchanged