13F Insight
DOSSIER · 13F Holders · Q2 2026
XEADX

ALLSPRING INCOME OPPORTUNIT

106 institutions still hold ALLSPRING INCOME OPPORTUNIT as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 94987B105·106 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$97M
visible holders
Holders
106
filers reporting
Concentration
26.15%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

106 institutions reported XEADX in Q2 2026. MORGAN STANLEY leads at 26.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$25M3.9M0.00%Q2 202602
Pathstone Holdings, LLC
CIK 0002011612
$13M2.0M0.04%Q2 202603
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$11M1.7M0.23%Q1 202604
Peak Planning Group, LLC
CIK 0002097384
$7M1.1M1.60%Q2 202605
Invesco Ltd.
CIK 0000914208
$6M961K0.00%Q2 202606
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$6M938K0.04%Q2 202607
COHEN & STEERS, INC.
CIK 0001284812
$6M865K0.01%Q1 202608
Shaker Financial Services, LLC
CIK 0001511794
$4M596K1.22%Q2 202609
LPL Financial LLC
CIK 0001403438
$3M391K0.00%Q2 202610
UBS Group AG
CIK 0001610520
$2M360K0.00%Q2 202611
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$2M327K0.00%Q1 202612
Advisors Asset Management, Inc.
CIK 0001297376
$2M305K0.03%Q1 202613
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M236K0.01%Q2 202614
BROWN ADVISORY INC
CIK 0001345929
$1M205K0.00%Q4 202515
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M194K0.00%Q2 202616
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$1M190K0.01%Q2 202617
Fiera Capital Corp
CIK 0001505817
$1M171K0.00%Q2 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M169K0.00%Q1 202619
Marks Group Wealth Management, Inc
CIK 0001802473
$1M163K0.09%Q2 202620
EASTERLY INVESTMENT PARTNERS LLC
CIK 0001766150
$1M161K0.05%Q2 2026
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