Skip to main content
Equibles

ERC

Allspring Multi-Sector Income Fund
$9.16 -0.03 (-0.33%) At close · Jul 2
Market Cap
$256.97M
Shares
28,053,801

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 72
Total Value: $89,017,228
Total Shares: 9,879,829

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 72 13F filers · Δ vs Dec 31, 2025
Top Holder
29.0%
Jun 2023 → Mar 2026 · range 7.4% – 31.4%
−2.3 pts
Top 5
58.9%
Jun 2023 → Mar 2026 · range 33.3% – 61.1%
−2.2 pts
Top 10
78.4%
Jun 2023 → Mar 2026 · range 56.0% – 80.0%
−1.6 pts
HHI
1,178
Jun 2023 → Mar 2026 · range 410 – 1,307
Broadly held−128

Quarterly Activity

vs Dec 31, 2025
New
14
Increased
17
Decreased
21
Sold Out
10
Unchanged
20
Holder count: +4
Institutional value: -2.0%
Shares held: +1.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mid Advisors Asset Management, Inc. +148,292 237,759
Mega RAYMOND JAMES FINANCIAL INC +57,369 877,697
Mega ROYAL BANK OF CANADA +45,240 840,687
Small Rareview Capital LLC +31,591 183,467
Small Shaker Financial Services, LLC +20,201 368,049

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid SIT INVESTMENT ASSOCIATES INC −190,963 2,870,006
Mega UBS Group AG −54,538 52,009
Large GUGGENHEIM CAPITAL LLC −54,164 657,365
Mega LPL Financial LLC −39,064 86,576
Mega AMERIPRISE FINANCIAL INC −16,732 247,405

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Byrne Asset Management LLC 184,930 $1,666,219
Large Calamos Advisors LLC 66,148 $595,993
Mid Independent Advisor Alliance 52,100 $469,421
Micro VSM Wealth Advisory, LLC 6,803 $61,295
Micro IFG Advisory, LLC 2,500 $22,525

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,832 $435,537
Mid WOLVERINE ASSET MANAGEMENT LLC 25,963 $241,455
Mid READYSTATE ASSET MANAGEMENT LP 25,212 $234,471
Mid Kingsview Wealth Management, LLC 15,150 $140,895
Mid XTX Topco Ltd 13,229 $123,029
Filter: New 14 Increased 17 Reduced 21 Sold out 10 Unchanged 20
Showing 72 of 72
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid SIT INVESTMENT ASSOCIATES INC $25,858,754 29.05% 2,870,006
Mega RAYMOND JAMES FINANCIAL INC $7,908,049 8.88% 877,697
Mega ROYAL BANK OF CANADA Bank $7,574,589 8.51% 840,687
Large GUGGENHEIM CAPITAL LLC $5,922,858 6.65% 657,365
Mega MORGAN STANLEY $5,205,860 5.85% 577,787
Mega Invesco Ltd. $4,900,348 5.50% 543,879
Small 1607 Capital Partners, LLC $4,735,908 5.32% 525,628
Small Shaker Financial Services, LLC $3,316,121 3.73% 368,049
Mega AMERIPRISE FINANCIAL INC $2,229,119 2.50% 247,405
Mid Advisors Asset Management, Inc. $2,142,208 2.41% 237,759
Small Byrne Asset Management LLC $1,666,219 1.87% 184,930
Small Rareview Capital LLC $1,653,037 1.86% 183,467
Mid Sowell Financial Services LLC $1,416,849 1.59% 157,253
Large COHEN & STEERS, INC. $1,295,340 1.46% 143,767
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,177,796 1.32% 130,721
Mega LPL Financial LLC $780,049 0.88% 86,576
Mid INDEPENDENT FINANCIAL GROUP, LLC $701,879 0.79% 77,900
Mega BANK OF AMERICA CORP /DE/ Bank $633,690 0.71% 70,332
Mid BENJAMIN EDWARDS INC $596,921 0.67% 66,251
Large OSAIC HOLDINGS, INC. $596,416 0.67% 66,195
Large Calamos Advisors LLC $595,993 0.67% 66,148
Micro Morey & Quinn Wealth Partners, LLC $571,513 0.64% 63,431
Large STIFEL FINANCIAL CORP $550,601 0.62% 61,110
Mid Equitable Holdings, Inc. $538,915 0.61% 59,813
Large Janney Montgomery Scott LLC $496,469 0.56% 55,102
Mid Independent Advisor Alliance $469,421 0.53% 52,100
Mega UBS Group AG $468,600 0.53% 52,009
Mid Capital Investment Advisors, LLC $464,997 0.52% 51,609
Large Cambridge Investment Research Advisors, Inc. $346,848 0.39% 38,496
Micro Closed-End Fund Advisors, Inc. $330,504 0.37% 36,682
Small Uncommon Cents Investing LLC $327,288 0.37% 36,325
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $321,386 0.36% 35,670
Mega ENVESTNET ASSET MANAGEMENT INC $296,978 0.33% 32,961
Mid AlphaCore Capital LLC $270,300 0.30% 30,000
Mid Concurrent Investment Advisors, LLC $256,613 0.29% 28,481
Large NewEdge Advisors, LLC $202,725 0.23% 22,500
Large Mariner, LLC $199,922 0.22% 22,189
Large Cetera Investment Advisers $199,445 0.22% 22,136
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $194,453 0.22% 21,582
Mid Private Advisor Group, LLC $167,315 0.19% 18,570
Mid Apollon Wealth Management, LLC $167,117 0.19% 18,548
Mid World Investment Advisors $157,918 0.18% 17,527
Small Encompass More Asset Management $124,932 0.14% 13,866
Micro Integris Wealth Management, LLC $112,625 0.13% 12,500
Small NWAM LLC $111,354 0.13% 12,359
Mid Dynamic Advisor Solutions LLC $109,165 0.12% 12,116
Mid Perigon Wealth Management, LLC $108,759 0.12% 12,071
Mid Allworth Financial LP $99,767 0.11% 11,073
Large COMMONWEALTH EQUITY SERVICES, LLC $99,389 0.11% 11,031
Micro Catalina Capital Group, LLC $98,470 0.11% 10,929
Micro VSM Wealth Advisory, LLC $61,295 0.07% 6,803
Small CoreCap Advisors, LLC $36,373 0.04% 4,037
Mid HOLLENCREST CAPITAL MANAGEMENT $23,426 0.03% 2,600
Micro IFG Advisory, LLC $22,525 0.03% 2,500
Small PRIVATE TRUST CO NA Bank $18,020 0.02% 2,000
Small FNY Investment Advisers, LLC $14,416 0.02% 1,600
Small McIlrath & Eck, LLC $13,605 0.02% 1,510
Large Steward Partners Investment Advisory, LLC $12,614 0.01% 1,400
Mid Geneos Wealth Management Inc. $10,559 0.01% 1,172
Large ASSETMARK, INC $6,757 0.01% 750
Mega PNC FINANCIAL SERVICES GROUP, INC. $5,424 0.01% 602
Micro Private Wealth Management Group, LLC $3,784 0.00% 420
Small HIGHLINE WEALTH PARTNERS LLC $3,604 0.00% 400
Small Pinnacle Wealth Planning Services, Inc. $2,964 0.00% 329
Micro Osbon Capital Management LLC $2,522 0.00% 280
Large FIFTH THIRD BANCORP Bank $1,847 0.00% 205
Mid Wilmington Savings Fund Society, FSB $1,802 0.00% 200
Mid WHITTIER TRUST CO OF NEVADA INC Bank $1,504 0.00% 167
Micro WPG Advisers, LLC $1,360 0.00% 151
Mega BlackRock, Inc. $540 0.00% 60
Large Rockefeller Capital Management L.P. $486 0.00% 54
Mega WELLS FARGO & COMPANY/MN $9 0.00% 1
Key facts CIK 1227073 CUSIP 94987D101 13F (30d) 20 filings 1 filers

Report a Problem

Category
Description
Email (optional, for follow-up)