XAI Octagon Floating Rate & Alternative Income Trust (XFLT)
NYSE - NYSE Delayed Price. Currency in USD
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Major Holders
Currency in USDBreakdown
| 3.07% | % of Shares Held by All Insider |
| 6.30% | % of Shares Held by Institutions |
| 6.50% | % of Float Held by Institutions |
| 50 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| LPL Financial LLC | 320,265 | Dec 30, 2023 | 0.55% | 2,254,665 |
| Lido Advisors, LLC | 218,894 | Dec 30, 2023 | 0.37% | 1,541,013 |
| UBS Group AG | 208,067 | Dec 30, 2023 | 0.36% | 1,464,791 |
| Chicago Partners Investment Group LLC | 195,542 | Mar 30, 2024 | 0.33% | 1,376,615 |
| Bard Associates Inc. | 167,162 | Dec 30, 2023 | 0.29% | 1,176,820 |
| Cambridge Investment Research Advisors Inc. | 168,215 | Mar 30, 2024 | 0.29% | 1,184,233 |
| Roumell Asset Management LLC | 141,432 | Dec 30, 2023 | 0.24% | 995,681 |
| Baird Financial Group, Inc. | 125,091 | Dec 30, 2023 | 0.21% | 880,640 |
| Belpointe Asset Management LLC | 106,425 | Dec 30, 2023 | 0.18% | 749,231 |
| Kestra Advisory Services, LLC | 102,342 | Dec 30, 2023 | 0.18% | 720,487 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Starboard Investment Tr-Roumell Opportunistic Value Fd | 141,432 | Feb 28, 2024 | 0.24% | 995,681 |
| ETFis Ser Tr I-Virtus Private Credit Strategy ETF | 106,408 | Jan 30, 2024 | 0.18% | 749,112 |
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