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 insiders |
| 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 | 30 Dec 2023 | 0.55% | 2,254,665 |
| Lido Advisors, LLC | 218,894 | 30 Dec 2023 | 0.37% | 1,541,013 |
| UBS Group AG | 208,067 | 30 Dec 2023 | 0.36% | 1,464,791 |
| Chicago Partners Investment Group LLC | 195,542 | 30 Mar 2024 | 0.33% | 1,376,615 |
| Bard Associates Inc. | 167,162 | 30 Dec 2023 | 0.29% | 1,176,820 |
| Cambridge Investment Research Advisors Inc. | 168,215 | 30 Mar 2024 | 0.29% | 1,184,233 |
| Roumell Asset Management LLC | 141,432 | 30 Dec 2023 | 0.24% | 995,681 |
| Baird Financial Group, Inc. | 125,091 | 30 Dec 2023 | 0.21% | 880,640 |
| Belpointe Asset Management LLC | 106,425 | 30 Dec 2023 | 0.18% | 749,231 |
| Kestra Advisory Services, LLC | 102,342 | 30 Dec 2023 | 0.18% | 720,487 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|---|---|---|---|
| Starboard Investment Tr-Roumell Opportunistic Value Fd | 141,432 | 28 Feb 2024 | 0.24% | 995,681 |
| ETFis Ser Tr I-Virtus Private Credit Strategy ETF | 106,408 | 30 Jan 2024 | 0.18% | 749,112 |
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