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XAI Octagon Floating Rate & Alternative Income Trust (XFLT) Institutional Ownership

XAI Octagon Floating Rate & Alternative Income Trust logo
$17.64 +0.09 (+0.51%)
As of 12:37 PM Eastern
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Institutional Ownership Changes (13F Filings) for XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$409.78M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$54.01M
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XFLT Institutional Buying and Selling by Quarter

XAI Octagon Floating Rate & Alternative Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026EverSource Wealth Advisors LLC5,000$86K0.0%-70.6%0.000%
5/18/2026Rivernorth Capital Management LLC384,757$6.61M0.3%-54.6%0.000%
5/18/2026Royal Bank of Canada6,751$116K0.0%-81.8%0.000%
5/15/2026Sculptor Capital LP15,686$269K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers16,614$285K0.0%-79.9%0.000%
5/8/2026Bulldog Investors LLP186,930$3.21M0.7%-63.2%0.000%
5/4/2026Chicago Partners Investment Group LLC12,512$226K0.0%-87.8%0.000%
4/30/2026Kestra Advisory Services LLC29,649$509K0.0%-82.8%0.000%
4/27/2026Private Advisor Group LLC23,251$399K0.0%-79.8%0.000%
4/23/2026Apollon Wealth Management LLC12,603$217K0.0%-79.8%0.000%
4/17/2026Halbert Hargrove Global Advisors LLC2,000$34K0.0%-80.0%0.000%
2/26/2026Alpine Global Management LLC26,775$129K0.0%N/A0.000%
2/25/2026Sit Investment Associates Inc.5,467,565$26.24M0.5%+112.4%0.000%
2/19/2026Invesco Ltd.261,908$1.26M0.0%-23.8%0.000%
2/18/2026Mercer Global Advisors Inc. ADV14,203$68K0.0%N/A0.000%
2/18/2026XTX Topco Ltd47,886$230K0.0%N/A0.000%
2/18/2026Virtus Investment Advisers LLC242,238$1.16M0.3%-2.6%0.000%
2/18/2026Rivernorth Capital Management LLC848,008$4.07M0.2%N/A0.000%
2/17/2026Guggenheim Capital LLC718,368$3.45M0.0%+70.9%0.000%
2/17/2026Cetera Investment Advisers82,760$397K0.0%-13.4%0.000%
2/17/2026Royal Bank of Canada37,009$177K0.0%-49.0%0.000%
2/16/2026Mariner LLC21,973$105K0.0%-35.4%0.000%
2/16/2026Landscape Capital Management L.L.C.512,317$2.46M0.2%+90.9%0.000%
2/13/2026Kestra Advisory Services LLC172,808$829K0.0%-10.6%0.000%
2/13/2026Thomas J. Herzfeld Advisors Inc.638,082$3.06M1.0%N/A0.000%
2/13/2026Bulldog Investors LLP508,363$2.44M0.5%N/A0.000%
2/12/2026Jane Street Group LLC156,545$751K0.0%+19.5%0.000%
2/12/2026HRT Financial LP36,299$174K0.0%-23.2%0.000%
2/12/2026North Ground Capital1,482,418$7.12M3.5%N/A0.000%
2/12/2026Triumph Capital Management8,996$43K0.0%-92.9%0.000%
2/12/2026Eagle Point Credit Management LLC2,090,256$10.03M9.6%N/A0.000%
2/12/2026Marex Group plc30,684$147K0.0%N/A0.000%
2/12/2026Wedbush Securities Inc.39,993$192K0.0%-12.7%0.000%
2/12/2026Sit Investment Associates Inc.5,467,565$26.24M0.5%+112.4%0.000%
2/11/2026LPL Financial LLC217,989$1.05M0.0%-33.7%0.000%
2/11/2026Closed End Fund Advisors Inc.232,964$1.12M0.7%N/A0.000%
2/11/2026J.W. Cole Advisors Inc.451,667$2.17M0.0%+3.8%0.000%
2/9/2026Blue Bell Private Wealth Management LLC8,584$41K0.0%N/A0.000%
2/9/2026Accredited Investor Services LLC12,153$58K0.0%N/A0.000%
2/6/2026EverSource Wealth Advisors LLC17,000$82K0.0%+21.4%0.000%
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2/6/2026Evoke Wealth LLC17,568$84K0.0%+16.4%0.000%
2/6/2026Global Retirement Partners LLC8,327$40K0.0%N/A0.000%
2/6/2026HighTower Advisors LLC46,795$225K0.0%N/A0.000%
2/2/2026Mutual Advisors LLC17,152$82K0.0%N/A0.000%
1/30/2026Sigma Planning Corp12,641$61K0.0%N/A0.000%
1/30/2026Samalin Investment Counsel LLC89,738$431K0.2%-18.1%0.000%
1/29/2026Kestra Private Wealth Services LLC20,700$99K0.0%-9.8%0.000%
1/29/2026Matisse Capital920,000$4.42M2.0%+250.4%0.000%
1/26/2026Shaker Financial Services LLC183,519$881K0.3%N/A0.000%
1/23/2026Highland Financial Advisors LLC11,731$56K0.0%N/A0.000%
1/23/2026Choreo LLC44,095$210K0.0%N/A0.000%
1/22/2026Apollon Wealth Management LLC62,329$299K0.0%-16.0%0.000%
1/22/2026Brookwood Investment Group LLC26,543$127K0.0%-51.5%0.000%
1/21/2026Walkner Condon Financial Advisors LLC15,435$74K0.0%-56.9%0.000%
1/16/2026Catalina Capital Group LLC16,768$80K0.0%-29.0%0.000%
1/14/2026TrueMark Investments LLC80,240$385K0.1%N/A0.000%
1/12/2026Sax Wealth Advisors LLC35,405$170K0.0%N/A0.000%
1/12/2026Amplius Wealth Advisors LLC11,182$54K0.0%N/A0.000%
12/23/2025Triumph Capital Management127,145$674K0.2%+24.1%0.000%
11/17/2025Abel Hall LLC20,000$106K0.0%N/A0.000%
11/17/2025Kestra Private Wealth Services LLC22,950$122K0.0%-31.2%0.000%
11/17/2025Triumph Capital Management127,145$674K0.2%+24.1%0.000%
11/17/2025Susquehanna International Group LLP21,366$113K0.0%-70.2%0.000%
11/17/2025Citadel Advisors LLC24,712$131K0.0%N/A0.000%
11/14/2025AQR Arbitrage LLC48,378$256K0.0%N/A0.000%
11/14/2025Virtu Financial LLC37,859$201K0.0%N/A0.000%
11/13/2025Pathstone Holdings LLC1,186,027$6.29M0.0%N/A0.000%
11/13/2025NINE MASTS CAPITAL Ltd94,820$503K0.2%N/A0.000%
11/13/2025Landscape Capital Management L.L.C.268,392$1.42M0.1%-52.4%0.000%
11/13/2025UBS Group AG166,126$880K0.0%-9.0%0.000%
11/13/2025Private Advisor Group LLC113,011$599K0.0%+5.2%0.000%
11/12/2025Per Stirling Capital Management LLC.10,550$56K0.0%N/A0.000%
11/12/2025Consolidated Portfolio Review Corp298,828$1.58M0.2%+5.6%0.000%
11/12/2025Cresset Asset Management LLC725,803$3.90M0.0%+160.6%0.000%
11/10/2025EverSource Wealth Advisors LLC14,000$74K0.0%+33.3%0.000%
11/6/2025Wedbush Securities Inc.45,804$243K0.0%-7.1%0.000%
11/5/2025J.W. Cole Advisors Inc.435,340$2.31M0.0%-4.8%0.000%
11/3/2025Belpointe Asset Management LLC355,076$1.88M0.1%-26.8%0.000%
10/31/2025B. Riley Wealth Advisors Inc.18,436$98K0.0%-14.3%0.000%
10/30/2025Samalin Investment Counsel LLC109,624$581K0.2%+3.3%0.000%
10/30/2025Chicago Partners Investment Group LLC102,793$508K0.0%-37.5%0.000%
10/29/2025Matisse Capital262,527$1.39M0.6%N/A0.000%
10/22/2025CoreCap Advisors LLC19,114$101K0.0%-11.9%0.000%
10/17/2025Apollon Wealth Management LLC74,174$393K0.0%+60.2%0.000%
10/16/2025Halbert Hargrove Global Advisors LLC10,000$53K0.0%N/A0.000%
10/10/2025Castleview Partners LLC18,172$96K0.1%N/A0.000%
10/9/2025Meadowbrook Wealth Management LLC52,700$279K0.3%N/A0.000%
9/4/2025Osaic Holdings Inc.76,132$430K0.0%+71.6%0.000%
8/19/2025B. Riley Wealth Advisors Inc.21,515$122K0.0%N/A0.000%
8/15/2025Captrust Financial Advisors12,456$70K0.0%N/A0.000%
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8/15/2025Great Valley Advisor Group Inc.51,309$290K0.0%-3.9%0.000%
8/15/2025Balyasny Asset Management L.P.212,587$1.20M0.0%N/A0.000%
8/15/2025Bank of America Corp DE5,966$34K0.0%N/A0.000%
8/14/2025Raymond James Financial Inc.35,318$200K0.0%-11.2%0.000%
8/13/2025Cresset Asset Management LLC278,548$1.59M0.0%-12.0%0.000%
8/13/2025Guggenheim Capital LLC252,119$1.42M0.0%+1,534.9%0.000%
8/13/2025Invesco Ltd.161,492$912K0.0%+40.8%0.000%
8/13/2025Virtus Investment Advisers LLC224,346$1.27M0.4%-9.2%0.000%
8/12/2025J.W. Cole Advisors Inc.457,224$2.58M0.1%-8.1%0.000%
8/8/2025Cetera Investment Advisers10,537$60K0.0%-37.3%0.000%


XFLT Institutional Ownership - Frequently Asked Questions

During the previous two years, 101 institutional investors and hedge funds held shares of XAI Octagon Floating Rate & Alternative Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($26.24M), Eagle Point Credit Management LLC ($10.03M), North Ground Capital ($7.12M), Rivernorth Capital Management LLC ($6.61M), Pathstone Holdings LLC ($6.29M), Matisse Capital ($4.42M), and Envestnet Asset Management Inc. ($4.24M).Learn more on XAI Octagon Floating Rate & Alternative Income Trust's institutional investors.

Of the 89 institutional investors that purchased XAI Octagon Floating Rate & Alternative Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($5.79M), Eagle Point Credit Management LLC ($2.09M), Thomas J. Herzfeld Advisors Inc. ($1.90M), North Ground Capital ($1.48M), Pathstone Holdings LLC ($1.19M), Matisse Capital ($920K), and Rivernorth Capital Management LLC ($848.01K).

Institutional investors have bought a total of 16,635,295 shares in the last 24 months. This purchase volume represents approximately $409.78M in transactions.

Of the 33 institutional investors that sold XAI Octagon Floating Rate & Alternative Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($463.25K), Bulldog Investors LLP ($321.43K), Landscape Capital Management L.L.C. ($295.87K), Chicago Partners Investment Group LLC ($177.37K), Kestra Advisory Services LLC ($163.62K), Belpointe Asset Management LLC ($129.98K), and Triumph Capital Management ($118.15K).

Institutional investors have sold a total of 2,523,595 shares in the last 24 months. This volume of shares sold represents approximately $54.01M in transactions.


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This page (NYSE:XFLT) was last updated on 7/1/2026 by MarketBeat.com Staff.
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