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XFLT

XAI Octagon Floating Rate & Alternative Income Trust

Company with tickers: XFLT

CIK
1703079
CUSIP
98400T106
Price Holdings Short Volume Short Interest Fails to Deliver SEC Filings Earnings Calls Insider Trading Congress Trades
Report Date:
Holders: 93
Total Value: $317,686,920
Total Shares: 13,236,955
Holder Value (USD) Shares Action
Eagle Point Credit Management LLC $50,166,144 2,090,256 View
CF Capital LLC $35,578,032 1,482,418 View
Matisse Capital $22,080,000 920,000 View
RiverNorth Capital Management, LLC $20,352,192 848,008 View
Cresset Asset Management, LLC $17,274,696 719,779 View
Guggenheim Capital LLC $17,240,832 718,368 View
Thomas J. Herzfeld Advisors, Inc. $15,313,968 638,082 View
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $12,295,608 512,317 View
Bulldog Investors, LLC $12,200,712 508,363 View
J.W. COLE ADVISORS, INC. $10,840,008 451,667 View
ENVESTNET ASSET MANAGEMENT INC $10,249,896 427,079 View
Invesco Ltd. $6,285,792 261,908 View
Lido Advisors, LLC $5,946,768 247,782 View
Virtus Investment Advisers, Inc. $5,813,712 242,238 View
Closed-End Fund Advisors, Inc. $5,591,136 232,964 View
LPL Financial LLC $5,231,736 217,989 View
Shaker Financial Services, LLC $4,404,456 183,519 View
Kestra Advisory Services, LLC $4,147,392 172,808 View
UBS Group AG $4,026,888 167,787 View
JANE STREET GROUP, LLC $3,757,080 156,545 View
MORGAN STANLEY $3,480,840 145,035 View
Belpointe Asset Management LLC $3,048,888 127,037 View
Private Advisor Group, LLC $2,763,480 115,145 View
Chicago Partners Investment Group LLC $2,462,592 102,608 View
Cambridge Investment Research Advisors, Inc. $2,166,264 90,261 View
Samalin Investment Counsel, LLC $2,153,712 89,738 View
Cetera Investment Advisers $1,986,240 82,760 View
TrueMark Investments, LLC $1,925,760 80,240 View
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,603,056 66,794 View
Apollon Wealth Management, LLC $1,495,896 62,329 View
NINE MASTS CAPITAL Ltd $1,291,296 53,804 View
Integrated Wealth Concepts LLC $1,201,656 50,069 View
XTX Topco Ltd $1,149,264 47,886 View
HighTower Advisors, LLC $1,123,080 46,795 View
RSM US WEALTH MANAGEMENT LLC $1,058,280 44,095 View
WEDBUSH SECURITIES INC $959,832 39,993 View
CFO4Life Group, LLC $931,200 38,800 View
ROYAL BANK OF CANADA $888,216 37,009 View
HRT FINANCIAL LLC $871,176 36,299 View
SAX WEALTH ADVISORS, LLC $849,720 35,405 View
COMMONWEALTH EQUITY SERVICES, LLC $841,896 35,079 View
Marex Group plc $736,416 30,684 View
RAYMOND JAMES FINANCIAL INC $731,304 30,471 View
Alpine Global Management, LLC $642,600 26,775 View
Brookwood Investment Group LLC $637,032 26,543 View
Atomi Financial Group, Inc. $600,600 25,025 View
SUMMITRY LLC $600,000 25,000 View
Advisory Services Network, LLC $573,864 23,911 View
CSS LLC/IL $558,912 23,288 View
Mariner, LLC $527,352 21,973 View
KESTRA PRIVATE WEALTH SERVICES, LLC $496,800 20,700 View
Castleview Partners, LLC $445,728 18,572 View
Beacon Financial Advisory LLC $434,136 18,089 View
CoreCap Advisors, LLC $429,864 17,911 View
EVOKE WEALTH, LLC $421,632 17,568 View
FIRETHORN WEALTH PARTNERS, LLC $415,968 17,332 View
Mutual Advisors, LLC $411,648 17,152 View
EverSource Wealth Advisors, LLC $408,000 17,000 View
Catalina Capital Group, LLC $402,432 16,768 View
Walkner Condon Financial Advisors LLC $370,440 15,435 View
NOMURA HOLDINGS INC $356,832 14,868 View
GREAT VALLEY ADVISOR GROUP, INC. $345,120 14,380 View
MERCER GLOBAL ADVISORS INC /ADV $340,872 14,203 View
Freestate Advisors LLC $323,952 13,498 View
Sigma Planning Corp $303,384 12,641 View
One Capital Management, LLC $299,952 12,498 View
ACCREDITED INVESTOR SERVICES, LLC $291,672 12,153 View
Highland Financial Advisors, LLC $281,544 11,731 View
Amplius Wealth Advisors, LLC $268,368 11,182 View
Per Stirling Capital Management, LLC. $253,200 10,550 View
HALBERT HARGROVE GLOBAL ADVISORS, LLC $240,000 10,000 View
Triumph Capital Management $215,904 8,996 View
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $206,016 8,584 View
Global Retirement Partners, LLC $199,848 8,327 View
BNP PARIBAS ARBITRAGE, SA $109,896 4,579 View
Spire Wealth Management $104,760 4,365 View
Rockefeller Capital Management L.P. $103,416 4,309 View
FLAGSHIP HARBOR ADVISORS, LLC $88,464 3,686 View
Pinnacle Wealth Planning Services, Inc. $77,688 3,237 View
COMERICA BANK $66,792 2,783 View
Noble Wealth Management PBC $48,000 2,000 View
Advisor Group Holdings, Inc. $47,424 1,976 View
BANK OF AMERICA CORP /DE/ $43,104 1,796 View
HIGHLINE WEALTH PARTNERS LLC $36,000 1,500 View
WPG Advisers, LLC $31,896 1,329 View
SWAN Capital LLC $29,520 1,230 View
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $26,400 1,100 View
Byrne Asset Management LLC $24,000 1,000 View
ST GERMAIN D J CO INC $21,600 900 View
Allworth Financial LP $7,104 296 View
WELLS FARGO & COMPANY/MN $24 1 View
HUNTINGTON NATIONAL BANK $24 1 View
Legacy Wealth Managment, LLC/ID $24 1 View

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