Who owns Xai Octagon Floatng Rate Alt?
- Ticker: XFLT
- CUSIP Number: 98400t106
Tip: Access positions for across all investors
Analyze quarterly positions in Xai Octagon Floatng Rate Alt with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Xai Octagon Floatng Rate Alt stock
Who bought or sold Xai Octagon Floatng Rate Alt this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sit Investment Associates | 2.6M | $14M | 359% | Sep 2025 |
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| Pathstone Holdings | 1.2M | $6.3M | 100% | Sep 2025 |
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| Cresset Asset Management | 726k | $3.9M | 161% | Sep 2025 |
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| J.w. Cole Advisors | 435k | $2.3M | -5% | Sep 2025 |
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| Guggenheim Capital, LLC Managers | 420k | $2.2M | 67% | Sep 2025 |
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| Belpointe Asset Management | 355k | $1.9M | -27% | Sep 2025 |
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| Invesco | 344k | $1.8M | 113% | Sep 2025 |
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| LPL Financial | 329k | $1.7M | -14% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 299k | $1.6M | 6% | Sep 2025 |
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| Landscape Capital Management | 268k | $1.4M | -52% | Sep 2025 |
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| Deschutes Portfolio Strategy | 263k | $1.4M | 100% | Sep 2025 |
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| Virtus Investment Advisers | 249k | $1.3M | 11% | Sep 2025 |
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| Lido Advisors | 248k | $1.3M | 0% | Sep 2025 |
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| Kestra Advisory Services | 193k | $1.0M | 0% | Sep 2025 |
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| UBS Group | 166k | $881k | -9% | Sep 2025 |
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| Balyasny Asset Management | 147k | $780k | -31% | Sep 2025 |
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| Jane Street | 131k | $695k | 100% | Sep 2025 |
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| Triumph Capital Management | 127k | $674k | 24% | Sep 2025 |
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| Morgan Stanley | 124k | $804k | 100% | Jun 2025 |
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| Private Advisor | 113k | $599k | 5% | Sep 2025 |
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| Samalin Investment Counsel | 110k | $581k | 3% | Sep 2025 |
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| Chicago Partners Investment | 103k | $508k | -38% | Sep 2025 |
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| Cambridge Investment Research Advisors | 102k | $543k | -2% | Sep 2025 |
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| Cetera Investment Advisers | 96k | $507k | 807% | Sep 2025 |
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| Nine Masts Capital | 95k | $503k | 100% | Sep 2025 |
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| Advisor Group Holdings | 85k | $450k | 12% | Sep 2025 |
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| Apollon Wealth Management | 74k | $393k | 60% | Sep 2025 |
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| Royal Bank of Canada | 73k | $384k | 7% | Sep 2025 |
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| Alexander Labrunerie & Co | 60k | $318k | 0% | Sep 2025 |
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| Brookwood Investment Group | 55k | $290k | 0% | Sep 2025 |
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| Meadowbrook Wealth Management | 53k | $279k | 100% | Sep 2025 |
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| CNH Partners | 48k | $256k | 100% | Sep 2025 |
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| Hrt Financial | 47k | $250k | 100% | Sep 2025 |
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| Wedbush Morgan Securities | 46k | $243k | -7% | Sep 2025 |
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| CFO4Life | 39k | $206k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 39k | $206k | 31% | Sep 2025 |
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| Virtu Financial | 38k | $201k | 100% | Sep 2025 |
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| Commonwealth Equity Services | 36k | $190k | -22% | Sep 2025 |
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| Walkner Condon Financial Advisors | 36k | $190k | 4% | Sep 2025 |
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| Raymond James Financial | 35k | $183k | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 34k | $180k | -69% | Sep 2025 |
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| Advisory Services Network | 26k | $135k | 2% | Sep 2025 |
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| Atomi Financial Group | 26k | $135k | 5% | Sep 2025 |
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| Golub Group | 25k | $133k | 0% | Sep 2025 |
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| Citadel Advisors | 25k | $131k | 100% | Sep 2025 |
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| Catalina Capital Group | 24k | $125k | 0% | Sep 2025 |
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| Kestra Private Wealth Services | 23k | $122k | -31% | Sep 2025 |
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| Susquehanna International | 21k | $113k | -70% | Sep 2025 |
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| Abel Hall | 20k | $106k | 100% | Sep 2025 |
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| CoreCap Advisors | 19k | $101k | -12% | Sep 2025 |
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| Beacon Financial Advisory | 19k | $99k | 5% | Sep 2025 |
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| National Asset Management | 18k | $98k | -14% | Sep 2025 |
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| Castleview Partners | 18k | $96k | 100% | Sep 2025 |
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| Firethorn Wealth Partners | 16k | $87k | 4% | Sep 2025 |
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| Great Valley Advisor Group | 16k | $82k | -70% | Sep 2025 |
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| Evoke Wealth | 15k | $81k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 14k | $74k | 33% | Sep 2025 |
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| Freestate Advisors | 13k | $68k | 4% | Sep 2025 |
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| One Capital Management | 13k | $66k | 1% | Sep 2025 |
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| Per Stirling Capital Management | 11k | $56k | 100% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 10k | $53k | 100% | Sep 2025 |
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| Plante Moran Financial Advisors | 8.5k | $45k | 0% | Sep 2025 |
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| Goss Wealth Management | 5.0k | $27k | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 4.4k | $23k | 100% | Sep 2025 |
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| Newbridge Financial Services Group | 2.5k | $13k | 0% | Sep 2025 |
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| Brian McDonald | 2.3k | $12k | 15% | Sep 2025 |
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| Principal Securities | 1.9k | $10k | 100% | Sep 2025 |
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| Garde Capital | 1.8k | $10k | 0% | Jun 2025 |
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| Highline Wealth Partners | 1.5k | $8.0k | 100% | Sep 2025 |
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| SWAN Capital | 1.2k | $6.5k | 0% | Sep 2025 |
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| Byrne Asset Management | 1.0k | $5.3k | 0% | Sep 2025 |
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| D. J. St. Germain | 900.00 | $4.8k | 0% | Sep 2025 |
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| WPG Advisers | 620.00 | $3.3k | 100% | Sep 2025 |
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| Russell Investments | 500.00 | $2.7k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 296.00 | $1.6k | -94% | Sep 2025 |
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| FNY Investment Advisers | 200.00 | $1.0k | 0% | Jun 2025 |
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| Legacy Wealth Managment | 1.00 | $6.000000 | 100% | Sep 2025 |
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| Huntington National Bank | 1.00 | $5.000000 | 0% | Sep 2025 |
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Who sold out of Xai Octagon Floatng Rate Alt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shaker Financial Services | Jun 2025 | 194k | $1.1M |
| Baird Financial | Jun 2025 | 124k | $701k |
| M^T Bank Corporation | Jun 2025 | 43k | $243k |
| IFG Advisory | Jun 2025 | 40k | $223k |
| AlphaCore Capital | Jun 2025 | 25k | $141k |
| HighTower Advisors | Jun 2025 | 18k | $99k |
| Merit Financial Group | Jun 2025 | 16k | $90k |
| Captrust Financial Advisors | Jun 2025 | 13k | $70k |
| Advyzon Investment Management | Jun 2025 | 12k | $66k |
| Atria Wealth Solutions | Mar 2025 | 11k | $66k |
| Naviter Wealth | Jun 2025 | 10k | $57k |
| Red Tortoise | Jun 2025 | 3.7k | $21k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 1.1k | $6.2k |