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 | 5.5M | $26M | 112% | Dec 2025 |
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| Deschutes Portfolio Strategy | 920k | $4.4M | 250% | Dec 2025 |
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| Cresset Asset Management | 720k | $3.5M | -1% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 718k | $3.4M | 71% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 638k | $3.1M | 100% | Dec 2025 |
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| Landscape Capital Management | 512k | $2.5M | 91% | Dec 2025 |
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| Brooklyn Capital Management | 508k | $2.4M | 100% | Dec 2025 |
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| J.w. Cole Advisors | 452k | $2.2M | 4% | Dec 2025 |
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| Envestnet Asset Management | 427k | $2.0M | 100% | Dec 2025 |
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| Invesco | 262k | $1.3M | -24% | Dec 2025 |
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| Virtus Investment Advisers | 249k | $1.3M | 11% | Sep 2025 |
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| Lido Advisors | 248k | $1.3M | 0% | Dec 2025 |
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| LPL Financial | 218k | $1.0M | -34% | Dec 2025 |
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| Shaker Financial Services | 184k | $881k | 100% | Dec 2025 |
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| Kestra Advisory Services | 173k | $830k | -11% | Dec 2025 |
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| UBS Group | 168k | $805k | 1% | Dec 2025 |
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| Jane Street | 157k | $751k | 19% | Dec 2025 |
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| Balyasny Asset Management | 147k | $780k | -31% | Sep 2025 |
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| Belpointe Asset Management | 127k | $610k | -64% | Dec 2025 |
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| Private Advisor | 115k | $553k | 2% | Dec 2025 |
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| Chicago Partners Investment | 103k | $473k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 90k | $433k | -12% | Dec 2025 |
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| Samalin Investment Counsel | 90k | $431k | -18% | Dec 2025 |
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| Advisor Group Holdings | 85k | $409k | 0% | Dec 2025 |
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| Cetera Investment Advisers | 83k | $397k | -13% | Dec 2025 |
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| TrueMark Investments | 80k | $385k | 100% | Dec 2025 |
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| Royal Bank of Canada | 73k | $384k | 7% | Sep 2025 |
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| Susquehanna International | 67k | $321k | 213% | Dec 2025 |
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| Apollon Wealth Management | 62k | $299k | -16% | Dec 2025 |
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| Alexander Labrunerie & Co | 60k | $318k | 0% | Sep 2025 |
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| Nine Masts Capital | 54k | $258k | -43% | Dec 2025 |
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| Integrated Wealth Concepts | 50k | $240k | 29% | Dec 2025 |
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| CNH Partners | 48k | $256k | 100% | Sep 2025 |
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| XTX Topco | 48k | $230k | 100% | Dec 2025 |
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| HighTower Advisors | 47k | $225k | 100% | Dec 2025 |
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| Rsm Us Wealth Management | 44k | $210k | 100% | Dec 2025 |
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| Wedbush Morgan Securities | 40k | $192k | -13% | Dec 2025 |
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| CFO4Life | 39k | $186k | 0% | Dec 2025 |
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| Hrt Financial | 36k | $174k | -23% | Dec 2025 |
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| Sax Wealth Advisors | 35k | $170k | 100% | Dec 2025 |
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| Commonwealth Equity Services | 35k | $168k | -2% | Dec 2025 |
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| Marex Group | 31k | $147k | 100% | Dec 2025 |
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| Raymond James Financial | 31k | $146k | -12% | Dec 2025 |
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| Alpine Partners VI | 27k | $129k | 100% | Dec 2025 |
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| Brookwood Investment Group | 27k | $127k | -52% | Dec 2025 |
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| Atomi Financial Group | 25k | $120k | -2% | Dec 2025 |
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| Golub Group | 25k | $120k | 0% | Dec 2025 |
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| Citadel Advisors | 25k | $131k | 100% | Sep 2025 |
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| Advisory Services Network | 24k | $115k | -6% | Dec 2025 |
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| CSS | 23k | $112k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 22k | $106k | -35% | Dec 2025 |
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| Kestra Private Wealth Services | 21k | $99k | -10% | Dec 2025 |
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| Castleview Partners | 19k | $89k | 2% | Dec 2025 |
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| National Asset Management | 18k | $98k | -14% | Sep 2025 |
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| Beacon Financial Advisory | 18k | $87k | -3% | Dec 2025 |
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| CoreCap Advisors | 18k | $86k | -6% | Dec 2025 |
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| Evoke Wealth | 18k | $84k | 16% | Dec 2025 |
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| Firethorn Wealth Partners | 17k | $83k | 6% | Dec 2025 |
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| Mutual Advisors | 17k | $82k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 17k | $82k | 21% | Dec 2025 |
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| Catalina Capital Group | 17k | $81k | -29% | Dec 2025 |
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| Walkner Condon Financial Advisors | 15k | $74k | -57% | Dec 2025 |
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| Nomura Holdings | 15k | $71k | 100% | Dec 2025 |
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| Great Valley Advisor Group | 14k | $69k | -7% | Dec 2025 |
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| Mercer Global Advisors | 14k | $68k | 100% | Dec 2025 |
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| Freestate Advisors | 14k | $65k | 6% | Dec 2025 |
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| Sigma Planning | 13k | $72k | 100% | Dec 2025 |
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| One Capital Management | 13k | $60k | 0% | Dec 2025 |
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| Accredited Investor Services | 12k | $58k | 100% | Dec 2025 |
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| Highland Financial Advisors | 12k | $56k | 100% | Dec 2025 |
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| Amplius Wealth Advisors | 11k | $54k | 100% | Dec 2025 |
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| Per Stirling Capital Management | 11k | $51k | 0% | Dec 2025 |
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| Halbert Hargrove Global Advisors | 10k | $48k | 0% | Dec 2025 |
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| Triumph Capital Management | 9.0k | $43k | -93% | Dec 2025 |
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| Blue Bell Private Wealth Management | 8.6k | $41k | 100% | Dec 2025 |
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| Global Retirement Partners | 8.3k | $40k | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 4.6k | $22k | 4% | Dec 2025 |
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| Spire Wealth Management | 4.4k | $21k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 4.3k | $21k | 100% | Dec 2025 |
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| Flagship Harbor Advisors | 3.7k | $18k | 100% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 3.2k | $16k | 100% | Dec 2025 |
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| Brian McDonald | 2.8k | $13k | 21% | Dec 2025 |
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| Noble Wealth Management PBC | 2.0k | $9.6k | 0% | Dec 2025 |
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| Highline Wealth Partners | 1.5k | $7.2k | 0% | Dec 2025 |
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| WPG Advisers | 1.3k | $6.4k | 114% | Dec 2025 |
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| SWAN Capital | 1.2k | $5.9k | 0% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 1.1k | $5.3k | 100% | Dec 2025 |
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| Byrne Asset Management | 1.0k | $4.8k | 0% | Dec 2025 |
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| D. J. St. Germain | 900.00 | $4.3k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 296.00 | $1.4k | 0% | Dec 2025 |
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| Legacy Wealth Managment | 1.00 | $6.000000 | 0% | Dec 2025 |
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| Huntington National Bank | 1.00 | $5.000000 | 0% | Dec 2025 |
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| Wells Fargo & Company | 1.00 | $5.000000 | 100% | Dec 2025 |
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Who sold out of Xai Octagon Floatng Rate Alt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Pathstone Holdings | Sep 2025 | 1.2M | $6.3M |
| Consolidated Portfolio Review Corp | Sep 2025 | 299k | $1.6M |
| Meadowbrook Wealth Management | Sep 2025 | 53k | $279k |
| Virtu Financial | Sep 2025 | 38k | $201k |
| Abel Hall | Sep 2025 | 20k | $106k |
| Plante Moran Financial Advisors | Sep 2025 | 8.5k | $45k |
| Goss Wealth Management | Sep 2025 | 5.0k | $27k |
| Newbridge Financial Services Group | Sep 2025 | 2.5k | $13k |
| Principal Securities | Sep 2025 | 1.9k | $10k |
| Russell Investments | Sep 2025 | 500.00 | $2.7k |
| FNY Investment Advisers | Sep 2025 | 200.00 | $1.0k |