Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / COM
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Number of holders
-
72
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Total 13F shares, excl. options
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6.77M
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Shares change
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-948K
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Total reported value, excl. options
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$38.3M
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Value change
-
-$6.01M
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Number of buys
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36
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Number of sells
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-35
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Price
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$5.65
Significant Holders of XAI Octagon Floating Rate & Alternative Income Trust - COM (XFLT) as of Q2 2025
88 filings reported holding XFLT - XAI Octagon Floating Rate & Alternative Income Trust - COM as of Q2 2025.
XAI Octagon Floating Rate & Alternative Income Trust - COM (XFLT) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.77M shares
.
Largest 10 shareholders include LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (564K shares), SIT INVESTMENT ASSOCIATES INC (561K shares), Belpointe Asset Management LLC (485K shares), J.W. COLE ADVISORS, INC. (457K shares), LPL Financial LLC (383K shares), Consolidated Portfolio Review Corp (283K shares), Cresset Asset Management, LLC (279K shares), GUGGENHEIM CAPITAL LLC (252K shares), Lido Advisors, LLC (248K shares), and Virtus Investment Advisers, LLC (224K shares).
This table shows the top 72 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.