Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
12
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Total 13F shares, excl. options
-
297K
-
Shares change
-
-169K
-
Total reported value, excl. options
-
$1.58M
-
Value change
-
-$982K
-
Number of buys
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7
-
Number of sells
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-6
-
Price
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$5.30
Significant Holders of XAI Octagon Floating Rate & Alternative Income Trust - COM (XFLT) as of Q3 2025
16 filings reported holding XFLT - XAI Octagon Floating Rate & Alternative Income Trust - COM as of Q3 2025.
XAI Octagon Floating Rate & Alternative Income Trust - COM (XFLT) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 297K shares
.
Largest 10 shareholders include Apollon Wealth Management, LLC (74.2K shares), Brookwood Investment Group LLC (54.8K shares), Meadowbrook Wealth Management, LLC (52.7K shares), COMMONWEALTH EQUITY SERVICES, LLC (35.9K shares), CoreCap Advisors, LLC (19.1K shares), Castleview Partners, LLC (18.2K shares), FIRETHORN WEALTH PARTNERS, LLC (16.4K shares), Freestate Advisors LLC (12.8K shares), HALBERT HARGROVE GLOBAL ADVISORS, LLC (10K shares), and HIGHLINE WEALTH PARTNERS LLC (1.5K shares).
This table shows the top 12 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.