XAI OCTAGON FLTNG RT & ALT (XFLT) Institutional Ownership Changes & 13F Activity

XAI OCTAGON FLTNG RT & ALT (XFLT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Rivernorth Capital Management, Llc, Alpine Global Management, Llc, Cresset Asset Management, Llc, and Guggenheim Capital Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-18,795-100.0%0$0.00Q4 2025May 15, 2026
Alexander Labrunerie & Co., Inc.Buy+55,000—55,000$264.00KQ4 2025Mar 26, 2026
Compound Planning, Inc.Buy+25,025—25,025$120.12KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+30,471—30,471$146.26KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+14,203—14,203$68.17KQ4 2025Feb 18, 2026
Rivernorth Capital Management, LlcBuy+848,008—848,008$4.07MQ4 2025Feb 17, 2026
Alpine Global Management, LlcBuy+742,275—742,275$3.56MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+719,779—719,779$3.45MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+718,368—718,368$3.45MQ4 2025Feb 17, 2026
Virtus Investment Advisers, LlcBuy+242,238—242,238$1.16MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+115,145—115,145$552.69KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+85,179—85,179$408.87KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+82,760—82,760$397.25KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+66,794—66,794$320.61KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+47,886—47,886$229.85KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+37,009—37,009$177.00KQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+23,911—23,911$114.77KQ4 2025Feb 17, 2026
Css Llc/IlBuy+23,288—23,288$111.78KQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+18,089—18,089$86.83KQ4 2025Feb 17, 2026
Nomura Holdings IncBuy+14,868—14,868$71.37KQ4 2025Feb 17, 2026
Per Stirling Capital Management, Llc.Buy+10,550—10,550$50.64KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+4,309—4,309$20.68KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,796—1,796$8.62KQ4 2025Feb 17, 2026
Morgan StanleyBuy+1,672,500—1,672,500$8.03MQ4 2025Feb 13, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+638,082—638,082$3.06MQ4 2025Feb 13, 2026
Landscape Capital Management, L.L.C.Buy+512,317—512,317$2.46MQ4 2025Feb 13, 2026
Bulldog Investors, LlpBuy+508,363—508,363$2.44MQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+172,808—172,808$829.48KQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+50,069—50,069$240.33KQ4 2025Feb 13, 2026
Mariner, LlcBuy+21,973—21,973$105.47KQ4 2025Feb 13, 2026
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Frequently asked questions about XFLT activity

  • Which institutional owners are buying XFLT?

    Institutional owners buying XFLT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XFLT activity?

    "Buy" means an investor increased their reported position in XFLT compared to the prior reporting period. This reflects growing exposure to XAI OCTAGON FLTNG RT & ALT (XFLT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XFLT increasing?

    Institutional interest in XFLT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

XFLT Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet