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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -18,795 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| Alexander Labrunerie & Co., Inc. | Buy | +55,000 | — | 55,000 | $264.00K | Q4 2025 | Mar 26, 2026 |
| Compound Planning, Inc. | Buy | +25,025 | — | 25,025 | $120.12K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +30,471 | — | 30,471 | $146.26K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +14,203 | — | 14,203 | $68.17K | Q4 2025 | Feb 18, 2026 |
| Rivernorth Capital Management, Llc | Buy | +848,008 | — | 848,008 | $4.07M | Q4 2025 | Feb 17, 2026 |
| Alpine Global Management, Llc | Buy | +742,275 | — | 742,275 | $3.56M | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +719,779 | — | 719,779 | $3.45M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +718,368 | — | 718,368 | $3.45M | Q4 2025 | Feb 17, 2026 |
| Virtus Investment Advisers, Llc | Buy | +242,238 | — | 242,238 | $1.16M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +115,145 | — | 115,145 | $552.69K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +85,179 | — | 85,179 | $408.87K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +82,760 | — | 82,760 | $397.25K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +66,794 | — | 66,794 | $320.61K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +47,886 | — | 47,886 | $229.85K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +37,009 | — | 37,009 | $177.00K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +23,911 | — | 23,911 | $114.77K | Q4 2025 | Feb 17, 2026 |
| Css Llc/Il | Buy | +23,288 | — | 23,288 | $111.78K | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +18,089 | — | 18,089 | $86.83K | Q4 2025 | Feb 17, 2026 |
| Nomura Holdings Inc | Buy | +14,868 | — | 14,868 | $71.37K | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +10,550 | — | 10,550 | $50.64K | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | Buy | +4,309 | — | 4,309 | $20.68K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +1,796 | — | 1,796 | $8.62K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +1,672,500 | — | 1,672,500 | $8.03M | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +638,082 | — | 638,082 | $3.06M | Q4 2025 | Feb 13, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +512,317 | — | 512,317 | $2.46M | Q4 2025 | Feb 13, 2026 |
| Bulldog Investors, Llp | Buy | +508,363 | — | 508,363 | $2.44M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +172,808 | — | 172,808 | $829.48K | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +50,069 | — | 50,069 | $240.33K | Q4 2025 | Feb 13, 2026 |
| Mariner, Llc | Buy | +21,973 | — | 21,973 | $105.47K | Q4 2025 | Feb 13, 2026 |
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.
Related XFLT Institutional Insights
- XFLT Overview
- XFLT 13F Institutional Holders
- XFLT Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- XFLT Insider Trading & SEC Form 4 Activity
- XFLT Articles
- Top Institutional Investor Stock Rankings