BLACKROCK FLTNG RT INC STRAT (XFRAX) Institutional Shareholders

BLACKROCK FLTNG RT INC STRAT (XFRAX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $88.96M in XFRAX holdings during the latest filing period.

Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of XFRAX tracked by InsiderSet, reporting ownership valued at approximately $15.81M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed XFRAX value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Bank Of America Corp, Marathon Strategic Advisors, Llc, and several other long-term asset managers with concentrated positions in BLACKROCK FLTNG RT INC STRAT (XFRAX).

This page ranks the largest institutional XFRAX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

91

Total Reported Value

$88.96M

Largest Holder

Guggenheim Capital Llc

Largest Position

$15.81M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

104

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Guggenheim Capital Llc0.13%1,434,951$15,813,160———
Bank Of America Corp0.00%462,808$5,100,143———
Marathon Strategic Advisors, Llc2.72%438,310$4,817,030———
Invesco Ltd.0.00%401,725$4,427,010———
Raymond James Financial Inc0.00%384,245$4,234,383———
Edgemoor Investment Advisors, Inc.0.28%328,384$3,618,792———
Loomis Sayles & Co L P0.00%319,349$3,519,226———
Advisors Asset Management, Inc.0.05%247,691$2,729,555———
Morgan Stanley0.00%227,867$2,511,102———
Cerity Partners Llc0.00%225,302$2,482,825———
Lpl Financial Llc0.00%207,211$2,283,466———
Graniteshares Advisors Llc1.64%206,185$2,272,159———
Readystate Asset Management Lp0.11%175,418$1,933,106———
Commonwealth Equity Services, Llc0.00%167,842$1,844,586———
Tt Capital Management Llc1.46%161,071$1,774,999———
Absolute Investment Advisers, Llc0.17%158,954$1,746,904———
Cetera Investment Advisers0.00%149,418$1,646,582———
Royal Bank Of Canada0.00%148,112$1,632,000———
Wolverine Asset Management Llc0.02%141,159$1,555,572———
Byrne Asset Management Llc0.79%132,750$1,458,923———
Rockefeller Capital Management L.P.0.00%120,323$1,325,970———
Osaic Holdings, Inc.0.00%109,995$1,212,138———
Ameriprise Financial Inc0.00%95,966$1,057,550———
Schwarz Dygos Wheeler Investment Advisors Llc0.21%93,976$1,035,617———
Wells Fargo & Company/Mn0.00%87,417$963,336———
Chicago Partners Investment Group Llc0.02%72,754$781,379———
Landscape Capital Management, L.L.C.0.05%68,798$758,155———
Sanctuary Advisors, Llc0.00%68,301$752,680———
Ubs Group Ag0.00%64,437$710,096———
Horizon Kinetics Asset Management Llc0.01%59,291$653,387———
Wagner Wealth Management, Llc0.12%59,275$651,431———
Arkadios Wealth Advisors0.01%58,692$646,782———
Shufro Rose & Co Llc0.04%51,100$563,122———
Klingman & Associates, Llc0.02%49,642$545,567———
Legacy Financial Independent Advisors Llc0.26%45,045$496,396———
Apriem Advisors0.05%44,287$488,044———
Quarry Lp0.10%43,241$476,516———
Whitener Capital Management, Inc.0.09%40,216$441,974———
Point Nemo Capital, Llc0.17%37,507$441,834———
Virtue Asset Management Llc0.26%33,809$371,561———
Andrew Hill Investment Advisors, Inc.0.27%33,354$366,570———
Lido Advisors, Llc0.00%31,473$346,832———
Arax Advisory Partners0.01%30,658$337,853———
Nomura Holdings Inc0.00%30,570$336,881———
Insigneo Advisory Services, Llc0.02%29,028$319,889———
Future Financial Wealth Managment Llc0.18%27,012$290,109———
Melfa Wealth Management, Inc.0.15%25,978$285,497———
Wealth Enhancement Advisory Services, Llc0.00%24,629$267,717———
Capital Investment Advisors, Llc0.00%24,270$267,450———
Waverly Advisors, Llc0.00%21,487$236,784———

Frequently asked questions about XFRAX

  • Who owns the most XFRAX stock?

    The largest holders of XFRAX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK FLTNG RT INC STRAT (XFRAX).

  • Is XFRAX widely held by superinvestors?

    Many widely followed stocks like XFRAX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XFRAX is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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