XFRAX Institutional Ownership & Shareholders

BLACKROCK FLTNG RT INC STRAT (XFRAX) is currently held by 85 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $95.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of XFRAX tracked by InsiderSet, reporting ownership valued at approximately $14.10M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed XFRAX value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Penserra Capital Management Llc, 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

85

Total Reported Value

$95.41M

Largest Holder

Guggenheim Capital Llc

Largest Position

$14.10M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

108

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Guggenheim Capital Llc0.09%1,282,998$14,100,148———
Penserra Capital Management Llc0.08%1,004,297$11,037,000———
Marathon Strategic Advisors, Llc2.92%473,539$4,991,096———
Advisors Asset Management, Inc.0.07%354,220$4,757,175———
Bank Of America Corp0.00%408,282$4,487,023———
Raymond James Financial Inc0.00%404,817$4,448,947———
Invesco Ltd.0.00%394,928$4,340,258———
Edgemoor Investment Advisors, Inc.0.28%378,838$4,163,430———
Loomis Sayles & Co L P0.00%319,349$3,509,646———
Cerity Partners Llc0.00%232,712$2,557,505———
Graniteshares Advisors Llc1.67%240,961$2,539,729———
Morgan Stanley0.00%218,289$2,398,996———
Lpl Financial Llc0.00%176,652$1,941,401———
Tt Capital Management Llc1.41%182,751$1,926,191———
Commonwealth Equity Services, Llc0.00%167,842$1,844,586———
Wolverine Asset Management Llc0.02%155,266$1,706,373———
Royal Bank Of Canada0.00%152,924$1,681,000———
Byrne Asset Management Llc0.79%134,900$1,417,799———
Rockefeller Capital Management L.P.0.00%122,095$1,341,828———
Absolute Investment Advisers, Llc0.11%118,515$1,249,148———
Wells Fargo & Company/Mn0.00%102,401$1,125,378———
Schwarz Dygos Wheeler Investment Advisors Llc0.21%101,501$1,115,498———
Goldman Sachs Group Inc0.00%73,989$813,139———
Sanctuary Advisors, Llc0.00%68,578$753,677———
Arax Advisory Partners0.00%67,768$744,777———
Ubs Group Ag0.00%65,506$719,910———
Quarry Lp0.11%63,956$702,876———
Chicago Partners Investment Group Llc0.01%65,824$652,320———
Horizon Kinetics Asset Management Llc0.01%59,291$651,608———
Wagner Wealth Management, Llc0.11%61,262$645,705———
Osaic Holdings, Inc.0.00%52,321$575,006———
Klingman & Associates, Llc0.02%51,374$541,487———
Apriem Advisors0.05%47,848$525,845———
Ameriprise Financial Inc0.00%46,121$506,872———
Shufro Rose & Co Llc0.03%43,600$479,164———
Landscape Capital Management, L.L.C.0.03%43,151$474,230———
Whitener Capital Management, Inc.0.09%41,142$433,637———
Insigneo Advisory Services, Llc0.02%38,912$427,643———
Cetera Investment Advisers0.00%38,685$425,143———
Legacy Financial Independent Advisors Llc0.18%35,746$392,849———
Lido Advisors, Llc0.00%31,473$345,888———
Andrew Hill Investment Advisors, Inc.0.27%31,866$335,868———
Virtue Asset Management Llc0.22%30,434$320,774———
Euro Pacific Asset Management, Llc0.03%28,200$309,354———
Focus Partners Wealth0.00%26,853$295,123———
Melfa Wealth Management, Inc.0.15%25,978$285,497———
Corecap Advisors, Llc0.01%26,188$276,031———
Future Financial Wealth Managment Llc0.16%24,951$262,984———
Capital Investment Advisors, Llc0.00%23,311$245,700———
Wealth Enhancement Advisory Services, Llc0.00%23,757$243,509———
Showing 50 of 85

Frequently asked questions about XFRAX

  • Who are the largest institutional holders of XFRAX?

    The largest institutional holders of XFRAX reported in the latest SEC Form 13F filings include Guggenheim Capital Llc, Penserra Capital Management Llc, Marathon Strategic Advisors, Llc, Advisors Asset Management, Inc., and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XFRAX position.

  • What is XFRAX institutional ownership?

    This page tracks XFRAX positions reported by institutional investment managers through SEC Form 13F. BLACKROCK FLTNG RT INC STRAT (XFRAX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own XFRAX?

    InsiderSet currently tracks 85 institutional managers reporting XFRAX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XFRAX shareholders.

  • How much XFRAX stock do institutions own?

    Institutional investment managers disclosed approximately $95.41M in XFRAX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was XFRAX institutional ownership last updated?

    The latest XFRAX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional XFRAX holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XFRAX position after the reporting date.

  • Are institutions buying or selling XFRAX?

    Institutional buying and selling can be analyzed by comparing XFRAX positions across consecutive 13F reporting periods. InsiderSet's XFRAX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XFRAX ownership changes.

  • How has XFRAX institutional ownership changed over time?

    InsiderSet tracks XFRAX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.

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