BLACKROCK FLTNG RT INC STRAT (XFRAX) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $88.59M 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, Invesco Ltd., 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

93

Total Reported Value

$88.59M

Largest Holder

Guggenheim Capital Llc

Largest Position

$15.81M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

102

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———
Invesco Ltd.0.00%401,725$4,427,010———
Marathon Strategic Advisors, Llc3.11%392,654$4,327,051———
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%171,475$1,889,648———
Tt Capital Management Llc1.46%161,071$1,774,999———
Byrne Asset Management Llc0.99%153,930$1,696,309———
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———
Rockefeller Capital Management L.P.0.00%120,323$1,325,970———
Osaic Holdings, Inc.0.00%109,995$1,212,138———
Absolute Investment Advisers, Llc0.14%109,230$1,203,715———
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%73,057$813,850———
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———
Arkadios Wealth Advisors0.01%58,692$646,782———
Wagner Wealth Management, Llc0.13%57,401$632,554———
Shufro Rose & Co Llc0.04%51,100$563,122———
Klingman & Associates, Llc0.03%48,010$529,074———
Legacy Financial Independent Advisors Llc0.26%45,045$496,396———
Apriem Advisors0.05%44,287$488,044———
Whitener Capital Management, Inc.0.11%44,094$485,916———
Quarry Lp0.10%43,241$476,516———
Shaker Financial Services, Llc0.15%40,271$443,787———
Point Nemo Capital, Llc0.17%37,507$441,834———
Virtue Asset Management Llc0.31%34,959$385,248———
Melfa Wealth Management, Inc.0.21%33,879$373,349———
Andrew Hill Investment Advisors, Inc.0.33%33,354$367,570———
Future Financial Wealth Managment Llc0.22%31,744$347,914———
Truist Financial Corp0.00%31,514$347,284———
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———
Wealth Enhancement Advisory Services, Llc0.00%25,629$276,793———

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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