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 $96.50M 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 $14.10M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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

87

Total Reported Value

$96.50M

Largest Holder

Guggenheim Capital Llc

Largest Position

$14.10M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

107

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, Llc2.72%438,310$4,817,030———
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———
Graniteshares Advisors Llc1.68%237,235$2,607,213———
Cerity Partners Llc0.00%232,712$2,557,505———
Morgan Stanley0.00%218,289$2,398,996———
Lpl Financial Llc0.00%176,652$1,941,401———
Commonwealth Equity Services, Llc0.00%167,842$1,844,586———
Tt Capital Management Llc1.42%165,320$1,816,866———
Absolute Investment Advisers, Llc0.17%158,954$1,746,904———
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%132,750$1,458,923———
Rockefeller Capital Management L.P.0.00%122,095$1,341,828———
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———
Chicago Partners Investment Group Llc0.02%72,754$781,379———
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———
Horizon Kinetics Asset Management Llc0.01%59,291$651,608———
Wagner Wealth Management, Llc0.12%59,275$651,431———
Osaic Holdings, Inc.0.00%52,321$575,006———
Klingman & Associates, Llc0.02%49,642$545,567———
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%40,216$441,974———
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———
Virtue Asset Management Llc0.26%33,809$371,561———
Andrew Hill Investment Advisors, Inc.0.27%33,354$366,570———
Euro Pacific Asset Management, Llc0.04%31,965$358,000———
Lido Advisors, Llc0.00%31,473$345,888———
Focus Partners Wealth0.00%26,853$295,123———
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%23,855$262,169———
Kestra Advisory Services, Llc0.00%21,482$236,091———
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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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