Who Owns XAI OCTAGN FLT RAT & ALT INM (XFLT)? -- Institutional Holders (2026-03-31)
92 institutions reported holding $6.8M of XAI OCTAGN FLT RAT & ALT INM (XFLT) in SEC 13F filings for 2026-03-31. Largest institutional holders: RIVERNORTH CAPITAL MANAGEMENT, LLC ($6.6M), SAX WEALTH ADVISORS, LLC ($169,944), Byrne Asset Management LLC ($3,436), HUNTINGTON NATIONAL BANK ($22), CSS LLC/IL ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $6.6M | 384,757 | Trimmed |
| 2 | SAX WEALTH ADVISORS, LLC | $169,944 | 35,405 | Hold |
| 3 | Byrne Asset Management LLC | $3,436 | 200 | Trimmed |
| 4 | HUNTINGTON NATIONAL BANK | $22 | 1 | Hold |
| 5 | CSS LLC/IL | $0 | 0 | Exited |
| 6 | Samalin Investment Counsel, LLC | $0 | 0 | Exited |
| 7 | CHOREO, LLC | $0 | 0 | Exited |
| 8 | Pinnacle Wealth Planning Services, Inc. | $0 | 0 | Exited |
| 9 | EverSource Wealth Advisors, LLC | $0 | 0 | Exited |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $0 | 0 | Exited |
| 11 | Apollon Wealth Management, LLC | $0 | 0 | Exited |
| 12 | SWAN Capital LLC | $0 | 0 | Exited |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $0 | 0 | Exited |
| 15 | Royal Bank of Canada | $0 | 0 | Exited |
| 16 | NOMURA HOLDINGS INC | $0 | 0 | Exited |
| 17 | GUGGENHEIM CAPITAL LLC | $0 | 0 | Exited |
| 18 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $0 | 0 | Exited |
| 19 | Mariner, LLC | $0 | 0 | Exited |
| 20 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 21 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $0 | 0 | Exited |
| 22 | Shaker Financial Services, LLC | $0 | 0 | Exited |
| 23 | NINE MASTS CAPITAL Ltd | $0 | 0 | Exited |
| 24 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 25 | Eagle Point Credit Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31