Who Owns XAI (XFLT)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $76.8M of XAI (XFLT) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($11.1M), MORGAN STANLEY ($10.9M), Eagle Point Credit Management LLC ($7.7M), Matisse Capital ($6.1M), Bulldog Investors, LLP ($5.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$11.1M632,994Trimmed
2MORGAN STANLEY$10.9M619,502Added
3Eagle Point Credit Management LLC$7.7M439,852Hold
4Matisse Capital$6.1M346,096Added
5Bulldog Investors, LLP$5.6M316,500Added
6CITADEL ADVISORS LLC$5.0M286,821New
7GUGGENHEIM CAPITAL LLC$3.9M222,180Added
8Thomas J. Herzfeld Advisors, Inc.$3.5M198,688Added
9ENVESTNET ASSET MANAGEMENT INC$2.9M163,288New
10Cresset Asset Management, LLC$2.5M143,955Hold
11LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M142,707Trimmed
12RIVERNORTH CAPITAL MANAGEMENT, LLC$1.6M91,734Trimmed
13Invesco Ltd.$1.6M88,990Added
14J.W. COLE ADVISORS, INC.$1.6M88,417New
15Arlington Capital Management, Inc.$1.0M58,636New
16Closed-End Fund Advisors, Inc.$996,43656,777Added
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$949,49054,102Added
18Virtus Investment Advisers, LLC$802,42145,722Trimmed
19LPL Financial LLC$639,85036,459Trimmed
20UBS Group AG$601,05234,248Trimmed
21ROBINSON CAPITAL MANAGEMENT, LLC$500,17528,500New
22JANE STREET GROUP, LLC$453,79025,857Trimmed
23Private Advisor Group, LLC$446,04725,415Added
24Belpointe Asset Management LLC$421,55124,020Trimmed
25Kestra Advisory Services, LLC$406,26523,149Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30