XAI Octagon Floating Rate & Alternative Income Trust
Institutional Ownership & Holdings Analysis
About
xai-octagon-floating-rate--alternative-income-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Thomas J. Herzfeld Advisors, Inc.(2025-03-31) | $7.4M |
| 2 | ENVESTNET ASSET MANAGEMENT INC(2025-03-31) | $4.2M |
| 3 | J.W. COLE ADVISORS, INC.(2025-03-31) | $2.9M |
| 4 | Belpointe Asset Management LLC(2025-03-31) | $2.6M |
| 5 | LPL Financial LLC(2025-03-31) | $2.1M |
| 6 | Cresset Asset Management, LLC(2025-03-31) | $1.9M |
| 7 | Consolidated Portfolio Review Corp(2025-03-31) | $1.7M |
| 8 | Lido Advisors, LLC(2025-03-31) | $1.5M |
| 9 | Virtus Investment Advisers, LLC(2025-03-31) | $1.5M |
| 10 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.(2025-03-31) | $1.4M |
| 11 | UBS Group AG(2025-03-31) | $1.3M |
| 12 | Cambridge Investment Research Advisors, Inc.(2025-03-31) | $1.2M |
| 13 | VIRTUS ADVISERS, LLC(2024-12-31) | $1.1M |
| 14 | CHOREO, LLC(2025-03-31) | $1.1M |
| 15 | Chicago Partners Investment Group LLC(2025-03-31) | $1.1M |
| 16 | Kestra Advisory Services, LLC(2025-03-31) | $1.0M |
| 17 | Mariner, LLC(2025-03-31) | $953.0K |
| 18 | BARD ASSOCIATES INC(2025-03-31) | $893.3K |
| 19 | MORGAN STANLEY(2025-03-31) | $800.8K |
| 20 | Baird Financial Group, Inc.(2025-03-31) | $728.5K |
As of 2025-03-31
Value:$7.4M
As of 2025-03-31
Value:$4.2M
As of 2025-03-31
Value:$2.9M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$1.9M
As of 2025-03-31
Value:$1.7M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.5M
As of 2025-03-31
Value:$1.4M
#11UBS Group AG
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2024-12-31
Value:$1.1M
#14CHOREO, LLC
As of 2025-03-31
Value:$1.1M
As of 2025-03-31
Value:$1.1M
As of 2025-03-31
Value:$1.0M
#17Mariner, LLC
As of 2025-03-31
Value:$953.0K
As of 2025-03-31
Value:$893.3K
As of 2025-03-31
Value:$800.8K
As of 2025-03-31
Value:$728.5K
Total Institutional Holders:94
Top 10 Holders Own:56.9%