XAI Octagon Floating Rate & Alternative Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 5.47 M | $26.24 M | 112.44% | 7.18% |
| EAGLE POINT CREDIT MANAGEMENT LLC | 02/12/2026 | 2.09 M | $10.03 B | 100.00% | 2.74% |
| MORGAN STANLEY | 02/13/2026 | 1.67 M | $8.03 M | 120.13% | 2.20% |
| NORTH GROUND CAPITAL | 02/12/2026 | 1.48 M | $7.12 M | 100.00% | 1.95% |
| MATISSE CAPITAL | 01/29/2026 | 920.00 K | $4.42 M | 250.44% | 1.21% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 848.01 K | $4.07 M | 100.00% | 1.11% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 719.78 K | $3.45 M | -0.59% | 0.95% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 718.37 K | $3.45 M | 70.87% | 0.94% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 638.08 K | $3.06 M | 100.00% | 0.84% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 512.32 K | $2.46 M | 90.88% | 0.67% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 508.36 K | $2.44 M | 100.00% | 0.67% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 451.67 K | $2.17 M | 3.75% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 427.08 K | $2.05 M | 100.00% | 0.56% |
| INVESCO LTD. | 02/19/2026 | 261.91 K | $1.26 M | -23.80% | 0.34% |
| LIDO ADVISORS, LLC | 02/10/2026 | 247.78 K | $1.33 M | 0.00% | 0.33% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 242.24 K | $1.16 M | -2.55% | 0.32% |
| 02/11/2026 | 232.96 K | $1.12 B | 100.00% | 0.31% | |
| LPL FINANCIAL LLC | 02/11/2026 | 217.99 K | $1.05 M | -33.75% | 0.29% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 183.52 K | $880.89 K | 100.00% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 172.81 K | $829.48 K | -10.59% | 0.23% |
| UBS GROUP AG | 01/29/2026 | 167.79 K | $805.38 K | 1.00% | 0.22% |
| JANE STREET GROUP, LLC | 02/12/2026 | 156.55 K | $751.42 K | 19.47% | 0.21% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 127.04 K | $609.78 K | -64.22% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 115.15 K | $552.69 K | 1.89% | 0.15% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 102.61 K | $473.02 K | -0.18% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 90.26 K | $433.00 K | -11.84% | 0.12% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 89.74 K | $430.74 K | -18.14% | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 85.18 K | $408.87 K | 0.34% | 0.11% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 82.76 K | $397.25 K | -13.42% | 0.11% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 80.24 K | $385.15 K | 100.00% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 66.79 K | $320.61 K | 212.62% | 0.09% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 62.33 K | $299.18 K | -15.97% | 0.08% |
| NINE MASTS CAPITAL LTD | 02/10/2026 | 53.80 K | $258.26 K | -43.26% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 50.07 K | $240.33 K | 29.07% | 0.07% |
| XTX TOPCO LTD | 02/17/2026 | 47.89 K | $229.85 K | 100.00% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 46.80 K | $224.62 K | 100.00% | 0.06% |
| CHOREO, LLC | 01/23/2026 | 44.10 K | $210.33 K | 100.00% | 0.06% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 39.99 K | $192.00 K | -12.69% | 0.05% |
| CFO4LIFE GROUP, LLC | 02/06/2026 | 38.80 K | $186.24 K | 0.00% | 0.05% |
| ROYAL BANK OF CANADA | 02/17/2026 | 37.01 K | $177.00 K | -48.96% | 0.05% |
| HRT FINANCIAL LP | 02/12/2026 | 36.30 K | $174.00 K | -23.16% | 0.05% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 35.41 K | $169.94 K | 100.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 35.08 K | $168.38 K | -2.22% | 0.05% |
| MAREX GROUP PLC | 02/12/2026 | 30.68 K | $147.28 K | 100.00% | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 30.47 K | $146.26 K | -11.59% | 0.04% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/26/2026 | 26.78 K | $128.52 K | 100.00% | 0.04% |
| BROOKWOOD INVESTMENT GROUP LLC | 01/22/2026 | 26.54 K | $127.41 K | -51.54% | 0.03% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 25.03 K | $120.12 K | -1.70% | 0.03% |
| SUMMITRY LLC | 02/09/2026 | 25.00 K | $120.00 K | 0.00% | 0.03% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 23.91 K | $114.77 K | -6.33% | 0.03% |
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XAI Octagon Floating Rate & Alternative Income Trust institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of XAI Octagon Floating Rate & Alternative Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 5.47 M
Eagle Point Credit Management LLC: 2.09 M
MORGAN STANLEY: 1.67 M
North Ground Capital: 1.48 M
Matisse Capital: 920,000
RIVERNORTH CAPITAL MANAGEMENT, LLC: 848,008
27.62% of XAI Octagon Floating Rate & Alternative Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 20.61 M shares in the last 24 months. This purchase volume represents approximately $69.46 M in transactions.