XFLT XAI Floating Rate & Alternative Income Trust: institutional ownership and insider trading
57 funds reported holding $81.1M of XAI Floating Rate & Alternative Income Trust in their latest 13F filings; in Q2 2026 funds net bought $15.8M, with 10 new positions and 6 funds selling out; over the last 12 months insiders bought $53.6K and sold $0 on the open market.
Famous investors holding XFLT
- Ken Griffin (Citadel Advisors): $5.03M, 0.0% of the portfolio
Largest institutional holders of XFLT
- SIT INVESTMENT ASSOCIATES INC — $11.1M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $10.9M
- Eagle Point Credit Management LLC — $7.72M
- Matisse Capital — $6.07M
- Bulldog Investors, LLP — $5.55M
- CITADEL ADVISORS LLC — $5.03M
- ABSOLUTE INVESTMENT ADVISERS, LLC — $4.61M
- GUGGENHEIM CAPITAL LLC — $3.90M
- Thomas J. Herzfeld Advisors, Inc. — $3.49M
- ENVESTNET ASSET MANAGEMENT INC — $2.87M
Recent XFLT insider trades
- Oct 21, 2026: Spence John Yogi bought 2,000 shares ($34.1K)
- Feb 19, 2026: Spence John Yogi bought 5,000 shares ($19.5K)
- Oct 24, 2025: Law Lauren Kristen bought 20,000 shares ($100K)
- Sep 11, 2025: Jones Scott C sold 13,009 shares ($73.1K)
5%+ owners
- Sun Life Assurance Co of Canada: 65.0% (Schedule 13G, filed Nov 5, 2025)