XFLT: XAI Floating Rate & Alternative Income Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
1 open-market buys totaling $34K and 0 sales totaling - in the last 180 days.
Insider buys
| Score | Ticker | Company | Insider | Role | Trade date | Value | Holding + | Cluster |
|---|---|---|---|---|---|---|---|---|
| 19 | XFLT | XAI Floating Rate & Alternative Income Trust | Spence John Yogi | Other | 2026-10-21 | $34K | 2% |
Institutional ownership (Q2 2026)
58 institutions reported holding $65.29M of XAI Floating Rate & Alternative Income Trust on Form 13F (51 the quarter before). 10 opened a new position and 6 sold out. Shares held by institutions: +26%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 619,502 | $10.87M |
| Eagle Point Credit Management LLC | 439,852 | $7.72M |
| Matisse Capital | 346,096 | $6.07M |
| Bulldog Investors, LLP | 316,500 | $5.55M |
| CITADEL ADVISORS LLC | 286,821 | $5.03M |
| GUGGENHEIM CAPITAL LLC | 222,180 | $3.90M |
| Thomas J. Herzfeld Advisors, Inc. | 198,688 | $3.49M |
| ENVESTNET ASSET MANAGEMENT INC | 163,288 | $2.87M |
| Cresset Asset Management, LLC | 143,955 | $2.53M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 142,707 | $2.50M |
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