XAI Floating Rate & Alternative Income Trust

XFLTNYSE

$19.13-0.17 (-0.88% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

XAI Floating Rate & Alternative Income Trust price and activity chart data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-27.0%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Sit Investment Associates Inc	Not reported	$11.1M	0.21%	Reduce 4.52%
Morgan Stanley	Not reported	$10.9M	0.00%	Not reported
Eagle Point Credit Management LLC	Not reported	$7.72M	11.66%	Not reported
Matisse Capital	Not reported	$6.07M	2.43%	Add 0.58%
Bulldog Investors, LLP	Not reported	$5.55M	1.22%	Add 69.31%
Citadel Advisors LLC	Not reported	$5.03M	0.00%	Not reported
Guggenheim Capital LLC	Not reported	$3.9M	0.02%	Add 45.66%
Thomas J. Herzfeld Advisors, Inc.	Not reported	$3.49M	1.07%	Add 233.68%
Envestnet Asset Management Inc	Not reported	$2.87M	0.00%	Not reported
Cresset Asset Management, LLC	Not reported	$2.53M	0.01%	Not reported
Landscape Capital Management, L.L.C.	Not reported	$2.5M	0.16%	Not reported
Rivernorth Capital Management, LLC	Not reported	$1.61M	0.08%	Not reported
Invesco Ltd.	Not reported	$1.56M	0.00%	Not reported
Arlington Capital Management, Inc.	Not reported	$1.03M	0.64%	New Not reported
Closed-End Fund Advisors, Inc.	Not reported	$996K	0.97%	Add 9.54%
Susquehanna International Group, LLP	Not reported	$949K	0.00%	Not reported
Virtus Investment Advisers, LLC	Not reported	$802K	0.19%	Reduce 18.00%
LPL Financial LLC	Not reported	$640K	0.00%	Not reported
UBS Group AG	Not reported	$601K	0.00%	Not reported
Robinson Capital Management, LLC	Not reported	$500K	0.22%	New Not reported
Jane Street Group, LLC	Not reported	$454K	0.00%	Not reported
Private Advisor Group, LLC	Not reported	$446K	0.00%	Not reported
Belpointe Asset Management LLC	Not reported	$422K	0.01%	Reduce 17.05%
Kestra Advisory Services, LLC	Not reported	$406K	0.00%	Not reported
Choreo, LLC	Not reported	$393K	0.00%	New Not reported
XTX Topco Ltd	Not reported	$387K	0.01%	Not reported
Toronto Dominion Bank	Not reported	$377K	0.00%	Not reported
Samalin Investment Counsel, LLC	Not reported	$343K	0.11%	Reduce 30.18%
Osaic Holdings, Inc.	Not reported	$290K	0.00%	Not reported
Cetera Investment Advisers	Not reported	$272K	0.00%	Not reported
Apollon Wealth Management, LLC	Not reported	$222K	0.00%	Not reported
Royal Bank of Canada	Not reported	$108K	0.00%	Not reported
EverSource Wealth Advisors, LLC	Not reported	$87.8K	0.00%	Not reported
CoreCap Advisors, LLC	Not reported	$51.2K	0.00%	Not reported
Global Retirement Partners, LLC	Not reported	$50.6K	0.00%	Not reported
Halbert Hargrove Global Advisors, LLC	Not reported	$35.1K	0.00%	Not reported
Blue Bell Private Wealth Management, LLC	Not reported	$29.8K	0.00%	Not reported
Triumph Capital Management	Not reported	$28.9K	0.01%	Add 20.31%
Pinnacle Wealth Planning Services, Inc.	Not reported	$17.6K	0.00%	Add 13.51%
BNP Paribas Financial Markets	Not reported	$13.5K	0.00%	Not reported
Rockefeller Capital Management L.P.	Not reported	$12.7K	0.00%	Not reported
Fifth Third Bancorp	Not reported	$11.3K	0.00%	Not reported
Compass Financial Management LLC	Not reported	$9.07K	0.00%	Not reported
WPG Advisers, LLC	Not reported	$7.63K	0.00%	Add 14.78%
Integrated Wealth Concepts LLC	Not reported	$6.71K	0.00%	Not reported
Quent Capital, LLC	Not reported	$5.97K	0.00%	New Not reported
Highline Wealth Partners LLC	Not reported	$5.27K	0.00%	Not reported
SWAN Capital LLC	Not reported	$4.32K	0.00%	Not reported
FNY Investment Advisers, LLC	Not reported	$3K	0.00%	Not reported
Byrne Asset Management LLC	Not reported	$3.51K	0.00%	Not reported

50 of 55 holders

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Historical Activity Patterns

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Historical Activity PatternsHistorical periods where multiple activity categories converged, with subsequent market performance shown for context.Unlock