Institutional Ownership
Xai Octagn Flt Rat & Alt Inm
CUSIP 98400T304COM SHS BENF INTQ1 2026
Institutional Holders
51
13F filers
Shares Held
3.47M
Aggregate institutional
Institutional Value
$48.30M
Q1 2026
Net New Holders
+51
51 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions51
Increased0
Decreased0
Sold out0
Institutional Holders
51 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 602.2K | $10.35M | +602.2K | New |
| 2 | Eagle Point Credit Management LLC | 439.9K | $7.56M | +439.9K | New |
| 3 | Matisse Capital | 344.1K | $5.91M | +344.1K | New |
| 4 | Bulldog Investors, LLP | 186.9K | $3.21M | +186.9K | New |
| 5 | Guggenheim Capital LLC | 152.5K | $2.62M | +152.5K | New |
| 6 | Landscape Capital Management, L.L.C. | 144.2K | $2.48M | +144.2K | New |
| 7 | Cresset Asset Management, LLC | 144.0K | $2.47M | +144.0K | New |
| 8 | Toronto Dominion Bank | 100.0K | $1.72M | +100.0K | New |
| 9 | Rpo LLC | 89.9K | $1.54M | +89.9K | New |
| 10 | Invesco Ltd. | 59.9K | $1.03M | +59.9K | New |
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