2026-08-10
No AI summary for this filing type
View Full Filing (SEC EDGAR)Xai Fltng Rte&alt Inc Trs-ui
$18.21-1.5%
+$18.0M
Net Activity
+26.00% total shares
Institutions Holding
60
Popularity Rank
#5705
Avg Weight
0.32%
Total Value
$76.8M
60 institutions currently hold XFLT, with 32 net buyers and 21 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
21
Net Buying Institutions
32
Top 5 by Value
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Across its top 20 institutional holders, XFLT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 45/100).
XFLT ranks #5705 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
XFLT is a top-conviction position for Eagle Point Credit Management LLC — at 11.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in XFLT belongs to Sit Investment Associates Inc, but the position matters far more to Eagle Point Credit Management LLC, who has 11.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Triumph Capital Management has added to its XFLT position for two straight quarters, increasing it by $7.8K to reach $31.7K today.
XFLT is down 1.5% today, but institutions show net buying of $18.0M this quarter — a divergence between today's price move and the underlying institutional flow.
+$30.1M
Total Buy Value
$5.3M
Total Sell Value
32
Net Buyers
21
Net Sellers
XFLT
Q2 2026
Top 5 Institutional Movers
+$5.0M
+$2.9M
+$2.5M
+$2.3M
XFLT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)XFLT, the XAI Floating Rate & Alternative Income Trust, held a special shareholder meeting on July 30 to vote on appointing Rockford Tower Asset Management — a newly formed King Street subsidiary — as its new investment sub-adviser. The meeting was adjourned to August 6 to gather more votes, and in the meantime XFLT signed an interim sub-advisory agreement with Rockford Tower after its previous sub-adviser, Octagon Credit Investors, stepped down the same day. The interim deal keeps the fund's advisory fee at 1.70% and is largely the same as the old arrangement.
View Full Filing (SEC EDGAR)98400T304
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Access XFLT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XFLTCLI
npx alphasmo stocks get XFLT