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XFLT

XAI Floating Rate & Alternative Income Trust
XFLT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.6M +$11.1M +402,469 +359%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$6.29M +$6.55M +237,205 New
Morgan Stanley
3
Morgan Stanley
New York
$4.03M +$3.52M +127,212 +514%
CAM
4
Cresset Asset Management
Illinois
$3.89M +$754K +27,297 +23%
JWCA
5
J.W. Cole Advisors
Florida
$2.31M -$121K -4,377 -5%
GC
6
Guggenheim Capital
Illinois
$2.23M +$930K +33,662 +67%
BAM
7
Belpointe Asset Management
Nevada
$1.88M -$718K -25,995 -27%
Invesco
8
Invesco
Georgia
$1.82M +$1.01M +36,441 +113%
LPL Financial
9
LPL Financial
California
$1.74M -$297K -10,755 -14%
CPRC
10
Consolidated Portfolio Review Corp
New York
$1.58M +$87.2K +3,156 +6%
LCM
11
Landscape Capital Management
New Jersey
$1.42M -$1.64M -59,174 -52%
MC
12
Matisse Capital
Oregon
$1.39M +$1.45M +52,505 New
Lido Advisors
13
Lido Advisors
California
$1.33M – – –
VIA
14
Virtus Investment Advisers
Connecticut
$1.32M +$134K +4,848 +11%
KAS
15
Kestra Advisory Services
Texas
$1.02M -$1.69K -61 -0.2%
UBS Group
16
UBS Group
Switzerland
$880K -$90.4K -3,271 -9%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$780K -$362K -13,102 -31%
Jane Street
18
Jane Street
New York
$694K +$724K +26,207 New
TCM
19
Triumph Capital Management
Colorado
$674K +$136K +4,930 +24%
PAG
20
Private Advisor Group
New Jersey
$599K +$30.8K +1,116 +5%
SIC
21
Samalin Investment Counsel
New York
$581K +$19.5K +705 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$543K -$12K -436 -2%
CPIG
23
Chicago Partners Investment Group
Illinois
$508K -$341K -12,350 -38%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$507K +$470K +17,011 +807%
NMC
25
Nine Masts Capital
Hong Kong
$503K +$524K +18,964 New
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