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On this page, we present all of the funds holding XFLT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding XFLT, with a link to that fund's top holdings. The next columns
indicate the amount of XFLT stock held by each of the funds holding XFLT, followed by the XFLT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 56 funds holding XFLT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC
(or by any of the other funds holding XFLT), click the fund name in the "Holder" column of the funds-holding-XFLT table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
LPL Financial LLC | 320,265 | $2,287 | 12/31/2023 | XFLT | 320,265 | $2,287 | 12/31/2023 | Lido Advisors LLC | 218,894 | $1,563 | 12/31/2023 | XFLT | 218,894 | $1,563 | 12/31/2023 | UBS Group AG | 208,067 | $1,486 | 12/31/2023 | XFLT | 208,067 | $1,486 | 12/31/2023 | Chicago Partners Investment Group LLC | 195,542 | $1,367 | 03/31/2024 | XFLT | 195,542 | $1,367 | 03/31/2024 | Bard Associates Inc. | 167,162 | $1,194 | 12/31/2023 | XFLT | 167,162 | $1,194 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 168,215 | $1,193 | 03/31/2024 | XFLT | 168,215 | $1,193 | 03/31/2024 | Roumell Asset Management LLC | 141,432 | $1,010 | 12/31/2023 | XFLT | 141,432 | $1,010 | 12/31/2023 | Baird Financial Group Inc. | 125,091 | $893 | 12/31/2023 | XFLT | 125,091 | $893 | 12/31/2023 | Belpointe Asset Management LLC | 106,425 | $760 | 12/31/2023 | XFLT | 106,425 | $760 | 12/31/2023 | Kestra Advisory Services LLC | 102,342 | $731 | 12/31/2023 | XFLT | 102,342 | $731 | 12/31/2023 | Virtus ETF Advisers LLC | 94,782 | $677 | 12/31/2023 | XFLT | 94,782 | $677 | 12/31/2023 | CastleKnight Management LP | 93,000 | $664 | 12/31/2023 | XFLT | 93,000 | $664 | 12/31/2023 | All Season Financial Advisors Inc. | 84,477 | $599 | 03/31/2024 | XFLT | 84,477 | $599 | 03/31/2024 | Private Advisor Group LLC | 74,916 | $531 | 03/31/2024 | XFLT | 74,916 | $531 | 03/31/2024 | National Asset Management Inc. | 66,216 | $473 | 12/31/2023 | XFLT | 66,216 | $473 | 12/31/2023 | Morgan Stanley | 61,764 | $441 | 12/31/2023 | XFLT | 61,764 | $441 | 12/31/2023 | Samalin Investment Counsel LLC | 61,710 | $441 | 12/31/2023 | XFLT | 61,710 | $441 | 12/31/2023 | Wedbush Securities Inc. | 52,493 | $375 | 12/31/2023 | XFLT | 52,493 | $375 | 12/31/2023 | Great Valley Advisor Group Inc. | 46,242 | $330 | 12/31/2023 | XFLT | 46,242 | $330 | 12/31/2023 | J.W. Cole Advisors Inc. | 44,753 | $317 | 03/31/2024 | XFLT | 44,753 | $317 | 03/31/2024 | Commonwealth Equity Services LLC | 43,541 | $309 | 03/31/2024 | XFLT | 43,541 | $309 | 03/31/2024 | Royal Bank of Canada | 40,090 | $286 | 12/31/2023 | XFLT | 40,090 | $286 | 12/31/2023 | Advisor Group Holdings Inc. | 38,961 | $278 | 12/31/2023 | XFLT | 38,961 | $278 | 12/31/2023 | Catalina Capital Group LLC | 37,880 | $270 | 12/31/2023 | XFLT | 37,880 | $270 | 12/31/2023 | PFG Investments LLC | 36,370 | $258 | 03/31/2024 | XFLT | 36,370 | $258 | 03/31/2024 | Walleye Capital LLC | 33,859 | $242 | 12/31/2023 | XFLT | 33,859 | $242 | 12/31/2023 | Bank of Montreal Can | 30,000 | $217 | 12/31/2023 | XFLT | 30,000 | $217 | 12/31/2023 | Advisory Services Network LLC | 28,787 | $206 | 12/31/2023 | XFLT | 28,787 | $206 | 12/31/2023 | Raymond James & Associates | 27,253 | $193 | 03/31/2024 | XFLT | 27,253 | $193 | 03/31/2024 | CFO4Life Group LLC | 25,800 | $184 | 12/31/2023 | XFLT | 25,800 | $184 | 12/31/2023 | Atomi Financial Group Inc. | 21,812 | $156 | 12/31/2023 | XFLT | 21,812 | $156 | 12/31/2023 | Naviter Wealth LLC | 20,564 | $148 | 03/31/2024 | XFLT | 20,564 | $148 | 03/31/2024 | CoreCap Advisors LLC | 20,200 | $144 | 12/31/2023 | XFLT | 20,200 | $144 | 12/31/2023 | Modera Wealth Management LLC | 20,000 | $143 | 12/31/2023 | XFLT | 20,000 | $143 | 12/31/2023 | Kestra Private Wealth Services LLC | 19,350 | $138 | 12/31/2023 | XFLT | 19,350 | $138 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 15,661 | $110 | 03/31/2024 | XFLT | 15,661 | $110 | 03/31/2024 | GWM Advisors LLC | 14,885 | $107 | 12/31/2023 | XFLT | 14,885 | $107 | 12/31/2023 | IFG Advisory LLC | 14,579 | $104 | 12/31/2023 | XFLT | 14,579 | $104 | 12/31/2023 | Beacon Financial Advisory LLC | 12,526 | $89 | 12/31/2023 | XFLT | 12,526 | $89 | 12/31/2023 | Summitry LLC | 10,000 | $71 | 12/31/2023 | XFLT | 10,000 | $71 | 12/31/2023 | Plante Moran Financial Advisors LLC | 8,508 | $61 | 12/31/2023 | XFLT | 8,508 | $61 | 12/31/2023 | Bank of America Corp DE | 5,500 | $39 | 12/31/2023 | XFLT | 5,500 | $39 | 12/31/2023 | Tradition Wealth Management LLC | 2,757 | $20 | 12/31/2023 | XFLT | 2,757 | $20 | 12/31/2023 | AlphaMark Advisors LLC | 2,057 | $15 | 03/31/2024 | XFLT | 2,057 | $15 | 03/31/2024 | Wells Fargo & Company MN | 2,000 | $14 | 12/31/2023 | XFLT | 2,000 | $14 | 12/31/2023 | Comerica Bank | 2,000 | $14 | 12/31/2023 | XFLT | 2,000 | $14 | 12/31/2023 | Creekmur Asset Management LLC | 1,910 | $14 | 12/31/2023 | XFLT | 1,910 | $14 | 12/31/2023 | OLD Second National Bank of Aurora | 1,500 | $11 | 12/31/2023 | XFLT | 1,500 | $11 | 12/31/2023 | Focused Wealth Management Inc | 1,533 | $11 | 12/31/2023 | XFLT | 1,533 | $11 | 12/31/2023 | Tompkins Financial Corp | 1,000 | $7 | 03/31/2024 | XFLT | 1,000 | $7 | 03/31/2024 | Byrne Asset Management LLC | 1,000 | $7 | 03/31/2024 | XFLT | 1,000 | $7 | 03/31/2024 | PSI Advisors LLC | 18 | $0 | 03/31/2024 | XFLT | 18 | $0 | 03/31/2024 | Hexagon Capital Partners LLC | 20 | $0 | 03/31/2024 | XFLT | 20 | $0 | 03/31/2024 | Huntington National Bank | 1 | $0 | 12/31/2023 | XFLT | 1 | $0 | 12/31/2023 | FMR LLC | 1 | $0 | 12/31/2023 | XFLT | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | XFLT | 0 | $0 | 12/31/2023 | Signaturefd LLC | 47 | $0 | 12/31/2023 | XFLT | 47 | $0 | 12/31/2023 |
See Summary: Institutional Holders of XFLT
See Details: Top 10 Hedge Funds Holding XFLT
Also See: XFLT Insider Buying
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