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Funds Holding XFLT

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.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC320,265$2,287 12/31/2023
     XFLT320,265$2,287 12/31/2023
Lido Advisors LLC218,894$1,563 12/31/2023
     XFLT218,894$1,563 12/31/2023
UBS Group AG208,067$1,486 12/31/2023
     XFLT208,067$1,486 12/31/2023
Chicago Partners Investment Group LLC195,542$1,367 03/31/2024
     XFLT195,542$1,367 03/31/2024
Bard Associates Inc.167,162$1,194 12/31/2023
     XFLT167,162$1,194 12/31/2023
Cambridge Investment Research Advisors Inc.168,215$1,193 03/31/2024
     XFLT168,215$1,193 03/31/2024
Roumell Asset Management LLC141,432$1,010 12/31/2023
     XFLT141,432$1,010 12/31/2023
Baird Financial Group Inc.125,091$893 12/31/2023
     XFLT125,091$893 12/31/2023
Belpointe Asset Management LLC106,425$760 12/31/2023
     XFLT106,425$760 12/31/2023
Kestra Advisory Services LLC102,342$731 12/31/2023
     XFLT102,342$731 12/31/2023
Virtus ETF Advisers LLC94,782$677 12/31/2023
     XFLT94,782$677 12/31/2023
CastleKnight Management LP93,000$664 12/31/2023
     XFLT93,000$664 12/31/2023
All Season Financial Advisors Inc.84,477$599 03/31/2024
     XFLT84,477$599 03/31/2024
Private Advisor Group LLC74,916$531 03/31/2024
     XFLT74,916$531 03/31/2024
National Asset Management Inc.66,216$473 12/31/2023
     XFLT66,216$473 12/31/2023
Morgan Stanley61,764$441 12/31/2023
     XFLT61,764$441 12/31/2023
Samalin Investment Counsel LLC61,710$441 12/31/2023
     XFLT61,710$441 12/31/2023
Wedbush Securities Inc.52,493$375 12/31/2023
     XFLT52,493$375 12/31/2023
Great Valley Advisor Group Inc.46,242$330 12/31/2023
     XFLT46,242$330 12/31/2023
J.W. Cole Advisors Inc.44,753$317 03/31/2024
     XFLT44,753$317 03/31/2024
Commonwealth Equity Services LLC43,541$309 03/31/2024
     XFLT43,541$309 03/31/2024
Royal Bank of Canada40,090$286 12/31/2023
     XFLT40,090$286 12/31/2023
Advisor Group Holdings Inc.38,961$278 12/31/2023
     XFLT38,961$278 12/31/2023
Catalina Capital Group LLC37,880$270 12/31/2023
     XFLT37,880$270 12/31/2023
PFG Investments LLC36,370$258 03/31/2024
     XFLT36,370$258 03/31/2024
Walleye Capital LLC33,859$242 12/31/2023
     XFLT33,859$242 12/31/2023
Bank of Montreal Can30,000$217 12/31/2023
     XFLT30,000$217 12/31/2023
Advisory Services Network LLC28,787$206 12/31/2023
     XFLT28,787$206 12/31/2023
Raymond James & Associates27,253$193 03/31/2024
     XFLT27,253$193 03/31/2024
CFO4Life Group LLC25,800$184 12/31/2023
     XFLT25,800$184 12/31/2023
Atomi Financial Group Inc.21,812$156 12/31/2023
     XFLT21,812$156 12/31/2023
Naviter Wealth LLC20,564$148 03/31/2024
     XFLT20,564$148 03/31/2024
CoreCap Advisors LLC20,200$144 12/31/2023
     XFLT20,200$144 12/31/2023
Modera Wealth Management LLC20,000$143 12/31/2023
     XFLT20,000$143 12/31/2023
Kestra Private Wealth Services LLC19,350$138 12/31/2023
     XFLT19,350$138 12/31/2023
Astoria Portfolio Advisors LLC.15,661$110 03/31/2024
     XFLT15,661$110 03/31/2024
GWM Advisors LLC14,885$107 12/31/2023
     XFLT14,885$107 12/31/2023
IFG Advisory LLC14,579$104 12/31/2023
     XFLT14,579$104 12/31/2023
Beacon Financial Advisory LLC12,526$89 12/31/2023
     XFLT12,526$89 12/31/2023
Summitry LLC10,000$71 12/31/2023
     XFLT10,000$71 12/31/2023
Plante Moran Financial Advisors LLC8,508$61 12/31/2023
     XFLT8,508$61 12/31/2023
Bank of America Corp DE5,500$39 12/31/2023
     XFLT5,500$39 12/31/2023
Tradition Wealth Management LLC2,757$20 12/31/2023
     XFLT2,757$20 12/31/2023
AlphaMark Advisors LLC2,057$15 03/31/2024
     XFLT2,057$15 03/31/2024
Wells Fargo & Company MN2,000$14 12/31/2023
     XFLT2,000$14 12/31/2023
Comerica Bank2,000$14 12/31/2023
     XFLT2,000$14 12/31/2023
Creekmur Asset Management LLC1,910$14 12/31/2023
     XFLT1,910$14 12/31/2023
OLD Second National Bank of Aurora1,500$11 12/31/2023
     XFLT1,500$11 12/31/2023
Focused Wealth Management Inc1,533$11 12/31/2023
     XFLT1,533$11 12/31/2023
Tompkins Financial Corp1,000$7 03/31/2024
     XFLT1,000$7 03/31/2024
Byrne Asset Management LLC1,000$7 03/31/2024
     XFLT1,000$7 03/31/2024
PSI Advisors LLC18$0 03/31/2024
     XFLT18$0 03/31/2024
Hexagon Capital Partners LLC20$0 03/31/2024
     XFLT20$0 03/31/2024
Huntington National Bank1$0 12/31/2023
     XFLT1$0 12/31/2023
FMR LLC1$0 12/31/2023
     XFLT1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     XFLT0$0 12/31/2023
Signaturefd LLC47$0 12/31/2023
     XFLT47$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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