Companies / XAI Octagon Floating Rate & Alternative Income Trust
XAI Octagon Floating Rate & Alternative Income Trust
NYSE: XFLTCIK 1703079CHICAGO, IL
Ownership
13F as of Jun 30, 2026
Share count not yet available for this company — ownership percentages can’t be computed.
Insiders 1
View all →| Insider | % of shares | Shares |
|---|---|---|
Spence John YogiVice President | — | 561,792 |
Institutional holders 9
View all →| Holder | Value | % of shares |
|---|---|---|
| $2.62M | — | |
| $639.9K | — | |
| $269.5K | — | |
| $116.0K | — | |
| $29.5K | — | |
| $17.6K | — | |
| $15.7K | — | |
| $6.0K | — | |
| $1.7K | — |
Activity
InsidersInstitutions
What insiders are doing in this stock (Form 4).| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Feb 19, 2026 | Spence John Yogi Executive | Buy | Common Shares of Beneficial Ownership | $19.5K | +5K +0.90% | 561,792 | low |
5%+ ownership events
Schedule 13D / 13G
| Filer | Stance | % of class |
|---|---|---|
| Sit Investment Associates, Inc. | Passive13G | — |
Securities
via CUSIP / OpenFIGI
| Symbol | Type | CUSIP |
|---|---|---|
| XFLT | Closed-End Fund | 98400T304 |