Institutional Owners for XFLT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | COM | 1 | $2,286,691 | 320,265 | 0.00 | 0.00 | -9,635 | -2.92 | 12-31-2023 |
| CLAYBROOK CAPITAL LLC | COM | 2 | $1,490,031 | 214,393 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| UBS GROUP AG | COM | 3 | $1,485,599 | 208,067 | 0.00 | 0.00 | 16,533 | 8.63 | 12-31-2023 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 4 | $1,366,836 | 195,542 | 0.00 | 0.00 | 49,934 | 34.29 | 03-31-2024 |
