Institutional Owners for XFLT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | COM | 1 | $3,288,533 | 463,827 | 0.00 | 0.00 | 357,402 | 335.83 | 03-31-2024 |
| LPL FINANCIAL LLC | COM | 2 | $2,325,266 | 327,964 | 0.00 | 0.00 | 7,699 | 2.40 | 03-31-2024 |
| LIDO ADVISORS LLC | COM | 3 | $1,538,274 | 214,394 | 0.00 | 214,394 | +Inf | 03-31-2024 | |
| CLAYBROOK CAPITAL LLC | COM | 4 | $1,490,031 | 214,393 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
