Filing Research | XAI FLOATING RATE & ALTER IN Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	J.W. COLE ADVISORS, INC.	Shares	88.4KSH	$1.6M
2	Arlington Capital Management, Inc.	Shares	58.6KSH	$1.0M
3	Apollon Wealth Management, LLC	Shares	12.6KSH	$221.7K
4	EverSource Wealth Advisors, LLC	Shares	5.0KSH	$87.8K
5	CoreCap Advisors, LLC	Shares	2.9KSH	$51.2K
6	HALBERT HARGROVE GLOBAL ADVISORS, LLC	Shares	2.0KSH	$35.1K
7	Triumph Capital Management	Shares	1.6KSH	$28.9K
8	HIGHLINE WEALTH PARTNERS LLC	Shares	300SH	$5.3K
9	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	220SH	$3.9K
10	ST GERMAIN D J CO INC	Shares	180SH	$3.2K
11	Allied Private Wealth LLC	Shares	152SH	$2.7K
12	FNY Investment Advisers, LLC	Shares	200SH	$3

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. new	Shares	+88.4K	+$1.6M	$1.6M
2	Arlington Capital Management, Inc. new	Shares	+58.6K	+$1.0M	$1.0M
3	Apollon Wealth Management, LLC added	Shares	+28	+$5.2K	$221.7K
4	Triumph Capital Management added	Shares	+278	+$5.0K	$28.9K
5	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$1.9K	$87.8K
6	CoreCap Advisors, LLC unchanged	Shares	0	+$1.1K	$51.2K
7	HALBERT HARGROVE GLOBAL ADVISORS, LLC unchanged	Shares	0	+$740	$35.1K
8	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$111	$5.3K
9	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$82	$3.9K
10	ST GERMAIN D J CO INC unchanged	Shares	0	+$67	$3.2K
11	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$3

Filing Research | XAI FLOATING RATE & ALTER IN Institutional Holdings