XFRAX

BlackRock FLTNG RT Inc Strat$11.53 0.09%
UnclassifiedUSCUSIP 09255X100· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
17
+5 QoQ
13F Value (tracked)
$9.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)5 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$11.53 0.09%5Y -17.6%
$11.33$12.05$12.77$13.50$14.222021202220232024202520267657731351279511109971155455553826746787117108
Hover for who · click for detailEnd-of-day closing prices52w $11.53 – $12.57
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns XFRAX

This stock page is the Follow view. The Build view lets your agent query XFRAX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XFRAX"
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Use Arkolith to show who owns XFRAX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

17 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Advisors Asset Management, Inc.
$2.7M
248K
+9.0%
Added · +20K sh
Q1 2026
2READYSTATE ASSET MANAGEMENT LP
$1.9M
175K
−64%
Reduced · −315K sh
Q1 2026
3Chicago Partners Investment Group LLC
$814K
73K
+75%
Added · +31K sh
Q1 2026
4Sanctuary Advisors, LLC
$753K
68K
+38%
Added · +19K sh
Q1 2026
5HORIZON KINETICS ASSET MANAGEMENT LLC
$653K
59K
Held
Q1 2026
6Arkadios Wealth Advisors
$647K
59K
New
+59K sh
Q1 2026
7Klingman & Associates, LLC
$529K
48K
+3.3%
Added · +2K sh
Q1 2026
8Lido Advisors, LLC
$347K
31K
Held
Q1 2026
9Arax Advisory Partners
$338K
31K
+3.4%
Added · +994 sh
Q1 2026
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$277K
26K
Held
Q1 2026
11Waverly Advisors, LLC
$237K
21K
−20%
Reduced · −5K sh
Q1 2026
12EP Wealth Advisors, LLC
$174K
16K
Held
Q1 2026
13EASTERN BANK
$121K
11K
Held
Q1 2026
14CREATIVE FINANCIAL DESIGNS INC /ADV
$110K
10K
New
+10K sh
Q1 2026
15Steward Partners Investment Advisory, LLC
$95K
9K
Held
Q1 2026
16MAI Capital Management
$30K
3K
Held
Q1 2026
17CWM, LLC
$19K
2K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
4
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

52 funds+10 since Q2 2022
02652Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $58.8M

Funds that own XFRAX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT18 funds$6.1B
NVIDIA CORPNVDA18 funds$5.9B
ALPHABET INC-CL AGOOGL18 funds$4.4B
BROADCOM INCAVGO18 funds$2.7B
META PLATFORMS INC-CLASS AMETA18 funds$2.2B
JOHNSON & JOHNSONJNJ18 funds$1.5B
CHEVRON CORPCVX18 funds$969.5M
NETFLIX INCNFLX18 funds$694.9M
INTL BUSINESS MACHINES CORPIBM18 funds$619.9M
GENERAL ELECTRICGE18 funds$566.4M
KLA CORPKLAC18 funds$406.3M
EMERSON ELECTRIC COEMR18 funds$324.2M

Ranked by how many of XFRAX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XFRAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.