XAI Octagon Floating Rate & Alternative Income Trust - Mandatory Redeemable Preferred Shares Institutional Ownership

13F Institutional Holders and Ownership History

Type / Class
Equity / Mandatory Redeemable Preferred Shares
Shares outstanding
7,692,308

Significant Owners of XAI Octagon Floating Rate & Alternative Income Trust - Mandatory Redeemable Preferred Shares based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SUN LIFE FINANCIAL INC 65% 5,000,000 Sun Life Assurance Co of Canada 31 Oct 2025
Sun Life Assurance Co of Canada 65% 5,000,000 Sun Life Assurance Co of Canada 31 Oct 2025