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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — PFLT
Institutional Holdings
Insider Transactions
US Institutional Ownership
22.2%
Institution
Shares
Value
Ownership %
Change
Filing Date
Sound Income Strategies, LLC
5.22M
$39.0M
5.26%
+281.8K
2026-06-30
UBS Group AG
3.09M
$23.0M
3.11%
+1.07M
2026-06-30
VAN ECK ASSOCIATES CORP
2.47M
$18.0M
2.49%
+668.4K
2026-06-30
Invesco Ltd.
1.80M
$13.0M
1.81%
-10.9K
2026-06-30
Altshuler Shaham Ltd
1.03M
$7.0M
1.04%
--
2026-06-30
Diameter Capital Partners LP
900.0K
$6.0M
0.91%
-755.2K
2026-06-30
Legal & General Group Plc
810.8K
$6.0M
0.82%
+45.7K
2026-06-30
MORGAN STANLEY
777.6K
$5.0M
0.78%
+175.9K
2026-06-30
FRANKLIN RESOURCES INC
584.6K
$4.0M
0.59%
--
2026-06-30
Advisors Asset Management, Inc.
377.2K
$2.0M
0.38%
+17.8K
2026-06-30
BlackRock, Inc.
375.8K
$2.0M
0.38%
-9.2K
2026-06-30
GraniteShares Advisors LLC
302.3K
$2.0M
0.30%
+39.6K
2026-06-30
Independent Advisor Alliance
271.1K
$2.0M
0.27%
+133.6K
2026-06-30
CITADEL ADVISORS LLC
253.1K
$1.0M
0.26%
+241.5K
2026-06-30
OSAIC HOLDINGS, INC.
245.7K
$1.0M
0.25%
+29.3K
2026-06-30
Muzinich & Co., Inc.
172.1K
$1.0M
0.17%
+192
2026-06-30
NewEdge Wealth, LLC
168.6K
$1.0M
0.17%
-9.1K
2026-06-30
BANK OF AMERICA CORP /DE/
164.1K
$1.0M
0.17%
+109.1K
2026-06-30
MILLENNIUM MANAGEMENT LLC
156.6K
$1.0M
0.16%
-4.4K
2026-06-30
Sumitomo Mitsui Trust Group, Inc.
147.2K
$1.0M
0.15%
--
2026-06-30
CANADA LIFE ASSURANCE Co
124.1K
--
0.13%
+15.9K
2026-06-30
Krilogy Financial LLC
123.9K
--
0.12%
--
2026-06-30
Naviter Wealth, LLC
116.1K
--
0.12%
+37.9K
2026-06-30
Tidal Investments LLC
105.7K
--
0.11%
--
2026-06-30
PFG Investments, LLC
104.6K
--
0.11%
-35.9K
2026-06-30
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