PACER PACIFIC ASSET FLOATING (FLRT) Institutional Shareholders
PACER PACIFIC ASSET FLOATING (FLRT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $358.95M in FLRT holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FLRT tracked by InsiderSet, reporting ownership valued at approximately $83.90M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.47M, representing an estimated gain of +0.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed FLRT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Foundations Investment Advisors, Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in PACER PACIFIC ASSET FLOATING (FLRT).
This page ranks the largest institutional FLRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
118
Total Reported Value
$358.95M
Largest Holder
Lpl Financial Llc
Largest Position
$83.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 1,811,600 | $83,895,206 | $84,474,908 | +$579,702 | +0.69% | |
| Foundations Investment Advisors, Llc | 0.34% | 591,845 | $27,408,325 | $27,597,732 | +$189,407 | +0.69% | |
| Cetera Investment Advisers | 0.02% | 338,561 | $15,678,763 | $15,787,099 | +$108,336 | +0.69% | |
| Osaic Holdings, Inc. | 0.02% | 271,181 | $12,559,132 | $12,645,170 | +$86,038 | +0.69% | |
| Truist Financial Corp | 0.01% | 255,652 | $11,921,067 | $11,921,053 | -$14 | -0.00% | |
| Raymond James Financial Inc | 0.00% | 244,964 | $11,344,299 | $11,422,671 | +$78,372 | +0.69% | |
| Kestra Advisory Services, Llc | 0.04% | 241,724 | $11,271,586 | $11,271,590 | +$4 | +0.00% | |
| Systelligence, Llc | 1.70% | 218,247 | $10,176,858 | $10,176,858 | -$0 | -0.00% | |
| Envestnet Asset Management Inc | 0.00% | 206,902 | $9,581,615 | $9,647,840 | +$66,225 | +0.69% | |
| Sidoxia Capital Management, Llc | 5.19% | 151,885 | $7,082,398 | $7,082,398 | -$0 | -0.00% | |
| Western Wealth Management, Llc | 0.26% | 152,757 | $7,074,162 | $7,123,059 | +$48,897 | +0.69% | |
| Assetmark, Inc | 0.01% | 143,995 | $6,714,487 | $6,714,487 | -$0 | -0.00% | |
| Jones Financial Companies Lllp | 0.00% | 143,435 | $6,629,566 | $6,688,374 | +$58,808 | +0.89% | |
| Mml Investors Services, Llc | 0.02% | 140,449 | $6,504,193 | $6,549,137 | +$44,944 | +0.69% | |
| Commonwealth Financial Services, Llc | 0.71% | 113,890 | $5,310,678 | $5,310,691 | +$13 | +0.00% | |
| Creative Financial Designs Inc | 0.24% | 109,314 | $5,097,289 | $5,097,312 | +$23 | +0.00% | |
| Winebrenner Capital Management Llc | 2.96% | 104,130 | $4,855,583 | $4,855,582 | -$1 | -0.00% | |
| Independent Financial Group, Llc | 0.09% | 102,151 | $4,763,305 | $4,763,301 | -$4 | -0.00% | |
| Sigma Planning Corp | 0.13% | 102,063 | $4,726,550 | $4,759,198 | +$32,648 | +0.69% | |
| Strategic Blueprint, Llc | 0.22% | 96,539 | $4,501,614 | $4,501,614 | -$0 | -0.00% | |
| Waycross Investment Management Co | 3.19% | 89,818 | $4,188,213 | $4,188,213 | +$0 | +0.00% | |
| Independence Asset Advisors, Llc | 0.94% | 77,211 | $3,600,330 | $3,600,349 | +$19 | +0.00% | |
| Client First Investment Management Llc | 1.49% | 75,741 | $3,531,803 | $3,531,803 | -$0 | -0.00% | |
| Stifel Financial Corp | 0.00% | 74,584 | $3,453,995 | $3,477,852 | +$23,857 | +0.69% | |
| J.W. Cole Advisors, Inc. | 0.06% | 71,902 | $3,352,780 | $3,352,790 | +$10 | +0.00% | |
| Goldstone Financial Group, Llc | 0.35% | 69,506 | $3,218,800 | $3,241,065 | +$22,265 | +0.69% | |
| Independent Wealth Network Inc. | 0.77% | 64,947 | $3,028,477 | $3,028,479 | +$2 | +0.00% | |
| Psi Advisors, Llc | 0.69% | 61,947 | $2,868,752 | $2,888,589 | +$19,837 | +0.69% | |
| Jane Street Group, Llc | 0.00% | 58,898 | $2,727,566 | $2,746,414 | +$18,848 | +0.69% | |
| Colonial River Investments, Llc | 0.74% | 55,638 | $2,594,408 | $2,594,400 | -$8 | -0.00% | |
| Sanctuary Advisors, Llc | 0.01% | 55,950 | $2,591,045 | $2,608,949 | +$17,904 | +0.69% | |
| Silver Oak Securities, Incorporated | 0.18% | 54,408 | $2,519,648 | $2,537,045 | +$17,397 | +0.69% | |
| Kestra Private Wealth Services, Llc | 0.03% | 54,018 | $2,518,880 | $2,518,859 | -$21 | -0.00% | |
| Wealthplan Investment Management, Llc | 0.12% | 53,240 | $2,482,599 | $2,482,581 | -$18 | -0.00% | |
| Stewardship Advisors, Llc | 0.44% | 45,154 | $2,105,540 | $2,105,531 | -$9 | -0.00% | |
| Campbell Capital Management Inc | 0.74% | 44,139 | $2,058,202 | $2,058,202 | -$0 | -0.00% | |
| Beacon Pointe Advisors, Llc | 0.01% | 43,841 | $2,030,277 | $2,044,306 | +$14,029 | +0.69% | |
| Ausdal Financial Partners, Inc. | 0.09% | 41,567 | $1,924,989 | $1,938,269 | +$13,280 | +0.69% | |
| Moors & Cabot, Inc. | 0.08% | 38,482 | $1,782,084 | $1,794,416 | +$12,332 | +0.69% | |
| Citadel Advisors Llc | 0.00% | 36,939 | $1,710,645 | $1,722,466 | +$11,821 | +0.69% | |
| International Assets Investment Management, Llc | 0.10% | 36,419 | $1,698,764 | $1,698,218 | -$546 | -0.03% | |
| Fifth Third Securities, Inc. | 0.09% | 33,205 | $1,548,358 | $1,548,349 | -$9 | -0.00% | |
| Legacy Wealth Managment, Llc/Id | 0.77% | 33,367 | $1,545,226 | $1,555,903 | +$10,677 | +0.69% | |
| Crestwood Advisors Group, Llc | 0.03% | 32,995 | $1,527,998 | $1,538,557 | +$10,559 | +0.69% | |
| Hbw Advisory Services Llc | 0.14% | 32,090 | $1,496,364 | $1,496,357 | -$7 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,523 | $1,469,930 | $1,469,917 | -$13 | -0.00% | |
| Clear Creek Financial Management, Llc | 0.09% | 30,926 | $1,442,079 | $1,442,079 | +$0 | +0.00% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 30,214 | $1,399,188 | $1,408,879 | +$9,691 | +0.69% | |
| Scarborough Advisors, Llc | 0.15% | 28,722 | $1,346,561 | $1,339,307 | -$7,254 | -0.54% | |
| Cornerstone Wealth Management, Llc | 0.06% | 28,120 | $1,311,222 | $1,311,236 | +$14 | +0.00% |
Frequently asked questions about FLRT
Who owns the most FLRT stock?
The largest holders of FLRT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PACER PACIFIC ASSET FLOATING (FLRT).
Is FLRT widely held by superinvestors?
Many widely followed stocks like FLRT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLRT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.