FLRT Institutional Ownership & Shareholders
PACER PACIFIC ASSET FLOATING (FLRT) is currently held by 123 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $432.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FLRT tracked by InsiderSet, reporting ownership valued at approximately $74.86M in its June 30, 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 $74.23M, representing an estimated loss of -0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed FLRT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cornerstone Planning Group Llc, Foundations Investment Advisors, Llc, 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
123
Total Reported Value
$432.45M
Largest Holder
Lpl Financial Llc
Largest Position
$74.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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% | 1,605,404 | $74,859,975 | $74,233,881 | -$626,094 | -0.84% | |
| Cornerstone Planning Group Llc | 3.92% | 680,784 | $31,656,467 | $31,479,452 | -$177,015 | -0.56% | |
| Foundations Investment Advisors, Llc | 0.30% | 616,236 | $28,735,085 | $28,494,753 | -$240,332 | -0.84% | |
| Cetera Investment Advisers | 0.01% | 339,797 | $15,844,739 | $15,712,213 | -$132,526 | -0.84% | |
| Truist Financial Corp | 0.02% | 324,600 | $15,074,416 | $15,009,504 | -$64,912 | -0.43% | |
| Osaic Holdings, Inc. | 0.02% | 310,576 | $14,482,968 | $14,361,034 | -$121,934 | -0.84% | |
| Raymond James Financial Inc | 0.00% | 279,083 | $13,013,635 | $12,904,798 | -$108,837 | -0.84% | |
| Kestra Advisory Services, Llc | 0.04% | 241,724 | $11,271,586 | $11,177,318 | -$94,268 | -0.84% | |
| Envestnet Asset Management Inc | 0.00% | 233,417 | $10,884,249 | $10,793,202 | -$91,047 | -0.84% | |
| Systelligence, Llc | 1.70% | 218,247 | $10,176,858 | $10,091,741 | -$85,117 | -0.84% | |
| Client First Investment Management Llc | 4.68% | 211,623 | $9,827,761 | $9,785,448 | -$42,313 | -0.43% | |
| Assetmark, Inc | 0.01% | 188,046 | $8,732,856 | $8,695,247 | -$37,609 | -0.43% | |
| Goldstone Financial Group, Llc | 0.79% | 185,560 | $8,652,660 | $8,580,294 | -$72,366 | -0.84% | |
| Western Wealth Management, Llc | 0.28% | 180,380 | $8,411,106 | $8,340,771 | -$70,335 | -0.84% | |
| Newedge Advisors, Llc | 0.02% | 174,418 | $8,133,096 | $8,065,088 | -$68,008 | -0.84% | |
| Jones Financial Companies Lllp | 0.00% | 171,791 | $8,000,319 | $7,943,616 | -$56,703 | -0.71% | |
| Mml Investors Services, Llc | 0.02% | 166,294 | $7,754,267 | $7,689,435 | -$64,832 | -0.84% | |
| Sidoxia Capital Management, Llc | 5.10% | 156,362 | $7,261,451 | $7,230,179 | -$31,272 | -0.43% | |
| Verus Capital Partners, Llc | 0.34% | 135,498 | $6,318,254 | $6,265,428 | -$52,826 | -0.84% | |
| Cooper Financial Group | 0.42% | 113,868 | $5,288,030 | $5,265,256 | -$22,774 | -0.43% | |
| Strategic Blueprint, Llc | 0.25% | 109,966 | $5,106,802 | $5,084,828 | -$21,974 | -0.43% | |
| Creative Financial Designs Inc | 0.24% | 109,314 | $5,097,289 | $5,054,679 | -$42,610 | -0.84% | |
| Independent Financial Group, Llc | 0.09% | 108,203 | $5,024,940 | $5,003,307 | -$21,633 | -0.43% | |
| Winebrenner Capital Management Llc | 2.85% | 95,491 | $4,434,602 | $4,415,504 | -$19,098 | -0.43% | |
| Waycross Investment Management Co | 3.45% | 91,868 | $4,266,350 | $4,247,976 | -$18,374 | -0.43% | |
| Commonwealth Financial Services, Llc | 0.72% | 87,151 | $4,047,284 | $4,029,862 | -$17,422 | -0.43% | |
| Stifel Financial Corp | 0.00% | 75,203 | $3,506,764 | $3,477,387 | -$29,377 | -0.84% | |
| Independence Asset Advisors, Llc | 0.81% | 73,972 | $3,435,270 | $3,420,465 | -$14,805 | -0.43% | |
| J.W. Cole Advisors, Inc. | 0.06% | 71,902 | $3,352,780 | $3,324,748 | -$28,032 | -0.84% | |
| Sigma Planning Corp | 0.09% | 71,244 | $3,308,580 | $3,294,323 | -$14,257 | -0.43% | |
| Silver Oak Securities, Incorporated | 0.20% | 69,879 | $3,258,471 | $3,231,205 | -$27,266 | -0.84% | |
| Colonial River Investments, Llc | 0.80% | 66,713 | $3,098,165 | $3,084,809 | -$13,356 | -0.43% | |
| Independent Wealth Network Inc. | 0.76% | 65,034 | $3,020,197 | $3,007,172 | -$13,025 | -0.43% | |
| Sanctuary Advisors, Llc | 0.01% | 61,140 | $2,850,958 | $2,827,114 | -$23,844 | -0.84% | |
| Ashton Thomas Securities, Llc | 0.29% | 59,759 | $2,775,208 | $2,763,256 | -$11,952 | -0.43% | |
| Psi Advisors, Llc | 0.60% | 55,383 | $2,582,520 | $2,560,910 | -$21,610 | -0.84% | |
| Wealthplan Investment Management, Llc | 0.12% | 54,109 | $2,512,841 | $2,502,000 | -$10,841 | -0.43% | |
| Camarda Financial Advisors, Llc | 0.75% | 53,082 | $2,475,195 | $2,454,512 | -$20,683 | -0.84% | |
| Kestra Private Wealth Services, Llc | 0.03% | 53,186 | $2,469,950 | $2,459,321 | -$10,629 | -0.43% | |
| Stewardship Advisors, Llc | 0.45% | 46,502 | $2,159,539 | $2,150,252 | -$9,287 | -0.43% | |
| Campbell Capital Management Inc | 0.74% | 44,139 | $2,058,202 | $2,040,987 | -$17,215 | -0.84% | |
| Royal Bank Of Canada | 0.00% | 43,484 | $2,028,000 | $2,010,700 | -$17,300 | -0.85% | |
| Moors & Cabot, Inc. | 0.08% | 43,447 | $2,025,931 | $2,008,989 | -$16,942 | -0.84% | |
| Hbw Advisory Services Llc | 0.20% | 43,124 | $2,002,667 | $1,994,054 | -$8,613 | -0.43% | |
| Ausdal Financial Partners, Inc. | 0.07% | 40,700 | $1,897,859 | $1,881,968 | -$15,891 | -0.84% | |
| Crestwood Advisors Group, Llc | 0.03% | 38,094 | $1,769,085 | $1,761,467 | -$7,618 | -0.43% | |
| Procore Advisors, Llc | 2.08% | 36,813 | $1,709,632 | $1,702,233 | -$7,399 | -0.43% | |
| Centaurus Financial, Inc. | 0.06% | 33,074 | $1,542,000 | $1,529,342 | -$12,658 | -0.82% | |
| Legacy Wealth Managment, Llc/Id | 0.62% | 32,386 | $1,510,159 | $1,497,529 | -$12,630 | -0.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,523 | $1,469,930 | $1,457,624 | -$12,306 | -0.84% |
Frequently asked questions about FLRT
Who are the largest institutional holders of FLRT?
The largest institutional holders of FLRT reported in the latest SEC Form 13F filings include Lpl Financial Llc, Cornerstone Planning Group Llc, Foundations Investment Advisors, Llc, Cetera Investment Advisers, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported FLRT position.
What is FLRT institutional ownership?
This page tracks FLRT positions reported by institutional investment managers through SEC Form 13F. PACER PACIFIC ASSET FLOATING (FLRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLRT?
InsiderSet currently tracks 123 institutional managers reporting FLRT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLRT shareholders.
How much FLRT stock do institutions own?
Institutional investment managers disclosed approximately $432.45M in FLRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLRT institutional ownership last updated?
The latest FLRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLRT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLRT position after the reporting date.
Are institutions buying or selling FLRT?
Institutional buying and selling can be analyzed by comparing FLRT positions across consecutive 13F reporting periods. InsiderSet's FLRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLRT ownership changes.
How has FLRT institutional ownership changed over time?
InsiderSet tracks FLRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.