PENNANTPARK FLOATING RATE CA (PFLT) Top Institutional Shareholders
PENNANTPARK FLOATING RATE CA (PFLT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $150.18M in PFLT holdings during the latest filing period.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of PFLT tracked by InsiderSet, reporting ownership valued at approximately $39.58M 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 $37.45M, representing an estimated loss of -5.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed PFLT value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Ubs Group Ag, Invesco Ltd., and several other long-term asset managers with concentrated positions in PENNANTPARK FLOATING RATE CA (PFLT).
This page ranks the largest institutional PFLT 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
133
Total Reported Value
$150.18M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$39.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
158
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 1.91% | 4,940,809 | $39,575,883 | $37,451,332 | -$2,124,551 | -5.37% | |
| Ubs Group Ag | 0.00% | 2,020,025 | $16,241,001 | $15,311,790 | -$929,212 | -5.72% | |
| Invesco Ltd. | 0.00% | 1,807,110 | $14,529,164 | $13,697,894 | -$831,270 | -5.72% | |
| Diameter Capital Partners Lp | 2.55% | 1,655,246 | $13,308,178 | $12,546,765 | -$761,413 | -5.72% | |
| Altshuler Shaham Ltd | 0.15% | 1,029,172 | $8,274,543 | $7,801,124 | -$473,419 | -5.72% | |
| Legal & General Group Plc | 0.00% | 765,087 | $6,155,125 | $5,799,359 | -$355,766 | -5.78% | |
| Morgan Stanley | 0.00% | 601,660 | $4,837,352 | $4,560,583 | -$276,769 | -5.72% | |
| Lpl Financial Llc | 0.00% | 399,594 | $3,212,738 | $3,028,923 | -$183,815 | -5.72% | |
| Blackrock, Inc. | 0.00% | 385,021 | $3,095,569 | $2,918,459 | -$177,110 | -5.72% | |
| Advisors Asset Management, Inc. | 0.05% | 359,336 | $2,889,061 | $2,723,767 | -$165,294 | -5.72% | |
| Two Sigma Investments, Lp | 0.00% | 293,681 | $2,361,195 | $2,226,102 | -$135,093 | -5.72% | |
| Graniteshares Advisors Llc | 1.52% | 262,767 | $2,112,647 | $1,991,774 | -$120,873 | -5.72% | |
| Osaic Holdings, Inc. | 0.00% | 216,435 | $1,740,139 | $1,640,577 | -$99,562 | -5.72% | |
| Qube Research & Technologies Ltd | 0.00% | 188,207 | $1,513,184 | $1,426,609 | -$86,575 | -5.72% | |
| Trexquant Investment Lp | 0.01% | 177,765 | $1,429,231 | $1,347,459 | -$81,772 | -5.72% | |
| Newedge Wealth, Llc | 0.02% | 177,682 | $1,428,563 | $1,346,830 | -$81,733 | -5.72% | |
| Muzinich & Co., Inc. | 0.48% | 171,904 | $1,382,108 | $1,303,032 | -$79,076 | -5.72% | |
| Millennium Management Llc | 0.00% | 160,994 | $1,294,392 | $1,220,335 | -$74,057 | -5.72% | |
| Xtx Topco Ltd | 0.02% | 147,801 | $1,188,320 | $1,120,332 | -$67,988 | -5.72% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 147,213 | $1,183,593 | $1,115,875 | -$67,718 | -5.72% | |
| Pfg Investments, Llc | 0.05% | 140,523 | $1,129,804 | $1,065,164 | -$64,640 | -5.72% | |
| Independent Advisor Alliance | 0.01% | 137,500 | $1,105,500 | $1,042,250 | -$63,250 | -5.72% | |
| Krilogy Financial Llc | 0.03% | 123,880 | $1,071,565 | $939,010 | -$132,555 | -12.37% | |
| Tidal Investments Llc | 0.00% | 105,656 | $849,474 | $800,872 | -$48,602 | -5.72% | |
| Pfg Advisors | 0.04% | 99,022 | $796,139 | $750,587 | -$45,552 | -5.72% | |
| Independent Financial Group, Llc | 0.01% | 60,850 | $759,315 | $461,243 | -$298,072 | -39.26% | |
| Cerity Partners Llc | 0.00% | 86,563 | $696,069 | $656,148 | -$39,921 | -5.74% | |
| Varcov Co. | 0.26% | 85,730 | $689,269 | $649,833 | -$39,436 | -5.72% | |
| Naviter Wealth, Llc | 0.08% | 78,217 | $636,434 | $592,885 | -$43,549 | -6.84% | |
| Castleknight Management Lp | 0.03% | 79,100 | $635,964 | $599,578 | -$36,386 | -5.72% | |
| Virtus Investment Advisers, Llc | 0.17% | 75,014 | $603,113 | $568,606 | -$34,507 | -5.72% | |
| Yelin Lapidot Holdings Management Ltd. | 0.12% | 74,427 | $598,393 | $564,157 | -$34,236 | -5.72% | |
| Goldman Sachs Group Inc | 0.00% | 72,446 | $582,466 | $549,141 | -$33,325 | -5.72% | |
| Hightower Advisors, Llc | 0.00% | 71,580 | $575,507 | $542,576 | -$32,931 | -5.72% | |
| Cetera Investment Advisers | 0.00% | 69,941 | $562,328 | $530,153 | -$32,175 | -5.72% | |
| Guggenheim Capital Llc | 0.00% | 67,534 | $542,973 | $511,908 | -$31,065 | -5.72% | |
| Bank Of America Corp | 0.00% | 55,056 | $442,650 | $417,324 | -$25,326 | -5.72% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,991 | $426,050 | $401,672 | -$24,378 | -5.72% | |
| Envestnet Asset Management Inc | 0.00% | 49,530 | $398,221 | $375,437 | -$22,784 | -5.72% | |
| Stifel Financial Corp | 0.00% | 47,307 | $380,348 | $358,587 | -$21,761 | -5.72% | |
| Denali Advisors Llc | 0.04% | 47,034 | $378,153 | $356,518 | -$21,635 | -5.72% | |
| Andina Capital Management, Llc | 0.33% | 46,947 | $377,454 | $355,858 | -$21,596 | -5.72% | |
| Foundations Investment Advisors, Llc | 0.00% | 44,997 | $361,778 | $341,077 | -$20,701 | -5.72% | |
| Sovran Advisors, Llc | 0.03% | 37,801 | $339,079 | $286,532 | -$52,547 | -15.50% | |
| Oxford Asset Management Llp | 0.13% | 37,243 | $299,434 | $282,302 | -$17,132 | -5.72% | |
| Susquehanna International Group, Llp | 0.00% | 37,125 | $298,485 | $281,408 | -$17,078 | -5.72% | |
| Drw Securities, Llc | 0.01% | 33,205 | $266,968 | $251,694 | -$15,274 | -5.72% | |
| Freestone Capital Holdings, Llc | 0.01% | 29,045 | $233,522 | $220,161 | -$13,361 | -5.72% | |
| Greenwood Gearhart Llc | 0.01% | 29,000 | $233,160 | $219,820 | -$13,340 | -5.72% | |
| Royal Bank Of Canada | 0.00% | 27,629 | $222,000 | $209,428 | -$12,572 | -5.66% |
Frequently asked questions about PFLT
Who owns the most PFLT stock?
The largest holders of PFLT 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 PENNANTPARK FLOATING RATE CA (PFLT).
Is PFLT widely held by superinvestors?
Many widely followed stocks like PFLT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFLT 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.