PENNANTPARK FLOATING RATE CA (PFLT) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $146.52M 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 $39.07M 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 $36.24M, representing an estimated loss of -7.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
127
Total Reported Value
$146.52M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$39.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
163
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 | 1.75% | 5,222,616 | $39,065,171 | $36,244,955 | -$2,820,216 | -7.22% | |
| Ubs Group Ag | 0.00% | 2,020,025 | $16,241,001 | $14,018,974 | -$2,222,028 | -13.68% | |
| Invesco Ltd. | 0.00% | 1,807,110 | $14,529,164 | $12,541,343 | -$1,987,821 | -13.68% | |
| Diameter Capital Partners Lp | 2.55% | 1,655,246 | $13,308,178 | $11,487,407 | -$1,820,771 | -13.68% | |
| Altshuler Shaham Ltd | 0.15% | 1,029,172 | $8,274,543 | $7,142,454 | -$1,132,089 | -13.68% | |
| Legal & General Group Plc | 0.00% | 765,087 | $6,155,125 | $5,309,704 | -$845,421 | -13.74% | |
| Morgan Stanley | 0.00% | 601,660 | $4,837,352 | $4,175,520 | -$661,832 | -13.68% | |
| Lpl Financial Llc | 0.00% | 399,594 | $3,212,738 | $2,773,182 | -$439,556 | -13.68% | |
| Blackrock, Inc. | 0.00% | 385,021 | $3,095,569 | $2,672,046 | -$423,523 | -13.68% | |
| Advisors Asset Management, Inc. | 0.05% | 359,336 | $2,889,061 | $2,493,792 | -$395,269 | -13.68% | |
| Two Sigma Investments, Lp | 0.00% | 293,681 | $2,361,195 | $2,038,146 | -$323,049 | -13.68% | |
| Graniteshares Advisors Llc | 1.52% | 262,767 | $2,112,647 | $1,823,603 | -$289,044 | -13.68% | |
| Osaic Holdings, Inc. | 0.00% | 216,435 | $1,740,139 | $1,502,059 | -$238,080 | -13.68% | |
| Qube Research & Technologies Ltd | 0.00% | 188,207 | $1,513,184 | $1,306,157 | -$207,027 | -13.68% | |
| Trexquant Investment Lp | 0.01% | 177,765 | $1,429,231 | $1,233,689 | -$195,542 | -13.68% | |
| Newedge Wealth, Llc | 0.02% | 177,682 | $1,428,563 | $1,233,113 | -$195,450 | -13.68% | |
| Millennium Management Llc | 0.00% | 160,994 | $1,294,392 | $1,117,298 | -$177,094 | -13.68% | |
| Muzinich & Co., Inc. | 0.44% | 172,096 | $1,287,278 | $1,194,346 | -$92,932 | -7.22% | |
| Xtx Topco Ltd | 0.02% | 147,801 | $1,188,320 | $1,025,739 | -$162,581 | -13.68% | |
| Independent Advisor Alliance | 0.01% | 137,500 | $1,105,500 | $954,250 | -$151,250 | -13.68% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 147,213 | $1,101,153 | $1,021,658 | -$79,495 | -7.22% | |
| Krilogy Financial Llc | 0.03% | 123,880 | $926,625 | $859,727 | -$66,898 | -7.22% | |
| Tidal Investments Llc | 0.00% | 105,656 | $849,474 | $733,253 | -$116,221 | -13.68% | |
| Pfg Investments, Llc | 0.03% | 104,583 | $782,280 | $725,806 | -$56,474 | -7.22% | |
| Cerity Partners Llc | 0.00% | 86,563 | $696,069 | $600,747 | -$95,322 | -13.69% | |
| Varcov Co. | 0.26% | 85,730 | $689,269 | $594,966 | -$94,303 | -13.68% | |
| Naviter Wealth, Llc | 0.08% | 78,217 | $636,434 | $542,826 | -$93,608 | -14.71% | |
| Castleknight Management Lp | 0.03% | 79,100 | $635,964 | $548,954 | -$87,010 | -13.68% | |
| Virtus Investment Advisers, Llc | 0.17% | 75,014 | $603,113 | $520,597 | -$82,516 | -13.68% | |
| Goldman Sachs Group Inc | 0.00% | 72,446 | $582,466 | $502,775 | -$79,691 | -13.68% | |
| Hightower Advisors, Llc | 0.00% | 71,580 | $575,507 | $496,765 | -$78,742 | -13.68% | |
| Cetera Investment Advisers | 0.00% | 69,941 | $562,328 | $485,391 | -$76,937 | -13.68% | |
| Guggenheim Capital Llc | 0.00% | 67,534 | $542,973 | $468,686 | -$74,287 | -13.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 69,866 | $522,600 | $484,870 | -$37,730 | -7.22% | |
| Bank Of America Corp | 0.00% | 55,056 | $442,650 | $382,089 | -$60,561 | -13.68% | |
| Greenwood Gearhart Llc | 0.02% | 56,662 | $423,832 | $393,234 | -$30,598 | -7.22% | |
| Yelin Lapidot Holdings Management Ltd. | 0.08% | 54,927 | $410,854 | $381,193 | -$29,661 | -7.22% | |
| Stifel Financial Corp | 0.00% | 47,307 | $380,348 | $328,311 | -$52,037 | -13.68% | |
| Denali Advisors Llc | 0.04% | 47,034 | $378,153 | $326,416 | -$51,737 | -13.68% | |
| Andina Capital Management, Llc | 0.33% | 46,947 | $377,454 | $325,812 | -$51,642 | -13.68% | |
| Envestnet Asset Management Inc | 0.00% | 49,727 | $371,957 | $345,105 | -$26,852 | -7.22% | |
| Foundations Investment Advisors, Llc | 0.00% | 44,997 | $361,778 | $312,279 | -$49,499 | -13.68% | |
| Oxford Asset Management Llp | 0.13% | 37,243 | $299,434 | $258,466 | -$40,968 | -13.68% | |
| Susquehanna International Group, Llp | 0.00% | 37,125 | $298,485 | $257,648 | -$40,838 | -13.68% | |
| Sovran Advisors, Llc | 0.02% | 39,124 | $278,171 | $271,521 | -$6,650 | -2.39% | |
| Drw Securities, Llc | 0.01% | 33,205 | $266,968 | $230,443 | -$36,525 | -13.68% | |
| Royal Bank Of Canada | 0.00% | 27,629 | $222,000 | $191,745 | -$30,255 | -13.63% | |
| Freestone Capital Holdings, Llc | 0.01% | 29,045 | $217,257 | $201,572 | -$15,685 | -7.22% | |
| Brevan Howard Capital Management Lp | 0.00% | 25,455 | $204,658 | $176,658 | -$28,000 | -13.68% | |
| First Citizens Bank & Trust Co | 0.00% | 27,000 | $201,960 | $187,380 | -$14,580 | -7.22% |
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.