Who Owns PENNANTPARK FLOATING RATE CA (PFLT)? -- Institutional Holders (2026-06-30)
154 institutions reported holding $166.5M of PENNANTPARK FLOATING RATE CA (PFLT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sound Income Strategies, LLC ($39.1M), UBS Group AG ($23.1M), VAN ECK ASSOCIATES CORP ($18.5M), Invesco Ltd. ($13.4M), Altshuler Shaham Ltd ($7.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sound Income Strategies, LLC | $39.1M | 5.2M | Added |
| 2 | UBS Group AG | $23.1M | 3.1M | Added |
| 3 | VAN ECK ASSOCIATES CORP | $18.5M | 2.5M | Added |
| 4 | Invesco Ltd. | $13.4M | 1.8M | Trimmed |
| 5 | Altshuler Shaham Ltd | $7.7M | 1.0M | Hold |
| 6 | Diameter Capital Partners LP | $6.7M | 900,000 | Trimmed |
| 7 | Legal & General Group Plc | $6.1M | 810,824 | Added |
| 8 | MORGAN STANLEY | $5.8M | 777,564 | Added |
| 9 | FRANKLIN RESOURCES INC | $4.4M | 584,585 | New |
| 10 | Advisors Asset Management, Inc. | $2.8M | 377,174 | Added |
| 11 | BlackRock, Inc. | $2.8M | 375,781 | Trimmed |
| 12 | GraniteShares Advisors LLC | $2.3M | 302,342 | Added |
| 13 | Independent Advisor Alliance | $2.0M | 271,050 | Added |
| 14 | CITADEL ADVISORS LLC | $1.9M | 253,141 | Added |
| 15 | OSAIC HOLDINGS, INC. | $1.8M | 245,703 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 183,025 | Added |
| 17 | Muzinich & Co., Inc. | $1.3M | 172,096 | Added |
| 18 | NewEdge Wealth, LLC | $1.3M | 168,559 | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $1.2M | 164,131 | Added |
| 20 | MILLENNIUM MANAGEMENT LLC | $1.2M | 156,573 | Trimmed |
| 21 | Sumitomo Mitsui Trust Group, Inc. | $1.1M | 147,213 | Hold |
| 22 | Krilogy Financial LLC | $926,625 | 123,880 | Hold |
| 23 | CANADA LIFE ASSURANCE Co | $925,000 | 124,076 | Added |
| 24 | Naviter Wealth, LLC | $879,038 | 116,148 | Added |
| 25 | Tidal Investments LLC | $790,307 | 105,656 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30