116 tracked 13F filers disclose a position in PFLT as of the latest SEC 13F filings, a combined $124.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $39.1M | 5.2M | ▲+5.7% Added · +282K sh | Q2 2026 | |
| 2 | UBS Group AG | $16.2M | 2.0M | ▲+48% Added · +653K sh | Q1 2026 | |
| 3 | VAN ECK ASSOCIATES CORP | Withheld | 1.8M | ▼−23% Reduced · −526K sh | Q1 2026 | |
| 4 | Altshuler Shaham Ltd | $7.7M | 1.0M | —Held | Q2 2026 | |
| 5 | Diameter Capital Partners LP | $6.7M | 900K | ▼−46% Reduced · −755K sh | Q2 2026 | |
| 6 | Legal & General Group Plc | $6.2M | 765K | ▲+11% Added · +78K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $4.8M | 602K | ▲+4.3% Added · +25K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $3.2M | 400K | ▼−4.2% Reduced · −17K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $3.1M | 385K | ▼−44% Reduced · −297K sh | Q1 2026 | |
| 10 | Advisors Asset Management, Inc. | $2.8M | 377K | ▲+5.0% Added · +18K sh | Q2 2026 | |
| 11 | GraniteShares Advisors LLC | $2.3M | 302K | ▲+15% Added · +40K sh | Q2 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $2.4M | 294K | ▼−26% Reduced · −103K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $1.7M | 216K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 14 | Qube Research & Technologies Ltd | $1.5M | 188K | ▼−64% Reduced · −331K sh | Q1 2026 | |
| 15 | Trexquant Investment LP | $1.4M | 178K | ▼−21% Reduced · −46K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $1.3M | 173K | ▲Added Added · +173K sh | Q2 2026 | |
| 17 | Muzinich & Co., Inc. | $1.3M | 172K | ▲+0.1% Added · +192 sh | Q2 2026 | |
| 18 | NewEdge Wealth, LLC | $1.3M | 169K | ▼−5.1% Reduced · −9K sh | Q2 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $1.3M | 161K | ▼−77% Reduced · −529K sh | Q1 2026 | |
| 20 | XTX Topco Ltd | $1.2M | 148K | ▼−18% Reduced · −33K sh | Q1 2026 | |
| 21 | Sumitomo Mitsui Trust Group, Inc. | $1.2M | 147K | —Held | Q1 2026 | |
| 22 | PFG Investments, LLC | $1.1M | 141K | ▲+14% Added · +17K sh | Q1 2026 | |
| 23 | Krilogy Financial LLC | $1.1M | 124K | —Held | Q1 2026 | |
| 24 | Naviter Wealth, LLC | $879K | 116K | ▲+48% Added · +38K sh | Q2 2026 | |
| 25 | Tidal Investments LLC | $790K | 106K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in PFLT and 17 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 55 funds | $6.1B |
| NVIDIA CORPNVDA | 54 funds | $12.1B |
| AMAZON.COM INCAMZN | 54 funds | $6.6B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $3.8B |
| ELI LILLY & COLLY | 54 funds | $2.3B |
| APPLE INCAAPL | 53 funds | $10.9B |
| MICRON TECHNOLOGY INCMU | 53 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 53 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 52 funds | $2.4B |
| COSTCO WHOLESALE CORPCOST | 52 funds | $2.1B |
| WALMART INCWMT | 52 funds | $1.6B |
Ranked by how many of PFLT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 12, 2026 | Briones Jose A | Director | Buy (P) | 6K | $50K |
| Mar 11, 2026 | Allorto Richard T JR | CFO and Treasurer | Buy (P) | 15K | $122K |
| Feb 19, 2026 | Briones Jose A | Director | Buy (P) | 6K | $50K |
| Dec 1, 2025 | Briones Jose A | Director | Buy (P) | 6K | $50K |
| May 21, 2025 | Briones Jose A | Director | Buy (P) | 1K | $15K |
| May 14, 2025 | Briones Jose A | Director | Buy (P) | 10K | $100K |
| Jun 5, 2024 | Briones Jose A | Director | Buy (P) | 2K | $20K |
| May 30, 2024 | Allorto Richard T JR | CFO and Treasurer | Buy (P) | 10K | $113K |
| May 28, 2024 | Briones Jose A | Director | Buy (P) | 885 | $10K |
| May 13, 2024 | Briones Jose A | Director | Buy (P) | 2K | $20K |
| Dec 18, 2020 | KATZ SAMUEL L | Director | Sell (S) | 9K | $90K |
| Dec 17, 2020 | KATZ SAMUEL L | Director | Sell (S) | 9K | $94K |
Connected entities for PFLT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PFLT/capital-change-brief"
Use Arkolith's capital_change_brief for PFLT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PFLT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.