| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $39.6M | 4.94M | Added | Q1 2026 |
| 2 | Advisors Asset Management, Inc. | $2.9M | 359.3K | Added | Q1 2026 |
| 3 | HBK INVESTMENTS L P | $1.5M | 192.7K | New | Q1 2026 |
| 4 | Trexquant Investment LP | $1.4M | 177.8K | Reduced | Q1 2026 |
| 5 | NewEdge Wealth, LLC | $1.4M | 177.7K | Added | Q1 2026 |
| 6 | STATE STREET CORP | $1.0M | 107.3K | Added | Q4 2025 |
| 7 | Tidal Investments LLC | $849K | 105.7K | New | Q1 2026 |
| 8 | Altshuler Shaham Ltd | $804K | 100.0K | Reduced | Q1 2026 |
| 9 | PFG Advisors | $796K | 99.0K | Added | Q1 2026 |
| 10 | CastleKnight Management LP | $636K | 79.1K | Held | Q1 2026 |
| 11 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $362K | 45.0K | Added | Q1 2026 |
| 12 | DRW Securities, LLC | $267K | 33.2K | New | Q1 2026 |
| 13 | Freestone Capital Holdings, LLC | $234K | 29.0K | Added | Q1 2026 |
| 14 | GREENWOOD GEARHART LLC | $233K | 29.0K | New | Q1 2026 |
| 15 | Cornerstone Wealth Management, LLC | $182K | 22.6K | Reduced | Q1 2026 |
| 16 | VestGen Advisors, LLC | $127K | 14.5K | Held | Q1 2026 |
| 17 | Private Advisor Group, LLC | $114K | 14.2K | Added | Q1 2026 |
| 18 | Lido Advisors, LLC | $102K | 12.6K | Added | Q1 2026 |
| 19 | Sowell Financial Services LLC | $95K | 11.8K | Reduced | Q1 2026 |
| 20 | CITADEL ADVISORS LLC | $93K | 11.6K | Reduced | Q1 2026 |
| 21 | WINTON GROUP Ltd | $89K | 11.1K | New | Q1 2026 |
| 22 | MAI Capital Management | $78K | 9.7K | Added | Q1 2026 |
| 23 | CWM, LLC | $43K | 5.3K | Reduced | Q1 2026 |
| 24 | NewEdge Advisors, LLC | $38K | 4.7K | New | Q1 2026 |
| 25 | Rockefeller Capital Management L.P. | $28K | 3.0K | New | Q4 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 34 funds | $8.7B |
| MICROSOFT CORP COMMSFT | 34 funds | $7.6B |
| AMAZON.COM INCAMZN | 34 funds | $5.7B |
| ALPHABET INC CAP STK CL AGOOGL | 34 funds | $5.3B |
| BROADCOM INC.AVGO | 34 funds | $3.8B |
| META PLATFORMS, INC. CL AMETA | 34 funds | $2.8B |
| APPLE, INC.AAPL | 33 funds | $10.2B |
| ELI LILLY AND COMPANYLLY | 33 funds | $2.0B |
| TAIWAN SEMICONDUCTOR MFG LTDTSM | 33 funds | $1.7B |
| VISA INC COM CL AV | 33 funds | $1.7B |
| WALMART INC COMWMT | 33 funds | $1.7B |
| TESLA INC COMTSLA | 33 funds | $1.6B |
Ranked by how many of PFLT's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.