13F Insight
DOSSIER · 13F Holders · Q2 2026
PFLT

PENNANTPARK FLOATING RATE CA

151 institutions still hold PENNANTPARK FLOATING RATE CA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 70806A106·151 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$147M
visible holders
Holders
151
filers reporting
Concentration
26.58%
Sound Income Strategies, LLC #1
top holder share
AI Holders Summary · Q2 2026

151 institutions reported PFLT in Q2 2026. Sound Income Strategies, LLC leads at 26.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sound Income Strategies, LLC
CIK 0001730960
$39M5.2M1.75%Q2 202602
UBS Group AG
CIK 0001610520
$16M2.0M0.00%Q1 202603
Invesco Ltd.
CIK 0000914208
$15M1.8M0.00%Q1 202604
VAN ECK ASSOCIATES CORP
CIK 0000869178
$15M1.8M0.01%Q1 202605
Diameter Capital Partners LP
CIK 0001727012
$13M1.7M1.25%Q1 202606
Altshuler Shaham Ltd
CIK 0001324290
$8M1.0M0.15%Q1 202607
MARSHALL WACE, LLP
CIK 0001318757
$7M771K0.01%Q4 202508
Legal & General Group Plc
CIK 0000764068
$6M765K0.00%Q1 202609
MORGAN STANLEY
CIK 0000895421
$5M602K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$3M400K0.00%Q1 202611
BlackRock, Inc.
CIK 0002012383
$3M385K0.00%Q1 202612
Advisors Asset Management, Inc.
CIK 0001297376
$3M359K0.05%Q1 202613
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$2M294K0.00%Q1 202614
GraniteShares Advisors LLC
CIK 0001839545
$2M263K1.52%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M216K0.00%Q1 202616
Muzinich & Co., Inc.
CIK 0001618824
$2M171K0.50%Q4 202517
HBK INVESTMENTS L P
CIK 0001011443
$2M193K0.02%Q1 202618
Qube Research & Technologies Ltd
CIK 0001729829
$2M188K0.00%Q1 202619
Trexquant Investment LP
CIK 0001633445
$1M178K0.01%Q1 202620
NewEdge Wealth, LLC
CIK 0001861796
$1M178K0.02%Q1 2026
Page 1 of 8
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Insiders at PENNANTPARK FLOATING RATE CA
Briones Jose A →Allorto Richard T Jr →Flug Jeffrey →Katz Samuel L →Bernstein Adam K →Efrat Aviv →Penn Arthur H →