DOSSIER · 13F Holders · Q2 2025
XPHDX

PIONEER FLOATING RATE FUND I

3 institutions still hold PIONEER FLOATING RATE FUND I as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72369J102·3 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$117K
visible holders
Holders
3
filers reporting
Concentration
99.98%
AVANTAX ADVISORY SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2025

3 institutions reported XPHDX in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$117K12K0.00%Q2 2025
02
HUNTINGTON NATIONAL BANK
CIK 0000049205
$2020.00%Q2 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025