PFLT — Institutional owners (13F)

141 filers · $166.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Sound Income Strategies, LLC $39,065,171 5,222,616 23.51% Shares
UBS Group AG $23,089,975 3,086,895 13.90% Shares
VAN ECK ASSOCIATES CORP $18,503,321 2,473,706 11.14% Shares
Invesco Ltd. $13,435,965 1,796,252 8.09% Shares
Altshuler Shaham Ltd $7,698,207 1,029,172 4.63% Shares
Diameter Capital Partners LP $6,732,000 900,000 4.05% Shares
Legal & General Group Plc $6,060,910 810,824 3.65% Shares
MORGAN STANLEY $5,816,183 777,564 3.50% Shares
FRANKLIN RESOURCES INC $4,372,696 584,585 2.63% Shares
Advisors Asset Management, Inc. $3,189,890 344,109 1.92% Shares
BlackRock, Inc. $2,810,843 375,781 1.69% Shares
GraniteShares Advisors LLC $2,261,518 302,342 1.36% Shares
Independent Advisor Alliance $2,027,454 271,050 1.22% Shares
OSAIC HOLDINGS, INC. $1,837,840 245,703 1.11% Shares
CITADEL ADVISORS LLC $1,294,347 173,041 0.78% Shares
Muzinich & Co., Inc. $1,287,278 172,096 0.77% Shares
NewEdge Wealth, LLC $1,260,821 168,559 0.76% Shares
BANK OF AMERICA CORP /DE/ $1,227,700 164,131 0.74% Shares
MILLENNIUM MANAGEMENT LLC $1,171,166 156,573 0.70% Shares
Sumitomo Mitsui Trust Group, Inc. $1,101,153 147,213 0.66% Shares
Krilogy Financial LLC $926,625 123,880 0.56% Shares
Naviter Wealth, LLC $879,038 116,148 0.53% Shares
PFG Investments, LLC $782,280 104,583 0.47% Shares
JNB Advisors LLC $777,868 75,302 0.47% Shares
Trexquant Investment LP $760,133 101,622 0.46% Shares
Cerity Partners LLC $654,257 87,479 0.39% Shares
LPL Financial LLC $634,927 84,883 0.38% Shares
Nebula Research & Development LLC $578,945 56,045 0.35% Shares
GUGGENHEIM CAPITAL LLC $554,971 74,194 0.33% Shares
HighTower Advisors, LLC $531,585 71,067 0.32% Shares
COMMONWEALTH EQUITY SERVICES, LLC $522,600 69,866 0.31% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $495,363 66,225 0.30% Shares
Cetera Investment Advisers $486,329 65,017 0.29% Shares
GOLDMAN SACHS GROUP INC $479,386 64,089 0.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $469,744 62,800 0.28% Call option
Curi Capital, LLC $448,800 60,000 0.27% Shares
Virtus Investment Advisers, LLC $440,826 58,934 0.27% Shares
CITADEL ADVISORS LLC $439,076 58,700 0.26% Call option
XTX Topco Ltd $436,570 58,365 0.26% Shares
GREENWOOD GEARHART LLC $423,832 56,662 0.26% Shares
Yelin Lapidot Holdings Management Ltd. $410,854 54,927 0.25% Shares
STIFEL FINANCIAL CORP $405,864 54,260 0.24% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $403,920 54,000 0.24% Put option
ENVESTNET ASSET MANAGEMENT INC $371,957 49,727 0.22% Shares
MQS Management LLC $370,814 49,574 0.22% Shares
Vantage Financial Partners, LLC $356,886 38,499 0.21% Shares
DENALI ADVISORS LLC $322,029 43,052 0.19% Shares
RAYMOND JAMES FINANCIAL INC $314,746 42,078 0.19% Shares
Sovran Advisors, LLC $278,171 39,124 0.17% Shares
WELLS FARGO & COMPANY/MN $266,604 35,642 0.16% Shares
Squarepoint Ops LLC $248,987 33,287 0.15% Shares
Brevan Howard Capital Management LP $237,939 31,810 0.14% Shares
Freestone Capital Holdings, LLC $217,257 29,045 0.13% Shares
ROYAL BANK OF CANADA $217,000 29,045 0.13% Shares
FIRST CITIZENS BANK & TRUST CO $201,960 27,000 0.12% Shares
CERTUITY, LLC $199,402 26,658 0.12% Shares
Black Maple Capital Management LP $187,000 25,000 0.11% Shares
Foundations Investment Advisors, LLC $185,145 24,752 0.11% Shares
Strategic Financial Concepts, LLC $184,756 24,700 0.11% Shares
PW Nova Financial Services LLC $173,864 23,244 0.10% Shares
Mariner, LLC $168,787 22,565 0.10% Shares
M&T Bank Corp $163,805 21,899 0.10% Shares
BEACON INVESTMENT ADVISORS LLC $163,228 21,821 0.10% Shares
JANE STREET GROUP, LLC $160,820 21,500 0.10% Call option
CITADEL ADVISORS LLC $160,072 21,400 0.10% Put option
OPTIMUM INVESTMENT ADVISORS $155,575 17,500 0.09% Shares
TWO SIGMA INVESTMENTS, LP $153,340 20,500 0.09% Shares
Ethos Financial Group, LLC $144,491 19,317 0.09% Shares
WOLVERINE TRADING, LLC $142,305 15,900 0.09% Call option
NewEdge Advisors, LLC $128,409 17,167 0.08% Shares
Sunbelt Securities, Inc. $126,461 15,729 0.08% Shares
AE Wealth Management LLC $126,389 16,897 0.08% Shares
Savvy Advisors, Inc. $125,462 16,773 0.08% Shares
KW WEALTH MANAGEMENT LLC $120,531 13,002 0.07% Shares
Advisory Services Network, LLC $118,408 15,830 0.07% Shares
Strategies Wealth Advisors, LLC $110,479 14,770 0.07% Shares
Bluespring Wealth Management, LLC $109,769 14,675 0.07% Shares
VestGen Advisors, LLC $108,460 14,500 0.07% Shares
Avior Wealth Management, LLC $105,012 14,039 0.06% Shares
Corient Private Wealth LP $95,783 12,805 0.06% Shares
NORTHERN TRUST CORP $93,418 12,489 0.06% Shares
BCO Wealth Management LLC $89,902 12,019 0.05% Shares
NOMURA HOLDINGS INC $89,760 12,000 0.05% Shares
FULTON BREAKEFIELD BROENNIMAN LLC $88,249 11,798 0.05% Shares
TWO SIGMA SECURITIES, LLC $88,212 11,793 0.05% Shares
Qube Research & Technologies Ltd $84,561 11,305 0.05% Shares
Garner Asset Management Corp $83,894 11,216 0.05% Shares
Miller Financial Services LLC $83,797 11,203 0.05% Shares
StoneX Group Inc. $83,653 10,510 0.05% Shares
Balyasny Asset Management L.P. $82,467 11,025 0.05% Shares
WESTBOURNE INVESTMENTS, INC. $82,280 11,000 0.05% Shares
AllSquare Wealth Management LLC $81,788 9,200 0.05% Shares
Glenview Trust Co $79,662 10,650 0.05% Shares
CALTON & ASSOCIATES, INC. $75,548 10,100 0.05% Shares
INVESTMENT PARTNERS, LTD. $74,800 10,000 0.05% Shares
Golden State Wealth Management, LLC $73,693 9,852 0.04% Shares
BNP PARIBAS FINANCIAL MARKETS $73,394 9,812 0.04% Shares
CIBC Private Wealth Group LLC $63,318 7,122 0.04% Shares
Farther Finance Advisors, LLC $47,193 6,309 0.03% Shares
CWM, LLC $43,014 5,350 0.03% Shares
McIlrath & Eck, LLC $37,702 4,689 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $29,920 4,000 0.02% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $26,886 3,580 0.02% Shares
Wilmington Savings Fund Society, FSB $25,155 3,363 0.02% Shares
Tower Research Capital LLC (TRC) $25,036 3,347 0.02% Shares
HIGHLINE WEALTH PARTNERS LLC $23,749 3,175 0.01% Shares
Key Capital Management, INC $23,353 3,122 0.01% Shares
NOMURA ASSET MANAGEMENT CO LTD $22,934 3,066 0.01% Shares
PRIVATE TRUST CO NA $18,924 2,530 0.01% Shares
Global Retirement Partners, LLC $17,556 2,347 0.01% Shares
Burk Holdings LLC $15,753 2,106 0.01% Shares
ORG Partners LLC $13,905 1,500 0.01% Shares
Triumph Capital Management $13,838 1,850 0.01% Shares
Arax Advisory Partners $10,772 1,440 0.01% Shares
Financial Network Wealth Advisors LLC $10,666 1,426 0.01% Shares
JONES FINANCIAL COMPANIES LLLP $9,879 1,335 0.01% Shares
Atlantic Union Bankshares Corp $8,976 1,200 0.01% Shares
FTB Advisors, Inc. $5,846 566 0.00% Shares
Allworth Financial LP $4,653 622 0.00% Shares
Larson Financial Group LLC $4,366 584 0.00% Shares
Russell Investments Group, Ltd. $3,807 509 0.00% Shares
Vermillion Wealth Management, Inc. $3,740 500 0.00% Shares
Aventura Private Wealth, LLC $3,360 449 0.00% Shares
DELTA ASSET MANAGEMENT LLC/TN $2,805 375 0.00% Shares
JNBA Financial Advisors $2,663 356 0.00% Shares
LANARK FINANCIAL, INC. $2,482 331 0.00% Shares
Hilton Head Capital Partners, LLC $1,720 230 0.00% Shares
Buck Wealth Strategies, LLC $1,693 226 0.00% Shares
Quarry LP $1,571 210 0.00% Shares
WOLFF WIESE MAGANA LLC $1,496 200 0.00% Shares
Hilltop National Bank $1,429 191 0.00% Shares
JPMORGAN CHASE & CO $1,406 188 0.00% Shares
CANADA LIFE ASSURANCE Co $925 124,076 0.00% Shares
Cambridge Investment Research Advisors, Inc. $753 100,621 0.00% Shares
Strategic Wealth Partners, Ltd. $419 56 0.00% Shares
Caitong International Asset Management Co., Ltd $374 50 0.00% Shares
Janney Montgomery Scott LLC $308 41,156 0.00% Shares
WEDBUSH SECURITIES INC $220 29,412 0.00% Shares
State of Alaska, Department of Revenue $34 4,625 0.00% Shares
FNY Investment Advisers, LLC $8 1,200 0.00% Shares
Darwin Wealth Management, LLC $7 0 0.00% Shares