PennantPark Floating Rate Capital Ownership | Who Owns PennantPark Floating Rate Capital?
PennantPark Floating Rate Capital Ownership Summary
PennantPark Floating Rate Capital is owned by 22.20% institutional investors, 0.89% insiders, and 76.90% retail investors. Sound income strategies is the largest institutional shareholder, holding 5.26% of PFLT shares. Sound Income Strategies Core Plus SMA is the top mutual fund, with 5.46% of its assets in PennantPark Floating Rate Capital shares.
PFLT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | PennantPark Floating Rate Capital | 22.20% | 0.89% | 76.90% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Industry | Asset Management Stocks | 45.53% | 11.43% | 43.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sound income strategies | 5.22M | 5.26% | $39.07M |
| Ubs group | 3.09M | 3.11% | $23.09M |
| Van eck associates | 2.47M | 2.49% | $18.50M |
| Invesco | 1.80M | 1.81% | $13.44M |
| Altshuler shaham | 1.03M | 1.04% | $7.70M |
| Diameter capital partners lp | 900.00K | 0.91% | $6.73M |
| Legal & general group | 810.82K | 0.82% | $6.06M |
| Morgan stanley | 777.56K | 0.78% | $5.82M |
| Franklin resources | 584.59K | 0.59% | $4.37M |
| Advisors asset management | 377.17K | 0.38% | $2.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sound income strategies | 5.22M | 1.75% | $39.07M |
| Graniteshares advisors | 302.34K | 1.45% | $2.26M |
| Diameter capital partners lp | 900.00K | 0.47% | $6.73M |
| Mqs management | 49.57K | 0.45% | $370.81K |
| Muzinich | 172.10K | 0.44% | $1.29M |
| Mckinley capital management | 80.89K | 0.16% | $933.48K |
| Black maple capital management lp | 25.00K | 0.11% | $187.00K |
| Virtus investment advisers | 58.93K | 0.10% | $440.83K |
| Altshuler shaham | 1.03M | 0.10% | $7.70M |
| Naviter wealth | 116.15K | 0.08% | $879.04K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 3.09M | 0.00% | 1.07M |
| Van eck associates | 2.47M | 0.01% | 668.39K |
| Franklin resources | 584.59K | 0.00% | 584.59K |
| Sound income strategies | 5.22M | 1.75% | 281.81K |
| Morgan stanley | 777.56K | 0.00% | 175.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Scoggin management lp | - | - | -1.47M |
| Marshall wace, llp | - | - | -771.05K |
| Diameter capital partners lp | 900.00K | 0.47% | -755.25K |
| Two sigma advisers, lp | - | - | -653.08K |
| Truffle hound capital | - | - | -600.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Franklin resources | 584.59K | 0.00% | 584.59K | $4.37M |
| Citadel advisors | 173.04K | 0.00% | 173.04K | $1.29M |
| Cubist systematic strategies | 153.28K | 0.01% | 153.28K | $1.77M |
| Rmb capital management | 60.00K | 0.01% | 60.00K | $448.80K |
| Mqs management | 49.57K | 0.45% | 49.57K | $370.81K |
Sold Out
| Holder | Change |
|---|---|
| Coppell advisory solutions | -1.00 |
| Fmr | -1.00 |
| Hallmark capital management | -1.00 |
| Mather group, llc. | -11.00 |
| Pmv capital advisers | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 130 | -6.47% | 22,030,061 | 6.60% | 22 | 5.12% | 63 | -13.70% | 36 | 2.86% |
| Mar 31, 2026 | 134 | -4.96% | 19,547,545 | -12.27% | 19 | 3.91% | 72 | 18.03% | 34 | -27.66% |
| Dec 31, 2025 | 93 | -32.61% | 14,563,194 | -33.34% | 14 | 2.05% | 39 | -56.18% | 27 | 28.57% |
| Sep 30, 2025 | 86 | -29.51% | 17,068,348 | -18.76% | 20 | 3.16% | 56 | -18.84% | 12 | -60.00% |
| Jun 30, 2025 | 124 | -7.46% | 21,342,051 | -16.44% | 26 | 2.67% | 68 | -17.07% | 33 | 73.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Sound Income Strategies Core Plus SMA | 5.42M | 5.46% | 377.48K |
| VanEck BDC Income ETF | 1.94M | 1.96% | -5.37K |
| Invesco KBW High Dividend Yld Fincl ETF | 1.78M | 1.79% | - |
| Sound Income Strategies Income Plus SMA | 1.03M | 1.04% | 71.72K |
| Putnam BDC Income ETF | 761.68K | 0.77% | 1.77K |
| iShares Listed Private Eq ETF USD Dist | 378.65K | 0.38% | - |
| GraniteShares HIPS US High Income ETF | 319.75K | 0.32% | 12.66K |
| TrueShares Active Yield ETF | 284.53K | 0.29% | -70.92K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 187.02K | 0.19% | 9.87K |
| FID DC L&G Diversified Fund | 150.66K | 0.15% | 150.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 12, 2026 | Briones Jose A | - | Buy | $50.02K |
| Mar 11, 2026 | Allorto Richard T JR | CFO and Treasurer | Buy | $122.25K |
| Feb 19, 2026 | Briones Jose A | - | Buy | $49.99K |
| Dec 01, 2025 | Briones Jose A | - | Buy | $50.04K |
| May 21, 2025 | Briones Jose A | - | Buy | $15.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 2 | - |
| 2025 Q4 | 1 | - |
| 2025 Q2 | 2 | - |
| 2024 Q2 | 4 | - |
PFLT Ownership FAQ
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