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As of the latest SEC filings, MEDLINE INDUSTRIES/MOZART 7/25 INCR COV-LITE TL (MEDIND) is held by 96 institutional funds. The largest fund shareholder is T. Rowe Price Institutional Floating Rate Fund (RPIFX), holding an estimated $42,425,841.40 in market value, representing 0.87% of its portfolio.

Funds holding MEDLINE INDUSTRIES/MOZART 7/25 INCR COV-LITE TL (MEDIND)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
MEDIND
CIK:
Showing top 25 of 96 institutional funds
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
RPIFX
T. Rowe Price Institutional Floating Rate Fund
MF T. Rowe Price 0.87% $42,425,841.40 42,356,377 Feb 28, 2026 Apr 27, 2026
PRFRX
T. Rowe Price Floating Rate Fund
MF T. Rowe Price 0.80% $32,818,822.90 32,765,088 Feb 28, 2026 Apr 27, 2026
BKLN
Invesco Senior Loan ETF
ETF Invesco 0.44% $27,931,533.76 27,851,044 Feb 28, 2026 Apr 29, 2026
JABAX
Janus Henderson Balanced Fund
MF Independent / Boutique 0.09% $23,017,259.42 22,992,198 Mar 31, 2026 May 29, 2026
FCISX
Franklin Income Fund
MF Franklin Templeton 0.03% $19,796,717.43 19,750,501 Mar 31, 2026 May 27, 2026
SRLN
State Street(R) Blackstone Senior Loan ETF
ETF State Street (SPDR) 0.28% $13,154,661.85 13,123,952 Mar 31, 2026 May 28, 2026
-
Janus Henderson Balanced Portfolio
ETF Independent / Boutique 0.09% $8,041,889.85 8,033,134 Mar 31, 2026 May 29, 2026
PLIAX
Aristotle Core Income Fund
MF Independent / Boutique 0.25% $7,666,147.31 7,648,250 Mar 31, 2026 May 27, 2026
JMUAX
Janus Henderson Multi-Sector Income Fund
MF Independent / Boutique 0.11% $7,327,931.74 7,319,953 Mar 31, 2026 May 29, 2026
PRCIX
T. Rowe Price New Income Fund, Inc.
MF T. Rowe Price 0.04% $6,349,318.89 6,338,923 Feb 28, 2026 Apr 27, 2026
FLBL
Franklin Senior Loan ETF
ETF Franklin Templeton 0.78% $6,291,675.05 6,276,987 Mar 31, 2026 May 21, 2026
JDFAX
Janus Henderson Flexible Bond Fund
MF Independent / Boutique 0.23% $6,235,299.76 6,228,511 Mar 31, 2026 May 29, 2026
JFR
Nuveen Floating Rate Income Fund
CEF Nuveen 0.41% $5,591,941.59 5,563,872 Apr 30, 2026 Jun 24, 2026
CSIBX
Calvert Bond Fund
MF Calvert / Morgan Stanley 0.13% $5,409,490.16 5,396,862 Mar 31, 2026 May 26, 2026
BFRCX
BlackRock Floating Rate Income Portfolio
MF BlackRock / iShares 0.21% $5,223,635.97 5,203,809 Apr 30, 2026 Jun 26, 2026
TFLR
T. Rowe Price Floating Rate ETF
ETF T. Rowe Price 0.92% $4,944,389.94 4,936,294 Feb 28, 2026 Apr 27, 2026
COSIX
Columbia Strategic Income Fund
MF Columbia Threadneedle 0.08% $4,581,237.56 4,573,737 Feb 28, 2026 Apr 27, 2026
PLADX
Aristotle Short Duration Income Fund
MF Independent / Boutique 0.45% $4,474,170.20 4,463,725 Mar 31, 2026 May 27, 2026
NFRAX
Nuveen Floating Rate Income Fund
MF Nuveen 0.21% $4,279,826.79 4,267,494 Feb 28, 2026 Apr 27, 2026
BAICX
BlackRock Multi-Asset Income Portfolio
MF BlackRock / iShares 0.04% $4,041,640.55 4,026,300 Apr 30, 2026 Jun 26, 2026
CDSIX
Calvert Short Duration Income Fund
MF Calvert / Morgan Stanley 0.14% $3,929,697.89 3,920,524 Mar 31, 2026 May 26, 2026
EBABX
Eaton Vance Total Return Bond Fund
MF Eaton Vance 0.08% $3,438,485.68 3,430,458 Mar 31, 2026 May 26, 2026
NARAX
Virtus Newfleet Multi-Sector Short Term Bond Fund
MF Duff & Phelps / Virtus 0.07% $3,237,163.02 3,233,638 Mar 31, 2026 Jun 1, 2026
RFRAX
Columbia Floating Rate Fund
MF Columbia Threadneedle 0.47% $3,128,447.05 3,116,573 Apr 30, 2026 Jun 25, 2026
GNCFX
Goldman Sachs Multi-Manager Non-Core Fixed Income Fund
MF Goldman Sachs 0.15% $3,045,785.11 3,034,225 Apr 30, 2026 Jun 24, 2026
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