As of the latest SEC filings, ARISTOTLE FLOATING RATE INCOME (PLFRX) is held by 7 institutional funds. The largest fund shareholder is Beacon Pointe Multi-Alternative Fund (CEF-04413), holding an estimated $6,828,950.49 in market value, representing 0.63% of its portfolio.
Funds holding ARISTOTLE FLOATING RATE INCOME (PLFRX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLFRX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Beacon Pointe Multi-Alternative Fund
|
CEF | Independent / Boutique | 0.63% | $6,828,950.49 | 741,471 | Mar 31, 2026 | May 29, 2026 |
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 0.99% | $6,345,919.48 | 689,025 | Mar 31, 2026 | May 27, 2026 |
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 0.49% | $3,043,677.38 | 330,475 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 1.49% | $2,661,290.39 | 288,957 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 1.98% | $2,336,321.28 | 253,672 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 0.49% | $1,345,604.87 | 146,103 | Mar 31, 2026 | May 27, 2026 |
|
SSIRX
Ocean Park Tactical Core Income Fund
|
MF | Independent / Boutique | 0.00% | $18,555.83 | 2,015 | Mar 31, 2026 | May 29, 2026 |
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