As of the latest SEC filings, ARISTOTLE CORE INCOME FUND (PLIIX) is held by 5 institutional funds. The largest fund shareholder is Aristotle Portfolio Optimization Moderate Fund (POCAX), holding an estimated $47,596,447.39 in market value, representing 7.42% of its portfolio.
Funds holding ARISTOTLE CORE INCOME FUND (PLIIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLIIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 7.42% | $47,596,447.39 | 4,947,656 | Mar 31, 2026 | May 27, 2026 |
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 3.58% | $22,072,523.35 | 2,294,441 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 10.71% | $19,188,678.33 | 1,994,665 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 14.01% | $16,518,360.62 | 1,717,085 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 0.55% | $1,484,330.87 | 154,296 | Mar 31, 2026 | May 27, 2026 |
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