As of the latest SEC filings, ARISTOTLE SHORT DURATION INCOM (PLSDX) is held by 5 institutional funds. The largest fund shareholder is Aristotle Portfolio Optimization Moderate Fund (POCAX), holding an estimated $44,473,765.39 in market value, representing 6.93% of its portfolio.
Funds holding ARISTOTLE SHORT DURATION INCOM (PLSDX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLSDX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
POCAX
Aristotle Portfolio Optimization Moderate Fund
|
MF | Independent / Boutique | 6.93% | $44,473,765.39 | 4,364,452 | Mar 31, 2026 | May 27, 2026 |
|
PODAX
Aristotle Portfolio Optimization Growth Fund
|
MF | Independent / Boutique | 4.95% | $30,473,228.57 | 2,990,503 | Mar 31, 2026 | May 27, 2026 |
|
POBAX
Aristotle Portfolio Optimization Moderate Conservative Fund
|
MF | Independent / Boutique | 6.94% | $12,433,580.58 | 1,220,175 | Mar 31, 2026 | May 27, 2026 |
|
POAAX
Aristotle Portfolio Optimization Conservative Fund
|
MF | Independent / Boutique | 8.93% | $10,525,181.63 | 1,032,893 | Mar 31, 2026 | May 27, 2026 |
|
POEAX
Aristotle Portfolio Optimization Aggressive Growth Fund
|
MF | Independent / Boutique | 1.98% | $5,388,890.81 | 528,841 | Mar 31, 2026 | May 27, 2026 |
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