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PHD
Pioneer Floating Rate Fund
PHD
PHD
Delisted
PHD was delisted on the 10th of October, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
51
Creative Planning
Overland Park,
Kansas
| $8K | +$73 | +6 | +0.9% |
|
| 52 |
WAM
52
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $6K | – | – | – |
|
| 53 |
53
Envestnet Asset Management
Chicago,
Illinois
| $5K | – | – | – |
|
| 54 |
PCM
54
Penserra Capital Management
Orinda,
California
| $4K | +$73 | +6 | +2% |
|
| 55 |
ZIG
55
Zuckerman Investment Group
Chicago,
Illinois
| – | -$4M | -327,644 | Closed |
|
| 56 |
YMRC
56
Yorktown Management & Research Company
Forest,
Virginia
| – | -$2.07M | -169,235 | Closed |
|
| 57 |
57
LPL Financial
San Diego,
California
| – | -$938K | -76,453 | Closed |
|
| 58 |
SWP
58
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$136K | -11,100 | Closed |
|
| 59 |
AIM
59
Acrospire Investment Management
Chicago,
Illinois
| – | -$29K | -2,364 | Closed |
|