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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 |
WIM
51
Westside Investment Management
Santa Monica,
California
| $11.5K | – | – | – |
|
| 52 |
CPIG
52
Chicago Partners Investment Group
Chicago,
Illinois
| $11K | -$17.7K | -1,507 | -62% |
|
| 53 |
53
Fifth Third Bancorp
Cincinnati,
Ohio
| $11K | – | – | – |
|
| 54 |
SPIA
54
Steward Partners Investment Advisory
New York
| $1K | +$1.17K | +100 | New |
|
| 55 |
WOC
55
West Oak Capital
Westlake Village,
California
| – | -$554K | -46,300 | Closed |
|
| 56 |
56
Ameriprise
Minneapolis,
Minnesota
| – | -$261K | -21,858 | Closed |
|
| 57 |
NL
57
NWAM LLC
Mercer Island,
Washington
| – | -$232K | -19,401 | Closed |
|
| 58 |
ICM
58
Ionic Capital Management
New York
| – | -$178K | -14,900 | Closed |
|
| 59 |
USGIU
59
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$97K | -8,083 | Closed |
|
| 60 |
IA
60
IFP Advisors
Tampa,
Florida
| – | -$34K | -2,864 | Closed |
|
| 61 |
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$3K | -244 | Closed |
|