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PHD

Pioneer Floating Rate Fund
PHD

Delisted

PHD was delisted on the 10th of October, 2025.

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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1
Lake Street Private Wealth
Illinois
$6.47M +$255K +26,575 +4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.53M +$2.26M +235,667 +169%
Invesco
3
Invesco
Georgia
$3.28M +$2.29K +238 +0.1%
AAM
4
Advisors Asset Management
Colorado
$3.27M -$12.4K -1,291 -0.4%
Bank of America
5
Bank of America
North Carolina
$2.4M -$108K -11,284 -4%
GC
6
Guggenheim Capital
Illinois
$2.08M -$826K -85,973 -28%
EFG
7
Ethos Financial Group
Pennsylvania
$2.04M +$2.07M +215,427 New
CCFM
8
Clear Creek Financial Management
Washington
$1.36M +$6.78K +706 +0.5%
SFS
9
Shaker Financial Services
Virginia
$1.22M +$204K +21,281 +20%
Morgan Stanley
10
Morgan Stanley
New York
$1.22M +$95.1K +9,902 +8%
VIA
11
Virtus Investment Advisers
Connecticut
$1.06M +$1.08M +112,122 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$939K +$38.1K +3,962 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$678K +$3.09K +322 +0.5%
RP
14
Riverbridge Partners
Minnesota
$567K +$53.4K +5,557 +10%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$476K – – –
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$462K – – –
SIA
17
Sit Investment Associates
Minnesota
$443K – – –
UBS Group
18
UBS Group
Switzerland
$429K -$101K -10,541 -19%
Wells Fargo
19
Wells Fargo
California
$391K -$31K -3,223 -7%
WAM
20
Wolverine Asset Management
Illinois
$364K +$369K +38,425 New
LCM
21
Landscape Capital Management
New Jersey
$254K +$258K +26,842 New
RIL
22
Rothschild Investment LLC
Illinois
$235K – – –
Raymond James Financial
23
Raymond James Financial
Florida
$204K -$327 -34 -0.2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$197K -$7.49K -780 -4%
MWM
25
Melfa Wealth Management
Massachusetts
$185K -$15.9K -1,654 -8%
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