FLAHERTY & CRUMRINE DYNAMIC (DFP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
77
Reporting holders
$86.8M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $26.8M | 1,294,453 | 0.01% | 7q | +4.3%+$1.1M |
| Invesco Ltd. | $6.4M | 309,183 | 0.00% | 31q | +2.5%+$154.6K |
| Hennion & Walsh Asset Management, Inc. | $4.5M | 218,689 | 0.13% | 8q | +24.7%+$896.2K |
| WELLS FARGO & COMPANY/MN | $4.4M | 211,865 | 0.00% | 31q | -55.3%-$5.4M |
| LPL Financial LLC | $4.0M | 193,623 | 0.00% | 31q | +2.6%+$101.2K |
| GUGGENHEIM CAPITAL LLC | $3.4M | 163,065 | 0.02% | 31q | -32.8%-$1.6M |
| MORGAN STANLEY | $2.8M | 136,282 | 0.00% | 35q | +14.9%+$365.5K |
| Focus Partners Wealth | $2.7M | 132,309 | 0.00% | 3q | -7.4%-$218.8K |
| AMERIPRISE FINANCIAL INC | $2.2M | 104,750 | 0.00% | 31q | -41.4%-$1.5M |
| Fiera Capital Corp | $2.1M | 100,203 | 0.01% | 4q | +3.3%+$65.5K |
| Smith Asset Management Co., LLC | $1.9M | 93,742 | 1.52% | 7q | -1.4%-$27.4K |
| Whipplewood Advisors, LLC | $1.9M | 93,297 | 1.30% | 7q | -1.6%-$30.6K |
| OSAIC HOLDINGS, INC. | $1.7M | 80,665 | 0.00% | 26q | +69.6%+$684.5K |
| 1607 Capital Partners, LLC | $1.3M | 62,441 | 0.11% | 4q | -42.0%-$933.8K |
| Revisor Wealth Management LLC | $1.1M | 52,586 | 0.26% | 12q | -13.8%-$174.4K |
| 1776 Wealth LLC | $1.1M | 52,097 | 0.38% | 11q | HELD |
| Closed-End Fund Advisors, Inc. | $1.0M | 50,509 | 1.02% | 3q | +14.8%+$134.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 50,450 | 0.00% | 13q | +18.5%+$162.5K |
| PRINCIPAL SECURITIES, INC. | $991.8K | 47,982 | 0.01% | 11q | +16.5%+$140.3K |
| SEAMOUNT FINANCIAL GROUP INC | $907.5K | 43,904 | 0.37% | 11q | -2.4%-$22.5K |
| &PARTNERS | $898.6K | 43,474 | 0.00% | 5q | +8.7%+$71.6K |
| Private Advisor Group, LLC | $810.8K | 39,226 | 0.00% | 31q | -1.8%-$14.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $801.8K | 38,791 | 0.00% | 30q | -24.0%-$253.3K |
| AlphaCore Capital LLC | $754.0K | 36,478 | 0.01% | 6q | +0.9%+$6.9K |
| Merit Financial Group, LLC | $739.2K | 35,760 | 0.00% | 31q | +61.9%+$282.6K |
| ROYAL BANK OF CANADA | $656.0K | 31,743 | 0.00% | 31q | +1.6%+$10.4K |
| NewEdge Advisors, LLC | $648.3K | 31,366 | 0.00% | 15q | -6.5%-$45.0K |
| Concurrent Investment Advisors, LLC | $633.5K | 30,649 | 0.01% | 11q | +1.3%+$7.9K |
| Samalin Investment Counsel, LLC | $564.5K | 27,311 | 0.18% | 13q | -27.1%-$210.0K |
| RITHOLTZ WEALTH MANAGEMENT | $507.4K | 24,548 | 0.00% | new | NEW |
| Capital Investment Advisors, LLC | $494.3K | 23,916 | 0.01% | 3q | -6.9%-$36.9K |
| Cetera Investment Advisers | $462.5K | 22,373 | 0.00% | 10q | -2.2%-$10.3K |
| STIFEL FINANCIAL CORP | $451.1K | 21,824 | 0.00% | 4q | -3.4%-$16.1K |
| Shaker Financial Services, LLC | $427.2K | 20,669 | 0.13% | new | NEW |
| Palogic Value Management, L.P. | $403.1K | 19,500 | 0.13% | 15q | -4.9%-$20.7K |
| Baird Financial Group, Inc. | $393.9K | 19,057 | 0.00% | 6q | -1.4%-$5.5K |
| Farther Finance Advisors, LLC | $368.7K | 17,839 | 0.00% | 6q | -0.5%-$2.0K |
| Cerity Partners LLC | $295.6K | 14,300 | 0.00% | 15q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $259.0K | 12,531 | 0.00% | 3q | +52.9%+$89.7K |
| BANK OF AMERICA CORP /DE/ | $257.6K | 12,463 | 0.00% | 31q | +1.3%+$3.3K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $249.2K | 12,056 | 0.01% | 5q | +4.8%+$11.5K |
| XTX Topco Ltd | $230.1K | 11,132 | 0.00% | new | NEW |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $226.3K | 10,950 | 0.06% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $224.4K | 10,802 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $224.2K | 10,846 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $217.9K | 10,543 | 0.00% | 9q | -2.2%-$4.8K |
| Abel Hall, LLC | $217.0K | 10,500 | 0.04% | 5q | HELD |
| Fiduciary Alliance LLC | $213.9K | 10,350 | 0.01% | 7q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $211.8K | 10,246 | 0.00% | 7q | HELD |
| J.W. COLE ADVISORS, INC. | $201.0K | 9,724 | 0.00% | new | NEW |
| STANCE CAPITAL LLC | $181.3K | 8,771 | 0.06% | 2q | +0.7%+$1.3K |
| UBS Group AG | $142.3K | 6,885 | 0.00% | 31q | -6.6%-$10.0K |
| Triumph Capital Management | $131.8K | 6,375 | 0.02% | 3q | +20.9%+$22.7K |
| FIDUCIARY FINANCIAL ADVISORS | $129.4K | 6,262 | 0.01% | new | NEW |
| Golden State Wealth Management, LLC | $116.0K | 5,611 | 0.01% | 7q | +31.0%+$27.5K |
| AdvisorNet Financial, Inc | $109.0K | 5,272 | 0.00% | 5q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $102.7K | 4,952 | 0.01% | 3q | -26.8%-$37.5K |
| Atlantic Union Bankshares Corp | $93.0K | 4,500 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $82.2K | 3,976 | 0.00% | 10q | HELD |
| HUNTINGTON NATIONAL BANK | $80.8K | 3,910 | 0.00% | 27q | +62.9%+$31.2K |
| PNC Financial Services Group, Inc. | $69.1K | 3,345 | 0.00% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $59.9K | 2,900 | 0.00% | 29q | HELD |
| North Star Investment Management Corp. | $47.5K | 2,300 | 0.00% | 24q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.5K | 1,816 | 0.00% | 31q | -9.7%-$4.0K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $35.8K | 1,734 | 0.01% | new | NEW |
| Westside Investment Management, Inc. | $34.5K | 1,667 | 0.00% | 7q | HELD |
| Allworth Financial LP | $28.5K | 1,380 | 0.00% | 14q | HELD |
| MCF Advisors LLC | $25.4K | 1,229 | 0.00% | 18q | HELD |
| Spire Wealth Management | $18.6K | 900 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $17.7K | 855 | 0.00% | 33q | HELD |
| Rockefeller Capital Management L.P. | $17.2K | 829 | 0.00% | 4q | +1.8% |
| Integrated Wealth Concepts LLC | $16.5K | 796 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $13.6K | 657,212 | 0.26% | 7q | +13.0%+$1.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $10.4K | 503 | 0.00% | new | NEW |
| COHEN & STEERS, INC. | $10.3K | 496,489 | 0.02% | 31q | +4.2% |
| CoreCap Advisors, LLC | $8.2K | 398 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.6K | 175,408 | 0.00% | 31q | +93.4%+$1.8K |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 140 | 0.00% | 3q | HELD |
| Strategic Advocates LLC | $1.7K | 81 | 0.01% | 6q | HELD |
| JFS WEALTH ADVISORS, LLC | $1.3K | 62 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $937 | 45,343 | 0.00% | 7q | +7.5% |
| Capital Analysts, LLC | $751 | 36,343 | 0.02% | 12q | +6.3% |
| Mathes Company, Inc. | $372 | 18,000 | 0.12% | 30q | HELD |
| CENTAURUS FINANCIAL, INC. | $361 | 17,483 | 0.01% | 31q | +12.9% |
| WEDBUSH SECURITIES INC | $263 | 12,700 | 0.01% | 28q | HELD |
| Farmers & Merchants Trust Co of Chambersburg PA | $10 | 500 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 77 | $86.8M | 4,200,511 | 12 | 23 | 23 | 0.0% |
| Q1 2026 | 70 | $88.1M | 4,391,341 | 3 | 23 | 19 | 0.0% |
| Q4 2025 | 75 | $89.7M | 4,314,162 | 10 | 17 | 26 | 0.0% |
| Q3 2025 | 71 | $94.3M | 4,358,226 | 11 | 22 | 19 | 0.0% |
| Q2 2025 | 65 | $88.6M | 4,316,107 | 8 | 29 | 17 | 0.0% |
| Q1 2025 | 62 | $81.2M | 4,012,547 | 6 | 23 | 12 | 0.0% |
| Q4 2024 | 64 | $80.6M | 4,043,222 | 12 | 22 | 13 | 0.0% |
| Q3 2024 | 57 | $80.3M | 3,735,468 | 5 | 16 | 18 | 0.0% |
| Q2 2024 | 61 | $73.3M | 3,820,336 | 4 | 20 | 13 | 0.0% |
| Q1 2024 | 59 | $84.1M | 4,395,149 | 6 | 21 | 16 | 0.0% |
| Q4 2023 | 61 | $72.4M | 4,075,472 | 8 | 21 | 15 | 0.0% |
| Q3 2023 | 55 | $49.7M | 2,964,941 | 8 | 21 | 10 | 0.0% |
| Q2 2023 | 54 | $47.9M | 2,747,760 | 6 | 15 | 15 | 0.0% |
| Q1 2023 | 54 | $42.5M | 2,344,463 | 4 | 15 | 16 | 0.0% |
| Q4 2022 | 53 | $41.7M | 2,226,494 | 15 | 12 | 16 | 0.0% |
| Q3 2022 | 56 | $46.0M | 2,424,148 | 4 | 21 | 10 | 0.0% |
| Q2 2022 | 60 | $50.2M | 2,337,214 | 4 | 14 | 22 | 0.0% |
| Q1 2022 | 62 | $69.2M | 2,657,253 | 7 | 21 | 15 | 0.0% |
| Q4 2021 | 64 | $74.1M | 2,677,545 | 2 | 24 | 17 | 0.0% |
| Q3 2021 | 73 | $77.3M | 2,693,351 | 5 | 25 | 20 | 0.0% |
| Q2 2021 | 72 | $77.9M | 2,659,897 | 6 | 27 | 16 | 0.0% |
| Q1 2021 | 69 | $83.5M | 2,775,195 | 6 | 15 | 23 | 0.0% |
| Q4 2020 | 66 | $80.2M | 2,759,776 | 7 | 24 | 17 | 0.0% |
| Q3 2020 | 64 | $74.2M | 2,716,668 | 11 | 20 | 16 | 0.0% |
| Q2 2020 | 56 | $62.3M | 2,559,522 | 5 | 17 | 19 | 0.0% |
| Q1 2020 | 57 | $55.7M | 2,724,787 | 10 | 19 | 16 | 0.0% |
| Q4 2019 | 55 | $68.4M | 2,562,491 | 2 | 21 | 16 | 0.0% |
| Q3 2019 | 56 | $71.5M | 2,741,251 | 9 | 16 | 19 | 0.0% |
| Q2 2019 | 51 | $65.0M | 2,597,427 | 4 | 21 | 13 | 0.0% |
| Q1 2019 | 54 | $60.8M | 2,557,526 | 8 | 18 | 16 | 0.0% |
| Q4 2018 | 52 | $53.2M | 2,608,141 | 0 | 2 | 0 | 0.0% |