HolderBook

FLAHERTY & CRUMRIN PFD & INM (FFC)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

105
Reporting holders
$149.5M
Reported value
0.0%
Held as options
-4
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

FilerValueShares Their book Held Change
BARD ASSOCIATES INC$20.0M1,227,7964.44%31q+1.0%+$191.7K
WELLS FARGO & COMPANY/MN$15.4M946,1050.00%31q-48.9%-$14.8M
MORGAN STANLEY$12.0M739,2370.00%35q+9.6%+$1.1M
Invesco Ltd.$11.2M685,9020.00%31q+1.1%+$122.6K
Hennion & Walsh Asset Management, Inc.$7.7M472,3520.22%13q+11.2%+$774.5K
BANK OF AMERICA CORP /DE/$6.0M365,5230.00%31q-2.0%-$119.6K
Csenge Advisory Group$5.2M322,0220.21%29q-3.4%-$182.6K
LPL Financial LLC$5.1M313,6830.00%31q+1.4%+$73.0K
ENVESTNET ASSET MANAGEMENT INC$4.7M290,3600.00%22q+203.4%+$3.2M
RAYMOND JAMES FINANCIAL INC$3.9M236,6270.00%7qHELD
STIFEL FINANCIAL CORP$3.3M199,9140.00%14q-28.6%-$1.3M
COMMONWEALTH EQUITY SERVICES, LLC$3.0M184,6740.00%31q-2.2%-$68.0K
AMERIPRISE FINANCIAL INC$2.9M179,8250.00%31q-47.7%-$2.7M
1607 Capital Partners, LLC$2.8M171,0990.24%12q-49.7%-$2.8M
Gridiron Partners, LLC$2.8M170,9951.46%11q+26.0%+$573.9K
Fiera Capital Corp$2.7M167,9700.01%4q+3.6%+$94.1K
Baird Financial Group, Inc.$2.6M160,3600.00%25q-0.9%-$23.1K
ROYAL BANK OF CANADA$2.5M154,7250.00%31q+2.9%+$70.3K
OSAIC HOLDINGS, INC.$2.3M139,1500.00%26q-5.3%-$125.8K
Cetera Investment Advisers$2.0M120,6090.00%10qHELD
GUGGENHEIM CAPITAL LLC$1.9M117,3280.01%11q+24.9%+$380.7K
Elevated Capital Advisors, LLC$1.9M116,0440.52%24q+1.7%+$31.2K
Sowell Financial Services LLC$1.8M112,1470.06%17q-3.5%-$66.5K
UBS Group AG$1.6M98,8760.00%31q+4.0%+$61.6K
Focus Partners Wealth$1.4M86,6670.00%9qHELD
TITLEIST ASSET MANAGEMENT, LLC$1.3M80,5290.09%14qHELD
Smith Asset Management Co., LLC$1.2M74,9160.96%7q-2.5%-$31.5K
CEERA INVESTMENTS, LLC$1.2M73,7300.51%5q+143.8%+$707.9K
Noble Wealth Management PBC$1.2M72,3170.53%6q+77.8%+$515.3K
Mountain Capital Investment Advisors Inc.$1.0M64,4830.15%17qHELD
Compound Planning, Inc.$1.0M63,1350.03%14qHELD
&PARTNERS$818.9K50,2980.00%5q+10.4%+$77.1K
Atlantic Edge Private Wealth Management, LLC$731.5K44,9350.15%2qHELD
Everstar Asset Management, LLC$731.0K44,9000.35%8qHELD
Calamos Advisors LLC$667.4K40,9930.00%8q+7.1%+$44.5K
SMITH, MOORE & CO.$626.3K38,4690.04%8q-2.1%-$13.3K
Western Wealth Management, LLC$524.7K32,2310.02%15q-1.7%-$9.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$503.1K30,9610.00%12q-34.8%-$268.1K
SEAMOUNT FINANCIAL GROUP INC$473.6K29,0880.19%11q-1.0%-$5.0K
Jacobi Capital Management LLC$456.1K28,0150.02%16q-0.7%-$3.3K
Whitener Capital Management, Inc.$416.5K25,5850.09%12q+3.2%+$13.0K
Curi Capital, LLC$409.7K25,1680.01%4qHELD
Kestra Advisory Services, LLC$406.8K24,9890.00%3q+56.6%+$147.1K
Maridea Wealth Management LLC$385.3K23,6670.04%2q+31.2%+$91.7K
49 WEALTH MANAGEMENT, LLC$375.5K23,0640.04%newNEW
PNC Financial Services Group, Inc.$361.4K22,2000.00%31qHELD
Pines Wealth Management, LLC$346.3K21,2740.10%7q+3.9%+$13.0K
Sage Capital Advisors,llc$328.9K20,2030.07%29q+1.4%+$4.5K
XTX Topco Ltd$325.2K19,9770.00%2q+81.9%+$146.4K
NewEdge Advisors, LLC$302.9K18,6050.00%11q-4.3%-$13.5K
SILVER OAK SECURITIES, INCORPORATED$293.7K18,0430.02%5q-9.9%-$32.4K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$288.3K17,7070.02%13q+1.6%+$4.5K
Spire Wealth Management$288.1K17,6960.01%22q-12.3%-$40.5K
KESTRA PRIVATE WEALTH SERVICES, LLC$273.3K16,7870.00%17q+3.9%+$10.3K
FIFTH THIRD BANCORP$267.5K16,4340.00%2q+116.5%+$144.0K
First Heartland Consultants, Inc.$267.4K16,4220.02%5q+2.7%+$7.0K
TIEMANN INVESTMENT ADVISORS, LLC$250.5K15,3880.09%31qHELD
EVERGREEN CAPITAL MANAGEMENT LLC$249.9K15,3500.00%15qHELD
INTEGRATED CAPITAL MANAGEMENT, INC.$247.9K15,2250.17%12q-10.2%-$28.3K
MML INVESTORS SERVICES, LLC$246.8K15,1570.00%6q+28.9%+$55.3K
NATIONAL BANK OF CANADA /FI/$241.4K14,9000.00%3q-19.0%-$56.7K
Advisors Asset Management, Inc.$227.2K13,9560.00%2q+3543.9%+$221.0K
Prairie Wealth Advisors, Inc.$221.7K00.05%10qHELD
CAPTRUST FINANCIAL ADVISORS$209.7K12,8780.00%2qHELD
Rockefeller Capital Management L.P.$207.6K12,7540.00%4qHELD
CITADEL ADVISORS LLC$205.3K12,6130.00%newNEW
DF DENT & CO INC$200.2K12,2980.00%19qHELD
HighTower Advisors, LLC$197.3K12,1200.00%18qHELD
CARY STREET PARTNERS FINANCIAL LLC$191.7K11,7730.00%7qHELD
Private Advisor Group, LLC$187.8K11,5330.00%31q-1.4%-$2.7K
ALONGSIDE, LLC$187.7K11,5320.04%newNEW
Summit Trail Advisors, LLC$187.1K11,4950.00%5q+3.7%+$6.6K
GRIMES & Co WEALTH MANAGEMENT, LLC$175.4K10,7760.00%newNEW
Closed-End Fund Advisors, Inc.$170.4K10,4640.17%2q-58.2%-$237.6K
Beacon Pointe Advisors, LLC$165.5K10,1650.00%3q-68.3%-$356.2K
US BANCORP \DE\$137.7K8,4560.00%31qHELD
Federation des caisses Desjardins du Quebec$105.2K6,4640.00%26q-36.1%-$59.5K
HARBOUR INVESTMENTS, INC.$99.7K6,1250.00%21qHELD
MARYLAND CAPITAL ADVISORS INC.$91.2K5,6000.03%4qHELD
Steward Partners Investment Advisory, LLC$88.5K5,4350.00%10q+2.5%+$2.1K
MATHER GROUP, LLC.$76.3K4,6840.00%2qHELD
Geneos Wealth Management Inc.$57.7K3,5450.00%42q+16.4%+$8.1K
IFP Advisors, Inc$57.0K3,5000.00%10qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$47.2K2,9000.02%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$42.9K2,6380.00%31q-51.4%-$45.4K
North Star Investment Management Corp.$34.2K2,0980.00%28qHELD
Larson Financial Group LLC$33.2K2,0370.00%4qHELD
CHILTON CAPITAL MANAGEMENT LLC$25.2K1,5500.00%8qHELD
PRIVATE TRUST CO NA$21.2K1,3000.00%17qHELD
Smartleaf Asset Management LLC$18.7K1,1530.00%2qHELD
SIT INVESTMENT ASSOCIATES INC$18.4K1,127,6950.35%7q+56.3%+$6.6K
SOA Wealth Advisors, LLC.$16.3K1,0040.00%23q+1.9%
Washington Trust Advisors, Inc.$15.8K9700.00%7qHELD
Keating Financial Advisory Services, Inc.$15.0K9230.00%3q-31.2%-$6.8K
CoreCap Advisors, LLC$13.0K8000.00%8qHELD
COHEN & STEERS, INC.$10.0K612,2960.02%31q+4.3%
Farther Finance Advisors, LLC$9.2K5640.00%3qHELD
Strategic Investment Solutions, Inc. /IL$8.5K5250.00%3qHELD
Allworth Financial LP$8.1K5000.00%27qHELD
Integrated Wealth Concepts LLC$7.9K4840.00%newNEW

Showing the largest 100 of 113 reported holders.

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026105$149.5M9,172,0731033270.0%
Q1 2026109$158.9M10,240,5481536280.0%
Q4 2025103$152.2M9,205,6561132300.0%
Q3 2025106$152.7M9,385,5971230280.0%
Q2 202599$142.9M8,783,3781226310.0%
Q1 2025102$133.6M8,422,993631320.0%
Q4 2024106$137.8M8,887,0911033270.0%
Q3 202497$129.9M7,920,6441636180.0%
Q2 202493$108.4M7,331,902538250.0%
Q1 2024102$133.8M9,008,8391137280.0%
Q4 2023103$118.9M8,555,2651144280.0%
Q3 202395$84.7M6,531,1251730180.0%
Q2 202383$83.4M6,068,900625200.0%
Q1 202384$74.5M5,379,0251029180.0%
Q4 202277$76.5M5,089,9181921260.0%
Q3 202295$91.5M6,163,4561030220.0%
Q2 2022101$97.5M5,813,5601222320.0%
Q1 2022100$124.9M6,346,250933260.0%
Q4 2021111$134.2M6,169,069928240.0%
Q3 2021106$140.5M6,310,7531137130.0%
Q2 202198$127.9M5,636,7521032220.0%
Q1 2021105$138.5M5,920,3831133290.0%
Q4 2020103$136.7M5,854,068821300.0%
Q3 202097$119.8M5,720,1781131240.0%
Q2 202087$124.1M6,158,860628260.0%
Q1 202095$103.5M6,202,543920330.0%
Q4 2019104$136.1M6,284,5401330260.0%
Q3 201991$126.5M6,042,928934250.0%
Q2 201992$117.6M5,906,0551027300.0%
Q1 201994$117.2M6,213,9161127280.0%
Q4 201887$112.6M6,732,5730050.0%