CUSIP 338480106
FLAHERTY & CRUMRINE PFD INCO
92 institutions · $45.8M total · 5,077,839 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 441,364 | $5.3M | 8.69% | 2025-09-30 |
| 2 | CIBC Private Wealth Group, LLC | 441,364 | $5.2M | 8.69% | 2025-12-31 |
| 3 | MORGAN STANLEY | 292,436 | $3.5M | 5.75% | 2025-12-31 |
| 4 | Fiera Capital Corp | 179,838 | $2.1M | 3.54% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 163,028 | $2.0M | 3.21% | 2025-12-31 |
| 6 | MGO ONE SEVEN LLC | 163,636 | $1.9M | 3.22% | 2025-12-31 |
| 7 | Raymond James Financial Services Advisors, Inc. | 160,693 | $1.9M | 3.16% | 2024-09-30 |
| 8 | Federation des caisses Desjardins du Quebec | 129,925 | $1.8M | 2.55% | 2024-06-30 |
| 9 | Matisse Capital | 134,805 | $1.5M | 2.65% | 2025-06-30 |
| 10 | UBS Group AG | 122,656 | $1.5M | 2.41% | 2025-12-31 |
| 11 | Smith Asset Management Co., LLC | 105,918 | $1.2M | 2.08% | 2025-12-31 |
| 12 | LPL Financial LLC | 89,580 | $1.1M | 1.76% | 2025-12-31 |
| 13 | UMB Bank, n.a. | 86,373 | $1.0M | 1.70% | 2025-12-31 |
| 14 | ADVISOR GROUP HOLDINGS, INC. | 76,591 | $909.1K | 1.50% | 2025-12-31 |
| 15 | Calamos Advisors LLC | 69,159 | $820.9K | 1.36% | 2025-12-31 |
| 16 | Lido Advisors, LLC | 66,880 | $803.9K | 1.31% | 2025-12-31 |
| 17 | Private Wealth Strategies, L.L.C. | 68,628 | $716.5K | 1.35% | 2024-06-30 |
| 18 | Royal Bank of Canada | 58,912 | $699.0K | 1.16% | 2025-12-31 |
| 19 | 1607 Capital Partners, LLC | 56,600 | $671.8K | 1.11% | 2025-12-31 |
| 20 | Robinson Capital Management, LLC | 55,073 | $653.7K | 1.08% | 2025-12-31 |
| 21 | WELLS FARGO & COMPANY/MN | 54,165 | $643.0K | 1.06% | 2025-12-31 |
| 22 | WOLVERINE ASSET MANAGEMENT LLC | 55,383 | $626.4K | 1.09% | 2025-06-30 |
| 23 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 52,298 | $591.5K | 1.02% | 2025-06-30 |
| 24 | Pathway Financial Advisors LLC | 48,196 | $578.8K | 0.94% | 2025-12-31 |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 38,999 | $462.9K | 0.76% | 2025-12-31 |
| 26 | RAYMOND JAMES FINANCIAL INC | 36,076 | $428.2K | 0.71% | 2025-12-31 |
| 27 | AQR Arbitrage LLC | 35,599 | $422.6K | 0.70% | 2025-12-31 |
| 28 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 34,000 | $406.3K | 0.66% | 2024-09-30 |
| 29 | Pathstone Holdings, LLC | 32,472 | $390.3K | 0.63% | 2025-09-30 |
| 30 | GUGGENHEIM CAPITAL LLC | 32,676 | $387.9K | 0.64% | 2025-12-31 |
| 31 | CreativeOne Wealth, LLC | 26,000 | $312.5K | 0.51% | 2025-09-30 |
| 32 | STIFEL FINANCIAL CORP | 27,292 | $306.8K | 0.53% | 2024-12-31 |
| 33 | Bridgewealth Advisory Group, LLC | 25,590 | $303.8K | 0.50% | 2025-12-31 |
| 34 | CARY STREET PARTNERS FINANCIAL LLC | 23,135 | $274.6K | 0.45% | 2025-12-31 |
| 35 | RAYMOND JAMES & ASSOCIATES | 22,087 | $263.9K | 0.43% | 2024-09-30 |
| 36 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 21,384 | $255.5K | 0.42% | 2024-09-30 |
| 37 | LongView Wealth Management | 20,450 | $243.2K | 0.40% | 2025-12-31 |
| 38 | SFI Advisors, LLC | 20,267 | $227.4K | 0.39% | 2025-03-31 |
| 39 | D.A. DAVIDSON & CO. | 16,600 | $197.0K | 0.32% | 2025-12-31 |
| 40 | Cooper Financial Group | 15,689 | $187.5K | 0.30% | 2024-09-30 |
| 41 | Poplar Forest Capital LLC | 15,425 | $173.1K | 0.30% | 2025-03-31 |
| 42 | Signature Wealth Management Partners, LLC | 14,351 | $170.3K | 0.28% | 2025-12-31 |
| 43 | HighTower Advisors, LLC | 14,506 | $166.0K | 0.28% | 2024-09-30 |
| 44 | Logan Stone Capital, LLC | 14,850 | $157.6K | 0.29% | 2024-03-31 |
| 45 | O'ROURKE & COMPANY, Inc | 13,260 | $157.4K | 0.26% | 2025-12-31 |
| 46 | Arlington Capital Management, Inc. | 13,409 | $150.4K | 0.26% | 2025-03-31 |
| 47 | Capital Investment Advisors, LLC | 12,592 | $149.5K | 0.24% | 2025-12-31 |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,539 | $140.7K | 0.24% | 2025-03-31 |
| 49 | SpiderRock Advisors, LLC | 11,533 | $137.8K | 0.22% | 2024-09-30 |
| 50 | Cetera Investment Advisers | 11,579 | $137.4K | 0.22% | 2025-12-31 |
| 51 | BlackRock, Inc. | 11,533 | $136.9K | 0.22% | 2025-12-31 |
| 52 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,060 | $132.8K | 0.21% | 2025-12-31 |
| 53 | IFP Advisors, Inc | 10,435 | $125.4K | 0.20% | 2025-12-31 |
| 54 | Rockefeller Capital Management L.P. | 10,273 | $121.9K | 0.20% | 2025-12-31 |
| 55 | BYRNE FINANCIAL FREEDOM, LLC | 10,600 | $119.9K | 0.20% | 2025-06-30 |
| 56 | First National Trust Co | 10,542 | $118.5K | 0.20% | 2024-12-31 |
| 57 | Ellis Investment Partners, LLC | 10,240 | $115.1K | 0.20% | 2024-12-31 |
| 58 | COMERICA BANK | 7,982 | $94.7K | 0.15% | 2025-12-31 |
| 59 | Sound Income Strategies, LLC | 6,570 | $77.7K | 0.12% | 2025-12-31 |
| 60 | Noble Wealth Management PBC | 5,405 | $65.0K | 0.10% | 2025-12-31 |
| 61 | Farther Finance Advisors, LLC | 3,900 | $46.3K | 0.07% | 2025-12-31 |
| 62 | ARROW FINANCIAL CORP | 3,867 | $46.2K | 0.07% | 2024-09-30 |
| 63 | Whipplewood Advisors, LLC | 3,640 | $43.2K | 0.07% | 2025-12-31 |
| 64 | Pinnacle Wealth Planning Services, Inc. | 3,000 | $35.6K | 0.05% | 2025-12-31 |
| 65 | Ashton Thomas Private Wealth, LLC | 3,359 | $35.1K | 0.06% | 2024-06-30 |
| 66 | Pathway Financial Advisers, LLC | 2,664 | $32.0K | 0.05% | 2025-09-30 |
| 67 | WEBSTER BANK, N. A. | 2,000 | $23.7K | 0.03% | 2025-12-31 |
| 68 | FMR LLC | 1,709 | $19.2K | 0.03% | 2025-03-31 |
| 69 | Allworth Financial LP | 1,433 | $17.2K | 0.02% | 2025-12-31 |
| 70 | Elequin Securities, LLC | 1,474 | $16.5K | 0.02% | 2025-03-31 |
| 71 | JPMORGAN CHASE & CO | 1,624 | $16.0K | 0.03% | 2024-12-31 |
| 72 | GPS Wealth Strategies Group, LLC | 1,250 | $15.0K | 0.02% | 2025-09-30 |
| 73 | SIT INVESTMENT ASSOCIATES INC | 1,176,356 | $14.0K | 23.16% | 2025-12-31 |
| 74 | WOLFF WIESE MAGANA LLC | 996 | $10.4K | 0.01% | 2024-06-30 |
| 75 | MAI Capital Management | 750 | $8.5K | 0.01% | 2025-06-30 |
| 76 | EVOLUTION WEALTH MANAGEMENT INC. | 648 | $7.3K | 0.01% | 2025-06-30 |
| 77 | JONES FINANCIAL COMPANIES LLLP | 510 | $6.1K | 0.01% | 2025-09-30 |
| 78 | Steward Partners Investment Advisory, LLC | 500 | $5.9K | 0.00% | 2025-12-31 |
| 79 | Geneos Wealth Management Inc. | 360 | $4.3K | 0.00% | 2025-12-31 |
| 80 | US BANCORP \DE\ | 300 | $3.6K | 0.00% | 2025-12-31 |
| 81 | PRINCIPAL SECURITIES, INC. | 332 | $3.5K | 0.00% | 2024-06-30 |
| 82 | WR Wealth Planners, LLC | 291 | $3.3K | 0.00% | 2024-12-31 |
| 83 | Crews Bank & Trust | 200 | $2.4K | 0.00% | 2025-09-30 |
| 84 | Ronald Blue Trust, Inc. | 200 | $2.4K | 0.00% | 2025-12-31 |
| 85 | Cape Investment Advisory, Inc. | 200 | $2.3K | 0.00% | 2025-06-30 |
| 86 | WEDBUSH SECURITIES INC | 18,500 | $220 | 0.36% | 2025-12-31 |
| 87 | CENTAURUS FINANCIAL, INC. | 13,043 | $155 | 0.25% | 2025-12-31 |
| 88 | McClarren Financial Advisors, Inc. | 3,510 | $39 | 0.06% | 2024-12-31 |
| 89 | BESSEMER GROUP INC | 427 | $5 | 0.00% | 2024-09-30 |
| 90 | HANTZ FINANCIAL SERVICES, INC. | 295 | $4 | 0.00% | 2025-12-31 |
| 91 | CoreCap Advisors, LLC | 0 | $0 | 0.00% | 2025-03-31 |
| 92 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |