CUSIP 33848E106
FLAHERTY & CRUMRINE PFD INCO
90 institutions · $45.4M total · 6,221,183 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CIBC Bancorp USA Inc. | 588,511 | $5.7M | 9.45% | 2025-09-30 |
| 2 | CIBC Private Wealth Group LLC | 588,511 | $5.6M | 9.45% | 2025-12-31 |
| 3 | Pathstone Holdings, LLC | 339,524 | $3.2M | 5.45% | 2025-12-31 |
| 4 | Advisors Asset Management, Inc. | 309,687 | $2.9M | 4.97% | 2025-12-31 |
| 5 | 1607 Capital Partners, LLC | 263,244 | $2.5M | 4.23% | 2025-12-31 |
| 6 | Private Advisor Group, LLC | 190,128 | $1.8M | 3.05% | 2025-12-31 |
| 7 | Matisse Capital | 170,775 | $1.6M | 2.74% | 2025-06-30 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 146,589 | $1.4M | 2.35% | 2025-09-30 |
| 9 | Fiera Capital Corp | 129,862 | $1.2M | 2.08% | 2025-12-31 |
| 10 | Saba Capital Management, L.P. | 132,888 | $1.1M | 2.13% | 2024-06-30 |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 111,745 | $1.1M | 1.79% | 2025-12-31 |
| 12 | Noble Wealth Management PBC | 100,030 | $975.3K | 1.60% | 2025-12-31 |
| 13 | PFG Investments, LLC | 109,160 | $921.3K | 1.75% | 2024-03-31 |
| 14 | Closed-End Fund Advisors, Inc. | 96,222 | $909.3K | 1.54% | 2025-12-31 |
| 15 | MORGAN STANLEY | 90,452 | $854.8K | 1.45% | 2025-12-31 |
| 16 | D.A. DAVIDSON & CO. | 85,496 | $807.9K | 1.37% | 2025-12-31 |
| 17 | MUSTICO FINANCIAL GROUP, INC. | 81,339 | $770.1K | 1.30% | 2025-12-31 |
| 18 | Ewing Morris & Co. Investment Partners Ltd. | 75,690 | $700.1K | 1.21% | 2025-06-30 |
| 19 | TrueMark Investments, LLC | 70,697 | $668.1K | 1.13% | 2025-12-31 |
| 20 | NAPA WEALTH MANAGEMENT | 56,040 | $546.4K | 0.90% | 2025-09-30 |
| 21 | Summit X, LLC | 57,112 | $528.3K | 0.91% | 2025-06-30 |
| 22 | Arax Advisory Partners | 48,873 | $461.8K | 0.78% | 2025-12-31 |
| 23 | Bulldog Investors, LLP | 47,814 | $450.1K | 0.76% | 2024-09-30 |
| 24 | Independent Advisor Alliance | 45,150 | $406.8K | 0.72% | 2024-12-31 |
| 25 | Baird Financial Group, Inc. | 42,839 | $404.8K | 0.68% | 2025-12-31 |
| 26 | Invesco Ltd. | 41,671 | $393.8K | 0.66% | 2025-12-31 |
| 27 | LPL Financial LLC | 40,739 | $385.0K | 0.65% | 2025-12-31 |
| 28 | WELLS FARGO & COMPANY/MN | 40,132 | $379.2K | 0.64% | 2025-12-31 |
| 29 | Sowell Financial Services LLC | 39,073 | $369.2K | 0.62% | 2025-12-31 |
| 30 | WOLVERINE ASSET MANAGEMENT LLC | 39,431 | $364.7K | 0.63% | 2025-06-30 |
| 31 | ROBINSON CAPITAL MANAGEMENT, LLC | 37,950 | $358.2K | 0.61% | 2024-09-30 |
| 32 | Smith Asset Management Co., LLC | 32,193 | $297.8K | 0.51% | 2025-09-30 |
| 33 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29,500 | $278.8K | 0.47% | 2025-12-31 |
| 34 | Logan Stone Capital, LLC | 32,516 | $274.4K | 0.52% | 2024-03-31 |
| 35 | NewEdge Advisors, LLC | 26,272 | $248.3K | 0.42% | 2025-12-31 |
| 36 | AQR Arbitrage LLC | 25,750 | $237.4K | 0.41% | 2025-03-31 |
| 37 | GUGGENHEIM CAPITAL LLC | 24,099 | $227.7K | 0.38% | 2025-12-31 |
| 38 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 23,729 | $223.3K | 0.38% | 2024-09-30 |
| 39 | BANK OF AMERICA CORP /DE/ | 19,464 | $189.8K | 0.31% | 2025-12-31 |
| 40 | Cetera Advisors LLC | 22,124 | $186.7K | 0.35% | 2024-03-31 |
| 41 | Catalina Capital Group, LLC | 18,823 | $177.9K | 0.30% | 2025-12-31 |
| 42 | Arlington Capital Management, Inc. | 17,496 | $148.2K | 0.28% | 2024-06-30 |
| 43 | HighTower Advisors, LLC | 15,052 | $146.8K | 0.24% | 2025-09-30 |
| 44 | Apella Capital, LLC | 15,066 | $146.3K | 0.24% | 2025-09-30 |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,075 | $142.5K | 0.24% | 2025-12-31 |
| 46 | RAYMOND JAMES & ASSOCIATES | 18,927 | $140.8K | 0.30% | 2023-12-31 |
| 47 | ORBA Wealth Advisors, L.L.C. | 14,000 | $131.7K | 0.22% | 2024-09-30 |
| 48 | SPC Financial, Inc. | 13,400 | $130.7K | 0.21% | 2025-09-30 |
| 49 | Vanguard Capital Wealth Advisors | 14,000 | $129.1K | 0.22% | 2025-03-31 |
| 50 | AlphaCore Capital LLC | 13,400 | $126.6K | 0.21% | 2025-12-31 |
| 51 | Basepoint Wealth LLC | 12,850 | $121.4K | 0.20% | 2025-12-31 |
| 52 | JAG CAPITAL MANAGEMENT, LLC | 12,700 | $120.0K | 0.20% | 2025-12-31 |
| 53 | MILLENNIUM MANAGEMENT LLC | 12,552 | $113.1K | 0.20% | 2024-12-31 |
| 54 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 11,824 | $111.7K | 0.19% | 2025-12-31 |
| 55 | Cetera Investment Advisers | 11,704 | $110.6K | 0.18% | 2025-12-31 |
| 56 | CITADEL ADVISORS LLC | 11,873 | $109.5K | 0.19% | 2025-03-31 |
| 57 | COMMONWEALTH EQUITY SERVICES, LLC | 11,154 | $105.4K | 0.17% | 2025-12-31 |
| 58 | RPO LLC | 12,287 | $104.1K | 0.19% | 2024-06-30 |
| 59 | Consolidated Portfolio Review Corp | 10,607 | $103.4K | 0.17% | 2025-09-30 |
| 60 | BYRNE FINANCIAL FREEDOM, LLC | 10,200 | $94.3K | 0.16% | 2025-06-30 |
| 61 | Resonant Capital Advisors, LLC | 10,000 | $92.2K | 0.16% | 2025-03-31 |
| 62 | STIFEL FINANCIAL CORP | 9,250 | $87.0K | 0.14% | 2024-09-30 |
| 63 | NOMURA HOLDINGS INC | 10,000 | $84.7K | 0.16% | 2024-06-30 |
| 64 | PNC Financial Services Group, Inc. | 8,480 | $78.2K | 0.13% | 2025-03-31 |
| 65 | OSAIC HOLDINGS, INC. | 7,988 | $75.5K | 0.12% | 2025-12-31 |
| 66 | UBS Group AG | 6,178 | $58.4K | 0.09% | 2025-12-31 |
| 67 | RAYMOND JAMES FINANCIAL INC | 5,308 | $49.1K | 0.08% | 2025-06-30 |
| 68 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,500 | $46.6K | 0.08% | 2024-06-30 |
| 69 | S.A. Mason LLC | 3,500 | $32.4K | 0.05% | 2025-06-30 |
| 70 | Ameritas Advisory Services, LLC | 3,500 | $32.4K | 0.05% | 2025-06-30 |
| 71 | Thomas J. Herzfeld Advisors, Inc. | 3,345 | $31.6K | 0.05% | 2025-12-31 |
| 72 | Rockefeller Capital Management L.P. | 3,322 | $31.4K | 0.05% | 2025-12-31 |
| 73 | JPMORGAN CHASE & CO | 3,676 | $29.3K | 0.05% | 2024-12-31 |
| 74 | WEBSTER BANK, N. A. | 3,000 | $28.4K | 0.04% | 2025-12-31 |
| 75 | Rossby Financial, LCC | 3,129 | $27.5K | 0.05% | 2025-03-31 |
| 76 | ATTICUS WEALTH MANAGEMENT, LLC | 2,746 | $25.8K | 0.04% | 2024-09-30 |
| 77 | Allworth Financial LP | 2,510 | $24.5K | 0.04% | 2025-12-31 |
| 78 | West Branch Capital LLC | 2,335 | $22.1K | 0.03% | 2025-12-31 |
| 79 | Royal Bank of Canada | 2,182 | $21.0K | 0.03% | 2025-12-31 |
| 80 | Greykasell Wealth Strategies, Inc. | 1,439 | $13.3K | 0.02% | 2025-03-31 |
| 81 | SIT INVESTMENT ASSOCIATES INC | 1,328,546 | $12.6K | 21.35% | 2025-12-31 |
| 82 | Federation des caisses Desjardins du Quebec | 1,300 | $12.3K | 0.02% | 2025-12-31 |
| 83 | CoreCap Advisors, LLC | 1,000 | $9.4K | 0.01% | 2025-12-31 |
| 84 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,000 | $9.4K | 0.01% | 2025-12-31 |
| 85 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,043 | $8.8K | 0.01% | 2024-06-30 |
| 86 | Parallel Advisors, LLC | 685 | $6.5K | 0.01% | 2025-12-31 |
| 87 | Cambridge Investment Research Advisors, Inc. | 63,117 | $596 | 1.01% | 2025-12-31 |
| 88 | BENJAMIN F. EDWARDS & COMPANY, INC. | 650 | $6 | 0.01% | 2024-06-30 |
| 89 | BESSEMER GROUP INC | 443 | $4 | 0.00% | 2024-12-31 |
| 90 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |