Who Owns FLAHERTY & CRUMRINE DYNAMIC PF SHS (DFP)? -- Institutional Holders (2026-06-30)
91 institutions reported holding $118.7M of FLAHERTY & CRUMRINE DYNAMIC PF SHS (DFP) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($26.8M), SIT INVESTMENT ASSOCIATES INC ($13.6M), COHEN & STEERS, INC. ($10.3M), Invesco Ltd. ($6.4M), Hennion & Walsh Asset Management, Inc. ($4.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $26.8M | 1.3M | Added |
| 2 | SIT INVESTMENT ASSOCIATES INC | $13.6M | 657,212 | Added |
| 3 | COHEN & STEERS, INC. | $10.3M | 496,489 | Added |
| 4 | Invesco Ltd. | $6.4M | 309,183 | Added |
| 5 | Hennion & Walsh Asset Management, Inc. | $4.5M | 218,689 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $4.4M | 211,865 | Trimmed |
| 7 | IAT REINSURANCE CO LTD. | $4.1M | 328,790 | Hold |
| 8 | LPL Financial LLC | $4.0M | 193,623 | Added |
| 9 | GUGGENHEIM CAPITAL LLC | $3.4M | 163,065 | Trimmed |
| 10 | MORGAN STANLEY | $2.8M | 136,282 | Added |
| 11 | Focus Partners Wealth | $2.7M | 132,309 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $2.2M | 104,750 | Added |
| 13 | Fiera Capital Corp | $2.1M | 100,203 | Added |
| 14 | Smith Asset Management Co., LLC | $1.9M | 93,742 | Trimmed |
| 15 | Whipplewood Advisors, LLC | $1.9M | 93,297 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.8M | 87,704 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $1.7M | 80,665 | Added |
| 18 | 1607 Capital Partners, LLC | $1.3M | 62,441 | Trimmed |
| 19 | Revisor Wealth Management LLC | $1.1M | 52,586 | Trimmed |
| 20 | 1776 Wealth LLC | $1.1M | 52,097 | Added |
| 21 | Closed-End Fund Advisors, Inc. | $1.0M | 50,509 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.0M | 50,450 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $991,788 | 47,982 | Added |
| 24 | Janney Montgomery Scott LLC | $937,000 | 45,343 | Added |
| 25 | SEAMOUNT FINANCIAL GROUP INC | $907,494 | 43,904 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30