Who Owns FLAHERTY CRUMRINE PFD INCO (PFO)? -- Institutional Holders (2026-06-30)

57 institutions reported holding $37.3M of FLAHERTY CRUMRINE PFD INCO (PFO) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($15.9M), CIBC Bancorp USA Inc. ($5.4M), 1607 Capital Partners, LLC ($1.8M), Private Advisor Group, LLC ($1.6M), Fiera Capital Corp ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$15.9M1.7MAdded
2CIBC Bancorp USA Inc.$5.4M588,511Hold
31607 Capital Partners, LLC$1.8M200,178Trimmed
4Private Advisor Group, LLC$1.6M175,625Trimmed
5Fiera Capital Corp$1.2M128,673Added
6Pathstone Holdings, LLC$938,091101,525Trimmed
7Noble Wealth Management PBC$927,324100,360Added
8Closed-End Fund Advisors, Inc.$877,14494,929Added
9D.A. DAVIDSON & CO.$826,74789,474Added
10MUSTICO FINANCIAL GROUP, INC.$757,08383,652Added
11MORGAN STANLEY$717,73577,677Trimmed
12Cambridge Investment Research Advisors, Inc.$591,00063,965Trimmed
13Atlas Wealth LLC$530,82957,449New
14LPL Financial LLC$504,63554,614Added
15Arax Advisory Partners$499,31454,038Added
16Baird Financial Group, Inc.$387,41541,928Trimmed
17Sowell Financial Services LLC$361,03539,073Hold
18WELLS FARGO & COMPANY/MN$333,20536,061Trimmed
19Smith Asset Management Co., LLC$283,83430,718Trimmed
20CLIFFORD SWAN INVESTMENT COUNSEL LLC$272,58029,500Hold
21GUGGENHEIM CAPITAL LLC$236,87725,636Added
22OSAIC HOLDINGS, INC.$225,43824,398Added
23RIVERNORTH CAPITAL MANAGEMENT, LLC$208,24222,537Added
24TrueMark Investments, LLC$208,24222,537Added
25Logan Stone Capital, LLC$156,93216,984Added

来源：SEC 13F 申报文件 · 截至 2026-06-30