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

54 institutions reported holding $46.3M of FLAHERTY CRUMRINE PFD INCO (PFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($17.0M), CIBC Bancorp USA Inc. ($5.1M), MORGAN STANLEY ($3.5M), Fiera Capital Corp ($2.1M), BANK OF AMERICA CORP /DE/ ($1.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1SIT INVESTMENT ASSOCIATES INC$17.0M1.5MAdded
2CIBC Bancorp USA Inc.$5.1M441,364Hold
3MORGAN STANLEY$3.5M297,511Trimmed
4Fiera Capital Corp$2.1M177,117Added
5BANK OF AMERICA CORP /DE/$1.8M157,980Added
6MGO ONE SEVEN LLC$1.6M141,315Trimmed
7UBS Group AG$1.3M115,966Added
8LPL Financial LLC$1.3M109,007Trimmed
9WELLS FARGO & COMPANY/MN$1.1M93,148Trimmed
10UMB BANK N A/MO$1.0M86,373Hold
11OSAIC HOLDINGS, INC.$993,58585,433Trimmed
12Smith Asset Management Co., LLC$845,12972,668Trimmed
13ACTION POINT FINANCIAL PLANNING, LLC$704,56860,582New
14RAYMOND JAMES FINANCIAL INC$684,63258,868Added
15ROBINSON CAPITAL MANAGEMENT, LLC$640,49955,073Hold
161607 Capital Partners, LLC$569,91749,004Trimmed
17Pathway Financial Advisors LLC$544,21246,996Trimmed
18Royal Bank of Canada$499,00042,868Trimmed
19Calamos Advisors LLC$478,28441,125Added
20COMMONWEALTH EQUITY SERVICES, LLC$428,32036,829Trimmed
21GUGGENHEIM CAPITAL LLC$384,34933,048Added
22Bridgewealth Advisory Group, LLC$297,61625,590Hold
23CreativeOne Wealth, LLC$269,80423,199Added
24Capital Investment Advisors, LLC$263,42822,651Added
25CARY STREET PARTNERS FINANCIAL LLC$233,56520,083Trimmed

Source: SEC Form 13F filings · as of 2026-06-30