XFFCXFLAHERTY & CRUMRIN PFD & INM
CUSIP 338478100 · Yahoo Finance ↗ · Google Finance ↗
Flaherty & Crumrin Pfd & Inm (XFFCX) has 119 institutional holders in Filings Flow’s 13F database, together reporting 10.58M shares worth $141M as of Q1 2026. The largest reported holders are Bard Associates Inc, Wells Fargo & Company/Mn, and Invesco Ltd..
Institutional Holders
119
Q1 2026
Reported Value
$141M
Ticker
XFFCX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BARD ASSOCIATES INC$398M AUM | 4.73% | $19M | 1.22M | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 2.22% | $6M | 382.8K | Q3 2025OLDER |
| Gridiron Partners, LLC$164M AUM | 1.28% | $2M | 135.7K | Q1 2026OLDER |
| Smith Asset Management Co., LLC$117M AUM | 1.02% | $1M | 76.8K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.53% | $1M | 72.3K | Q2 2026 |
| Logan Stone Capital, LLC$360M AUM | 0.47% | $2M | 108.4K | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.44% | $2M | 114.1K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.38% | $5M | 340.3K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.37% | $695,501 | 44.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.24% | $5M | 333.2K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.22% | $8M | 472.4K | Q2 2026 |
| CEERA INVESTMENTS, LLC$228M AUM | 0.21% | $468,495 | 30.2K | Q1 2026OLDER |
| SEAMOUNT FINANCIAL GROUP INC$222M AUM | 0.21% | $455,346 | 29.4K | Q1 2026OLDER |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.17% | $247,869 | 15.2K | Q2 2026 |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.17% | $696,044 | 44.9K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.15% | $1M | 64.7K | Q1 2026OLDER |
| Pines Wealth Management, LLC$309M AUM | 0.10% | $317,127 | 20.5K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.09% | $1M | 80.5K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.09% | $238,367 | 15.4K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.09% | $211,439 | 0 | Q1 2026OLDER |
| WHITENER CAPITAL MANAGEMENT, INC.$438M AUM | 0.09% | $383,920 | 24.8K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.07% | $576,013 | 34.1K | Q3 2025OLDER |
| Sage Capital Advisors,llc$482M AUM | 0.07% | $328,899 | 20.2K | Q2 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.07% | $2M | 116.2K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.05% | $84,450 | 5.0K | Q3 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $608,587 | 39.3K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.04% | $279,312 | 18.0K | Q1 2026OLDER |
| MARYLAND CAPITAL ADVISORS INC.$295M AUM | 0.03% | $92,456 | 5.6K | Q4 2025OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.03% | $982,608 | 63.4K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $437,050 | 28.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.02% | $310,300 | 20.0K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $458,442 | 29.6K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $508,041 | 32.8K | Q2 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.02% | $272,124 | 17.4K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.02% | $267,351 | 16.4K | Q2 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.02% | $47,212 | 2.9K | Q2 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 0.01% | $101,467 | 6.1K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 93.9K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $312,626 | 20.2K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $305,312 | 18.1K | Q3 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $91,858 | 5.4K | Q3 2025OLDER |
| Fiera Capital Corp$29.2B AUM | 0.01% | $3M | 162.2K | Q1 2026OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.01% | $292,383 | 17.3K | Q3 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $389,853 | 25.2K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $717,373 | 46.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $497,563 | 29.5K | Q3 2025OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $13,074 | 792 | Q4 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $9,691 | 587 | Q4 2025OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $237,772 | 15.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $182,364 | 11.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 188.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 279.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 161.8K | Q1 2026OLDER |
| DF DENT & CO INC$5.2B AUM | 0.00% | $190,496 | 12.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $702,715 | 45.6K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $20,766 | 1.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 146.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $250,190 | 16.2K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $170,127 | 11.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $15,261 | 985 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 926.4K | Q2 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $496,374 | 32.0K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $171,769 | 11.1K | Q1 2026OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $8,145 | 526 | Q1 2026OLDER |
| CHELSEA COUNSEL CO$225M AUM | 0.00% | $4,802 | 310 | Q2 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $592,647 | 38.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 121.2K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $32,497 | 2.1K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $172,531 | 11.1K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.00% | $8,547 | 525 | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $20,137 | 1.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $27,487 | 1.6K | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $11M | 678.4K | Q1 2026OLDER |
| Bernard Wealth Management Corp.$234M AUM | 0.00% | $3,620 | 234 | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $59,926 | 3.5K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $741,341 | 47.5K | Q1 2026OLDER |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $3,142 | 186 | Q3 2025OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 86.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $94,876 | 6.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $109,623 | 7.1K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $27,848 | 1.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 309.2K | Q1 2026OLDER |
| Washington Trust Advisors, Inc.$1.2B AUM | 0.00% | $15,025 | 970 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 236.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $54,215 | 3.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $47,167 | 3.0K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $301,057 | 19.4K | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $31,553 | 2.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $247,112 | 16.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $181,229 | 11.7K | Q1 2026OLDER |
| CHILTON CAPITAL MANAGEMENT LLC$2.9B AUM | 0.00% | $24,010 | 1.6K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $261,704 | 16.9K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,098 | 200 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $72,559 | 4.7K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $18,748 | 1.1K | Q3 2025OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $173,038 | 10.2K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $17,307 | 1.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $3M | 171.9K | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $156,743 | 10.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 563.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $182,187 | 11.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $124,419 | 7.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 372.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $82,174 | 5.3K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $154,900 | 10.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 150.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 95.7K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $13,024 | 800 | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,879 | 315 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $198,016 | 12.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $199,478 | 12.9K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $5,422 | 350 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $283,728 | 18.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 95.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $117,585 | 7.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $187,732 | 12.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $343,878 | 22.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $34,078 | 2.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $130,984 | 8.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $2,477 | 150 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $231,781 | 13.7K | Q3 2025OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $5,933 | 383 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,804 | 564 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20,347 | 1.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $353,413 | 21.4K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $84,064 | 5.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $460,967 | 29.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $7,745 | 500 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $40,151 | 2.4K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $294 | 19 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $3,408 | 220 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.