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Disclosery

DFP FLAHERTY & CRUMRINE DYNAMIC

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SHS (common), issuer CIK 1559991

84 managers (84 13F filers) reported a position in DFP shares at 2026-06-30, 5,537,718 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
84
13F filers
84
New
12
Added
29
Reduced
24
Sold out
5
Shares held by filers
5,537,718

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,294,453$26.8M0.01%+53,18313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC657,212$13.6M0.26%+75,64613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.496,489$10.3M0.02%+20,00013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.309,183$6.39M<0.01%+7,48013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.218,689$4.52M0.13%+43,35613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN211,865$4.38M<0.01%-25,21313F-HRTimelineGroup
LPL Financial LLC193,623$4M<0.01%+4,89513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC163,065$3.37M0.02%-79,73413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY136,282$2.82M<0.01%+17,68413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth132,309$2.73M<0.01%-10,58413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC104,750$2.16M<0.01%+15,36413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp100,203$2.07M0.01%+3,16913F-HRTimelineGroup
Smith Asset Management Co., LLC93,742$1.94M1.52%-1,32513F-HRTimeline
Whipplewood Advisors, LLC93,297$1.93M1.3%-1,48213F-HRTimeline
Cambridge Investment Research Advisors,…87,704$1.81M<0.01%-3,01013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,665$1.67M<0.01%+33,11613F-HRTimelineGroup
1607 Capital Partners, LLC62,441$1.29M0.11%-45,17613F-HRTimeline
Revisor Wealth Management LLC52,586$1.09M0.26%-8,43513F-HRTimeline
1776 Wealth LLC52,097$1.08M0.38%+5913F-HRTimeline
Closed-End Fund Advisors, Inc.50,509$1.04M1.02%+6,50913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,450$1.04M<0.01%+7,86413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC47,982$992K0.01%+6,79013F-HRTimelineGroup
Janney Montgomery Scott LLC45,343$937K<0.01%+3,15113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC43,904$907K0.37%-1,08813F-HRTimeline
&PARTNERS43,474$899K<0.01%+3,46613F-HRTimeline
Private Advisor Group, LLC39,226$811K<0.01%-70513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,791$802K<0.01%-12,25513F-HRTimeline
AlphaCore Capital LLC36,478$754K0.01%+33613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC36,343$751K0.02%+2,14913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,743$656K<0.01%+50313F-HRTimelineGroup
NewEdge Advisors, LLC31,366$648K<0.01%-2,17513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,649$634K0.01%+38013F-HRTimelineGroup
Samalin Investment Counsel, LLC27,311$565K0.18%-10,16013F-HRTimeline
Capital Investment Advisors, LLC23,916$494K0.01%-1,78313F-HRTimeline
Cetera Investment Advisers22,373$462K<0.01%-49813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,824$451K<0.01%-77813F-HRTimelineGroup
Shaker Financial Services, LLC20,669$427K0.13%new13F-HRTimeline
Palogic Value Management, L.P.19,500$403K0.14%-1,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,057$394K<0.01%-26813F-HRTimelineGroup
Mathes Company, Inc.18,000$372K0.12%013F-HRTimeline
Merit Financial Group, LLC17,880$370K<0.01%-4,20613F-HR/ATimeline
Farther Finance Advisors, LLC17,839$369K<0.01%-9813F-HRTimeline
CENTAURUS FINANCIAL, INC.17,483$361K0.01%+2,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,300$296K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,700$263K0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC12,531$259K<0.01%+4,33813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,463$258K<0.01%+16013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT12,274$254K<0.01%new13F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,056$249K0.01%+55613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd11,132$230K<0.01%new13F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,950$226K0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,802$224K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC10,846$224K<0.01%new13F-HRTimeline
HighTower Advisors, LLC10,543$218K<0.01%-23313F-HRTimeline
Abel Hall, LLC10,500$217K0.04%013F-HRTimeline
Fiduciary Alliance LLC10,350$214K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,246$212K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.9,724$201K<0.01%new13F-HRTimeline
STANCE CAPITAL LLC8,771$181K0.06%+6313F-HRTimeline
UBS Group AGin group UBS Group AG6,885$142K<0.01%-48413F-HRTimelineGroup
Triumph Capital Management6,375$132K0.02%+1,10013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,262$129K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC5,611$116K0.01%+1,32813F-HRTimeline
AdvisorNet Financial, Inc5,272$109K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,952$103K0.01%-1,81113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,500$93K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,976$82.2K<0.01%+1513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,345$69.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,900$59.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,300$47.5K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,816$37.5K<0.01%-19413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,734$35.8K0.01%new13F-HRTimeline
Westside Investment Management, Inc.1,667$34.5K<0.01%013F-HRTimeline
Allworth Financial LP1,380$28.5K<0.01%013F-HRTimeline
MCF Advisors LLC1,229$25.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management900$18.6K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.855$17.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…829$17.2K<0.01%+1513F-HRTimelineGroup
Integrated Wealth Concepts LLC796$16.5K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…500$10K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC398$8.23K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC140$2.89K<0.01%013F-HRTimeline
Strategic Advocates LLC81$1.67K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC62$1.28K<0.01%new13F-HRTimeline