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Disclosery

DFP FLAHERTY & CRUMRINE DYNAMIC

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SHS (fund), issuer CIK 1559991

83 managers (83 13F filers) reported a position in DFP shares at 2025-12-31, 5,430,593 shares in all. 10 filers opened a position and 10 filers sold out during the quarter.

Managers
83
13F filers
83
New
10
Added
25
Reduced
30
Sold out
10
Shares held by filers
5,430,593

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC1,218,104$25.3M0.01%-63,40613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.461,489$9.59M0.02%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC445,325$9.26M0.18%+86,98113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.308,922$6.42M<0.01%-15,87913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC301,249$6.26M0.05%-55,64013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN279,231$5.81M<0.01%-26,27813F-HRTimelineGroup
LPL Financial LLC196,022$4.08M<0.01%-25,74813F-HRTimeline
Hennion & Walsh Asset Management, Inc.158,315$3.29M0.11%+36,30413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth148,586$3.09M<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY129,167$2.69M<0.01%-1,56813F-HR/ATimelineGroup
1607 Capital Partners, LLC107,017$2.22M0.15%+27,51713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp101,601$2.11M0.01%+47,67013F-HRTimelineGroup
Smith Asset Management Co., LLC96,884$2.01M1.66%-4,15913F-HRTimeline
Whipplewood Advisors, LLC94,845$1.97M1.27%-1,24413F-HRTimeline
Cambridge Investment Research Advisors,…94,061$1.96M0.01%+4,26913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC87,695$1.82M<0.01%-5,92413F-HRTimelineGroup
Revisor Wealth Management LLC62,076$1.33M0.36%-1,54213F-HRTimeline
Shaker Financial Services, LLC57,012$1.19M0.38%-12,42813F-HRTimeline
1776 Wealth LLC52,132$1.08M0.41%-60913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,567$1.01M<0.01%+3,89613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,329$1M<0.01%-1,82113F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC47,080$979K0.44%+713F-HRTimeline
Closed-End Fund Advisors, Inc.45,013$936K0.55%13F-HRTimeline
Samalin Investment Counsel, LLC42,833$891K0.32%-2,84213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,641$845K<0.01%-31,59013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39,248$816K0.01%+1,47113F-HRTimelineGroup
Private Advisor Group, LLC38,862$808K<0.01%+48713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,261$795K<0.01%+4,36913F-HRTimelineGroup
AlphaCore Capital LLC37,149$772K0.02%-2,35513F-HRTimeline
&PARTNERS36,927$768K<0.01%+2,89813F-HRTimeline
Janney Montgomery Scott LLC35,435$737K<0.01%+2,03913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,401$715K0.02%+3,28013F-HR/ATimelineGroup
NewEdge Advisors, LLC33,337$693K<0.01%-1,37613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,224$628K0.01%-2313F-HRTimelineGroup
Capital Investment Advisors, LLC25,690$534K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,280$484K<0.01%+2,04913F-HRTimelineGroup
Merit Financial Group, LLC22,776$474K<0.01%+14813F-HRTimeline
Strategic Advocates LLC21,928$457K0.12%-3,55013F-HRTimeline
Cetera Investment Advisers21,489$447K<0.01%-1,59413F-HRTimeline
Palogic Value Management, L.P.20,500$426K0.18%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,468$405K<0.01%-15413F-HRTimelineGroup
Mathes Company, Inc.18,000$374K0.13%+2,50013F-HRTimeline
Farther Finance Advisors, LLC17,845$371K<0.01%+11,27213F-HRTimeline
CENTAURUS FINANCIAL, INC.15,583$324K0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,300$297K<0.01%013F-HRTimelineGroup
Catalina Capital Group, LLC13,985$291K0.18%+3913F-HRTimeline
WEDBUSH SECURITIES INC12,700$264K0.01%-10013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,270$255K<0.01%-25913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,500$239K0.01%013F-HRTimelineGroup
Asset One Wealth Management LLC10,716$230K0.03%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,950$228K0.07%013F-HRTimeline
MGB Wealth Management, LLC10,846$225K0.06%+84613F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,782$224K0.01%new13F-HRTimeline
Abel Hall, LLC10,500$218K0.05%013F-HRTimeline
Fiduciary Alliance LLC10,350$215K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,270$214K0.01%+1013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,246$213K0.01%-3,32413F-HRTimelineGroup
HighTower Advisors, LLC10,172$211K<0.01%-11,28213F-HRTimeline
UBS Group AGin group UBS Group AG9,895$206K<0.01%-1,58513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,589$158K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,763$141K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,307$110K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,500$93.6K<0.01%013F-HRTimelineGroup
Triumph Capital Management4,450$92.5K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc4,250$88.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC4,208$87.5K0.01%+7713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,345$69.5K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,800$58.2K<0.01%-913F-HRTimeline
North Star Investment Management Corp.2,300$47.8K<0.01%+10013F-HRTimeline
CWM, LLCin group CWM, LLC1,837$38K<0.01%-21613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,800$37.4K<0.01%+45113F-HR/ATimelineGroup
Westside Investment Management, Inc.1,667$34.7K0.01%013F-HRTimeline
Allworth Financial LP1,380$28.7K<0.01%-10013F-HRTimeline
MCF Advisors LLC1,229$25.6K<0.01%+2113F-HRTimeline
Camelot Portfolios, LLC1,000$20.8K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.911$18.9K<0.01%+1513F-HRTimeline
Geneos Wealth Management Inc.855$17.8K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC812$16.9K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…750$15.6K<0.01%13F-HRTimeline
CoreCap Advisors, LLC350$7.28K<0.01%013F-HRTimeline
Sound Income Strategies, LLC236$4.99K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$2.08K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73$1.53K<0.01%-113F-HR/ATimelineGroup