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Disclosery

DFP FLAHERTY & CRUMRINE DYNAMIC

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SHS (fund), issuer CIK 1559991

79 managers (79 13F filers) reported a position in DFP shares at 2026-03-31, 5,394,405 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
79
New
4
Added
30
Reduced
26
Sold out
7
Shares held by filers
5,394,405

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,241,270$24.9M0.01%+23,16613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC581,566$11.7M0.24%+136,24113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.476,489$9.56M0.02%+15,00013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.301,703$6.06M<0.01%-7,21913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC242,799$4.87M0.04%-58,45013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237,078$4.76M<0.01%-42,15313F-HR/ATimelineGroup
LPL Financial LLC188,728$3.79M<0.01%-7,29413F-HRTimeline
Hennion & Walsh Asset Management, Inc.175,333$3.52M0.12%+17,01813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth142,893$2.87M<0.01%-5,69313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY118,598$2.38M<0.01%-10,56913F-HRTimelineGroup
1607 Capital Partners, LLC107,617$2.16M0.16%+60013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp97,034$1.95M0.01%-4,56713F-HRTimelineGroup
Smith Asset Management Co., LLC95,067$1.91M1.64%-1,81713F-HRTimeline
Whipplewood Advisors, LLC94,779$1.9M0.99%-6613F-HRTimeline
Cambridge Investment Research Advisors,…90,714$1.82M<0.01%-3,34713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC89,386$1.79M<0.01%+1,69113F-HR/ATimelineGroup
Revisor Wealth Management LLC61,021$1.22M0.34%-1,05513F-HRTimeline
1776 Wealth LLC52,038$1.04M0.41%-9413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC51,046$1.02M<0.01%+2,47913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,549$954K<0.01%-78013F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC44,992$903K0.41%-2,08813F-HRTimeline
Closed-End Fund Advisors, Inc.44,000$883K0.9%-1,01313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,586$855K<0.01%+1,94513F-HRTimelineGroup
Janney Montgomery Scott LLC42,192$847K<0.01%+6,75713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,192$827K0.01%+1,94413F-HRTimelineGroup
Private Advisor Group, LLC39,931$801K<0.01%+1,06913F-HRTimeline
&PARTNERS40,008$800K<0.01%+3,08113F-HRTimeline
Samalin Investment Counsel, LLC37,471$752K0.27%-5,36213F-HRTimeline
AlphaCore Capital LLC36,142$725K0.02%-1,00713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34,194$686K0.02%-20713F-HRTimelineGroup
NewEdge Advisors, LLC33,541$673K<0.01%+20413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,240$627K<0.01%-7,02113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,269$607K0.01%+4513F-HRTimelineGroup
HRT FINANCIAL LP27,049$542K<0.01%new13F-HRTimeline
Capital Investment Advisors, LLC25,699$516K0.01%+913F-HR/ATimeline
Cetera Investment Advisers22,871$459K<0.01%+1,38213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,602$454K<0.01%-67813F-HRTimelineGroup
Merit Financial Group, LLC22,086$443K<0.01%-69013F-HRTimeline
Palogic Value Management, L.P.20,500$411K0.18%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.19,325$388K<0.01%-14313F-HRTimelineGroup
Farther Finance Advisors, LLC17,937$365K<0.01%+9213F-HRTimeline
Mathes Company, Inc.18,000$361K0.13%013F-HRTimeline
CENTAURUS FINANCIAL, INC.15,483$311K0.01%-10013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,300$287K<0.01%013F-HRTimelineGroup
Catalina Capital Group, LLC14,045$282K0.17%+6013F-HRTimeline
WEDBUSH SECURITIES INC12,700$255K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,303$247K<0.01%+3313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,500$231K0.01%013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…10,950$220K0.06%013F-HRTimeline
HighTower Advisors, LLC10,776$216K<0.01%+60413F-HRTimeline
Fiduciary Alliance LLC10,350$216K0.01%013F-HRTimeline
Abel Hall, LLC10,500$211K0.04%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,246$206K0.01%013F-HRTimelineGroup
STANCE CAPITAL LLC8,708$175K0.08%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC8,193$164K<0.01%+7,38113F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,369$148K<0.01%-2,52613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,763$138K0.01%013F-HRTimeline
Triumph Capital Management5,275$106K0.02%+82513F-HRTimeline
AdvisorNet Financial, Inc5,272$106K0.01%+1,02213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,500$90.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC4,283$86K0.01%+7513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,961$79.5K<0.01%+3,05013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,345$67.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,900$58.2K<0.01%+10013F-HRTimeline
North Star Investment Management Corp.2,300$46.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,010$40.3K<0.01%+21013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,836$36.9K<0.01%-113F-HRTimelineGroup
Westside Investment Management, Inc.1,667$33.5K0.01%013F-HRTimeline
Allworth Financial LP1,380$27.7K<0.01%013F-HRTimeline
MCF Advisors LLC1,229$24.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.855$17.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…814$16.4K<0.01%+74113F-HRTimelineGroup
Keating Financial Advisory Services, In…750$15.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC398$7.99K<0.01%+4813F-HRTimeline
Advisory Services Network, LLC365$7.33K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC236$4.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC140$2.81K<0.01%+4013F-HRTimeline
Osbon Capital Management LLC87$1.75K<0.01%new13F-HRTimeline
Strategic Advocates LLC81$1.63K0.01%-21,84713F-HRTimeline