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Disclosery

PFF ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 57 13F filers report a position in PFF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Independence Financial Advisors, LLC592,489$17.5M4.39%+49,47313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC543,732$16M3.31%+196,65513F-HRTimeline
Investors Research Corp199,788$5.89M1.04%+14,08513F-HRTimeline
MassMutual Private Wealth & Trust, FSB199,558$5.89M0.16%-6,03813F-HRTimeline
Insight Wealth Strategies, LLC158,936$4.69M0.46%+4,46113F-HRTimeline
BOS Asset Management, LLC158,564$4.68M1.09%-8,19913F-HRTimeline
Apella Capital, LLC127,164$3.73M0.05%-11,37013F-HRTimeline
Aletheian Wealth Advisors LLC123,636$3.65M1.46%+11,81613F-HRTimeline
Shulman DeMeo Asset Management LLC108,314$3.19M0.63%-2,29413F-HRTimeline
Post Resch Tallon Group Inc.99,820$2.94M2.02%+4,52413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO85,671$2.53M0.02%-2,25213F-HRTimeline
Farther Finance Advisors, LLC81,528$2.41M0.02%+51,84813F-HRTimeline
Peoples Bank/KS80,230$2.37M2.31%-51713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC79,768$2.35M0.14%+55913F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV60,384$1.78M1.53%-60013F-HRTimeline
Aventus Investment Advisors, Inc.49,454$1.46M1.07%-14513F-HRTimeline
FC Advisory LLC45,648$1.35M0.35%+1,30913F-HRTimeline
Cadent Capital Advisors, LLC40,041$1.18M0.25%-1,94113F-HRTimeline
Montecito Bank & Trust36,372$1.07M0.16%013F-HRTimeline
Bath Savings Trust Co34,796$1.03M0.11%-13,81113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC32,144$948K0.06%+1,22913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…31,186$920K0.08%-6,62813F-HRTimelineGroup
Rosenberg Matthew Hamilton27,869$822K0.15%-6,40013F-HRTimeline
Red Spruce Capital, LLC24,607$726K0.26%-1,07013F-HRTimeline
Sincerus Advisory, LLC20,162$595K0.39%-46813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC18,249$538K0.14%-33,28313F-HRTimeline
Allen Mooney & Barnes Investment Adviso…17,083$504K0.07%+1,04813F-HRTimeline
GAMMA Investing LLC14,797$437K0.01%+15413F-HRTimeline
Emergent Wealth Advisors, LLC14,090$416K0.22%-56013F-HRTimeline
Balefire, LLC13,115$387K0.06%-95513F-HRTimeline
Sound Income Strategies, LLC12,500$367K0.02%+3013F-HRTimeline
First Heartland Consultants, Inc.11,106$328K0.02%-66013F-HRTimeline
TrueWealth Advisors, LLC10,523$310K0.07%-49713F-HRTimeline
Prosperity Planning, Inc.9,905$292K0.06%new13F-HRTimeline
CoreCap Advisors, LLC9,179$271K0.01%-1,97313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,827$261K0.08%-50813F-HRTimeline
Capital Advisors Wealth Management, LLC8,830$260K0.03%-1,82613F-HRTimeline
Weaver Consulting Group8,199$242K0.05%-22413F-HRTimeline
Avidian Wealth Enterprises, LLC8,054$238K0.01%-25,33913F-HRTimeline
City Center Advisors, LLC7,062$208K0.16%new13F-HRTimeline
HF Advisory Group, LLC6,809$201K0.06%-1,34813F-HRTimeline
FIRST COMMUNITY TRUST NA3,534$104K0.03%new13F-HRTimeline
Pacifica Partners Inc.2,523$74.3K0.02%013F-HRTimeline
Trust Co2,396$70.7K0.01%-5513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,956$57.7K0.01%new13F-HRTimeline
Roxbury Financial LLC1,425$42K0.03%+1713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,177$34.7K<0.01%-83513F-HRTimelineGroup
CX Institutional711$21K<0.01%+8313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC670$19.8K0.01%013F-HRTimeline
ATWOOD & PALMER INC500$14.8K<0.01%-1413F-HRTimeline
Horrell Capital Management, Inc.500$14.8K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.418$12.3K<0.01%new13F-HRTimeline
Byrne Asset Management LLC325$9.57K0.01%-10013F-HRTimeline
Versant Capital Management, Inc129$3.81K<0.01%013F-HRTimeline
Coastline Trust Co125$3.69K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Davis Capital Management10$302<0.01%013F-HRTimeline
Polaris Financial Partners3$00%13F-HRTimelineValue filed as zero, left out of ratios.