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Disclosery

XFFCX FLAHERTY & CRUMRIN PFD & INM

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COM (fund)

113 managers (113 13F filers) reported a position in XFFCX shares at 2025-06-30, 10,092,831 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
113
13F filers
113
New
13
Added
31
Reduced
40
Sold out
14
Shares held by filers
10,092,831

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN908,466$14.8M<0.01%-118,80913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.763,056$12.4M<0.01%+82,47713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY574,174$9.35M<0.01%+1,16213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.572,296$9.32M0.02%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC489,280$7.97M<0.01%+57,47313F-HRTimelineGroup
BARD ASSOCIATES INC445,640$7.26M2.33%+381,79713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC418,047$6.81M0.15%+143,76513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/400,569$6.53M<0.01%-13,55613F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.386,181$6.29M2.24%+30,44313F-HRTimeline
1607 Capital Partners, LLC375,350$6.11M0.5%+8,80013F-HRTimeline
Csenge Advisory Group337,663$5.29M0.28%-2,89613F-HRTimeline
Hennion & Walsh Asset Management, Inc.292,421$4.76M0.19%+73,85213F-HRTimeline
LPL Financial LLC288,786$4.7M<0.01%-16,32813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC285,383$4.65M<0.01%-67513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC240,041$3.91M0.01%+52,43713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC207,465$3.38M<0.01%+2,30013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,336$2.6M<0.01%-4,48513F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.158,715$2.59M<0.01%+14,43213F-HRTimelineGroup
Gridiron Partners, LLC147,931$2.41M1.5%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC140,043$2.28M0.05%-83,73513F-HRTimelineGroup
Family Firm, Inc.130,782$2.13M0.51%+4,70713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,399$2.04M<0.01%-67,23413F-HRTimelineGroup
Sowell Financial Services LLC124,186$2.02M0.08%-3,29913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.122,732$2M<0.01%-4,99513F-HR/ATimelineGroup
Elevated Capital Advisors, LLC122,242$1.95M0.55%013F-HRTimeline
Cetera Investment Advisers119,502$1.95M<0.01%+2,16913F-HRTimeline
UBS Group AGin group UBS Group AG103,338$1.68M<0.01%-25,69313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth93,547$1.52M<0.01%+1,91513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC85,932$1.4M0.01%-2,03013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC81,216$1.32M0.01%+6,45813F-HRTimelineGroup
Smith Asset Management Co., LLC71,364$1.16M1%-36,17513F-HRTimeline
Compound Planning, Inc.65,525$1.07M0.04%-50013F-HRTimeline
Mountain Capital Investment Advisors In…62,924$1.03M0.2%-3413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,032$962K<0.01%+3,15013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…58,651$955K<0.01%+44713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,241$832K<0.01%-1,17413F-HRTimeline
Everstar Asset Management, LLC47,900$780K0.48%-4,80013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,895$764K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…41,886$682K<0.01%-24,99013F-HRTimeline
Consolidated Portfolio Review Corp39,597$645K0.09%+42913F-HRTimeline
Western Wealth Management, LLC35,579$580K0.03%-3,27713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC33,955$553K0.28%+25513F-HRTimeline
&PARTNERS33,011$538K<0.01%new13F-HRTimeline
CHOREO, LLC29,662$483K0.01%-21,46813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,353$478K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC26,653$434K0.02%+613F-HRTimeline
Jacobi Capital Management LLC26,410$430K0.03%+1,95013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,277$412K0.04%013F-HRTimeline
SMITH, MOORE & CO.24,289$396K0.03%+4,85013F-HRTimeline
CEERA INVESTMENTS, LLC24,170$394K0.12%new13F-HRTimeline
Matisse Capital23,907$389K0.18%013F-HRTimeline
Whitener Capital Management, Inc.23,785$387K0.1%+1,94513F-HRTimeline
Cambridge Investment Research Advisors,…22,123$360K<0.01%-17,25313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,252$346K<0.01%-7213F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC20,951$341K<0.01%-1,82213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,392$332K0.01%+35913F-HRTimelineGroup
Sage Capital Advisors,llc19,244$313K0.08%-1,92713F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.18,582$303K0.23%+36113F-HRTimeline
Pines Wealth Management, LLC17,884$296K0.1%013F-HRTimeline
Alpha Cubed Investments, LLC18,076$294K0.01%013F-HRTimeline
NewEdge Advisors, LLC16,815$274K<0.01%-28013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC16,534$269K<0.01%+24113F-HRTimelineGroup
Janney Montgomery Scott LLC16,021$261K<0.01%-1,61013F-HRTimeline
HighTower Advisors, LLC15,562$254K<0.01%-1,00013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC15,388$251K0.1%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC15,113$246K0.1%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,567$237K0.02%+21813F-HRTimeline
Private Advisor Group, LLC13,184$215K<0.01%-2,61413F-HRTimeline
HRT FINANCIAL LP13,003$211K<0.01%new13F-HRTimeline
Prairie Wealth Advisors, Inc.12,850$209K0.09%+5013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,550$204K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,441$203K0.02%new13F-HRTimeline
DF DENT & CO INC12,298$200K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,773$192K0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,666$190K<0.01%-3,79813F-HRTimeline
First Heartland Consultants, Inc.11,620$189K0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,272$184K<0.01%-42213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,046$180K<0.01%new13F-HRTimelineGroup
Summit Trail Advisors, LLC10,711$174K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,126$165K<0.01%new13F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$163K<0.01%new13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,456$138K<0.01%-94513F-HRTimelineGroup
COMERICA BANK7,538$123K<0.01%-1,07713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.5,600$91.2K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC5,405$88K0.01%+5513F-HRTimeline
Parallel Advisors, LLC5,160$84.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC5,000$81.5K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,000$65.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,810$62.1K<0.01%-5,70513F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,548$57.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,500$57K<0.01%013F-HRTimeline
Allworth Financial LP3,218$52.4K<0.01%-1,00013F-HRTimeline
CHELSEA COUNSEL CO3,010$49K0.02%-10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,531$41K<0.01%013F-HRTimelineGroup
MAI Capital Management2,400$39.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,100$34.2K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,098$34.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,704$27.8K<0.01%-1,23113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,682$27.4K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,550$25.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,510$25K<0.01%-4813F-HRTimelineGroup
CoreCap Advisors, LLC1,300$21.2K<0.01%-1,50013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,110$18.1K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.970$15.8K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.934$15.2K<0.01%+1613F-HRTimeline
Steward Partners Investment Advisory, L…500$8.14K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.350$5.44K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.315$5K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.222$3.61K<0.01%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220$3.58K<0.01%-30213F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.186$3.03K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75$1.22K<0.01%-16213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.