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Disclosery

XFFCX FLAHERTY & CRUMRIN PFD & INM

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COM (fund)

112 managers (113 13F filers) reported a position in XFFCX shares at 2025-12-31, 10,498,772 shares in all. 12 filers opened a position and 16 filers sold out during the quarter.

Managers
112
13F filers
113
New
12
Added
39
Reduced
33
Sold out
16
Shares held by filers
10,498,772

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
BARD ASSOCIATES INC1,219,924$20.1M5.17%+365,08513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN946,149$15.6M<0.01%+10,56113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.707,501$11.7M<0.01%-32,56713F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.572,296$9.45M0.02%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY563,696$9.31M<0.01%-12,30113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC508,745$8.4M<0.01%-11,23213F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC500,722$8.27M0.16%-87,19613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/380,516$6.28M<0.01%-20,58913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.369,316$6.1M0.21%+30,03213F-HRTimeline
1607 Capital Partners, LLC340,251$5.62M0.38%-35,09913F-HRTimeline
Csenge Advisory Group320,310$5.29M0.24%+2,59313F-HRTimeline
LPL Financial LLC307,423$5.08M<0.01%+6,10313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP258,846$4.27M<0.01%+118,91213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC222,740$3.68M<0.01%-24,35513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,509$3.67M<0.01%-7,48813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC176,570$2.92M<0.01%-90,19413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp170,617$2.82M0.01%+71,58413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.159,152$2.63M<0.01%-1,82413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA158,185$2.61M<0.01%+29013F-HRTimelineGroup
Gridiron Partners, LLC150,531$2.49M1.42%-336,33913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,983$2.21M<0.01%+10,24813F-HRTimelineGroup
Sowell Financial Services LLC121,157$2M0.07%-3,17513F-HRTimeline
Cetera Investment Advisers120,867$2M<0.01%+1,37613F-HRTimeline
Elevated Capital Advisors, LLC114,520$1.89M0.44%-1,98113F-HRTimeline
Beacon Pointe Advisors, LLC109,084$1.8M0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG94,806$1.57M<0.01%+80013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth88,457$1.46M<0.01%-2,90013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,631$1.35M0.01%-2,24013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC76,816$1.27M0.01%-44313F-HRTimelineGroup
Smith Asset Management Co., LLC73,885$1.22M1.01%+90813F-HRTimeline
Mountain Capital Investment Advisors In…63,833$1.06M0.17%+44113F-HRTimeline
Compound Planning, Inc.63,435$1.05M0.03%-84013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,032$975K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,781$922K<0.01%+3,70013F-HRTimeline
Everstar Asset Management, LLC50,473$813K0.44%+2,57313F-HRTimeline
Cambridge Investment Research Advisors,…45,481$751K<0.01%+23,01613F-HRTimeline
&PARTNERS40,842$674K<0.01%+5,25013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC36,895$623K<0.01%013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC33,705$556K<0.01%+8,19913F-HRTimelineGroup
Western Wealth Management, LLC33,470$553K0.03%-1,49413F-HRTimeline
Stolper Co33,250$549K0.16%+93013F-HRTimeline
CEERA INVESTMENTS, LLC32,240$532K0.21%+96013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC30,339$501K0.23%+813F-HRTimeline
SMITH, MOORE & CO.28,239$466K0.04%+3,95013F-HRTimeline
Jacobi Capital Management LLC27,115$448K0.03%-45013F-HRTimeline
Federation des caisses Desjardins du Qu…26,227$433K<0.01%-3,91113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC25,277$417K0.03%013F-HRTimeline
Curi Capital, LLC25,168$416K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC25,051$414K0.01%-1,69313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,879$394K+8,128Timeline
Whitener Capital Management, Inc.23,785$393K0.09%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,700$375K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,406$353K<0.01%new13F-HRTimelineGroup
Pines Wealth Management, LLC20,473$338K0.11%-5,99113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,276$335K0.01%+39513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,262$335K<0.01%-3,03413F-HRTimelineGroup
NewEdge Advisors, LLC19,347$319K<0.01%+3,09213F-HRTimeline
Sage Capital Advisors,llc19,053$315K0.07%+38113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.18,723$309K0.21%-45513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,985$298K0.02%+3,89713F-HRTimeline
Janney Montgomery Scott LLC16,351$270K<0.01%+1,35613F-HRTimeline
First Heartland Consultants, Inc.15,758$260K0.02%+30613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC15,388$254K0.1%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,350$253K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,578$241K0.02%+1113F-HRTimeline
M Holdings Securities, Inc.14,452$239K0.02%new13F-HRTimeline
Noble Wealth Management PBC13,762$227K0.11%-30,50013F-HRTimeline
Prairie Wealth Advisors, Inc.0$220K0.09%-13,05013F-HRTimelineAmount filed as zero, left out of ratios.
MML INVESTORS SERVICES, LLC13,218$218K<0.01%+52913F-HRTimeline
Private Advisor Group, LLC12,700$210K<0.01%-48413F-HRTimeline
DF DENT & CO INC12,298$203K<0.01%013F-HRTimeline
HighTower Advisors, LLC12,120$200K<0.01%-36,27613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,773$194K<0.01%013F-HRTimelineGroup
Summit Trail Advisors, LLC10,711$177K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,232$169K<0.01%+16413F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,456$140K<0.01%013F-HRTimelineGroup
COMERICA BANK7,536$124K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC6,146$101K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.5,600$92.5K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,040$66.7K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,000$66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,545$58.5K<0.01%013F-HRTimeline
IFP Advisors, Inc3,500$57.8K<0.01%013F-HRTimeline
Larson Financial Group LLC2,925$48.3K<0.01%-2,57513F-HRTimeline
Sound Income Strategies, LLC2,783$46K<0.01%+1,06013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,531$42K<0.01%013F-HR/ATimelineGroup
Allworth Financial LP2,465$40.7K<0.01%-75313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,432$40.2K<0.01%new13F-HRTimelineGroup
MAI Capital Management2,200$36.3K<0.01%-20013F-HRTimeline
North Star Investment Management Corp.2,098$34.6K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,550$25.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,322$22K<0.01%+913F-HRTimelineGroup
Keating Financial Advisory Services, In…1,316$21.7K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,300$21.5K<0.01%-80013F-HRTimeline
Steward Partners Investment Advisory, L…1,187$19.6K<0.01%-5,41813F-HRTimeline
Washington Trust Advisors, Inc.970$16K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.967$16K<0.01%+1713F-HRTimeline
CoreCap Advisors, LLC800$13.2K<0.01%013F-HRTimeline
Kilter Group LLC792$13.1K0.01%+1413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…697$11.5K<0.01%+62213F-HR/ATimelineGroup
Garton & Associates Financial Advisors …587$9.69K0.01%13F-HRTimeline
Farther Finance Advisors, LLC564$9.31K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL525$8.67K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co516$8.52K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.350$5.78K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.315$5.2K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO310$5.12K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.229$3.79K<0.01%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220$3.63K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$3.3K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC150$2.48K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$165<0.01%+813F-HRTimelineGroup