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Disclosery

XFFCX FLAHERTY & CRUMRIN PFD & INM

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118 managers (119 13F filers) reported a position in XFFCX shares at 2026-03-31, 10,686,230 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
118
13F filers
119
New
15
Added
42
Reduced
36
Sold out
7
Shares held by filers
10,686,230

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
BARD ASSOCIATES INC1,216,021$18.8M4.73%-3,90313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN926,383$14.3M<0.01%-19,76613F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC721,724$11.2M0.23%+221,00213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.678,373$10.5M<0.01%-29,12813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY674,494$10.4M<0.01%+110,79813F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.587,296$9.1M0.02%+15,00013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.424,778$6.58M0.22%+55,46213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/372,868$5.78M<0.01%-7,64813F-HRTimelineGroup
1607 Capital Partners, LLC340,251$5.27M0.38%013F-HRTimeline
Csenge Advisory Group333,238$5.16M0.24%+12,92813F-HRTimeline
LPL Financial LLC309,201$4.79M<0.01%+1,77813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP279,921$4.34M<0.01%+21,07513F-HRTimelineGroup
Stolper Co25,275$4.29M1.22%-7,97513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC236,683$3.67M<0.01%+14,17413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC188,848$2.93M<0.01%-33,89213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC171,926$2.66M<0.01%-4,64413F-HR/ATimelineGroup
Fiera Capital Corpin group Fiera Capital Corp162,187$2.51M0.01%-8,43013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.161,777$2.51M<0.01%+2,62513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,410$2.33M<0.01%-7,77513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,876$2.28M<0.01%+12,89313F-HRTimelineGroup
Gridiron Partners, LLC135,742$2.1M1.28%-14,78913F-HRTimeline
Cetera Investment Advisers121,151$1.88M<0.01%+28413F-HRTimeline
Sowell Financial Services LLC116,232$1.8M0.07%-4,92513F-HRTimeline
Elevated Capital Advisors, LLC114,130$1.77M0.44%-39013F-HRTimeline
Logan Stone Capital, LLC108,421$1.68M0.47%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC95,703$1.48M<0.01%-413,04213F-HRTimelineGroup
UBS Group AGin group UBS Group AG95,094$1.47M<0.01%+28813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC93,946$1.46M0.01%+17,13013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth86,772$1.34M<0.01%-1,68513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,982$1.25M0.01%-64913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC80,529$1.25M0.09%+55,25213F-HRTimeline
Smith Asset Management Co., LLC76,850$1.19M1.02%+2,96513F-HRTimeline
Mountain Capital Investment Advisors In…64,653$1.04M0.15%+82013F-HRTimeline
Compound Planning, Inc.63,435$983K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,461$741K<0.01%-8,32013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC46,312$717K0.01%new13F-HRTimelineGroup
&PARTNERS45,562$703K<0.01%+4,72013F-HRTimeline
Atlantic Edge Private Wealth Management…44,935$696K0.17%new13F-HRTimeline
Everstar Asset Management, LLC44,900$696K0.37%-5,57313F-HRTimeline
Noble Wealth Management PBC40,662$630K0.32%+26,90013F-HRTimeline
Cambridge Investment Research Advisors,…40,345$625K<0.01%-5,13613F-HRTimeline
SMITH, MOORE & CO.39,289$609K0.04%+11,05013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC38,260$593K<0.01%+4,55513F-HRTimelineGroup
Western Wealth Management, LLC32,798$508K0.02%-67213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding32,105$497K+8,226Timeline
Beacon Pointe Advisors, LLC32,045$496K<0.01%-77,03913F-HRTimeline
CEERA INVESTMENTS, LLC30,245$468K0.21%-1,99513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,759$461K<0.01%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP29,596$458K0.03%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC29,396$455K0.21%-94313F-HRTimeline
Jacobi Capital Management LLC28,215$437K0.02%+1,10013F-HRTimeline
Janney Montgomery Scott LLC26,888$417K<0.01%+10,53713F-HRTimeline
Curi Capital, LLC25,168$390K0.01%013F-HRTimeline
Closed-End Fund Advisors, Inc.25,059$388K0.39%new13F-HRTimeline
WEDBUSH SECURITIES INC25,057$388K0.01%+613F-HRTimeline
Whitener Capital Management, Inc.24,785$384K0.09%+1,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,200$344K<0.01%-36,83213F-HRTimelineGroup
Pines Wealth Management, LLC20,473$317K0.1%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,182$313K0.01%-9413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED20,032$310K0.02%+2,04713F-HRTimeline
Sage Capital Advisors,llc19,927$309K0.07%+87413F-HRTimeline
NewEdge Advisors, LLC19,436$301K<0.01%+8913F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,400$284K<0.01%-4,30013F-HRTimelineGroup
Maridea Wealth Management LLC18,032$279K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,433$272K0.02%+2,85513F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.16,961$263K0.17%-1,76213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,895$262K<0.01%-20,00013F-HRTimelineGroup
First Heartland Consultants, Inc.15,990$248K0.02%+23213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC15,388$238K0.09%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,350$238K0.01%013F-HRTimeline
M Holdings Securities, Inc.14,457$232K0.02%+513F-HRTimeline
Prairie Wealth Advisors, Inc.0$211K0.09%013F-HRTimelineAmount filed as zero, left out of ratios.
CAPTRUST FINANCIAL ADVISORS12,878$199K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,783$198K<0.01%+2,55113F-HRTimelineGroup
DF DENT & CO INC12,298$190K<0.01%013F-HRTimeline
HighTower Advisors, LLC12,120$188K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…11,773$182K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,762$182K<0.01%-1,45613F-HRTimeline
Private Advisor Group, LLC11,700$181K<0.01%-1,00013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,138$173K<0.01%-9,12413F-HRTimelineGroup
Summit Trail Advisors, LLC11,089$172K<0.01%+37813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,983$170K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…10,119$157K<0.01%-16,10813F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$155K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,456$131K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,591$118K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC7,077$110K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,125$94.9K<0.01%+2,12513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,427$84.1K<0.01%+4,73013F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,305$82.2K<0.01%+4,11813F-HRTimeline
MATHER GROUP, LLC.4,684$72.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,500$54.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,045$47.2K<0.01%-50013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,531$39K<0.01%013F-HRTimelineGroup
MAI Capital Management2,200$34.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,098$32.5K<0.01%013F-HRTimeline
Larson Financial Group LLC2,037$31.6K<0.01%-88813F-HRTimeline
Sound Income Strategies, LLC1,784$27.8K<0.01%-99913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,550$24K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…1,341$20.8K<0.01%+2513F-HRTimeline
CWM, LLCin group CWM, LLC1,314$20.3K<0.01%-813F-HRTimelineGroup
PRIVATE TRUST CO NA1,300$20.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,153$17.3K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.985$15.3K<0.01%+1813F-HRTimeline
Washington Trust Advisors, Inc.970$15K<0.01%013F-HRTimeline
CoreCap Advisors, LLC800$12.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC564$8.8K<0.01%013F-HRTimeline
Missouri Trust & Investment Co526$8.14K<0.01%+1013F-HRTimeline
Strategic Investment Solutions, Inc. /IL525$8.13K<0.01%013F-HRTimeline
Allworth Financial LP500$7.75K<0.01%-1,96513F-HRTimeline
Advisors Asset Management, Inc.383$5.93K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.350$5.42K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.315$4.88K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO310$4.8K<0.01%013F-HR/ATimeline
Bernard Wealth Management Corp.234$3.62K<0.01%+513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC220$3.41K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$3.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$294<0.01%+913F-HRTimelineGroup