DFP institutional holders

FLAHERTY & CRUMRINE DYNAMIC · 13F, 2026Q2

Managers holding84
Shares held5,625,422
Reported value$116.3m
Quarter flows12 new, 30 added, 23 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC1,294,453$26.8m0.0%
SIT INVESTMENT ASSOCIATES INC657,212$13.6m0.3%
COHEN & STEERS, INC.496,489$10.3m0.0%
Invesco Ltd.309,183$6.4m0.0%
Hennion & Walsh Asset Management, Inc.218,689$4.5m0.1%
WELLS FARGO & COMPANY/MN211,865$4.4m0.0%
LPL Financial LLC193,623$4.0m0.0%
Cambridge Investment Research Advisors, Inc.175,408$3.6m0.0%
GUGGENHEIM CAPITAL LLC163,065$3.4m0.0%
MORGAN STANLEY136,282$2.8m0.0%
Focus Partners Wealth132,309$2.7m0.0%
AMERIPRISE FINANCIAL INC104,750$2.2m0.0%
Fiera Capital Corp100,203$2.1m0.0%
Smith Asset Management Co., LLC93,742$1.9m1.5%
Whipplewood Advisors, LLC93,297$1.9m1.3%
OSAIC HOLDINGS, INC.80,665$1.7m0.0%
1607 Capital Partners, LLC62,441$1.3m0.1%
Revisor Wealth Management LLC52,586$1.1m0.3%
1776 Wealth LLC52,097$1.1m0.4%
Closed-End Fund Advisors, Inc.50,509$1.0m1.0%
ENVESTNET ASSET MANAGEMENT INC50,450$1.0m0.0%
PRINCIPAL SECURITIES, INC.47,982$991,7880.0%
Janney Montgomery Scott LLC45,343$937,0000.0%
SEAMOUNT FINANCIAL GROUP INC43,904$907,4940.4%
&PARTNERS43,474$898,6130.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DFP"). DFP price history · All 13F data

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