XFFCX institutional holders

FLAHERTY & CRUMRIN PFD & INM · 13F, 2026Q2

Managers holding111
Shares held11,157,178
Reported value$181.9m
Quarter flows10 new, 40 added, 33 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BARD ASSOCIATES INC1,227,796$20.0m4.4%
SIT INVESTMENT ASSOCIATES INC1,127,695$18.4m0.3%
WELLS FARGO & COMPANY/MN946,105$15.4m0.0%
MORGAN STANLEY739,237$12.0m0.0%
Invesco Ltd.685,902$11.2m0.0%
COHEN & STEERS, INC.612,296$10.0m0.0%
Hennion & Walsh Asset Management, Inc.472,352$7.7m0.2%
BANK OF AMERICA CORP /DE/365,523$6.0m0.0%
Csenge Advisory Group322,022$5.2m0.2%
LPL Financial LLC313,683$5.1m0.0%
ENVESTNET ASSET MANAGEMENT INC290,360$4.7m0.0%
RAYMOND JAMES FINANCIAL INC236,627$3.9m0.0%
STIFEL FINANCIAL CORP199,914$3.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC184,674$3.0m0.0%
AMERIPRISE FINANCIAL INC179,825$2.9m0.0%
1607 Capital Partners, LLC171,099$2.8m0.2%
Gridiron Partners, LLC170,995$2.8m1.5%
Fiera Capital Corp167,970$2.7m0.0%
Baird Financial Group, Inc.160,360$2.6m0.0%
ROYAL BANK OF CANADA154,725$2.5m0.0%
OSAIC HOLDINGS, INC.139,150$2.3m0.0%
Cetera Investment Advisers120,609$2.0m0.0%
GUGGENHEIM CAPITAL LLC117,328$1.9m0.0%
Elevated Capital Advisors, LLC116,044$1.9m0.5%
Sowell Financial Services LLC112,147$1.8m0.1%

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

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