ISHARES PREFERRED & INCOME S (PFF) Institutional Ownership Changes & 13F Activity

ISHARES PREFERRED & INCOME S (PFF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Bramshill Investments, Llc, Susquehanna International Group, Llp, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+2,9002,900$88.42KQ2 2026Sep 18, 2026
Talon Private Wealth, LlcBuy+25,724+44.1%84,060$2.56MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+18,641+10.4%197,799$6.03MQ2 2026Sep 09, 2026
Palogic Value Management, L.P.Sell-300-0.6%49,993$1.52MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+47+0.2%20,304$619.08KQ2 2026Sep 04, 2026
Brown, Lisle/Cummings, Inc.Sell-177-3.8%4,497$137.11KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-53,893-19.5%222,666$6.79MQ2 2026Aug 27, 2026
Financial Insights, Inc.Buy+2,350+5.2%47,116$1.44MQ2 2026Aug 25, 2026
Mercer Global Advisors IncSell-89,440-24.5%275,464$8.40MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-942-1.7%55,475$1.69MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+416+6.1%7,221$220.15KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+13,029+6.8%205,499$6.27MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,1001,100$33.54KQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+67,83267,832$2.07MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+42,648+6.3%722,542$22.03MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-9,080-5.5%154,729$4.72MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-7,800-5.8%127,478$3.89MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-6,410-14.5%37,929$1.16MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+4,057+11.8%38,357$1.17MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+1,167+13.8%9,629$293.59KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+250+94.7%514$15.67KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-9-5.2%163$4.97KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,105,1641,105,164$33.82MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-960,487-10.1%8,515,883$259.65MQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+294,247+581.9%344,817$10.51MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-283,199-50.7%275,574$8.40MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+215,757+0.9%22,963,937$700.17MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+171,567+7.9%2,329,875$71.04MQ2 2026Aug 14, 2026
Alerus Financial NaBuy+159,753159,753$4.87MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+140,725140,725$4.29MQ2 2026Aug 14, 2026
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Frequently asked questions about PFF activity

  • Which institutional owners are buying PFF?

    Institutional owners buying PFF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PFF activity?

    "Buy" means an investor increased their reported position in PFF compared to the prior reporting period. This reflects growing exposure to ISHARES PREFERRED & INCOME S (PFF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PFF increasing?

    Institutional interest in PFF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.