DFP Institutional Ownership & Shareholders
FLAHERTY & CRUMRINE DYNAMIC (DFP) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $109.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of DFP tracked by InsiderSet, reporting ownership valued at approximately $26.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.40M, representing an estimated loss of -8.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed DFP value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Sit Investment Associates Inc, Cohen & Steers, Inc., and several other long-term asset managers with concentrated positions in FLAHERTY & CRUMRINE DYNAMIC (DFP).
This page ranks the largest institutional DFP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$109.56M
Largest Holder
Raymond James Financial Inc
Largest Position
$26.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,294,453 | $26,756,349 | $24,400,439 | -$2,355,910 | -8.81% | |
| Sit Investment Associates Inc | 0.26% | 657,212 | $13,585,000 | $12,388,446 | -$1,196,554 | -8.81% | |
| Cohen & Steers, Inc. | 0.02% | 496,489 | $10,262,000 | $9,358,818 | -$903,182 | -8.80% | |
| Invesco Ltd. | 0.00% | 309,183 | $6,390,813 | $5,828,100 | -$562,713 | -8.81% | |
| Wells Fargo & Company/Mn | 0.00% | 211,865 | $4,379,255 | $3,993,655 | -$385,600 | -8.81% | |
| Hennion & Walsh Asset Management, Inc. | 0.12% | 214,298 | $4,045,946 | $4,039,517 | -$6,429 | -0.16% | |
| Lpl Financial Llc | 0.00% | 193,623 | $4,002,195 | $3,649,794 | -$352,401 | -8.81% | |
| Guggenheim Capital Llc | 0.02% | 163,065 | $3,370,553 | $3,073,775 | -$296,778 | -8.81% | |
| Morgan Stanley | 0.00% | 136,282 | $2,816,965 | $2,568,916 | -$248,049 | -8.81% | |
| Focus Partners Wealth | 0.00% | 132,309 | $2,734,830 | $2,494,025 | -$240,805 | -8.81% | |
| Ameriprise Financial Inc | 0.00% | 104,750 | $2,163,934 | $1,974,538 | -$189,396 | -8.75% | |
| Fiera Capital Corp | 0.01% | 100,203 | $2,071,196 | $1,888,827 | -$182,369 | -8.81% | |
| Smith Asset Management Co., Llc | 1.43% | 93,260 | $1,760,749 | $1,757,951 | -$2,798 | -0.16% | |
| Osaic Holdings, Inc. | 0.00% | 80,665 | $1,667,387 | $1,520,535 | -$146,852 | -8.81% | |
| 1607 Capital Partners, Llc | 0.11% | 62,441 | $1,290,655 | $1,177,013 | -$113,642 | -8.80% | |
| 1776 Wealth Llc | 0.38% | 52,097 | $1,076,852 | $982,028 | -$94,824 | -8.81% | |
| Closed-End Fund Advisors, Inc. | 1.02% | 50,509 | $1,044,021 | $952,095 | -$91,926 | -8.81% | |
| Envestnet Asset Management Inc | 0.00% | 50,450 | $1,042,801 | $950,983 | -$91,818 | -8.80% | |
| Principal Securities, Inc. | 0.01% | 47,982 | $991,788 | $904,461 | -$87,327 | -8.81% | |
| Whipplewood Advisors, Llc | 0.64% | 50,397 | $951,495 | $949,983 | -$1,512 | -0.16% | |
| Janney Montgomery Scott Llc | 0.00% | 45,343 | $937,000 | $854,716 | -$82,284 | -8.78% | |
| &Partners | 0.00% | 43,474 | $898,613 | $819,485 | -$79,128 | -8.81% | |
| Private Advisor Group, Llc | 0.00% | 39,226 | $810,799 | $739,410 | -$71,389 | -8.80% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,791 | $801,800 | $731,210 | -$70,590 | -8.80% | |
| Alphacore Capital Llc | 0.01% | 36,478 | $754,005 | $687,610 | -$66,395 | -8.81% | |
| Capital Analysts, Llc | 0.02% | 36,343 | $751,000 | $685,066 | -$65,934 | -8.78% | |
| Seamount Financial Group Inc | 0.27% | 35,764 | $675,228 | $674,151 | -$1,077 | -0.16% | |
| Highline Wealth Partners Llc | 0.13% | 34,890 | $658,723 | $657,677 | -$1,047 | -0.16% | |
| Royal Bank Of Canada | 0.00% | 31,743 | $656,000 | $598,356 | -$57,644 | -8.79% | |
| Newedge Advisors, Llc | 0.00% | 31,366 | $648,336 | $591,249 | -$57,087 | -8.81% | |
| Concurrent Investment Advisors, Llc | 0.00% | 31,270 | $590,372 | $589,440 | -$933 | -0.16% | |
| Capital Investment Advisors, Llc | 0.01% | 27,157 | $512,730 | $511,909 | -$821 | -0.16% | |
| Cetera Investment Advisers | 0.00% | 22,373 | $462,457 | $421,731 | -$40,726 | -8.81% | |
| Stifel Financial Corp | 0.00% | 21,824 | $451,080 | $411,382 | -$39,698 | -8.80% | |
| Palogic Value Management, L.P. | 0.14% | 19,500 | $403,065 | $367,575 | -$35,490 | -8.81% | |
| Baird Financial Group, Inc. | 0.00% | 19,057 | $393,908 | $359,224 | -$34,684 | -8.80% | |
| Shaker Financial Services, Llc | 0.13% | 20,669 | $390,231 | $389,611 | -$620 | -0.16% | |
| Mathes Company, Inc. | 0.12% | 18,000 | $372,000 | $339,300 | -$32,700 | -8.79% | |
| Merit Financial Group, Llc | 0.00% | 17,880 | $369,586 | $337,038 | -$32,548 | -8.81% | |
| Centaurus Financial, Inc. | 0.01% | 17,483 | $361,000 | $329,555 | -$31,445 | -8.71% | |
| Cerity Partners Llc | 0.00% | 14,300 | $295,581 | $269,555 | -$26,026 | -8.81% | |
| Catalina Capital Group, Llc | 0.17% | 14,045 | $281,883 | $264,748 | -$17,135 | -6.08% | |
| Wolverine Asset Management Llc | 0.00% | 12,531 | $259,016 | $236,209 | -$22,807 | -8.81% | |
| Bank Of America Corp | 0.00% | 12,463 | $257,613 | $234,928 | -$22,685 | -8.81% | |
| Ritholtz Wealth Management | 0.00% | 12,274 | $253,704 | $231,365 | -$22,339 | -8.81% | |
| Farther Finance Advisors, Llc | 0.00% | 13,244 | $250,051 | $249,649 | -$402 | -0.16% | |
| Level Four Advisory Services, Llc | 0.01% | 12,056 | $249,206 | $227,256 | -$21,950 | -8.81% | |
| Samalin Investment Counsel, Llc | 0.08% | 12,832 | $242,276 | $241,883 | -$393 | -0.16% | |
| Xtx Topco Ltd | 0.00% | 11,132 | $230,098 | $209,838 | -$20,260 | -8.80% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,846 | $224,187 | $204,447 | -$19,740 | -8.81% |
Frequently asked questions about DFP
Who are the largest institutional holders of DFP?
The largest institutional holders of DFP reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Sit Investment Associates Inc, Cohen & Steers, Inc., Invesco Ltd., and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported DFP position.
What is DFP institutional ownership?
This page tracks DFP positions reported by institutional investment managers through SEC Form 13F. FLAHERTY & CRUMRINE DYNAMIC (DFP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFP?
InsiderSet currently tracks 80 institutional managers reporting DFP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFP shareholders.
How much DFP stock do institutions own?
Institutional investment managers disclosed approximately $109.56M in DFP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFP institutional ownership last updated?
The latest DFP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFP position after the reporting date.
Are institutions buying or selling DFP?
Institutional buying and selling can be analyzed by comparing DFP positions across consecutive 13F reporting periods. InsiderSet's DFP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFP ownership changes.
How has DFP institutional ownership changed over time?
InsiderSet tracks DFP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.