FLAHERTY & CRUMRINE DYNAMIC (DFP) Institutional Shareholders
FLAHERTY & CRUMRINE DYNAMIC (DFP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $112.78M in DFP holdings during the latest filing period.
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 $25.53M, representing an estimated loss of -4.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
84
Total Reported Value
$112.78M
Largest Holder
Raymond James Financial Inc
Largest Position
$26.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
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 | $25,526,613 | -$1,229,736 | -4.60% | |
| Sit Investment Associates Inc | 0.26% | 657,212 | $13,585,000 | $12,960,221 | -$624,779 | -4.60% | |
| Cohen & Steers, Inc. | 0.02% | 496,489 | $10,262,000 | $9,790,763 | -$471,237 | -4.59% | |
| Invesco Ltd. | 0.00% | 309,183 | $6,390,813 | $6,097,089 | -$293,724 | -4.60% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 218,689 | $4,520,302 | $4,312,547 | -$207,755 | -4.60% | |
| Wells Fargo & Company/Mn | 0.00% | 211,865 | $4,379,255 | $4,177,978 | -$201,277 | -4.60% | |
| Lpl Financial Llc | 0.00% | 193,623 | $4,002,195 | $3,818,246 | -$183,949 | -4.60% | |
| Guggenheim Capital Llc | 0.02% | 163,065 | $3,370,553 | $3,215,642 | -$154,911 | -4.60% | |
| Morgan Stanley | 0.00% | 136,282 | $2,816,965 | $2,687,481 | -$129,484 | -4.60% | |
| Focus Partners Wealth | 0.00% | 132,309 | $2,734,830 | $2,609,133 | -$125,697 | -4.60% | |
| Ameriprise Financial Inc | 0.00% | 104,750 | $2,163,934 | $2,065,670 | -$98,264 | -4.54% | |
| Fiera Capital Corp | 0.01% | 100,203 | $2,071,196 | $1,976,003 | -$95,193 | -4.60% | |
| Smith Asset Management Co., Llc | 1.52% | 93,742 | $1,937,647 | $1,848,592 | -$89,055 | -4.60% | |
| Whipplewood Advisors, Llc | 1.30% | 93,297 | $1,928,449 | $1,839,817 | -$88,632 | -4.60% | |
| Osaic Holdings, Inc. | 0.00% | 80,665 | $1,667,387 | $1,590,714 | -$76,673 | -4.60% | |
| 1607 Capital Partners, Llc | 0.11% | 62,441 | $1,290,655 | $1,231,337 | -$59,318 | -4.60% | |
| Revisor Wealth Management Llc | 0.26% | 52,586 | $1,086,953 | $1,036,996 | -$49,957 | -4.60% | |
| 1776 Wealth Llc | 0.38% | 52,097 | $1,076,852 | $1,027,353 | -$49,499 | -4.60% | |
| Closed-End Fund Advisors, Inc. | 1.02% | 50,509 | $1,044,021 | $996,037 | -$47,984 | -4.60% | |
| Envestnet Asset Management Inc | 0.00% | 50,450 | $1,042,801 | $994,874 | -$47,927 | -4.60% | |
| Principal Securities, Inc. | 0.01% | 47,982 | $991,788 | $946,205 | -$45,583 | -4.60% | |
| Janney Montgomery Scott Llc | 0.00% | 45,343 | $937,000 | $894,164 | -$42,836 | -4.57% | |
| Seamount Financial Group Inc | 0.37% | 43,904 | $907,494 | $865,787 | -$41,707 | -4.60% | |
| &Partners | 0.00% | 43,474 | $898,613 | $857,307 | -$41,306 | -4.60% | |
| Private Advisor Group, Llc | 0.00% | 39,226 | $810,799 | $773,537 | -$37,262 | -4.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,791 | $801,800 | $764,959 | -$36,841 | -4.59% | |
| Alphacore Capital Llc | 0.01% | 36,478 | $754,005 | $719,346 | -$34,659 | -4.60% | |
| Capital Analysts, Llc | 0.02% | 36,343 | $751,000 | $716,684 | -$34,316 | -4.57% | |
| Royal Bank Of Canada | 0.00% | 31,743 | $656,000 | $625,972 | -$30,028 | -4.58% | |
| Newedge Advisors, Llc | 0.00% | 31,366 | $648,336 | $618,538 | -$29,798 | -4.60% | |
| Concurrent Investment Advisors, Llc | 0.01% | 30,649 | $633,516 | $604,398 | -$29,118 | -4.60% | |
| Samalin Investment Counsel, Llc | 0.18% | 27,311 | $564,510 | $538,573 | -$25,937 | -4.59% | |
| Capital Investment Advisors, Llc | 0.01% | 23,916 | $494,347 | $471,624 | -$22,723 | -4.60% | |
| Cetera Investment Advisers | 0.00% | 22,373 | $462,457 | $441,196 | -$21,261 | -4.60% | |
| Stifel Financial Corp | 0.00% | 21,824 | $451,080 | $430,369 | -$20,711 | -4.59% | |
| Shaker Financial Services, Llc | 0.13% | 20,669 | $427,229 | $407,593 | -$19,636 | -4.60% | |
| Palogic Value Management, L.P. | 0.14% | 19,500 | $403,065 | $384,540 | -$18,525 | -4.60% | |
| Baird Financial Group, Inc. | 0.00% | 19,057 | $393,908 | $375,804 | -$18,104 | -4.60% | |
| Mathes Company, Inc. | 0.12% | 18,000 | $372,000 | $354,960 | -$17,040 | -4.58% | |
| Merit Financial Group, Llc | 0.00% | 17,880 | $369,586 | $352,594 | -$16,992 | -4.60% | |
| Farther Finance Advisors, Llc | 0.00% | 17,839 | $368,736 | $351,785 | -$16,951 | -4.60% | |
| Centaurus Financial, Inc. | 0.01% | 17,483 | $361,000 | $344,765 | -$16,235 | -4.50% | |
| Cerity Partners Llc | 0.00% | 14,300 | $295,581 | $281,996 | -$13,585 | -4.60% | |
| Catalina Capital Group, Llc | 0.17% | 14,045 | $281,883 | $276,967 | -$4,916 | -1.74% | |
| Wedbush Securities Inc | 0.01% | 12,700 | $263,000 | $250,444 | -$12,556 | -4.77% | |
| Wolverine Asset Management Llc | 0.00% | 12,531 | $259,016 | $247,111 | -$11,905 | -4.60% | |
| Bank Of America Corp | 0.00% | 12,463 | $257,613 | $245,770 | -$11,843 | -4.60% | |
| Ritholtz Wealth Management | 0.00% | 12,274 | $253,704 | $242,043 | -$11,661 | -4.60% | |
| Level Four Advisory Services, Llc | 0.01% | 12,056 | $249,206 | $237,744 | -$11,462 | -4.60% | |
| Xtx Topco Ltd | 0.00% | 11,132 | $230,098 | $219,523 | -$10,575 | -4.60% |
Frequently asked questions about DFP
Who owns the most DFP stock?
The largest holders of DFP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FLAHERTY & CRUMRINE DYNAMIC (DFP).
Is DFP widely held by superinvestors?
Many widely followed stocks like DFP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.