PFFA Institutional Ownership & Shareholders
VIRTUS INFRACAP US PREF STCK (PFFA) is currently held by 207 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $409.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PFFA tracked by InsiderSet, reporting ownership valued at approximately $44.12M 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 $39.77M, representing an estimated loss of -9.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed PFFA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Melia Wealth Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in VIRTUS INFRACAP US PREF STCK (PFFA).
This page ranks the largest institutional PFFA 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
207
Total Reported Value
$409.18M
Largest Holder
Lpl Financial Llc
Largest Position
$44.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 2,144,834 | $44,119,226 | $39,765,222 | -$4,354,004 | -9.87% | |
| Melia Wealth Llc | 17.31% | 1,461,685 | $30,066,862 | $27,099,640 | -$2,967,222 | -9.87% | |
| Osaic Holdings, Inc. | 0.03% | 1,250,971 | $25,734,253 | $23,193,002 | -$2,541,251 | -9.87% | |
| Royal Bank Of Canada | 0.00% | 1,028,444 | $21,155,000 | $19,067,352 | -$2,087,648 | -9.87% | |
| Envestnet Asset Management Inc | 0.00% | 951,440 | $19,571,118 | $17,639,698 | -$1,931,420 | -9.87% | |
| Mml Investors Services, Llc | 0.03% | 801,143 | $16,479,516 | $14,853,191 | -$1,626,325 | -9.87% | |
| Garner Asset Management Corp | 4.51% | 726,249 | $13,668,015 | $13,464,656 | -$203,359 | -1.49% | |
| Raymond James Financial Inc | 0.00% | 540,484 | $11,117,762 | $10,020,573 | -$1,097,189 | -9.87% | |
| Stifel Financial Corp | 0.01% | 507,070 | $10,430,434 | $9,401,078 | -$1,029,356 | -9.87% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 497,225 | $10,227,916 | $9,218,552 | -$1,009,365 | -9.87% | |
| Equitable Holdings, Inc. | 0.06% | 461,496 | $9,492,965 | $8,556,136 | -$936,829 | -9.87% | |
| Anderson Financial Strategies, Llc | 4.36% | 397,868 | $8,387,057 | $7,376,473 | -$1,010,584 | -12.05% | |
| Advisornet Financial, Inc | 0.33% | 382,027 | $7,342,566 | $7,082,781 | -$259,785 | -3.54% | |
| Infrastructure Capital Advisors, Llc | 0.47% | 283,867 | $6,046,565 | $5,262,894 | -$783,671 | -12.96% | |
| Lido Advisors, Llc | 0.02% | 284,284 | $5,847,722 | $5,270,625 | -$577,097 | -9.87% | |
| Mgo One Seven Llc | 0.09% | 290,956 | $5,746,390 | $5,394,324 | -$352,066 | -6.13% | |
| Venture Visionary Partners Llc | 0.15% | 287,882 | $5,685,677 | $5,337,332 | -$348,345 | -6.13% | |
| Adams Asset Advisors, Llc | 0.57% | 285,821 | $5,644,965 | $5,299,121 | -$345,844 | -6.13% | |
| Integrity Alliance, Llc. | 0.17% | 275,421 | $5,439,568 | $5,106,305 | -$333,263 | -6.13% | |
| Davenport & Co Llc | 0.03% | 257,078 | $5,077,292 | $4,766,226 | -$311,066 | -6.13% | |
| Cetera Investment Advisers | 0.00% | 233,694 | $4,807,085 | $4,332,687 | -$474,398 | -9.87% | |
| Foundations Investment Advisors, Llc | 0.05% | 217,583 | $4,475,680 | $4,033,989 | -$441,691 | -9.87% | |
| Kestra Advisory Services, Llc | 0.01% | 216,749 | $4,280,791 | $4,018,526 | -$262,265 | -6.13% | |
| Future Financial Wealth Managment Llc | 2.56% | 211,139 | $4,169,987 | $3,914,517 | -$255,470 | -6.13% | |
| Commonwealth Equity Services, Llc | 0.01% | 203,992 | $4,028,828 | $3,782,012 | -$246,816 | -6.13% | |
| Sound Income Strategies, Llc | 0.17% | 194,991 | $3,812,069 | $3,615,133 | -$196,936 | -5.17% | |
| Orion Porfolio Solutions, Llc | 0.03% | 180,120 | $3,705,069 | $3,339,425 | -$365,644 | -9.87% | |
| Independent Financial Group, Llc | 0.07% | 187,165 | $3,696,512 | $3,470,039 | -$226,473 | -6.13% | |
| Black Swift Group, Llc | 0.45% | 150,615 | $3,098,151 | $2,792,402 | -$305,749 | -9.87% | |
| Investment Partners Asset Management, Inc. | 1.46% | 136,263 | $2,691,189 | $2,526,316 | -$164,873 | -6.13% | |
| Jefferies Financial Group Inc. | 0.02% | 118,913 | $2,446,040 | $2,204,647 | -$241,393 | -9.87% | |
| Merit Financial Group, Llc | 0.02% | 118,014 | $2,427,546 | $2,187,980 | -$239,566 | -9.87% | |
| Smith, Moore & Co. | 0.15% | 111,621 | $2,296,037 | $2,069,453 | -$226,584 | -9.87% | |
| Adapt Wealth Advisors, Llc | 0.74% | 110,650 | $2,276,071 | $2,051,451 | -$224,620 | -9.87% | |
| Capital Analysts, Llc | 0.05% | 110,484 | $2,272,000 | $2,048,373 | -$223,627 | -9.84% | |
| Tt Capital Management Llc | 1.66% | 114,650 | $2,264,338 | $2,125,611 | -$138,727 | -6.13% | |
| Private Advisor Group, Llc | 0.01% | 109,948 | $2,261,630 | $2,038,436 | -$223,194 | -9.87% | |
| Sheets Smith Wealth Management | 0.23% | 113,471 | $2,241,047 | $2,103,752 | -$137,295 | -6.13% | |
| Nfsg Corp | 0.25% | 110,905 | $2,190,371 | $2,056,179 | -$134,192 | -6.13% | |
| Fund Advisors Of America Inc/Fl | 1.80% | 96,297 | $1,980,829 | $1,785,346 | -$195,483 | -9.87% | |
| Hedeker Wealth, Llc | 0.36% | 100,185 | $1,978,654 | $1,857,430 | -$121,224 | -6.13% | |
| Tradewell Securities, Llc. | 0.64% | 95,915 | $1,894,322 | $1,778,264 | -$116,058 | -6.13% | |
| Secure Asset Management, Llc | 0.24% | 91,098 | $1,799,188 | $1,688,957 | -$110,231 | -6.13% | |
| Urban Wealth Management, Llc | 1.55% | 87,796 | $1,733,971 | $1,627,738 | -$106,233 | -6.13% | |
| Moneco Advisors, Llc | 0.11% | 84,040 | $1,728,705 | $1,558,102 | -$170,603 | -9.87% | |
| Mariner, Llc | 0.00% | 82,105 | $1,688,898 | $1,522,227 | -$166,671 | -9.87% | |
| Summit Financial, Llc | 0.02% | 79,475 | $1,634,807 | $1,473,467 | -$161,341 | -9.87% | |
| Wealthcare Advisory Partners Llc | 0.03% | 81,354 | $1,606,738 | $1,508,303 | -$98,435 | -6.13% | |
| Alphacore Capital Llc | 0.03% | 76,179 | $1,567,006 | $1,412,359 | -$154,647 | -9.87% | |
| Wealthstar Advisors, Llc | 0.83% | 79,306 | $1,566,294 | $1,470,333 | -$95,961 | -6.13% |
Frequently asked questions about PFFA
Who are the largest institutional holders of PFFA?
The largest institutional holders of PFFA reported in the latest SEC Form 13F filings include Lpl Financial Llc, Melia Wealth Llc, Osaic Holdings, Inc., Royal Bank Of Canada, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported PFFA position.
What is PFFA institutional ownership?
This page tracks PFFA positions reported by institutional investment managers through SEC Form 13F. VIRTUS INFRACAP US PREF STCK (PFFA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFFA?
InsiderSet currently tracks 207 institutional managers reporting PFFA 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 PFFA shareholders.
How much PFFA stock do institutions own?
Institutional investment managers disclosed approximately $409.18M in PFFA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFFA institutional ownership last updated?
The latest PFFA 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 PFFA 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 PFFA position after the reporting date.
Are institutions buying or selling PFFA?
Institutional buying and selling can be analyzed by comparing PFFA positions across consecutive 13F reporting periods. InsiderSet's PFFA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFFA ownership changes.
How has PFFA institutional ownership changed over time?
InsiderSet tracks PFFA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.