VIRTUS INFRACAP US PREF STCK (PFFA) Institutional Shareholders
VIRTUS INFRACAP US PREF STCK (PFFA) 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 $393.37M in PFFA holdings during the latest filing period.
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 $44.31M, representing an estimated gain of +0.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
206
Total Reported Value
$393.37M
Largest Holder
Lpl Financial Llc
Largest Position
$44.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | $44,312,270 | +$193,044 | +0.44% | |
| Melia Wealth Llc | 17.31% | 1,461,685 | $30,066,862 | $30,198,412 | +$131,550 | +0.44% | |
| Osaic Holdings, Inc. | 0.03% | 1,250,971 | $25,734,253 | $25,845,061 | +$110,808 | +0.43% | |
| Royal Bank Of Canada | 0.00% | 1,028,444 | $21,155,000 | $21,247,653 | +$92,653 | +0.44% | |
| Envestnet Asset Management Inc | 0.00% | 951,440 | $19,571,118 | $19,656,750 | +$85,632 | +0.44% | |
| Mml Investors Services, Llc | 0.03% | 801,143 | $16,479,516 | $16,551,614 | +$72,098 | +0.44% | |
| Foguth Wealth Management, Llc. | 1.54% | 654,919 | $13,537,179 | $13,530,627 | -$6,552 | -0.05% | |
| Raymond James Financial Inc | 0.00% | 540,484 | $11,117,762 | $11,166,399 | +$48,637 | +0.44% | |
| Stifel Financial Corp | 0.01% | 507,070 | $10,430,434 | $10,476,066 | +$45,632 | +0.44% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 497,225 | $10,227,916 | $10,272,669 | +$44,753 | +0.44% | |
| Equitable Holdings, Inc. | 0.06% | 461,496 | $9,492,965 | $9,534,507 | +$41,542 | +0.44% | |
| Anderson Financial Strategies, Llc | 4.36% | 397,868 | $8,387,057 | $8,219,953 | -$167,104 | -1.99% | |
| Advisornet Financial, Inc | 0.34% | 357,220 | $7,348,008 | $7,380,165 | +$32,157 | +0.44% | |
| Infrastructure Capital Advisors, Llc | 0.47% | 283,867 | $6,046,565 | $5,864,692 | -$181,873 | -3.01% | |
| Lido Advisors, Llc | 0.02% | 284,284 | $5,847,722 | $5,873,307 | +$25,585 | +0.44% | |
| Venture Visionary Partners Llc | 0.16% | 271,983 | $5,594,698 | $5,619,169 | +$24,471 | +0.44% | |
| Davenport & Co Llc | 0.02% | 234,803 | $4,829,900 | $4,851,030 | +$21,130 | +0.44% | |
| Cetera Investment Advisers | 0.00% | 233,694 | $4,807,085 | $4,828,118 | +$21,033 | +0.44% | |
| Foundations Investment Advisors, Llc | 0.05% | 217,583 | $4,475,680 | $4,495,265 | +$19,585 | +0.44% | |
| Kestra Advisory Services, Llc | 0.01% | 217,134 | $4,466,438 | $4,485,988 | +$19,550 | +0.44% | |
| Sound Income Strategies, Llc | 0.18% | 199,272 | $4,099,028 | $4,116,960 | +$17,932 | +0.44% | |
| Independent Financial Group, Llc | 0.07% | 190,749 | $3,923,711 | $3,940,874 | +$17,163 | +0.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 189,899 | $3,906,230 | $3,923,313 | +$17,083 | +0.44% | |
| Future Financial Wealth Managment Llc | 2.39% | 187,587 | $3,836,150 | $3,875,547 | +$39,397 | +1.03% | |
| Orion Porfolio Solutions, Llc | 0.03% | 180,120 | $3,705,069 | $3,721,279 | +$16,210 | +0.44% | |
| Black Swift Group, Llc | 0.45% | 150,615 | $3,098,151 | $3,111,706 | +$13,555 | +0.44% | |
| Jefferies Financial Group Inc. | 0.02% | 118,913 | $2,446,040 | $2,456,743 | +$10,703 | +0.44% | |
| Merit Financial Group, Llc | 0.02% | 118,014 | $2,427,546 | $2,438,169 | +$10,623 | +0.44% | |
| Investment Partners Asset Management, Inc. | 1.32% | 115,046 | $2,366,496 | $2,376,850 | +$10,354 | +0.44% | |
| Sheets Smith Wealth Management | 0.23% | 113,975 | $2,344,466 | $2,354,724 | +$10,258 | +0.44% | |
| Urban Wealth Management, Llc | 2.01% | 112,207 | $2,308,098 | $2,318,197 | +$10,099 | +0.44% | |
| Smith, Moore & Co. | 0.15% | 111,621 | $2,296,037 | $2,306,090 | +$10,053 | +0.44% | |
| Adapt Wealth Advisors, Llc | 0.74% | 110,650 | $2,276,071 | $2,286,029 | +$9,958 | +0.44% | |
| Capital Analysts, Llc | 0.05% | 110,484 | $2,272,000 | $2,282,599 | +$10,599 | +0.47% | |
| Private Advisor Group, Llc | 0.01% | 109,948 | $2,261,630 | $2,271,526 | +$9,896 | +0.44% | |
| Nfsg Corp | 0.27% | 104,145 | $2,142,257 | $2,151,636 | +$9,379 | +0.44% | |
| Hedeker Wealth, Llc | 0.38% | 96,469 | $1,984,367 | $1,993,050 | +$8,683 | +0.44% | |
| Fund Advisors Of America Inc/Fl | 1.80% | 96,297 | $1,980,829 | $1,989,496 | +$8,667 | +0.44% | |
| Mezzasalma Advisors, Llc | 0.37% | 89,891 | $1,849,060 | $1,857,148 | +$8,088 | +0.44% | |
| Tt Capital Management Llc | 1.38% | 86,150 | $1,772,106 | $1,779,859 | +$7,753 | +0.44% | |
| Samalin Investment Counsel, Llc | 0.56% | 84,571 | $1,739,623 | $1,747,237 | +$7,614 | +0.44% | |
| Moneco Advisors, Llc | 0.11% | 84,040 | $1,728,705 | $1,736,266 | +$7,561 | +0.44% | |
| Mariner, Llc | 0.00% | 82,105 | $1,688,898 | $1,696,289 | +$7,391 | +0.44% | |
| Tradewell Securities, Llc. | 0.60% | 81,913 | $1,684,947 | $1,692,323 | +$7,376 | +0.44% | |
| Secure Asset Management, Llc | 0.23% | 80,972 | $1,665,586 | $1,672,882 | +$7,296 | +0.44% | |
| World Equity Group, Inc. | 0.37% | 79,787 | $1,641,255 | $1,648,399 | +$7,144 | +0.44% | |
| Summit Financial, Llc | 0.02% | 79,475 | $1,634,807 | $1,641,954 | +$7,147 | +0.44% | |
| Integrity Alliance, Llc. | 0.05% | 78,569 | $1,616,169 | $1,623,236 | +$7,067 | +0.44% | |
| Alphacore Capital Llc | 0.03% | 76,179 | $1,567,006 | $1,573,858 | +$6,852 | +0.44% | |
| Financial Gravity Asset Management, Inc. | 0.28% | 76,001 | $1,547,390 | $1,570,181 | +$22,791 | +1.47% |
Frequently asked questions about PFFA
Who owns the most PFFA stock?
The largest holders of PFFA 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 VIRTUS INFRACAP US PREF STCK (PFFA).
Is PFFA widely held by superinvestors?
Many widely followed stocks like PFFA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFFA 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.