XFFCX Institutional Ownership & Shareholders
FLAHERTY & CRUMRINE PREF (XFFCX) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $174.89M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bard Associates Inc is currently the largest disclosed institutional shareholder of XFFCX tracked by InsiderSet, reporting ownership valued at approximately $19.99M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed XFFCX value among the investors covered in this analysis. Major shareholders include Bard Associates Inc, Sit Investment Associates Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FLAHERTY & CRUMRINE PREF (XFFCX).
This page ranks the largest institutional XFFCX 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
110
Total Reported Value
$174.89M
Largest Holder
Bard Associates Inc
Largest Position
$19.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bard Associates Inc | 4.44% | 1,227,796 | $19,988,519 | — | — | — | |
| Sit Investment Associates Inc | 0.35% | 1,127,695 | $18,359,000 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 946,105 | $15,402,583 | — | — | — | |
| Morgan Stanley | 0.00% | 739,237 | $12,034,786 | — | — | — | |
| Invesco Ltd. | 0.00% | 685,902 | $11,166,484 | — | — | — | |
| Cohen & Steers, Inc. | 0.02% | 612,296 | $9,968,000 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.21% | 487,782 | $7,287,463 | — | — | — | |
| Bank Of America Corp | 0.00% | 365,523 | $5,950,721 | — | — | — | |
| Csenge Advisory Group | 0.21% | 322,022 | $5,242,519 | — | — | — | |
| Lpl Financial Llc | 0.00% | 313,683 | $5,106,764 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 290,360 | $4,727,053 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 236,627 | $3,852,279 | — | — | — | |
| Stifel Financial Corp | 0.00% | 199,914 | $3,254,583 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 184,674 | $3,006,490 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 179,825 | $2,927,554 | — | — | — | |
| 1607 Capital Partners, Llc | 0.24% | 171,099 | $2,785,492 | — | — | — | |
| Fiera Capital Corp | 0.01% | 167,970 | $2,734,552 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 160,360 | $2,610,661 | — | — | — | |
| Gridiron Partners, Llc | 1.28% | 170,995 | $2,554,665 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 154,725 | $2,519,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 139,150 | $2,265,479 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 120,609 | $1,963,501 | — | — | — | |
| Guggenheim Capital Llc | 0.01% | 117,328 | $1,910,100 | — | — | — | |
| Elevated Capital Advisors, Llc | 0.52% | 116,044 | $1,889,198 | — | — | — | |
| Sowell Financial Services Llc | 0.05% | 112,147 | $1,675,472 | — | — | — | |
| Ubs Group Ag | 0.00% | 98,876 | $1,609,701 | — | — | — | |
| Focus Partners Wealth | 0.00% | 86,667 | $1,410,941 | — | — | — | |
| Ceera Investments, Llc | 0.51% | 73,730 | $1,200,324 | — | — | — | |
| Titleist Asset Management, Llc | 0.08% | 78,719 | $1,176,067 | — | — | — | |
| Smith Asset Management Co., Llc | 0.92% | 75,792 | $1,132,332 | — | — | — | |
| Mountain Capital Investment Advisors Inc. | 0.15% | 64,483 | $1,049,790 | — | — | — | |
| Compound Planning, Inc. | 0.03% | 63,135 | $1,027,838 | — | — | — | |
| Noble Wealth Management Pbc | 0.45% | 65,387 | $976,882 | — | — | — | |
| &Partners | 0.00% | 50,298 | $818,857 | — | — | — | |
| Everstar Asset Management, Llc | 0.35% | 44,900 | $730,972 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 40,993 | $667,366 | — | — | — | |
| Smith, Moore & Co. | 0.04% | 38,469 | $626,275 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 38,185 | $622,000 | — | — | — | |
| Sage Capital Advisors,Llc | 0.11% | 35,308 | $527,498 | — | — | — | |
| Western Wealth Management, Llc | 0.02% | 32,231 | $524,720 | — | — | — | |
| Jacobi Capital Management Llc | 0.02% | 28,015 | $456,084 | — | — | — | |
| Curi Capital, Llc | 0.01% | 25,168 | $409,736 | — | — | — | |
| Seamount Financial Group Inc | 0.16% | 27,232 | $406,843 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 24,989 | $406,813 | — | — | — | |
| Maridea Wealth Management Llc | 0.04% | 23,667 | $385,302 | — | — | — | |
| Whitener Capital Management, Inc. | 0.07% | 24,485 | $365,806 | — | — | — | |
| Xtx Topco Ltd | 0.00% | 19,977 | $325,226 | — | — | — | |
| Pines Wealth Management, Llc | 0.09% | 21,266 | $317,715 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 18,605 | $302,884 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,611 | $301,333 | — | — | — |
Frequently asked questions about XFFCX
Who are the largest institutional holders of XFFCX?
The largest institutional holders of XFFCX reported in the latest SEC Form 13F filings include Bard Associates Inc, Sit Investment Associates Inc, Wells Fargo & Company/Mn, Morgan Stanley, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported XFFCX position.
What is XFFCX institutional ownership?
This page tracks XFFCX positions reported by institutional investment managers through SEC Form 13F. FLAHERTY & CRUMRINE PREF (XFFCX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XFFCX?
InsiderSet currently tracks 110 institutional managers reporting XFFCX 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 XFFCX shareholders.
How much XFFCX stock do institutions own?
Institutional investment managers disclosed approximately $174.89M in XFFCX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XFFCX institutional ownership last updated?
The latest XFFCX 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 XFFCX 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 XFFCX position after the reporting date.
Are institutions buying or selling XFFCX?
Institutional buying and selling can be analyzed by comparing XFFCX positions across consecutive 13F reporting periods. InsiderSet's XFFCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XFFCX ownership changes.
How has XFFCX institutional ownership changed over time?
InsiderSet tracks XFFCX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.