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 $374.81M 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 $44.78M, representing an estimated gain of +1.51% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed PFFA value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Royal Bank Of Canada, 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

208

Total Reported Value

$374.81M

Largest Holder

Lpl Financial Llc

Largest Position

$44.12M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

65

Funds Exiting Positions

0

Page 1 of 5
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lpl Financial Llc0.01%2,144,834$44,119,226$44,784,134+$664,908+1.51%
Royal Bank Of Canada0.00%1,024,624$20,862,000$21,394,149+$532,149+2.55%
Osaic Holdings, Inc.0.03%990,054$20,158,464$20,672,328+$513,864+2.55%
Envestnet Asset Management Inc0.00%951,440$19,571,118$19,866,067+$294,949+1.51%
Mml Investors Services, Llc0.03%801,143$16,479,516$16,727,866+$248,350+1.51%
Melia Wealth Llc7.63%774,731$15,773,515$16,176,383+$402,868+2.55%
Panoramic Investment Advisors, Llc7.63%774,731$15,773,515$16,176,383+$402,868+2.55%
Foguth Wealth Management, Llc.1.54%654,919$13,537,179$13,674,709+$137,530+1.02%
Stifel Financial Corp0.01%454,494$9,253,455$9,489,835+$236,380+2.55%
Steward Partners Investment Advisory, Llc0.05%452,923$9,221,517$9,457,032+$235,515+2.55%
Equitable Holdings, Inc.0.05%387,608$8,352,952$8,093,255-$259,697-3.11%
Anderson Financial Strategies, Llc4.49%377,150$8,161,526$7,874,892-$286,634-3.51%
Advisornet Financial, Inc0.34%357,220$7,348,008$7,458,754+$110,746+1.51%
Raymond James Financial Inc0.00%339,041$6,902,868$7,079,176+$176,308+2.55%
Infrastructure Capital Advisors, Llc0.55%289,221$5,888,534$6,038,934+$150,400+2.55%
Lido Advisors, Llc0.02%284,284$5,847,722$5,935,850+$88,128+1.51%
Venture Visionary Partners Llc0.16%271,983$5,594,698$5,679,005+$84,307+1.51%
Foundations Investment Advisors, Llc0.06%249,958$5,089,141$5,219,123+$129,982+2.55%
Cetera Investment Advisers0.01%239,197$4,870,042$4,994,433+$124,391+2.55%
Davenport & Co Llc0.02%234,803$4,829,900$4,902,687+$72,787+1.51%
Kestra Advisory Services, Llc0.01%217,134$4,466,438$4,533,758+$67,320+1.51%
Sound Income Strategies, Llc0.18%199,272$4,099,028$4,160,799+$61,771+1.51%
Independent Financial Group, Llc0.07%190,749$3,923,711$3,982,839+$59,128+1.51%
Commonwealth Equity Services, Llc0.00%189,899$3,906,230$3,965,091+$58,861+1.51%
Future Financial Wealth Managment Llc2.39%187,587$3,836,150$3,916,817+$80,667+2.10%
Black Swift Group, Llc0.60%168,615$3,433,001$3,520,681+$87,680+2.55%
Orion Porfolio Solutions, Llc0.03%163,906$3,337,118$3,422,357+$85,239+2.55%
Merit Financial Group, Llc0.02%118,014$2,427,546$2,464,132+$36,586+1.51%
Adapt Wealth Advisors, Llc0.88%119,149$2,425,874$2,487,831+$61,957+2.55%
Jefferies Financial Group Inc.0.03%118,626$2,415,225$2,476,911+$61,686+2.55%
Investment Partners Asset Management, Inc.1.32%115,046$2,366,496$2,402,160+$35,664+1.51%
Sheets Smith Wealth Management0.23%113,975$2,344,466$2,379,798+$35,332+1.51%
Urban Wealth Management, Llc2.01%112,207$2,308,098$2,342,882+$34,784+1.51%
Smith, Moore & Co.0.17%111,501$2,270,167$2,328,141+$57,974+2.55%
Private Advisor Group, Llc0.01%109,948$2,261,630$2,295,714+$34,084+1.51%
Nfsg Corp0.35%103,367$2,104,562$2,158,303+$53,741+2.55%
Hedeker Wealth, Llc0.38%96,469$1,984,367$2,014,273+$29,906+1.51%
Fund Advisors Of America Inc/Fl1.80%96,297$1,980,829$2,010,681+$29,852+1.51%
Mezzasalma Advisors, Llc0.37%89,891$1,849,060$1,876,924+$27,864+1.51%
Tt Capital Management Llc1.38%86,150$1,772,106$1,798,812+$26,706+1.51%
Samalin Investment Counsel, Llc0.56%84,571$1,739,623$1,765,842+$26,219+1.51%
Moneco Advisors, Llc0.11%84,040$1,728,705$1,754,755+$26,050+1.51%
Tradewell Securities, Llc.0.60%81,913$1,684,947$1,710,343+$25,396+1.51%
Secure Asset Management, Llc0.23%80,972$1,665,586$1,690,695+$25,109+1.51%
World Equity Group, Inc.0.37%79,787$1,641,255$1,665,953+$24,698+1.50%
Integrity Alliance, Llc.0.05%78,569$1,616,169$1,640,521+$24,352+1.51%
Alphacore Capital Llc0.03%76,179$1,567,006$1,590,618+$23,612+1.51%
Financial Gravity Asset Management, Inc.0.28%76,001$1,547,390$1,586,901+$39,511+2.55%
Laffer Tengler Investments, Inc.0.19%73,628$1,514,528$1,537,353+$22,825+1.51%
Wealthstar Advisors, Llc0.72%70,789$1,456,126$1,478,074+$21,948+1.51%

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.