FLC institutional holders

FLAHERTY & CRUMRINE TOTAL RETU COM · 13F, 2026Q2

Managers holding51
Shares held3,603,542
Reported value$60.9m
Quarter flows10 new, 19 added, 8 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SIT INVESTMENT ASSOCIATES INC1,270,656$21.5m0.4%
BANK OF AMERICA CORP /DE/261,186$4.4m0.0%
Hennion & Walsh Asset Management, Inc.241,468$4.1m0.1%
Advisors Asset Management, Inc.230,907$3.9m0.1%
Noble Wealth Management PBC225,747$3.8m1.7%
Sowell Financial Services LLC204,611$3.5m0.1%
LPL Financial LLC157,596$2.7m0.0%
Invesco Ltd.129,884$2.2m0.0%
Smith Asset Management Co., LLC124,011$2.1m1.6%
GUGGENHEIM CAPITAL LLC100,671$1.7m0.0%
MORGAN STANLEY97,218$1.6m0.0%
CEERA INVESTMENTS, LLC69,930$1.2m0.5%
Fiera Capital Corp69,761$1.2m0.0%
Closed-End Fund Advisors, Inc.46,527$786,3060.8%
Focus Partners Wealth43,334$732,3470.0%
WELLS FARGO & COMPANY/MN42,360$715,8880.0%
Baird Financial Group, Inc.40,379$682,4050.0%
Farther Finance Advisors, LLC25,354$428,4830.0%
SEAMOUNT FINANCIAL GROUP INC20,790$351,3550.1%
OSAIC HOLDINGS, INC.19,468$329,0260.0%
Mallini Complete Financial Planning LLC18,752$316,9230.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,578$297,0680.0%
RAYMOND JAMES FINANCIAL INC16,782$283,6160.0%
READYSTATE ASSET MANAGEMENT LP15,420$260,5980.0%
HighTower Advisors, LLC14,650$247,5850.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FLC"). FLC price history · All 13F data

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