PFFA Institutional Ownership
Virtus InfraCap U.S. Preferred Stock ETF
1W: -1.1%
1M: -5.5%
3M: -5.0%
YTD: -7.5%
1Y: -8.5%
3Y: +27.5%
5Y: +17.8%
$19.77
-0.03 (-0.15%)
Weekly Expected Move ±1.3%
$19
$20
$20
$20
$20
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PFFA
228
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
424M
Total Invested
36
New Positions
101
Increased
62
Reduced
20
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (247 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,144,834 | $42M | +119,881 | +5.9% | 28Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 1,496,322 | $30M | +406,987 | +37.4% | 11Q | SEC ↗ |
| 3 | Melia Wealth LLC | 1,461,685 | $29M | +686,954 | +88.7% | 5Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 1,250,971 | $25M | +260,917 | +26.4% | 26Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 1,028,444 | $20M | +3,820 | +0.4% | 30Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 951,440 | $19M | +88,619 | +10.3% | 19Q | SEC ↗ |
| 7 | MML INVESTORS SERVICES, LLC | 801,143 | $16M | +101,082 | +14.4% | 17Q | SEC ↗ |
| 8 | Foguth Wealth Management, LLC. NEW | 654,919 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 540,484 | $11M | +201,443 | +59.4% | 7Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 507,070 | $10M | +52,576 | +11.6% | 12Q | SEC ↗ |
| 11 | Steward Partners Investment Advisory, | 497,225 | $10M | +44,302 | +9.8% | 20Q | SEC ↗ |
| 12 | Equitable Holdings, Inc. | 461,496 | $9M | +73,888 | +19.1% | 24Q | SEC ↗ |
| 13 | Anderson Financial Strategies, LLC | 397,868 | $8M | +20,718 | +5.5% | 7Q | SEC ↗ |
| 14 | AdvisorNet Financial, Inc | 357,220 | $7M | +52,343 | +17.2% | 18Q | SEC ↗ |
| 15 | Lido Advisors, LLC | 284,284 | $6M | +115,234 | +68.2% | 11Q | SEC ↗ |
| 16 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 283,867 | $6M | -5,354 | -1.9% | 33Q | SEC ↗ |
| 17 | Venture Visionary Partners LLC | 271,983 | $5M | +24,693 | +10.0% | 3Q | SEC ↗ |
| 18 | DAVENPORT & Co LLC | 234,803 | $5M | +59,508 | +33.9% | 15Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 233,694 | $5M | -5,503 | -2.3% | 10Q | SEC ↗ |
| 20 | Foundations Investment Advisors, LLC | 217,583 | $4M | -32,375 | -13.0% | 13Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 217,134 | $4M | +3,530 | +1.7% | 16Q | SEC ↗ |
| 22 | Sound Income Strategies, LLC | 199,272 | $4M | -4,779 | -2.3% | 17Q | SEC ↗ |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | 190,749 | $4M | +5,183 | +2.8% | 24Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 189,899 | $4M | +15,456 | +8.9% | 24Q | SEC ↗ |
| 25 | Future Financial Wealth Managment LLC | 187,587 | $4M | -1,512 | -0.8% | 7Q | SEC ↗ |
| 26 | Orion Porfolio Solutions, LLC | 180,120 | $4M | +16,214 | +9.9% | 10Q | SEC ↗ |
| 27 | Black Swift Group, LLC | 150,615 | $3M | -18,000 | -10.7% | 12Q | SEC ↗ |
| 28 | Jefferies Financial Group Inc. | 118,913 | $2M | +287 | +0.2% | 15Q | SEC ↗ |
| 29 | Merit Financial Group, LLC NEW | 118,014 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Investment Partners Asset Management, | 115,046 | $2M | +11,788 | +11.4% | 4Q | SEC ↗ |
| 31 | SHEETS SMITH WEALTH MANAGEMENT | 113,975 | $2M | +6,514 | +6.1% | 21Q | SEC ↗ |
| 32 | Urban Wealth Management, LLC | 112,207 | $2M | -25,100 | -18.3% | 3Q | SEC ↗ |
| 33 | SMITH, MOORE & CO. | 111,621 | $2M | +120 | +0.1% | 10Q | SEC ↗ |
| 34 | ADAPT WEALTH ADVISORS, LLC | 110,650 | $2M | -8,499 | -7.1% | 4Q | SEC ↗ |
| 35 | Capital Analysts, LLC | 110,484 | $2M | +4,417 | +4.2% | 11Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 109,948 | $2M | -22,122 | -16.8% | 14Q | SEC ↗ |
| 37 | NFSG Corp | 104,145 | $2M | +778 | +0.8% | 8Q | SEC ↗ |
| 38 | Hedeker Wealth, LLC | 96,469 | $2M | +1,083 | +1.1% | 4Q | SEC ↗ |
| 39 | Fund Advisors of America Inc/FL | 96,297 | $2M | -6,023 | -5.9% | 3Q | SEC ↗ |
| 40 | Mezzasalma Advisors, LLC NEW | 89,891 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 41 | TT Capital Management LLC | 86,150 | $2M | +3,600 | +4.4% | 5Q | SEC ↗ |
| 42 | Samalin Investment Counsel, LLC | 84,571 | $2M | -9,417 | -10.0% | 15Q | SEC ↗ |
| 43 | MONECO ADVISORS, LLC | 84,040 | $2M | +6,183 | +7.9% | 4Q | SEC ↗ |
| 44 | Mariner, LLC | 82,105 | $2M | +15,811 | +23.8% | 6Q | SEC ↗ |
| 45 | TradeWell Securities, LLC. | 81,913 | $2M | +7,576 | +10.2% | 7Q | SEC ↗ |
| 46 | Secure Asset Management, LLC | 80,972 | $2M | +7,902 | +10.8% | 11Q | SEC ↗ |
| 47 | WORLD EQUITY GROUP, INC. | 79,787 | $2M | +11,750 | +17.3% | 8Q | SEC ↗ |
| 48 | Summit Financial, LLC | 79,475 | $2M | +28,047 | +54.5% | 4Q | SEC ↗ |
| 49 | Global Retirement Partners, LLC NEW | 79,198 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 50 | INTEGRITY ALLIANCE, LLC. | 78,569 | $2M | +6,632 | +9.2% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Foguth Wealth Management, LLC. | 654,919 | $13M |
| Merit Financial Group, LLC | 118,014 | $2M |
| Mezzasalma Advisors, LLC | 89,891 | $2M |
| Global Retirement Partners, LLC | 79,198 | $2M |
| AlphaCore Capital LLC | 76,179 | $2M |
| BANK OF AMERICA CORP /DE | 74,000 | $1M |
| Financial Gravity Companies, Inc. | 71,864 | $1M |
| Burnham & Co LLC | 59,609 | $1M |
| Trask Adam Roland | 56,609 | $1M |
| AQR CAPITAL MANAGEMENT LLC | 56,430 | $1M |
| JACKSON THORNTON WEALTH MANAGEMENT, | 51,541 | $1M |
| Bramshill Investments, LLC | 50,000 | $988K |
| Arax Advisory Partners | 45,019 | $890K |
| J. M. Brown & Associates Inc. | 20,095 | $397K |
| Beacon Pointe Advisors, LLC | 17,223 | $340K |
| Stratos Wealth Partners, LTD. | 15,420 | $305K |
| CHOREO, LLC | 13,409 | $265K |
| Walser Wealth Management Company, A | 11,260 | $223K |
| Comprehensive Money Management Serv | 9,900 | $196K |
| COLUMBIA ADVISORY PARTNERS LLC | 9,778 | $193K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PANORAMIC INVESTMENT ADVISORS, LLC | 774,731 | $15M |
| Ocean Park Asset Management, LLC | 495,100 | $10M |
| FIG FINANCIAL ADVISORY SERVICES INC | 100,069 | $2M |
| HRT FINANCIAL LP | 70,696 | $1M |
| Navis Wealth Advisors, LLC | 61,763 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 42,195 | $834K |
| AXS Investments LLC | 35,836 | $708K |
| GTS SECURITIES LLC | 30,880 | $610K |
| Heritage Family Offices, LLP | 27,990 | $553K |
| Baer Investment Advisory LLC | 25,463 | $503K |
| Simplicity Wealth,LLC | 22,784 | $450K |
| Darden Wealth Group Inc | 14,716 | $291K |
| Private Wealth Asset Management, LL | 13,499 | $267K |
| Qube Research & Technologies Ltd | 10,518 | $208K |
| Creative Planning | 10,493 | $207K |
| Focus Partners Advisor Solutions, L | 10,261 | $203K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 9,418 | $186K |
| Osbon Capital Management LLC | 6,020 | $119K |
| AE Wealth Management LLC | 2,643 | $52K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,835 | $36K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Melia Wealth LLC | +686,954 | +88.7% | 1,461,685 |
| Cambridge Investment Research Advis | +406,987 | +37.4% | 1,496,322 |
| OSAIC HOLDINGS, INC. | +260,917 | +26.4% | 1,250,971 |
| RAYMOND JAMES FINANCIAL INC | +201,443 | +59.4% | 540,484 |
| LPL Financial LLC | +119,881 | +5.9% | 2,144,834 |
| Lido Advisors, LLC | +115,234 | +68.2% | 284,284 |
| MML INVESTORS SERVICES, LLC | +101,082 | +14.4% | 801,143 |
| ENVESTNET ASSET MANAGEMENT INC | +88,619 | +10.3% | 951,440 |
| Equitable Holdings, Inc. | +73,888 | +19.1% | 461,496 |
| Financial Gravity Asset Management, | +71,484 | +1582.6% | 76,001 |
| DAVENPORT & Co LLC | +59,508 | +33.9% | 234,803 |
| STIFEL FINANCIAL CORP | +52,576 | +11.6% | 507,070 |
| AdvisorNet Financial, Inc | +52,343 | +17.2% | 357,220 |
| Steward Partners Investment Advisor | +44,302 | +9.8% | 497,225 |
| HighTower Advisors, LLC | +40,840 | +154.3% | 67,313 |
| Sunbelt Securities, Inc. | +36,328 | +177.3% | 56,816 |
| Summit Financial, LLC | +28,047 | +54.5% | 79,475 |
| Pasadena Private Wealth, LLC | +24,741 | +79.5% | 55,876 |
| Venture Visionary Partners LLC | +24,693 | +10.0% | 271,983 |
| TRUIST FINANCIAL CORP | +22,710 | +101.3% | 45,126 |