PFFR Institutional Ownership
InfraCap REIT Preferred ETF
1W: +0.8%
1M: -2.8%
3M: -3.9%
YTD: -5.6%
1Y: -9.3%
3Y: +17.9%
5Y: -4.1%
$16.93
+0.07 (+0.42%)
Weekly Expected Move ±1.3%
$17
$17
$17
$17
$17
Overview
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Institutional Ownership — PFFR
41
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
21M
Total Invested
7
New Positions
19
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 169,711 | 3M | +3,880 | +2.3% | 7Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 158,965 | 3M | +801 | +0.5% | 8Q | SEC ↗ |
| 3 | Strategic Financial Concepts, LLC | 141,566 | 2M | +130,929 | +1230.9% | 2Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 117,627 | 2M | +5,849 | +5.2% | 30Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 102,560 | 2M | +19,316 | +23.2% | 12Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 99,861 | 2M | +9,511 | +10.5% | 8Q | SEC ↗ |
| 7 | LPL Financial LLC | 87,365 | 1M | -2,414 | -2.7% | 28Q | SEC ↗ |
| 8 | UBS Group AG | 60,088 | 1M | -3,330 | -5.3% | 33Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 54,465 | 922K | +6,220 | +12.9% | 26Q | SEC ↗ |
| 10 | Pasadena Private Wealth, LLC | 44,414 | 752K | -14,747 | -24.9% | 11Q | SEC ↗ |
| 11 | Lido Advisors, LLC | 32,960 | 558K | — | +0.0% | 5Q | SEC ↗ |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 28,736 | 487K | +12,726 | +79.5% | 5Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 26,828 | 454K | -67,508 | -71.6% | 7Q | SEC ↗ |
| 14 | HRT FINANCIAL LP NEW | 25,381 | 430K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Camarda Financial Advisors, LLC | 24,141 | 409K | +2,207 | +10.1% | 4Q | SEC ↗ |
| 16 | FIFTH THIRD BANCORP | 17,730 | 300K | +695 | +4.1% | 2Q | SEC ↗ |
| 17 | Fiduciary Group, LLC | 17,324 | 293K | +1,814 | +11.7% | 2Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 14,810 | 251K | — | +0.0% | 3Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 14,003 | 237K | — | +0.0% | 10Q | SEC ↗ |
| 20 | BXM Wealth LLC NEW | 11,270 | 191K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Cetera Investment Advisers NEW | 10,000 | 169K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Aptus Capital Advisors, LLC | 9,581 | 162K | +469 | +5.1% | 3Q | SEC ↗ |
| 23 | Allworth Financial LP | 6,989 | 118K | +71 | +1.0% | 4Q | SEC ↗ |
| 24 | MORGAN STANLEY | 6,973 | 118K | +44 | +0.6% | 28Q | SEC ↗ |
| 25 | Founders Financial Alliance, LLC NEW | 6,440 | 109K | — | +0.0% | 1Q | SEC ↗ |
| 26 | FMR LLC | 3,015 | 51K | +3,001 | +21435.7% | 5Q | SEC ↗ |
| 27 | Ankerstar Wealth, LLC | 2,370 | 40K | — | +0.0% | 3Q | SEC ↗ |
| 28 | US BANCORP \DE | 1,380 | 23K | — | +0.0% | 5Q | SEC ↗ |
| 29 | NATIONAL BANK OF CANADA /FI | 700 | 12K | — | +0.0% | 15Q | SEC ↗ |
| 30 | Aventura Private Wealth, LLC | 339 | 6K | +7 | +2.1% | 7Q | SEC ↗ |
| 31 | HARBOUR INVESTMENTS, INC. | 315 | 5K | +7 | +2.3% | 3Q | SEC ↗ |
| 32 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 198 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Roxbury Financial LLC NEW | 139 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 34 | VIRTUS ADVISERS, LLC | 91 | 2K | +20 | +28.2% | 5Q | SEC ↗ |
| 35 | MERCER GLOBAL ADVISORS INC /ADV NEW | 90 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 1 | 0K | +1 | — | 15Q | SEC ↗ |
| 37 | GTS SECURITIES LLC | 0 | 0K | -14,747 | -100.0% | 1Q | SEC ↗ |
| 38 | AlphaCore Capital LLC | 0 | 0K | -375 | -100.0% | 1Q | SEC ↗ |
| 39 | DIVERSIFY WEALTH MANAGEMENT, LLC | 0 | 0K | -12,831 | -100.0% | 7Q | SEC ↗ |
| 40 | AE Wealth Management LLC | 0 | 0K | -1,370 | -100.0% | 1Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 0 | 0K | -3,335 | -100.0% | 1Q | SEC ↗ |
| 42 | Sound Income Strategies, LLC | 0 | 0K | -363 | -100.0% | 2Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 0 | 0K | -64,753 | -100.0% | 1Q | SEC ↗ |
| 44 | TBH Global Asset Management, LLC | 0 | 0K | -20,385 | -100.0% | 1Q | SEC ↗ |
| 45 | STANCE CAPITAL LLC | 0 | 0K | -2,558 | -100.0% | 1Q | SEC ↗ |
| 46 | TUCKER ASSET MANAGEMENT LLC | 0 | 0K | -2,687 | -100.0% | 4Q | SEC ↗ |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -10,900 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 25,381 | 430K |
| BXM Wealth LLC | 11,270 | 191K |
| Cetera Investment Advisers | 10,000 | 169K |
| Founders Financial Alliance, LLC | 6,440 | 109K |
| COMPASS FINANCIAL MANAGEMENT LLC | 198 | 3K |
| Roxbury Financial LLC | 139 | 2K |
| MERCER GLOBAL ADVISORS INC /ADV | 90 | 2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 64,753 | 1M |
| TBH Global Asset Management, LLC | 20,385 | 345K |
| GTS SECURITIES LLC | 14,747 | 250K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 12,831 | 217K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,900 | 185K |
| Advisory Services Network, LLC | 3,335 | 56K |
| TUCKER ASSET MANAGEMENT LLC | 2,687 | 45K |
| STANCE CAPITAL LLC | 2,558 | 43K |
| AE Wealth Management LLC | 1,370 | 23K |
| AlphaCore Capital LLC | 375 | 6K |
| Sound Income Strategies, LLC | 363 | 6K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Strategic Financial Concepts, LLC | +130,929 | +1230.9% | 141,566 |
| ENVESTNET ASSET MANAGEMENT INC | +19,316 | +23.2% | 102,560 |
| KINGSWOOD WEALTH ADVISORS, LLC | +12,726 | +79.5% | 28,736 |
| Janney Montgomery Scott LLC | +9,511 | +10.5% | 99,861 |
| OSAIC HOLDINGS, INC. | +6,220 | +12.9% | 54,465 |
| ROYAL BANK OF CANADA | +5,849 | +5.2% | 117,627 |
| Kestra Advisory Services, LLC | +3,880 | +2.3% | 169,711 |
| FMR LLC | +3,001 | +21435.7% | 3,015 |
| Camarda Financial Advisors, LLC | +2,207 | +10.1% | 24,141 |
| Fiduciary Group, LLC | +1,814 | +11.7% | 17,324 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +801 | +0.5% | 158,965 |
| FIFTH THIRD BANCORP | +695 | +4.1% | 17,730 |
| Aptus Capital Advisors, LLC | +469 | +5.1% | 9,581 |
| Allworth Financial LP | +71 | +1.0% | 6,989 |
| MORGAN STANLEY | +44 | +0.6% | 6,973 |
| VIRTUS ADVISERS, LLC | +20 | +28.2% | 91 |
| Aventura Private Wealth, LLC | +7 | +2.1% | 339 |
| HARBOUR INVESTMENTS, INC. | +7 | +2.3% | 315 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -67,508 | -71.6% | 26,828 |
| Pasadena Private Wealth, LLC | -14,747 | -24.9% | 44,414 |
| UBS Group AG | -3,330 | -5.3% | 60,088 |
| LPL Financial LLC | -2,414 | -2.7% | 87,365 |