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Infracap REIT Preferred ETF (PFFR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
INCREASED
Shares172,468 from 169,711
Change+2,757 (+2%)
Value$2.9M (-$55.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares97,291 from 158,965
Change-61,674 (-39%)
Value$1.6M (-$1.2M)
Filed 2026-10-13
LPL Financial LLC
DECREASED
Shares83,941 from 87,365
Change-3,424 (-4%)
Value$1.4M (-$109.9K)
Filed 2026-11-06
UBS Group AG
INCREASED
Shares63,800 from 60,088
Change+3,712 (+6%)
Value$1.1M (+$26.3K)
Filed 2026-11-10
Pasadena Private Wealth, LLC
DECREASED
Shares33,848 from 44,414
Change-10,566 (-24%)
Value$568.6K (-$204.2K)
Filed 2026-11-10
Lido Advisors, LLC
UNCHANGED
Shares32,960 from 32,960
Change0 (0%)
Value$553.7K (-$19.8K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED
Shares27,567 from 28,736
Change-1,169 (-4%)
Value$463.1K (-$36.9K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares17,925 from 17,730
Change+195 (+1%)
Value$301.1K (-$7.4K)
Filed 2026-11-05
HighTower Advisors, LLC
INCREASED
Shares14,247 from 14,003
Change+244 (+2%)
Value$239.3K (-$4.3K)
Filed 2026-11-10
BXM Wealth LLC
INCREASED
Shares11,770 from 11,270
Change+500 (+4%)
Value$197.7K (+$1.6K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,503 from 14,810
Change-3,307 (-22%)
Value$193.0K (-$65.0K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares6,989 from 6,989
Change0 (0%)
Value$121.6K ($0)
Filed 2026-11-06
FMR LLC
INCREASED
Shares4,584 from 3,015
Change+1,569 (+52%)
Value$77.0K (+$24.6K)
Filed 2026-11-10
US Bancorp \de\
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$23.2K (-$828)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares1,302
Change+1,302
Value$21.9K
Filed 2026-11-04
Harbour Investments, Inc.
INCREASED
Shares321 from 315
Change+6 (+2%)
Value$5.4K (-$75)
Filed 2026-11-09
Highline Wealth Partners LLC
NEW
Shares160
Change+160
Value$2.7K
Filed 2026-10-19
Roxbury Financial LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$2.3K (-$84)
Filed 2026-10-01
Caldwell Sutter Capital, Inc.
NEW
Shares100
Change+100
Value$1.7K
Filed 2026-11-09
Virtus Advisers, LLC
DECREASED
Shares45 from 91
Change-46 (-51%)
Value$756 (-$827)
Filed 2026-11-09
Founders Financial Alliance, LLC
CLOSED
Shares0 from 6,440
Change-6,440 (-100%)
Value$0 (-$112.1K)
Filed 2026-11-10
Compass Financial Management LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-30
Strategic Financial Concepts, LLC
N/A
Shares— from 141,566
Change-141,566 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 117,627
Change-117,627 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 102,560
Change-102,560 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 99,861
Change-99,861 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,465
Change-54,465 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 26,828
Change-26,828 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 25,381
Change-25,381 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 24,141
Change-24,141 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 17,324
Change-17,324 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,973
Change-6,973 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 700
Change-700 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kestra Advisory Services, LLC
INCREASED172,468169,711+2,757+2%$3.0M$2.9M-$55.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED97,291158,965-61,674-39%$2.8M$1.6M-$1.2M2026-10-13
LPL Financial LLC
DECREASED83,94187,365-3,424-4%$1.5M$1.4M-$109.9K2026-11-06
UBS Group AG
INCREASED63,80060,088+3,712+6%$1.0M$1.1M+$26.3K2026-11-10
Pasadena Private Wealth, LLC
DECREASED33,84844,414-10,566-24%$772.8K$568.6K-$204.2K2026-11-10
Lido Advisors, LLC
UNCHANGED32,96032,96000%$573.5K$553.7K-$19.8K2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED27,56728,736-1,169-4%$500.0K$463.1K-$36.9K2026-10-23
Fifth Third Bancorp
INCREASED17,92517,730+195+1%$308.5K$301.1K-$7.4K2026-11-05
HighTower Advisors, LLC
INCREASED14,24714,003+244+2%$243.6K$239.3K-$4.3K2026-11-10
BXM Wealth LLC
INCREASED11,77011,270+500+4%$196.1K$197.7K+$1.6K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED11,50314,810-3,307-22%$258.0K$193.0K-$65.0K2026-11-02
Allworth Financial LP
UNCHANGED6,9896,98900%$121.6K$121.6K$02026-11-06
FMR LLC
INCREASED4,5843,015+1,569+52%$52.5K$77.0K+$24.6K2026-11-10
US Bancorp \de\
UNCHANGED1,3801,38000%$24.0K$23.2K-$8282026-11-05
Nova Financial LLC
NEW1,302—+1,302——$21.9K—2026-11-04
Harbour Investments, Inc.
INCREASED321315+6+2%$5.5K$5.4K-$752026-11-09
Highline Wealth Partners LLC
NEW160—+160——$2.7K—2026-10-19
Roxbury Financial LLC
UNCHANGED13913900%$2.4K$2.3K-$842026-10-01
Caldwell Sutter Capital, Inc.
NEW100—+100——$1.7K—2026-11-09
Virtus Advisers, LLC
DECREASED4591-46-51%$1.6K$756-$8272026-11-09
Founders Financial Alliance, LLC
CLOSED06,440-6,440-100%$112.1K$0-$112.1K2026-11-10
Compass Financial Management LLC
CLOSED0198-198-100%$3.4K$0-$3.4K2026-10-30
Strategic Financial Concepts, LLC
N/A—141,566-141,566-100%$2.5M———
Royal Bank of Canada
N/A—117,627-117,627-100%$2.0M———
Envestnet Asset Management Inc
N/A—102,560-102,560-100%$1.8M———
Janney Montgomery Scott LLC
N/A—99,861-99,861-100%$1.7M———
Osaic Holdings, Inc.
N/A—54,465-54,465-100%$947.7K———
Raymond James Financial Inc
N/A—26,828-26,828-100%$466.8K———
HRT Financial LP
N/A—25,381-25,381-100%$441.0K———
Camarda Financial Advisors, LLC
N/A—24,141-24,141-100%$420.1K———
Fiduciary Group, LLC
N/A—17,324-17,324-100%$301.4K———
Cetera Investment Advisers
N/A—10,000-10,000-100%$174.0K———
Aptus Capital Advisors, LLC
N/A—9,581-9,581-100%$166.7K———
Morgan Stanley
N/A—6,973-6,973-100%$121.3K———
Ankerstar Wealth, LLC
N/A—2,370-2,370-100%$41.2K———
National Bank of Canada
N/A—700-700-100%$12.2K———
Aventura Private Wealth, LLC
N/A—339-339-100%$5.9K———
Wells Fargo & Company
N/A—1-1-100%$15———
Showing 38 of 38 institutions