ISHARES PREFERRED & INCOME S PFF
$30.48
+0.0% 52w: $28.68 – $31.57
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data28.6830.1331.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
965
-40 QoQ
13F value
$5.06B
-8.2% QoQ
Smart-money holders
42
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
1.1×
$8.8M calls / $7.9M puts
Institutional value by quarter
Number of holders
Who owns PFF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 22.7M | $689.7M | 0.1% | +0.4% |
| MORGAN STANLEY | Bank broker | 15.0M | $455.5M | 0.0% | -5.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 9.5M | $287.3M | 0.1% | -0.2% |
| LPL Financial LLC | Bank broker | 7.7M | $233.8M | 0.1% | -1.9% |
| UBS Group AG | Bank broker | 6.1M | $184.8M | 0.0% | +1.0% |
| ROYAL BANK OF CANADA | Bank broker | 4.3M | $128.9M | 0.0% | +3.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.2M | $127.4M | 0.0% | +6.2% |
| Mariner, LLC | Diversified mechanical | 3.4M | $103.8M | 0.1% | -9.8% |
| First Interstate Bank | Wealth advisor | 2.9M | $87.9M | 4.9% | -0.2% |
| BlackRock, Inc. | Index provider | 2.8M | $83.9M | 0.0% | +13.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.2M | $66.8M | 0.0% | +3.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.2M | $65.4M | 0.0% | -33.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 1.9M | $59.0M | 0.9% | +2.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.7M | $52.0M | 0.1% | -5.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.7M | $50.8M | 0.3% | +1.8% |
| US BANCORP \DE\ | Wealth advisor | 1.6M | $47.5M | 0.1% | -11.0% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $46.8M | 0.0% | -12.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.5M | $46.1M | 0.1% | +23.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.5M | $44.0M | 0.1% | +10.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.4M | $42.5M | 0.0% | -3.5% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 1.3M | $39.4M | 0.8% | +13.0% |
| GREENLEAF TRUST | Other | 1.3M | $37.9M | 0.4% | +3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $36.1M | 0.1% | -5.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.2M | $34.9M | 0.0% | -12.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.1M | $33.0M | 0.1% | +3.1% |
| GDS Wealth Management | Other | 1.1M | $32.0M | 1.9% | +11.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.0M | $31.6M | 0.0% | -0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $30.8M | 0.0% | +20.4% |
| MAI Capital Management | Wealth advisor | 981.6K | $29.8M | 0.2% | +5.8% |
| FUKOKU MUTUAL LIFE INSURANCE Co | Other | 955.5K | $29.0M | 1.9% | -2.2% |
| Cerity Partners LLC | Diversified mechanical | 886.1K | $26.9M | 0.0% | +14.5% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 855.4K | $25.9M | 1.5% | +12.0% |
| COMMERCE BANK | Diversified mechanical | 844.9K | $25.6M | 0.1% | +3.1% |
| Dakota Wealth Management | Other | 833.1K | $25.3M | 0.5% | -10.9% |
| Hennion & Walsh Asset Management, Inc. | Other | 821.9K | $24.9M | 0.8% | +4.1% |
| HighTower Advisors, LLC | Diversified mechanical | 815.8K | $24.7M | 0.0% | +6.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 850.2K | $24.7M | 0.1% | -17.8% |
| HRT FINANCIAL LP | Diversified mechanical | 711.5K | $21.6M | 0.1% | +99.7% |
| BARD ASSOCIATES INC | Other | 691.9K | $21.0M | 5.3% | -0.3% |
| Pure Financial Advisors, LLC | Wealth advisor | 679.9K | $20.6M | 0.3% | +5.4% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 676.2K | $20.5M | 2.9% | -3.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 635.4K | $19.3M | 0.1% | +13.2% |
| Northside Capital Management, LLC | Other | 632.7K | $19.2M | 1.7% | +0.6% |
| CITIGROUP INC | Bank broker | 631.9K | $19.2M | 0.0% | +10.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 613.4K | $18.6M | 0.1% | -4.7% |
| SeaBridge Investment Advisors LLC | Other | 595.9K | $18.1M | 3.1% | +15.1% |
| Welch & Forbes LLC | Other | 584.7K | $17.7M | 0.2% | -1.6% |
| DEUTSCHE BANK AG\ | Bank broker | 584.6K | $17.7M | 0.0% | -1.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 558.8K | $16.9M | 0.0% | -9.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 536.4K | $16.3M | 0.0% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.