PASADENA, CA
FLAHERTY & CRUMRINE PREFERRED & INCOME OPPORTUNITY FUND INCPFO— Latest position per institution from SEC 13F filings
15
Institutional holders
5.05M
Total shares held
30.10M
Estimated value
252.70K
Avg. position size
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
1.72M
Value
15.89K
Filed
Jun 30, 2026
CIBC BANCORP USA INC.
CIK 1711924
Shares
588.51K
Value
5.44M
Filed
Jun 30, 2026
CIBC PRIVATE WEALTH GROUP LLC
CIK 1298088
Shares
588.51K
Value
5.56M
Filed
Dec 31, 2025
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
350.62K
Value
3.17M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
200.18K
Value
1.85M
Filed
Jun 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
175.63K
Value
1.62M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
170.78K
Value
1.58M
Filed
Jun 30, 2025
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
146.59K
Value
1.43M
Filed
Sep 30, 2025
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
132.89K
Value
1.13M
Filed
Jun 30, 2024
FIERA CAPITAL CORP
CIK 1505817
Shares
128.67K
Value
1.19M
Filed
Jun 30, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
109.16K
Value
921.31K
Filed
Mar 31, 2024
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
101.53K
Value
938.09K
Filed
Jun 30, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
97.96K
Value
845.40K
Filed
Sep 30, 2026
CLOSED-END FUND ADVISORS, INC.
CIK 2103520
Shares
94.93K
Value
877.14K
Filed
Jun 30, 2026
D.A. DAVIDSON & CO.
CIK 1080107
Shares
89.47K
Value
826.75K
Filed
Jun 30, 2026
MUSTICO FINANCIAL GROUP, INC.
CIK 2034361
Shares
83.65K
Value
757.08K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
77.68K
Value
717.74K
Filed
Jun 30, 2026
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.
CIK 1846838
Shares
75.69K
Value
700.13K
Filed
Jun 30, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
63.97K
Value
591.00
Filed
Jun 30, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
57.45K
Value
530.83K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 769317 | 1.72M | 15.89K | Jun 30, 2026 |
| 2 | CIBC BANCORP USA INC. | 1711924 | 588.51K | 5.44M | Jun 30, 2026 |
| 3 | CIBC PRIVATE WEALTH GROUP LLC | 1298088 | 588.51K | 5.56M | Dec 31, 2025 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 350.62K | 3.17M | Mar 31, 2026 |
| 5 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 200.18K | 1.85M | Jun 30, 2026 |
| 6 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 175.63K | 1.62M | Jun 30, 2026 |
| 7 | MATISSE CAPITAL | 1668256 | 170.78K | 1.58M | Jun 30, 2025 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 146.59K | 1.43M | Sep 30, 2025 |
| 9 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 132.89K | 1.13M | Jun 30, 2024 |
| 10 | FIERA CAPITAL CORP | 1505817 | 128.67K | 1.19M | Jun 30, 2026 |
| 11 | PFG INVESTMENTS, LLC | 1973224 | 109.16K | 921.31K | Mar 31, 2024 |
| 12 | PATHSTONE HOLDINGS, LLC | 2011612 | 101.53K | 938.09K | Jun 30, 2026 |
| 13 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 97.96K | 845.40K | Sep 30, 2026 |
| 14 | CLOSED-END FUND ADVISORS, INC. | 2103520 | 94.93K | 877.14K | Jun 30, 2026 |
| 15 | D.A. DAVIDSON & CO. | 1080107 | 89.47K | 826.75K | Jun 30, 2026 |
| 16 | MUSTICO FINANCIAL GROUP, INC. | 2034361 | 83.65K | 757.08K | Jun 30, 2026 |
| 17 | MORGAN STANLEY | 895421 | 77.68K | 717.74K | Jun 30, 2026 |
| 18 | EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 1846838 | 75.69K | 700.13K | Jun 30, 2025 |
| 19 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 63.97K | 591.00 | Jun 30, 2026 |
| 20 | ATLAS WEALTH LLC | 1964106 | 57.45K | 530.83K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.