PFF institutional holders

iShares Preferred and Income Securities ETF · 1,017 reporting institutions · $5.1B reported value

Funds that can replace PFF · PFF return decomposition

Institutional holdings

Institutions reporting PFF, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$700.2M02026-06-30
Morgan Stanley$477.5M23,1852026-06-30
Wells Fargo & Company/mn$259.6M02026-06-30
Lpl Financial LLC$233.7M23,4582026-06-30
UBS Group AG$188.4M02026-06-30
Royal Bank of Canada$131M02026-06-30
Envestnet Pmc$122.9M602026-06-30
Mariner, LLC$97.7M02026-06-30
First Interstate Bank$93.1M02026-06-30
Blackrock, Inc.$85.5M02026-06-30
Raymond James Financial Inc$71M02026-06-30
Charles Schwab Investment Management Inc$67.7M372026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$62.6M992026-06-30
Truist Financial Corp$48.8M02026-06-30
Cetera Investment Advisers$46.1M10,3702026-06-30
Fifth Third Bancorp$45.8M02026-06-30
US Bancorp$45.6M02026-06-30
Rockefeller Capital Management LP$42.7M3462026-06-30
Greenleaf Trust$40.2M02026-06-30
Sumitomo Mitsui Financial Group, Inc.$39.9M02026-06-30
Osaic Holdings, Inc.$39.9M02026-06-30
Gds Wealth Management$36.2M232026-06-30
Commonwealth Equity Services, LLC$35.5M2,8632026-06-30
Ameriprise Financial Inc$33.8M02026-06-30
Baird Financial Group, Inc.$33.8M02026-06-30
Stifel Financial Corp$32.8M02026-06-30
Northwestern Mutual Wealth Management Co$32M02026-06-30
Fukoku Mutual Life Insurance Co$29.1M02026-06-30
Cerity Partners LLC$27.5M7772026-06-30
Hennion & Walsh Asset Management, Inc.$27.3M712026-06-30
Mai Capital Management$27M3082026-06-30
Jaffetilchin Investment Partners, LLC$25.9M02026-03-31
Steward Partners Investment Advisory, LLC$25.8M4812026-06-30
Wealth Enhancement Advisory Services, LLC$25.4M1,0262026-06-30
Commerce Bank$25.2M02026-06-30
Hightower Advisors, LLC$24.9M1,0462026-06-30
Pure Financial Advisors, LLC$22M882026-06-30
Bard Associates Inc$21.1M32026-06-30
Citigroup Inc$20.8M02026-06-30
Seabridge Investment Advisors LLC$19.9M112026-06-30
Dakota Wealth Management$19.9M02026-06-30
Northside Capital Management, LLC$18.9M82026-06-30
MML Investors Services, LLC$18.6M5,1202026-06-30
Kestra Advisory Services, LLC$18.2M1,4792026-06-30
Keybank National Association/oh$17.8M02026-06-30
Deutsche Bank AG$17.8M02026-06-30
Swan Capital LLC$17.6M62026-06-30
Markowski Investments$16.8M102026-06-30
Independence Financial Advisors, LLC$16.6M82026-06-30
Welch & Forbes LLC$15.9M52026-06-30
Sanctuary Advisors, LLC$15.6M4012026-06-30
Cordoba Advisory Partners LLC$15.5M72026-06-30
&partners$15.4M5552026-06-30
Ballast, Inc.$13.7M82026-06-30
Newedge Advisors$13.7M6012026-06-30
Stephens Inc /ar$13.6M2432026-06-30
Robertson Stephens Wealth Management, LLC$12.8M722026-06-30
Fulton Breakefield Broenniman LLC$12.4M112026-06-30
Captrust Financial Advisors$12.3M9622026-06-30
Jones Financial Companies LLLP$12.3M02026-06-30
Envestnet Portfolio Solutions, Inc.$12.2M32026-06-30
Stratos Wealth Partners, Ltd.$11.9M3862026-06-30
Conning Inc.$11.9M12026-06-30
First Citizens Bank & Trust Co$11.8M02026-06-30
Sbi Securities Co., Ltd.$11.7M02026-06-30
Collective Family Office, LLC$10.6M42026-06-30
Stablepoint Partners, LLC$10.6M52026-06-30
Bramshill Investments, LLC$10.5M02026-06-30
Mountain Hill Investment Partners Corp.$10.3M32026-06-30
Knightsbridge Asset Management, LLC$10M102026-06-30
Focus Partners Wealth$9.8M1,0482026-06-30
Florida Trust Wealth Management Co$9.7M02026-06-30
Synovus Financial Corp$9.5M02025-09-30
Bank of Montreal /can$9.5M02026-06-30
Prospera Financial Services, Inc.$9.2M2702026-06-30
Tanager Wealth Management LLP$9.1M132026-06-30
Amg National Trust Bank$8.8M02026-06-30
Coral Wealth Management, LLC$8.7M22026-06-30
Angeles Wealth Management, LLC$8.7M92026-06-30
Full Sail Capital, LLC$8.5M02025-09-30
Pinnacle Financial Partners, Inc.$8.5M02026-06-30
Susquehanna International Group, LLP$8.4M02026-06-30
Mercer Global Advisors Inc /adv$8.4M02026-06-30
Centiva Capital, LP$8.4M02026-06-30
Quadrature Capital Ltd$8.3M02026-06-30
Rwa Wealth Partners, LLC$8M722026-06-30
Private Advisor Group, LLC$7.7M9272026-06-30
Mesirow Financial Investment Management, Inc.$7.6M922026-06-30
Comerica Bank$7.6M02025-12-31
Cambria Investment Management, LP$7.5M12026-06-30
Huntington National Bank$7.5M02026-06-30
Greenberg Financial Group$7.4M62025-12-31
Lido Advisors, LLC$7.2M3202026-06-30
Sykon Capital LLC$7.2M52026-06-30
Freedom Day Solutions, LLC$7.2M52026-06-30
D.A. Davidson & Co.$6.9M6892026-06-30
Regal Investment Advisors LLC$6.9M1172026-06-30
Risk Paradigm Group, LLC$6.8M22026-06-30
Corient Private Wealth LP$6.8M6742026-06-30
Arch Global Advisors, LLC$6.4M62026-06-30
Cim, LLC$6.4M32026-06-30
Davenport & Co LLC$6.4M3392026-06-30
Integrated Wealth Concepts LLC$6.4M4802026-06-30
Goldman Sachs Group Inc$6.4M02026-06-30
Massmutual Private Wealth & Trust, Fsb$6.3M02026-06-30
Beacon Pointe Advisors, LLC$6.3M4662026-06-30
Cornerstone Financial Group, LLC /ne$6.3M52026-06-30
Pinebridge Investments, LP$6.2M02025-09-30
Rpg Family Wealth Advisory, LLC$6.2M132026-03-31
Gerber Kawasaki Wealth & Investment Management$6M392026-06-30
Blue Fin Capital, Inc.$6M02026-06-30
Paulson Wealth Management Inc.$6M32026-06-30
Beacon Harbor Wealth Advisors, Inc.$5.9M62026-06-30
Fortress Financial Solutions, LLC$5.9M82026-03-31
Kentucky Trust Co$5.8M02026-06-30
Capital Square, LLC$5.8M112026-06-30
Assetmark, Inc$5.8M2202026-06-30
Brookstone Capital Management$5.7M3372026-06-30
Independent Financial Group, LLC$5.7M4812026-06-30
Irc Wealth$5.7M72026-06-30
Alexander Labrunerie & Co., Inc.$5.6M52026-06-30
Quest Investment Management, LLC$5.4M62026-06-30
Creative Planning$5.3M1,1712026-06-30
Farrow Financial, Inc.$5.2M12026-06-30
Savant Wealth Management$5.2M4052026-06-30
Exencial Wealth Advisors, LLC$5.2M02026-03-31
Bos Asset Management, LLC$5.1M102026-06-30
Chesapeake Capital Corp /il$5M02026-06-30
Tidal Investments LLC$5M02026-06-30
Alerus Financial NA$4.9M02026-06-30
Oppenheimer & Co. Inc.$4.8M1,1662026-06-30
Eagle Harbor Asset Management Inc /adv$4.7M02026-06-30
Insight Wealth Strategies, LLC$4.7M92026-06-30
Brindle & Bay Financial Advisors, LLC$4.5M42026-06-30
Financial Advisory Partners, LLC$4.4M42026-06-30
Compass Financial Management LLC$4.4M462026-06-30
Waverly Advisors, LLC$4.3M2312026-06-30
Logan Stone Capital, LLC$4.3M02026-06-30
Invictus Private Wealth, LLC$4.3M22026-06-30
Cypress Wealth Services, LLC$4.3M142026-06-30
Apella Capital, LLC$4.2M1042026-06-30
Bank of Stockton$4.2M02026-06-30
Advyzon Investment Management, LLC$4.2M22026-06-30
Alliancebernstein LP$4.1M5172026-06-30
Xml Financial, LLC$4.1M282026-06-30
Zacks Investment Management$4.1M832026-06-30
Perennial$4.1M52026-06-30
Wealth Advisory Solutions, LLC$4.1M92026-06-30
Summit Financial, LLC$4M2292026-06-30
Creativeone Wealth, LLC$4M2212026-06-30
Equitable Holdings, Inc.$3.9M02026-06-30
White Pine Capital LLC$3.9M32026-06-30
Jackson, Grant Investment Advisers, Inc.$3.9M42026-06-30
Kestra Private Wealth Services, LLC$3.9M2062026-06-30
Renaissance Technologies LLC$3.8M02026-06-30
Integrated Advisors Network LLC$3.8M792026-06-30
Sagace Wealth Management LLC$3.8M72026-06-30
CIBC Private Wealth Group LLC$3.8M02025-12-31
First American Trust, Fsb$3.8M02026-06-30
Nicolet Bankshares Inc$3.7M02026-06-30
Global Retirement Partners LLC$3.7M4912026-06-30
Arkadios Wealth Advisors$3.7M2262026-06-30
Old National Bancorp /in$3.7M02026-06-30
PNC Financial Services Group, Inc.$3.7M02026-06-30
Donaldson Capital Management, LLC$3.7M02026-06-30
Atria Investments, Inc$3.6M62026-06-30
D L Carlson Investment Group Inc$3.6M82026-06-30
Hilltop Holdings Inc.$3.5M02026-06-30
Curbstone Financial Management Corp$3.5M62026-06-30
Merit Financial Group, LLC$3.5M2952026-06-30
Community Bank, N.A.$3.4M02026-06-30
Rfg Advisory, LLC$3.4M1912026-06-30
Aletheian Wealth Advisors LLC$3.4M52026-06-30
Shulman Demeo Asset Management, LLC$3.4M42026-06-30
CIBC Bancorp USA Inc.$3.4M02026-06-30
Opus Investment Management Inc$3.3M02026-06-30
Concurrent Investment Advisors, LLC$3.3M3492026-06-30
Houlihan Financial Resource Group, Ltd.$3.3M32026-06-30
Amicus Financial Advisors, LLC$3.3M192026-06-30
Aprio Wealth Management, LLC$3.3M362026-06-30
Winthrop Partners - Wny, LLC$3.2M42026-06-30
Parallel Advisors, LLC$3.2M752026-06-30
Crews Bank & Trust$3.1M02026-06-30
Montis Financial, LLC$3M162026-06-30
Insigneo Advisory Services, LLC$3M2252026-06-30
Meridian Wealth Management, LLC$3M582026-06-30
Hub Investment Partners, LLC$3M1182026-06-30
Wj Financial Advisors LLC$3M52026-06-30
Liberty Capital Management, Inc.$3M42026-06-30
Harbour Investments, Inc.$3M2472026-06-30
Sterling Investment Advisors, Ltd.$3M72026-06-30
Midwestone Financial Group, Inc.$3M02025-12-31
Intrepid Financial Planning Group, LLC$3M112026-06-30
Platform Technology Partners$2.9M102026-06-30
Post Resch Tallon Group Inc.$2.9M62026-06-30
Cary Street Partners Financial LLC$2.9M02026-06-30
Dynamic$2.8M752026-06-30
Ashton Thomas Private Wealth, LLC$2.8M962026-06-30
Canandaigua National Corp$2.8M02026-03-31
Crown Oak Advisors, LLC$2.8M22026-06-30
Sierra Capital LLC$2.8M72026-06-30
Falcon Wealth Planning$2.8M242026-06-30
Nbt Bank, N.A.$2.7M02026-06-30
Infinity Wealth Counsel, LLC$2.7M22026-06-30
Sharper & Granite LLC$2.7M42026-06-30
Mgo One Seven LLC$2.7M1182026-06-30
Tctc Holdings, LLC$2.7M02026-06-30
Roman Butler Fullerton & Co$2.7M122026-06-30
Congress Asset Management Company, LLP$2.7M162026-06-30
Graetz Wealth LLC$2.7M32026-06-30
Rmr Capital Management, LLC$2.7M12026-06-30
Arax Advisory Partners$2.7M2322026-06-30
Smith Shellnut Wilson LLC /adv$2.6M122026-06-30
Tran Capital Management, LP$2.6M02026-06-30
Allworth Financial, LP$2.6M3172026-06-30
Destination Wealth Management$2.6M372026-06-30
Legacy Capital Wealth Partners, LLC$2.6M172026-06-30
Mutual Advisors, LLC$2.6M1532026-06-30
Mount Lucas Management LP$2.6M02026-06-30
Kmg Fiduciary Partners, LLC$2.6M72026-06-30
Onedigital Investment Advisors LLC$2.5M3862026-06-30
Atlantic Edge Private Wealth Management, LLC$2.5M42026-06-30
Peoples Bank/ks$2.5M02026-06-30
Guggenheim Capital LLC$2.5M02026-06-30
Berkeley Capital Partners, LLC$2.4M82026-06-30
Armstrong Advisory Group, Inc$2.4M142026-06-30
Nations Financial Group Inc, /ia/ /adv$2.4M02026-06-30
Courier Capital LLC$2.4M142026-06-30
Schroder Investment Management Group$2.3M02026-06-30
Cwm, LLC$2.3M6672026-03-31
Palouse Capital Management, Inc.$2.3M02026-06-30
Cresset Asset Management, LLC$2.3M2122026-06-30
Three Bearings Fiduciary Advisors, Inc.$2.3M22026-06-30
Ballentine Partners, LLC$2.3M902026-06-30
Dumont & Blake Investment Advisors LLC$2.3M32026-06-30
Burke & Herbert Bank & Trust Co$2.2M02026-06-30
Disciplined Investments, LLC$2.2M62026-06-30
Mmbg Investment Advisors Co.$2.2M72026-06-30
Trivium Point Advisory, LLC$2.2M182026-06-30
Focus Wealth Advisors, LLC$2.2M12026-06-30
Capstone Wealth Management Group LLC$2.2M02026-03-31
Redmont Wealth Advisors LLC$2.2M02025-12-31
Capstone Wealth Management Group, Inc.$2.2M52026-06-30
Duncker Streett & Co.$2.1M22026-06-30
Fragasso Financial Advisors Inc$2.1M252026-06-30
Procyon$2.1M532026-06-30
Arista Wealth Management, LLC$2.1M112026-06-30
Dt Investment Partners, LLC$2.1M82026-06-30
Rothschild Investment LLC$2.1M182026-06-30
Whitener Capital Management, Inc.$2.1M52026-06-30

The 250 largest of 1,017 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30