DFP

FLAHERTY & CRUMRINE DYNAMIC

Institutional Ownership · Q4 2025

Filing: Q4 2025

FLAHERTY & CRUMRINE DYNAMIC (DFP) is held by 80 institutional investors with combined holdings of $85M. Major holders include COHEN & STEERS, INC., SIT INVESTMENT ASSOCIATES, Invesco Ltd..

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Institutional Holders

Total Value

$84.6M

Ownership %

19.8%

🏦 Top Institutional Holders

SIT INVESTMENT ASSOCIATES INC

GUGGENHEIM CAPITAL LLC

301.2K shares

$6.3M

1.47% ownership

WELLS FARGO & COMPANY/MN

279.2K shares

$5.8M

1.36% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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