FLAHERTY & CRUMRINE DYNAMIC SHS is a security (CUSIP 33848W106) tracked across SEC portfolio filings. 88 institutional managers reported $80.4M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $2.6M via N-PORT as of 2026-03-31.
Showing 15 of 88 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $24.9M | 1,241,270 |
| GUGGENHEIM CAPITAL LLC | Chicago, IL | $4.9M | 242,799 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $4.8M | 237,078 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $4.5M | 218,689 |
| LPL Financial LLC | FORT MILL, SC | $3.8M | 188,728 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $3.3M | 158,315 |
| Focus Partners Wealth | ST LOUIS, MO | $2.9M | 142,893 |
| MORGAN STANLEY | NEW YORK, NY | $2.4M | 118,598 |
| 1607 Capital Partners, LLC | Richmond, VA | $2.2M | 107,617 |
| Fiera Capital Corp | MONTREAL, A8 | $1.9M | 97,034 |
| Smith Asset Management Co., LLC | Chiefland, FL | $1.9M | 93,742 |
| Whipplewood Advisors, LLC | LITTLETON, CO | $1.9M | 93,297 |
| Revisor Wealth Management LLC | AKRON, OH | $1.1M | 52,586 |
| 1776 Wealth LLC | ATLANTA, GA | $1.0M | 52,038 |
| Closed-End Fund Advisors, Inc. | RICHMOND, VA | $1.0M | 50,509 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Cohen & Steers Closed-End Opportunity Fund, Inc. | Cohen & Steers Closed-End Opportunity Fund, Inc. | $2.6M | 72.21% |