Who owns InfraCap REIT Preferred ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PFFR from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 36 institutions disclosed 1.3M shares of InfraCap REIT Preferred ETF worth $20.2M — about 20% of shares outstanding; the largest disclosed holder is Kestra Advisory Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$20.2M
value, 2026 filers
20%
of shares outstanding (1.3M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PFFR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Kestra Advisory Services, LLC | 169,711 | $3.0M | 0.0% | 2.6% | +2.3% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 158,965 | $2.8M | 0.0% | 2.4% | +0.5% |
| 3 | Strategic Financial Concepts, LLC | 141,566 | $2.5M | 0.7% | 2.2% | +1230.9% |
| 4 | ROYAL BANK OF CANADA | 117,627 | $2.0M | 0.0% | 1.8% | +5.2% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 102,560 | $1.8M | 0.0% | 1.6% | +23.2% |
| 6 | Janney Montgomery Scott LLC | 99,861 | $1,738 | 0.0% | 1.5% | +10.5% |
| 7 | LPL Financial LLC | 87,365 | $1.5M | 0.0% | 1.3% | -2.7% |
| 8 | UBS Group AG | 60,088 | $1.0M | 0.0% | 0.9% | -5.3% |
| 9 | OSAIC HOLDINGS, INC. | 54,465 | $947,723 | 0.0% | 0.8% | +12.9% |
| 10 | Pasadena Private Wealth, LLC | 44,414 | $772,807 | 0.1% | 0.7% | -24.9% |
| 11 | Lido Advisors, LLC | 32,960 | $573,504 | 0.0% | 0.5% | 0.0% |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 28,736 | $500,009 | 0.0% | 0.4% | +79.5% |
| 13 | RAYMOND JAMES FINANCIAL INC | 26,828 | $466,793 | 0.0% | 0.4% | -71.6% |
| 14 | HRT FINANCIAL LPNEW | 25,381 | $441 | 0.0% | 0.4% | new |
| 15 | Camarda Financial Advisors, LLC | 24,141 | $420,053 | 0.1% | 0.4% | +10.1% |
| 16 | FIFTH THIRD BANCORP | 17,730 | $308,502 | 0.0% | 0.3% | +4.1% |
| 17 | Fiduciary Group, LLC | 17,324 | $301,438 | 0.0% | 0.3% | +11.7% |
| 18 | Cambridge Investment Research Advisors, Inc. | 14,810 | $258 | 0.0% | 0.2% | 0.0% |
| 19 | HighTower Advisors, LLC | 14,003 | $243,645 | 0.0% | 0.2% | 0.0% |
| 20 | BXM Wealth LLCNEW | 11,270 | $196,098 | 0.1% | 0.2% | new |
| 21 | Cetera Investment AdvisersNEW | 10,000 | $173,990 | 0.0% | 0.2% | new |
| 22 | Aptus Capital Advisors, LLC | 9,581 | $166,709 | 0.0% | 0.1% | +5.1% |
| 23 | Allworth Financial LP | 6,989 | $121,603 | 0.0% | 0.1% | +1.0% |
| 24 | MORGAN STANLEY | 6,973 | $121,334 | 0.0% | 0.1% | +0.6% |
| 25 | Founders Financial Alliance, LLCNEW | 6,440 | $112,056 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.