Who Owns iShares Preferred and Income Securities ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Preferred and Income Securities ETF.
Who crossed 5% of PFF →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Independence Financial Advisors, LLCPFD AND INCM SEC592.5K shadded | $17.5M |
| COLLECTIVE FAMILY OFFICE LLCPFD AND INCM SEC543.7K shadded | $16M |
| Investors Research CorpPFD AND INCM SEC199.8K shadded | $5.9M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund199.6K shtrimmed | $5.9M |
| Insight Wealth Strategies, LLCPFD AND INCM SEC158.9K shadded | $4.7M |
| BOS Asset Management, LLCPFD AND INCM SEC158.6K shtrimmed | $4.7M |
| Apella Capital, LLCPFD AND INCM SEC127.2K shtrimmed | $3.7M |
| Aletheian Wealth Advisors LLCPFD AND INCM SEC123.6K shadded | $3.6M |
| Shulman DeMeo Asset Management LLCPFD AND INCM SEC108.3K shtrimmed | $3.2M |
| Post Resch Tallon Group Inc.PFD AND INCM SEC99.8K shadded | $2.9M |
| CONGRESS ASSET MANAGEMENT COCOM85.7K shtrimmed | $2.5M |
| Farther Finance Advisors, LLCETF81.5K shadded | $2.4M |
| Peoples Bank/KSExchange Traded Fund80.2K shtrimmed | $2.4M |
| ARMSTRONG ADVISORY GROUP, INCPFD AND INCM SEC79.8K shadded | $2.4M |
| FELL CAPITAL MANAGEMENT /ADVPFD AND INCM SEC60.4K shtrimmed | $1.8M |
| Aventus Investment Advisors, Inc.ETF49.5K shtrimmed | $1.5M |
| FC Advisory LLCPFD AND INCM SEC45.6K shadded | $1.3M |
| Cadent Capital Advisors, LLCPFD AND INCM SEC40K shtrimmed | $1.2M |
| Bath Savings Trust CoFixed Income ETF34.8K shtrimmed | $1M |
| TITLEIST ASSET MANAGEMENT, LLCPFD AND INCM SEC32.1K shadded | $948.2K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom31.2K shtrimmed | $920K |
| Rosenberg Matthew HamiltonETF27.9K shtrimmed | $822.1K |
| Red Spruce Capital, LLCPFD AND INCM SEC24.6K shtrimmed | $725.9K |
| Sincerus Advisory, LLCPFD AND INCM SEC20.2K shtrimmed | $594.8K |
| Allen Mooney & Barnes Investment Advisors LLCETF17.1K shadded | $503.9K |
| GAMMA Investing LLCETF14.8K shadded | $436.5K |
| Emergent Wealth Advisors, LLCPFD AND INCM SEC14.1K shtrimmed | $415.6K |
| Balefire, LLCPFD AND INCM SEC13.1K shtrimmed | $386.9K |
| Sound Income Strategies, LLCPFD AND INCM SEC12.5K shadded | $367.1K |
| First Heartland Consultants, Inc.PFD AND INCM SEC11.1K shtrimmed | $327.6K |
| TrueWealth Advisors, LLCPFD AND INCM SEC10.5K shtrimmed | $310.4K |
| Prosperity Planning, Inc.PFD AND INCM SEC9.9K sh— | $292.2K |
| CoreCap Advisors, LLCETF9.2K shtrimmed | $270.8K |
| AVAII WEALTH MANAGEMENT, LLCPFD AND INCM SEC8.8K shtrimmed | $260.9K |
| Capital Advisors Wealth Management, LLCPFD AND INCM SEC8.8K shtrimmed | $260.5K |
| Weaver Consulting GroupPFD AND INCM SEC8.2K shtrimmed | $241.9K |
| Avidian Wealth Enterprises, LLCPFD AND INCM SEC8.1K shtrimmed | $237.6K |
| City Center Advisors, LLCPFD AND INCM SEC7.1K shtrimmed | $208.3K |
| HF Advisory Group, LLCPFD AND INCM SEC6.8K shtrimmed | $200.9K |
| FIRST COMMUNITY TRUST NAPFD AND INCM SEC3.5K shadded | $104.3K |
| Pacifica Partners Inc.PFD AND INCM SEC2.5K shheld | $74.3K |
| Trust CoETF2.4K shtrimmed | $70.7K |
| AMERICAN NATIONAL BANK & TRUSTPFD AND INCM SEC2K sh— | $57.7K |
| VALLEY WEALTH MANAGERS, INC.ETF1.2K shtrimmed | $34.7K |
| ELEVATION WEALTH PARTNERS, LLCPFD AND INCM SEC670 shheld | $19.8K |
| Horrell Capital Management, Inc.PFD AND INCM SEC500 shheld | $14.8K |
| ATWOOD & PALMER INCCOM500 shtrimmed | $14.8K |
| Wealth Enhancement Trust Services, Inc.PFD AND INCM SEC418 sh— | $12.3K |
| Byrne Asset Management LLCCOM325 shtrimmed | $9.6K |
| Davis Capital ManagementETF10 shheld | $302 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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