ETFIS SER TR I

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PFFR·26923G400·US·Preferred Stock

PFFR (ETFIS SER TR I) is held by 20 institutional investors as of Q2 2026. Largest holders: Kestra Advisory Services, LLC ($3M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.8M), ROYAL BANK OF CANADA ($2M). Net institutional sentiment: Bullish.

20

Holders

(4 Elite)

$15.8M

Total Value

72% (18)

Consensus

13 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)72

Insider (Form 4)50

Activist (13D/13G)58

Congressional (STOCK Act)78

Holder Quality

87

★★★★★

Elite

23

★★★★

Strong

15

★★★

Solid

53

★★

Below

88

★

Weak

Held by 20 funds

4 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PFFR.

Top Holders

Top Holders (20)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Kestra Advisory Services, LLC	Increased	169,711(+2.3%)	$3M	0.0%	+1.41%	27
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	158,965(+0.5%)	$2.8M	0.0%	+0.76%	26
ROYAL BANK OF CANADA	Increased	117,627(+5.2%)	$2M	0.0%	+1.30%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	102,560(+23.2%)	$1.8M	0.0%	+2.21%	31
LPL Financial LLC	Decreased	87,365(-2.7%)	$1.5M	0.0%	+9.88%	0
UBS Group AG	Decreased	60,088(-5.3%)	$1M	0.0%	+15.70%	0
OSAIC HOLDINGS, INC.	Increased	54,465(+12.9%)	$947,723	0.0%	+4.45%	28
Lido Advisors, LLC	Unchanged	32,960	$573,504	0.0%	+0.43%	0
RAYMOND JAMES FINANCIAL INC	Decreased	26,828(-71.6%)	$466,793	0.0%	+2.06%	0
HRT FINANCIAL LP	New	25,381	$441,000	0.0%	-3.15%	33
FIFTH THIRD BANCORP	Increased	17,730(+4.1%)	$308,502	0.0%	-0.42%	24
HighTower Advisors, LLC	Unchanged	14,003	$243,645	0.0%	+7.50%	0
Cetera Investment Advisers	New	10,000	$173,990	0.0%	-3.15%	31
Aptus Capital Advisors, LLC	Increased	9,581(+5.2%)	$166,709	0.0%	-2.57%	24
Allworth Financial LP	Increased	6,989(+1.0%)	$121,603	0.0%	-0.63%	22
MORGAN STANLEY	Increased	6,973(+0.6%)	$121,334	0.0%	+1.84%	15
FMR LLC	Increased	3,015(+214x)	$52,454	0.0%	-3.16%	23
US BANCORP \DE\	Unchanged	1,380	$24,012	0.0%	+1.99%	0
NATIONAL BANK OF CANADA /FI/	Unchanged	700	$12,180	0.0%	+33.14%	0
WELLS FARGO & COMPANY/MN	Increased	1	$15	0.0%	-3.15%	8

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PFFRETFIS SER TR I

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer