PRFD

PIMCO PREF AND CAP SEC ACT

Who Owns This Stock

Who Owns PRFD

Other67.0%35 holders

Quality / Compounder32.8%1 holder

Based on Q4 2025 13F filings + AC behavioral model

38 institutional holders

Top Holders

1.▼Allianz Asset Management GmbHquality_compounder

-14.9%$55627.5B

2.▲Gradient Investments LLCother_unclassified

+3.1%$55452.4B

3.▲LPL Financial LLCother_unclassified

+5.6%$15900.3B

4.▲OneDigital Investment Advisors LLCother_unclassified

+64.6%$10198.2B

5.★GREAT VALLEY ADVISOR GROUP, INC.other_unclassified

$5358.9B

6.▼Visionary Wealth Advisorsother_unclassified

-1.1%$4802.3B

7.★NewEdge Advisors, LLCother_unclassified

$4142.4B

8.★Mariner, LLCother_unclassified

$2475.0B

9.▲Summit Financial, LLCother_unclassified

+3.3%$2380.4B

10.▲Integrated Wealth Concepts LLCother_unclassified

+0.7%$1772.0B

11.★Brown Financial Advisorsother_unclassified

$1702.5B

12.▲HighTower Advisors, LLCother_unclassified

+3.3%$1607.0B

13.▲Paladin Wealth, LLCother_unclassified

+0.8%$1042.6B

14.▲MAGNOLIA CAPITAL ADVISORS LLCother_unclassified

+18.3%$930.2B

15.★Mattson Financial Services, LLCother_unclassified

$817.4B

16.★GTS SECURITIES LLCdealer_bank

$798.8B

17.▲Financial Synergies Wealth Advisors, Inc.other_unclassified

+59.4%$745.5B

18.▲AE Wealth Management LLCother_unclassified

+0.4%$573.6B

19.★Royal Bank of Canadadealer_bank

$520.0B

20.★JANE STREET GROUP, LLCother_unclassified

$327.4B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Other(67.0%)

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—

Quality / Compounder(32.8%)

●

Holds through

Dealer / Bank(0.2%)

●

Facilitating

Income / Defensive(0.0%)

●

Inflows (flight to yield)

33% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.