ENVESTNET ASSET MANAGEMENT INC

Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

CIK 1407543 Berwyn, PA

Position in DFP

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$854,701

+$9,775 QoQ

Shares Held

42,586

+4.8% QoQ

Ownership

0.207%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. DFP ranks #126 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	545,164	$524,289,670
2	AMP	Ameriprise Financial Inc	315,989	$140,425,511
3	ARES	Ares Management Corp	920,109	$100,383,891
4	BN	BROOKFIELD Corp /ON/	2,322,041	$93,972,999
5	KKR	KKR & Co. Inc.	1,007,901	$93,230,842
6	RJF	Raymond James Financial Inc	509,075	$73,708,969
7	APO	Apollo Global Management, Inc.	580,055	$64,629,728
8	PHYS	Sprott Physical Gold Trust	1,803,388	$63,912,070

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$854,701	42,586	+4.8%	Shares	Sole	2026-05-04
2025-12-31	$844,926	40,641	-43.7%	Shares	Sole	2026-02-10
2025-09-30	$1,563,078	72,231	+5.0%	Shares	Sole	2025-11-05
2025-06-30	$1,412,053	68,780	+1.6%	Shares	Sole	2025-08-01
2025-03-31	$1,370,126	67,694	+12.6%	Shares	Sole	2025-04-29
2024-12-31	$1,198,553	60,108	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$1,275,831	59,341	+94.3%	Shares	Sole	2024-11-07
2024-06-30	$586,252	30,534	-16.6%	Shares	Sole	2024-08-08
2024-03-31	$702,197	36,630	-12.8%	Shares	Sole	2024-05-13
2023-12-31	$745,429	41,996	+24.9%	Shares	Sole	2024-02-13
2023-09-30	$563,857	33,623	+32.3%	Shares	Sole	2023-11-13
2023-06-30	$442,711	25,414	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.