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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$16.82 -0.11 (-0.65%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$263.31M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$32.30M
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PFXF Institutional Buying and Selling by Quarter

VanEck Preferred Securities ex Financials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.63,409$1.06M0.0%-2.1%0.060%
5/21/2025 Bluefin Capital Management LLC21,962$368K0.3%N/A0.021%
5/19/2025 Jane Street Group LLC19,149$321K0.0%-84.7%0.018%
5/19/2025 Advisory Alpha LLC18,412$309K0.0%N/A0.017%
5/16/2025 Jones Financial Companies Lllp83,697$1.40M0.0%-19.3%0.079%
5/16/2025 Redwood Financial Network Corp64,692$1.08M0.8%+1.1%0.061%
5/15/2025 Royal Bank of Canada397,699$6.66M0.0%-0.4%0.376%
5/14/2025 Samalin Investment Counsel LLC15,049$252K0.1%N/A0.014%
5/14/2025 Comerica Bank17,061$286K0.0%+5.0%0.016%
5/14/2025 Northwestern Mutual Wealth Management Co.261,917$4.39M0.0%-21.0%0.247%
5/14/2025 Sax Wealth Advisors LLC194,879$3.27M0.2%+1.8%0.184%
5/14/2025 Kestra Advisory Services LLC163,697$2.74M0.0%-50.4%0.155%
5/14/2025 Joseph P. Lucia & Associates LLC102,938$1.73M0.8%+1.1%0.097%
5/14/2025 Level Four Advisory Services LLC393,825$6.60M0.3%+4.6%0.372%
5/13/2025 Steward Partners Investment Advisory LLC277,227$4.65M0.0%+35.3%0.262%
5/13/2025 Raymond James Financial Inc.2,180,374$36.54M0.0%-12.5%2.059%
5/13/2025 Comprehensive Wealth Management LLC2,137,955$35.83M24.9%-3.1%2.019%
5/13/2025 Howard Wealth Management LLC94,006$1.58M0.9%+9.8%0.087%
5/13/2025 Measured Risk Portfolios Inc.134,016$2.25M2.4%+3.0%0.125%
5/13/2025 MSH Capital Advisors LLC80,249$1.35M0.4%+1.9%0.075%
5/12/2025 Balanced Rock Investment Advisors LLC23,254$390K0.3%+4.3%0.022%
5/12/2025 AlphaCore Capital LLC5,408$91K0.0%N/A0.005%
5/9/2025 1834 Investment Advisors Co.16,018$268K0.0%-4.0%0.015%
5/9/2025 Chicago Partners Investment Group LLC106,010$1.75M0.1%+5.2%0.099%
5/9/2025 Silver Coast Investments LLC284,431$4.77M1.8%+2.2%0.265%
5/9/2025 Blair William & Co. IL2,000$34K0.0%-35.0%0.002%
5/8/2025 Harbour Investments Inc.28,393$476K0.0%+64.1%0.026%
5/8/2025 Tandem Financial LLC43,323$726K0.8%+33.6%0.040%
5/8/2025 Dearborn Partners LLC16,000$268K0.0%N/A0.015%
5/7/2025 LPL Financial LLC2,455,663$41.16M0.0%+13.1%2.285%
5/7/2025 Texas Yale Capital Corp.17,694$297K0.0%-5.8%0.016%
5/7/2025 Inspire Advisors LLC60,498$1.01M0.1%N/A0.056%
5/6/2025 Cetera Investment Advisers83,233$1.40M0.0%+7.4%0.077%
5/6/2025 Kovack Advisors Inc.13,094$219K0.0%-5.8%0.012%
5/6/2025 Guild Investment Management Inc.42,680$715K0.8%-2.3%0.040%
5/5/2025 Carmel Capital Partners LLC459,395$7.70M3.0%+7.3%0.428%
5/5/2025 Montag A & Associates Inc.7,279$122K0.0%+24.8%0.007%
5/5/2025 IFP Advisors Inc12,214$205K0.0%+24.6%0.011%
5/5/2025 Resurgent Financial Advisors LLC12,240$205K0.1%-10.4%0.011%
5/5/2025 Private Advisor Group LLC174,626$2.93M0.0%+14.3%0.163%
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5/2/2025 Castlekeep Investment Advisors LLC134,183$2.25M1.2%+939.3%0.125%
5/2/2025 Apollon Wealth Management LLC54,793$918K0.0%-35.5%0.051%
5/2/2025 Sigma Planning Corp46,865$785K0.0%N/A0.044%
5/1/2025 CWM LLC4,000$67K0.0%-21.6%0.004%
5/1/2025 Acorn Wealth Advisors LLC15,173$254K0.1%-3.9%0.014%
4/30/2025 Cerity Partners LLC12,500$210K0.0%+19.0%0.012%
4/30/2025 Stratos Wealth Partners LTD.55,819$936K0.0%+1.4%0.052%
4/29/2025 Envestnet Asset Management Inc.579,369$9.71M0.0%+5.3%0.539%
4/29/2025 Concurrent Investment Advisors LLC319,061$5.35M0.1%+59.6%0.297%
4/29/2025 OneDigital Investment Advisors LLC26,641$447K0.0%-3.8%0.025%
4/28/2025 D.A. Davidson & CO.74,566$1.25M0.0%+5.4%0.069%
4/28/2025 Private Trust Co. NA15,551$261K0.0%+82.4%0.014%
4/25/2025 Valley National Advisers Inc.4,383$73K0.0%N/A0.004%
4/25/2025 Avidian Wealth Enterprises LLC77,714$1.30M0.1%+12.5%0.072%
4/25/2025 Sovran Advisors LLC16,518$263K0.0%+14.8%0.015%
4/25/2025 Sumitomo Mitsui Trust Group Inc.190,741$3.20M0.0%+5.9%0.178%
4/24/2025 Mirae Asset Global Investments Co. Ltd.46,896$792K0.0%-22.9%0.044%
4/24/2025 Bartlett & CO. Wealth Management LLC23,581$395K0.0%-18.6%0.022%
4/24/2025 Etesian Wealth Advisors Inc.56,744$951K0.4%+15.7%0.053%
4/24/2025 Tanager Wealth Management LLP1,201,229$20.13M2.6%-8.3%1.118%
4/23/2025 Sheets Smith Wealth Management81,629$1.37M0.2%-0.8%0.076%
4/23/2025 AssuredPartners Investment Advisors LLC113,004$1.89M0.4%+8.2%0.105%
4/22/2025 Cambridge Investment Research Advisors Inc.163,490$2.74M0.0%+0.8%0.152%
4/22/2025 Mayport LLC17,548$294K0.1%N/A0.016%
4/21/2025 Good Steward Wealth Advisors LLC218,649$3.67M3.3%N/A0.203%
4/21/2025 Roman Butler Fullerton & Co.24,964$395K0.2%-34.1%0.023%
4/18/2025 Insigneo Advisory Services LLC43,047$721K0.1%+1.8%0.039%
4/17/2025 Sowell Financial Services LLC46,530$780K0.0%+7.1%0.042%
4/17/2025 Janney Montgomery Scott LLC27,922$468K0.0%+26.2%0.025%
4/17/2025 Sound Income Strategies LLC311,254$5.22M0.3%+2.6%0.282%
4/16/2025 Wealth Enhancement Advisory Services LLC150,059$2.52M0.0%-2.9%0.136%
4/16/2025 Marshall Financial Group LLC59,305$994K0.2%-5.6%0.054%
4/16/2025 Delta Capital Management LLC37,450$628K0.2%-7.3%0.034%
4/16/2025 Patriot Investment Management Group Inc.21,222$356K0.0%-32.1%0.019%
4/15/2025 Wealthcare Advisory Partners LLC193,646$3.25M0.1%+11.9%0.175%
4/14/2025 Farther Finance Advisors LLC23,930$398K0.0%-5.9%0.022%
4/14/2025 Meridian Financial Partners LLC31,639$530K0.3%+178.2%0.029%
4/11/2025 Procyon Advisors LLC23,502$394K0.0%-7.4%0.021%
4/10/2025 Accel Wealth Management13,827$232K0.1%-4.6%0.013%
4/9/2025 NBC Securities Inc.2,935$49K0.0%+146,650.0%0.003%
4/9/2025 Future Financial Wealth Managment LLC37,259$624K0.5%-75.4%0.034%
4/8/2025 Investors Research Corp208,598$3.50M0.8%+18.3%0.189%
4/8/2025 Global Financial Private Client LLC52,591$881K0.3%-3.5%0.048%
4/1/2025 MassMutual Private Wealth & Trust FSB22,635$379K0.0%-5.9%0.021%
3/17/2025 Wealth Enhancement Advisory Services LLC154,591$2.67M0.0%+110.8%0.140%
2/24/2025 Liberty Square Wealth Partners LLC13,014$227K0.1%N/A0.014%
2/24/2025 Ameriflex Group Inc.2,262$39K0.0%N/A0.002%
2/20/2025 Castlekeep Investment Advisors LLC12,911$223K0.0%N/A0.014%
2/17/2025 Wolverine Trading LLC32,264$556K0.0%N/A0.035%
2/17/2025 Redwood Financial Network Corp64,016$1.10M0.8%+19.5%0.069%
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2/17/2025 Measured Risk Portfolios Inc.130,088$2.24M2.3%N/A0.140%
2/17/2025 Cetera Investment Advisers77,471$1.34M0.0%+40.5%0.083%
2/17/2025 Castlekeep Investment Advisors LLC222,715$3.84M0.0%N/A0.240%
2/17/2025 Bank of America Corp DE3,370,287$58.14M0.0%-1.4%3.626%
2/17/2025 Ameriprise Financial Inc.969,199$16.72M0.0%-2.4%1.043%
2/14/2025 Jane Street Group LLC125,160$2.16M0.0%+679.0%0.135%
2/14/2025 Comerica Bank16,244$280K0.0%+4.1%0.017%
2/14/2025 Lido Advisors LLC87,775$1.51M0.0%-1.1%0.094%
2/14/2025 Three Seasons Wealth LLC12,045$208K0.1%N/A0.013%
2/14/2025 Stifel Financial Corp347,703$6.00M0.0%+9.3%0.374%
(Data available from 1/1/2016 forward)

PFXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFXF shares?

During the previous two years, 194 institutional investors and hedge funds held shares of VanEck Preferred Securities ex Financials ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($70.35M), Bank of America Corp DE ($58.14M), LPL Financial LLC ($41.16M), Raymond James Financial Inc. ($36.54M), Comprehensive Wealth Management LLC ($35.83M), Wells Fargo & Company MN ($29.83M), and State of Wisconsin Board of Commissioners of Public Lands ($26.95M).Learn more on PFXF's institutional investors.

Which institutional investors have been buying VanEck Preferred Securities ex Financials ETF stock?

Of the 167 institutional investors that purchased VanEck Preferred Securities ex Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.98M), International Assets Investment Management LLC ($3.87M), RS Crum Inc. ($1.36M), LPL Financial LLC ($803.38K), Raymond James & Associates ($744.98K), Raymond James Financial Services Advisors Inc. ($674.60K), and Comprehensive Wealth Management LLC ($553.53K).

How much institutional buying is happening at VanEck Preferred Securities ex Financials ETF?

Institutional investors have bought a total of 22,074,214 shares in the last 24 months. This purchase volume represents approximately $385.60M in transactions.

Which VanEck Preferred Securities ex Financials ETF major shareholders have been selling company stock?

Of the 92 institutional investors that sold VanEck Preferred Securities ex Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Procyon Advisors LLC ($945.93K), Mid American Wealth Advisory Group Inc. ($383.20K), AE Wealth Management LLC ($320.49K), Raymond James Financial Inc. ($310.45K), 1834 Investment Advisors Co. ($195.04K), Kestra Advisory Services LLC ($166.25K), and Park Avenue Securities LLC ($156.24K).

How much institutional selling is happening at VanEck Preferred Securities ex Financials ETF?

Institutional investors have sold a total of 4,381,095 shares in the last 24 months. This volume of shares sold represents approximately $74.92M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 6/13/2025 by MarketBeat.com Staff
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