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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.79 +0.18 (+1.02%)
Closing price 09/5/2025 04:10 PM Eastern
Extended Trading
$17.86 +0.07 (+0.42%)
As of 09/5/2025 06:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
121
Total
Institutional Inflows
(last 12 months)
$264.58M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$62.32M
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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
8/21/2025 Pathway Financial Advisers LLC27,935$478K0.2%-5.8%0.025%
8/18/2025 Geneos Wealth Management Inc.71,696$1.23M0.0%+13.1%0.065%
8/15/2025 Captrust Financial Advisors40,195$688K0.0%N/A0.036%
8/15/2025 Redwood Financial Network Corp46,102$789K0.5%-28.7%0.042%
8/15/2025 MML Investors Services LLC1,187,758$20.33M0.1%+4.9%1.077%
8/15/2025 Bluefin Capital Management LLC15,107$259K0.2%-31.2%0.014%
8/15/2025 Balanced Rock Investment Advisors LLC25,412$435K0.3%+9.3%0.023%
8/15/2025 Bank of America Corp DE3,028,917$51.86M0.0%-11.4%2.746%
8/15/2025 Ameriprise Financial Inc.437,222$7.48M0.0%-50.0%0.396%
8/14/2025 Ausdal Financial Partners Inc.33,164$568K0.0%-64.8%0.030%
8/14/2025 Raymond James Financial Inc.1,703,998$29.17M0.0%-21.8%1.545%
8/14/2025 Darwin Wealth Management LLC3,589$61K0.0%N/A0.003%
8/14/2025 NewEdge Advisors LLC48,239$826K0.0%+5.0%0.044%
8/14/2025 Qube Research & Technologies Ltd4,111$70K0.0%+56.9%0.004%
8/14/2025 Acorn Wealth Advisors LLC14,453$247K0.1%-4.7%0.013%
8/14/2025 L2 Asset Management LLC267,021$4.57M0.7%+1.3%0.242%
8/13/2025 Cresset Asset Management LLC25,580$438K0.0%-10.5%0.023%
8/13/2025 Guggenheim Capital LLC88,661$1.52M0.0%+6.5%0.080%
8/13/2025 Quadrature Capital Ltd130,881$2.24M0.0%N/A0.119%
8/13/2025 Level Four Advisory Services LLC386,093$6.61M0.2%-2.0%0.350%
8/13/2025 Northwestern Mutual Wealth Management Co.178,117$3.05M0.0%-32.0%0.161%
8/12/2025 Steward Partners Investment Advisory LLC278,173$4.76M0.0%+0.3%0.252%
8/12/2025 Insigneo Advisory Services LLC46,410$795K0.1%+7.8%0.042%
8/8/2025 Rockefeller Capital Management L.P.67,940$1.16M0.0%+11.4%0.064%
8/8/2025 Creative Planning89,642$1.54M0.0%+521.6%0.085%
8/8/2025 Foundations Investment Advisors LLC13,473$231K0.0%N/A0.013%
8/7/2025 Samalin Investment Counsel LLC25,703$440K0.2%+70.8%0.024%
8/7/2025 Allworth Financial LP1,694$29K0.0%N/A0.002%
8/5/2025 Simplex Trading LLC1,597$27K0.0%+97.2%0.002%
8/5/2025 Sigma Planning Corp103,540$1.77M0.1%+120.9%0.098%
8/4/2025 Silver Coast Investments LLC288,427$4.94M1.8%+1.4%0.274%
8/4/2025 Atria Investments Inc75,737$1.30M0.0%+29.3%0.072%
8/4/2025 World Investment Advisors17,338$297K0.0%N/A0.016%
8/1/2025 Signature Wealth Management Group78,984$1.35M0.5%+1.8%0.075%
8/1/2025 Envestnet Asset Management Inc.500,354$8.57M0.0%-13.6%0.475%
7/31/2025 Sumitomo Mitsui Trust Group Inc.136,426$2.34M0.0%-28.5%0.129%
7/30/2025 Roman Butler Fullerton & Co.25,614$448K0.1%+2.6%0.024%
7/30/2025 Triton Financial Group Inc24,237$415K0.3%N/A0.023%
7/30/2025 Avidian Wealth Enterprises LLC83,335$1.43M0.1%+7.2%0.079%
7/29/2025 Chicago Partners Investment Group LLC106,784$1.87M0.1%+0.7%0.101%
7/29/2025 Joseph P. Lucia & Associates LLC101,408$1.74M0.7%-1.5%0.096%
7/29/2025 Carmel Capital Partners LLC494,913$8.47M3.0%+7.7%0.470%
7/29/2025 Stratos Wealth Partners LTD.27,634$473K0.0%-50.5%0.026%
7/29/2025 AssuredPartners Investment Advisors LLC27,282$467K0.1%-75.9%0.026%
7/28/2025 Mission Hills Financial Advisory LLC10,655$182K0.1%N/A0.010%
7/25/2025 Atria Wealth Solutions Inc.107,167$1.85M0.0%+10.5%0.102%
7/25/2025 Apollon Wealth Management LLC49,914$855K0.0%-8.9%0.047%
7/24/2025 Etesian Wealth Advisors Inc.54,977$941K0.4%-3.1%0.052%
7/24/2025 Mainstay Capital Management LLC ADV26,796$459K0.0%+73.7%0.025%
7/24/2025 Capital Advisors Ltd. LLC1,505$26K0.0%N/A0.001%
7/24/2025 MSH Capital Advisors LLC84,519$1.45M0.4%+5.3%0.080%
7/23/2025 Guild Investment Management Inc.41,180$705K0.6%-3.5%0.039%
7/23/2025 Sax Wealth Advisors LLC86,107$1.47M0.1%-55.8%0.082%
7/22/2025 Measured Risk Portfolios Inc.136,059$2.33M2.2%+1.5%0.129%
7/22/2025 Wealthcare Advisory Partners LLC214,581$3.67M0.1%+10.8%0.204%
7/21/2025 NTV Asset Management LLC123,136$2.11M0.3%+19.3%0.117%
7/21/2025 Future Financial Wealth Managment LLC11,415$195K0.1%-69.4%0.011%
7/21/2025 DHJJ Financial Advisors Ltd.2,815$48K0.0%N/A0.003%
7/18/2025 Tanager Wealth Management LLP1,142,036$19.55M2.3%-4.9%1.084%
7/18/2025 Bartlett & CO. Wealth Management LLC22,131$379K0.0%-6.1%0.021%
7/18/2025 O ROURKE & COMPANY Inc10,791$185K0.1%-13.2%0.010%
7/18/2025 Truist Financial Corp168,524$2.89M0.0%-1.2%0.160%
7/17/2025 Sound Income Strategies LLC303,103$5.19M0.3%-2.6%0.288%
7/15/2025 Evanson Asset Management LLC55,679$953K0.1%N/A0.053%
7/15/2025 Sheets Smith Wealth Management79,178$1.36M0.2%-3.0%0.075%
7/14/2025 Park Avenue Securities LLC311,261$5.33M0.0%N/A0.296%
7/14/2025 Sowell Financial Services LLC45,955$787K0.0%-1.2%0.044%
7/11/2025 Farther Finance Advisors LLC40,180$688K0.0%+67.9%0.038%
7/11/2025 Brendel Financial Advisors LLC145,841$2.50M1.4%+2.9%0.139%
7/10/2025 Marshall Financial Group LLC54,308$941K0.2%-8.4%0.052%
7/10/2025 Wealth Enhancement Advisory Services LLC131,939$2.30M0.0%-12.1%0.125%
7/9/2025 Procyon Advisors LLC21,992$377K0.0%-6.4%0.021%
7/7/2025 Investors Research Corp233,586$4.00M0.8%+12.0%0.222%
7/7/2025 Good Steward Wealth Advisors LLC498,682$8.54M6.7%+128.1%0.474%
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%
(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, 199 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 ($51.86M), LPL Financial LLC ($41.16M), Comprehensive Wealth Management LLC ($35.83M), Wells Fargo & Company MN ($29.83M), Raymond James Financial Inc. ($29.17M), and RS Crum Inc. ($23.95M).Learn more on VanEck Preferred Securities ex Financials ETF's institutional investors.

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

Of the 166 institutional investors that purchased VanEck Preferred Securities ex Financials ETF's 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. ($1.13M), Raymond James & Associates ($610.54K), Comprehensive Wealth Management LLC ($553.53K), Park Avenue Securities LLC ($518.05K), and Good Steward Wealth Advisors LLC ($498.68K).

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

Institutional investors have bought a total of 15,069,828 shares in the last 24 months. This purchase volume represents approximately $264.58M in transactions.

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

Of the 69 institutional investors that sold VanEck Preferred Securities ex Financials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($786.83K), Ameriprise Financial Inc. ($461.97K), Bank of America Corp DE ($436.57K), Tanager Wealth Management LLP ($168.11K), Future Financial Wealth Managment LLC ($166.30K), 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 3,649,225 shares in the last 24 months. This volume of shares sold represents approximately $62.32M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 9/7/2025 by MarketBeat.com Staff
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