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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.41 +0.09 (+0.52%)
As of 07/3/2025 05:00 PM Eastern
Compare

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
5/21/2025Geneos Wealth Management Inc.63,409$1.06M0.0%-2.1%0.060%
5/21/2025Bluefin Capital Management LLC21,962$368K0.3%N/A0.021%
5/19/2025Jane Street Group LLC19,149$321K0.0%-84.7%0.018%
5/19/2025Advisory Alpha LLC18,412$309K0.0%N/A0.017%
5/16/2025Jones Financial Companies Lllp83,697$1.40M0.0%-19.3%0.079%
5/16/2025Redwood Financial Network Corp64,692$1.08M0.8%+1.1%0.061%
5/15/2025Royal Bank of Canada397,699$6.66M0.0%-0.4%0.376%
5/14/2025Samalin Investment Counsel LLC15,049$252K0.1%N/A0.014%
5/14/2025Comerica Bank17,061$286K0.0%+5.0%0.016%
5/14/2025Northwestern Mutual Wealth Management Co.261,917$4.39M0.0%-21.0%0.247%
5/14/2025Sax Wealth Advisors LLC194,879$3.27M0.2%+1.8%0.184%
5/14/2025Kestra Advisory Services LLC163,697$2.74M0.0%-50.4%0.155%
5/14/2025Joseph P. Lucia & Associates LLC102,938$1.73M0.8%+1.1%0.097%
5/14/2025Level Four Advisory Services LLC393,825$6.60M0.3%+4.6%0.372%
5/13/2025Steward Partners Investment Advisory LLC277,227$4.65M0.0%+35.3%0.262%
5/13/2025Raymond James Financial Inc.2,180,374$36.54M0.0%-12.5%2.059%
5/13/2025Comprehensive Wealth Management LLC2,137,955$35.83M24.9%-3.1%2.019%
5/13/2025Howard Wealth Management LLC94,006$1.58M0.9%+9.8%0.087%
5/13/2025Measured Risk Portfolios Inc.134,016$2.25M2.4%+3.0%0.125%
5/13/2025MSH Capital Advisors LLC80,249$1.35M0.4%+1.9%0.075%
5/12/2025Balanced Rock Investment Advisors LLC23,254$390K0.3%+4.3%0.022%
5/12/2025AlphaCore Capital LLC5,408$91K0.0%N/A0.005%
5/9/20251834 Investment Advisors Co.16,018$268K0.0%-4.0%0.015%
5/9/2025Chicago Partners Investment Group LLC106,010$1.75M0.1%+5.2%0.099%
5/9/2025Silver Coast Investments LLC284,431$4.77M1.8%+2.2%0.265%
5/9/2025Blair William & Co. IL2,000$34K0.0%-35.0%0.002%
5/8/2025Harbour Investments Inc.28,393$476K0.0%+64.1%0.026%
5/8/2025Tandem Financial LLC43,323$726K0.8%+33.6%0.040%
5/8/2025Dearborn Partners LLC16,000$268K0.0%N/A0.015%
5/7/2025LPL Financial LLC2,455,663$41.16M0.0%+13.1%2.285%
5/7/2025Texas Yale Capital Corp.17,694$297K0.0%-5.8%0.016%
5/7/2025Inspire Advisors LLC60,498$1.01M0.1%N/A0.056%
5/6/2025Cetera Investment Advisers83,233$1.40M0.0%+7.4%0.077%
5/6/2025Kovack Advisors Inc.13,094$219K0.0%-5.8%0.012%
5/6/2025Guild Investment Management Inc.42,680$715K0.8%-2.3%0.040%
5/5/2025Carmel Capital Partners LLC459,395$7.70M3.0%+7.3%0.428%
5/5/2025Montag A & Associates Inc.7,279$122K0.0%+24.8%0.007%
5/5/2025IFP Advisors Inc12,214$205K0.0%+24.6%0.011%
5/5/2025Resurgent Financial Advisors LLC12,240$205K0.1%-10.4%0.011%
5/5/2025Private Advisor Group LLC174,626$2.93M0.0%+14.3%0.163%
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5/2/2025Castlekeep Investment Advisors LLC134,183$2.25M1.2%+939.3%0.125%
5/2/2025Apollon Wealth Management LLC54,793$918K0.0%-35.5%0.051%
5/2/2025Sigma Planning Corp46,865$785K0.0%N/A0.044%
5/1/2025CWM LLC4,000$67K0.0%-21.6%0.004%
5/1/2025Acorn Wealth Advisors LLC15,173$254K0.1%-3.9%0.014%
4/30/2025Cerity Partners LLC12,500$210K0.0%+19.0%0.012%
4/30/2025Stratos Wealth Partners LTD.55,819$936K0.0%+1.4%0.052%
4/29/2025Envestnet Asset Management Inc.579,369$9.71M0.0%+5.3%0.539%
4/29/2025Concurrent Investment Advisors LLC319,061$5.35M0.1%+59.6%0.297%
4/29/2025OneDigital Investment Advisors LLC26,641$447K0.0%-3.8%0.025%
4/28/2025D.A. Davidson & CO.74,566$1.25M0.0%+5.4%0.069%
4/28/2025Private Trust Co. NA15,551$261K0.0%+82.4%0.014%
4/25/2025Valley National Advisers Inc.4,383$73K0.0%N/A0.004%
4/25/2025Avidian Wealth Enterprises LLC77,714$1.30M0.1%+12.5%0.072%
4/25/2025Sovran Advisors LLC16,518$263K0.0%+14.8%0.015%
4/25/2025Sumitomo Mitsui Trust Group Inc.190,741$3.20M0.0%+5.9%0.178%
4/24/2025Mirae Asset Global Investments Co. Ltd.46,896$792K0.0%-22.9%0.044%
4/24/2025Bartlett & CO. Wealth Management LLC23,581$395K0.0%-18.6%0.022%
4/24/2025Etesian Wealth Advisors Inc.56,744$951K0.4%+15.7%0.053%
4/24/2025Tanager Wealth Management LLP1,201,229$20.13M2.6%-8.3%1.118%
4/23/2025Sheets Smith Wealth Management81,629$1.37M0.2%-0.8%0.076%
4/23/2025AssuredPartners Investment Advisors LLC113,004$1.89M0.4%+8.2%0.105%
4/22/2025Cambridge Investment Research Advisors Inc.163,490$2.74M0.0%+0.8%0.152%
4/22/2025Mayport LLC17,548$294K0.1%N/A0.016%
4/21/2025Good Steward Wealth Advisors LLC218,649$3.67M3.3%N/A0.203%
4/21/2025Roman Butler Fullerton & Co.24,964$395K0.2%-34.1%0.023%
4/18/2025Insigneo Advisory Services LLC43,047$721K0.1%+1.8%0.039%
4/17/2025Sowell Financial Services LLC46,530$780K0.0%+7.1%0.042%
4/17/2025Janney Montgomery Scott LLC27,922$468K0.0%+26.2%0.025%
4/17/2025Sound Income Strategies LLC311,254$5.22M0.3%+2.6%0.282%
4/16/2025Wealth Enhancement Advisory Services LLC150,059$2.52M0.0%-2.9%0.136%
4/16/2025Marshall Financial Group LLC59,305$994K0.2%-5.6%0.054%
4/16/2025Delta Capital Management LLC37,450$628K0.2%-7.3%0.034%
4/16/2025Patriot Investment Management Group Inc.21,222$356K0.0%-32.1%0.019%
4/15/2025Wealthcare Advisory Partners LLC193,646$3.25M0.1%+11.9%0.175%
4/14/2025Farther Finance Advisors LLC23,930$398K0.0%-5.9%0.022%
4/14/2025Meridian Financial Partners LLC31,639$530K0.3%+178.2%0.029%
4/11/2025Procyon Advisors LLC23,502$394K0.0%-7.4%0.021%
4/10/2025Accel Wealth Management13,827$232K0.1%-4.6%0.013%
4/9/2025NBC Securities Inc.2,935$49K0.0%+146,650.0%0.003%
4/9/2025Future Financial Wealth Managment LLC37,259$624K0.5%-75.4%0.034%
4/8/2025Investors Research Corp208,598$3.50M0.8%+18.3%0.189%
4/8/2025Global Financial Private Client LLC52,591$881K0.3%-3.5%0.048%
4/1/2025MassMutual Private Wealth & Trust FSB22,635$379K0.0%-5.9%0.021%
3/17/2025Wealth Enhancement Advisory Services LLC154,591$2.67M0.0%+110.8%0.140%
2/24/2025Liberty Square Wealth Partners LLC13,014$227K0.1%N/A0.014%
2/24/2025Ameriflex Group Inc.2,262$39K0.0%N/A0.002%
2/20/2025Castlekeep Investment Advisors LLC12,911$223K0.0%N/A0.014%
2/17/2025Wolverine Trading LLC32,264$556K0.0%N/A0.035%
2/17/2025Redwood Financial Network Corp64,016$1.10M0.8%+19.5%0.069%
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2/17/2025Measured Risk Portfolios Inc.130,088$2.24M2.3%N/A0.140%
2/17/2025Cetera Investment Advisers77,471$1.34M0.0%+40.5%0.083%
2/17/2025Castlekeep Investment Advisors LLC222,715$3.84M0.0%N/A0.240%
2/17/2025Bank of America Corp DE3,370,287$58.14M0.0%-1.4%3.626%
2/17/2025Ameriprise Financial Inc.969,199$16.72M0.0%-2.4%1.043%
2/14/2025Jane Street Group LLC125,160$2.16M0.0%+679.0%0.135%
2/14/2025Comerica Bank16,244$280K0.0%+4.1%0.017%
2/14/2025Lido Advisors LLC87,775$1.51M0.0%-1.1%0.094%
2/14/2025Three Seasons Wealth LLC12,045$208K0.1%N/A0.013%
2/14/2025Stifel 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 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 167 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. ($1.36M), 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 14,983,125 shares in the last 24 months. This purchase volume represents approximately $263.31M in transactions.

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

Of the 65 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. ($310.45K), Kestra Advisory Services LLC ($166.25K), Park Avenue Securities LLC ($156.24K), Future Financial Wealth Managment LLC ($140.45K), Jane Street Group LLC ($123.29K), Comprehensive Wealth Management LLC ($113.07K), and Tanager Wealth Management LLP ($108.92K).

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

Institutional investors have sold a total of 1,893,432 shares in the last 24 months. This volume of shares sold represents approximately $32.30M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 7/5/2025 by MarketBeat.com Staff
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