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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.92 +0.07 (+0.36%)
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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)
123
Total
Institutional Inflows
(last 12 months)
$195.21M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$62.73M
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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
10/23/2025Etesian Wealth Advisors Inc.53,805$956K0.3%-2.1%0.048%
10/23/2025Park Avenue Securities LLC373,812$6.64M0.1%+20.1%0.336%
10/22/2025Geneos Wealth Management Inc.69,642$1.24M0.0%-2.9%0.063%
10/22/2025D.A. Davidson & CO.76,481$1.36M0.0%+3.1%0.069%
10/22/2025O ROURKE & COMPANY Inc11,759$209K0.1%+9.0%0.011%
10/21/2025 NTV Asset Management LLC151,586$2.69M0.3%+23.1%0.136%
10/21/2025 Hofer & Associates. Inc14,173$252K0.1%-6.0%0.013%
10/20/2025 Ocean Park Asset Management LLC139,300$2.48M0.1%N/A0.125%
10/20/2025 DHJJ Financial Advisors Ltd.1,800$32K0.0%-36.1%0.002%
10/20/2025 Meridian Financial Partners LLC84,576$1.53M0.6%+147.4%0.076%
10/20/2025 Brendel Financial Advisors LLC157,485$2.80M1.4%+8.0%0.142%
10/20/2025 Sax Wealth Advisors LLC80,111$1.42M0.1%-7.0%0.072%
10/20/2025 Joseph P. Lucia & Associates LLC95,705$1.70M0.6%-5.6%0.086%
10/17/2025 Worth Asset Management LLC16,834$299K0.1%N/A0.015%
10/17/2025 Apollon Wealth Management LLC16,936$301K0.0%-66.1%0.015%
10/16/2025 Mezzasalma Advisors LLC11,760$209K0.1%N/A0.011%
10/16/2025 Darwin Wealth Management LLC5,108$91K0.0%+42.3%0.005%
10/16/2025 Sheets Smith Wealth Management77,828$1.38M0.2%-1.7%0.071%
10/15/2025 CWM LLC5,839$104K0.0%+43.8%0.005%
10/15/2025 World Investment Advisors16,475$293K0.0%-5.0%0.015%
10/15/2025 Future Financial Wealth Managment LLC9,415$167K0.1%-17.5%0.009%
10/14/2025 Farther Finance Advisors LLC44,025$782K0.0%+9.6%0.040%
10/10/2025 Sound Income Strategies LLC281,083$5.03M0.3%-7.3%0.256%
10/8/2025 Marshall Financial Group LLC50,453$897K0.2%-7.1%0.046%
10/6/2025 AssuredPartners Investment Advisors LLC20,724$368K0.1%-24.0%0.019%
10/2/2025 Investors Research Corp251,453$4.47M0.8%+7.6%0.228%
9/24/2025 Fortitude Financial LLC6,806$117K0.1%N/A0.006%
8/21/2025Pathway Financial Advisers LLC27,935$478K0.2%-5.8%0.025%
8/18/2025Geneos Wealth Management Inc.71,696$1.23M0.0%+13.1%0.065%
8/15/2025Captrust Financial Advisors40,195$688K0.0%N/A0.036%
8/15/2025Redwood Financial Network Corp46,102$789K0.5%-28.7%0.042%
8/15/2025MML Investors Services LLC1,187,758$20.33M0.1%+4.9%1.077%
8/15/2025Bluefin Capital Management LLC15,107$259K0.2%-31.2%0.014%
8/15/2025Balanced Rock Investment Advisors LLC25,412$435K0.3%+9.3%0.023%
8/15/2025Bank of America Corp DE3,028,917$51.86M0.0%-11.4%2.746%
8/15/2025Ameriprise Financial Inc.437,222$7.48M0.0%-50.0%0.396%
8/14/2025Ausdal Financial Partners Inc.33,164$568K0.0%-64.8%0.030%
8/14/2025Raymond 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%
8/14/2025NewEdge Advisors LLC48,239$826K0.0%+5.0%0.044%
8/14/2025Qube Research & Technologies Ltd4,111$70K0.0%+56.9%0.004%
8/14/2025Acorn Wealth Advisors LLC14,453$247K0.1%-4.7%0.013%
8/14/2025L2 Asset Management LLC267,021$4.57M0.7%+1.3%0.242%
8/13/2025Cresset Asset Management LLC25,580$438K0.0%-10.5%0.023%
8/13/2025Guggenheim Capital LLC88,661$1.52M0.0%+6.5%0.080%
8/13/2025Quadrature Capital Ltd130,881$2.24M0.0%N/A0.119%
8/13/2025Level Four Advisory Services LLC386,093$6.61M0.2%-2.0%0.350%
8/13/2025Northwestern Mutual Wealth Management Co.178,117$3.05M0.0%-32.0%0.161%
8/12/2025Steward Partners Investment Advisory LLC278,173$4.76M0.0%+0.3%0.252%
8/12/2025Insigneo Advisory Services LLC46,410$795K0.1%+7.8%0.042%
8/8/2025Rockefeller Capital Management L.P.67,940$1.16M0.0%+11.4%0.064%
8/8/2025Creative Planning89,642$1.54M0.0%+521.6%0.085%
8/8/2025Foundations Investment Advisors LLC13,473$231K0.0%N/A0.013%
8/7/2025Samalin Investment Counsel LLC25,703$440K0.2%+70.8%0.024%
8/7/2025Allworth Financial LP1,694$29K0.0%N/A0.002%
8/5/2025Simplex Trading LLC1,597$27K0.0%+97.2%0.002%
8/5/2025Sigma Planning Corp103,540$1.77M0.1%+120.9%0.098%
8/4/2025Silver Coast Investments LLC288,427$4.94M1.8%+1.4%0.274%
8/4/2025Atria Investments Inc75,737$1.30M0.0%+29.3%0.072%
8/4/2025 World Investment Advisors17,338$297K0.0%N/A0.016%
8/1/2025Signature Wealth Management Group78,984$1.35M0.5%+1.8%0.075%
8/1/2025Envestnet Asset Management Inc.500,354$8.57M0.0%-13.6%0.475%
7/31/2025Sumitomo Mitsui Trust Group Inc.136,426$2.34M0.0%-28.5%0.129%
7/30/2025Roman Butler Fullerton & Co.25,614$448K0.1%+2.6%0.024%
7/30/2025Triton Financial Group Inc24,237$415K0.3%N/A0.023%
7/30/2025Avidian Wealth Enterprises LLC83,335$1.43M0.1%+7.2%0.079%
7/29/2025Chicago 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%
7/29/2025Carmel Capital Partners LLC494,913$8.47M3.0%+7.7%0.470%
7/29/2025Stratos 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%
7/28/2025Mission Hills Financial Advisory LLC10,655$182K0.1%N/A0.010%
7/25/2025Atria 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%
7/24/2025Etesian Wealth Advisors Inc.54,977$941K0.4%-3.1%0.052%
7/24/2025Mainstay Capital Management LLC ADV26,796$459K0.0%+73.7%0.025%
7/24/2025 Capital Advisors Ltd. LLC1,505$26K0.0%N/A0.001%
7/24/2025MSH Capital Advisors LLC84,519$1.45M0.4%+5.3%0.080%
7/23/2025Guild 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%
7/22/2025Wealthcare 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%
7/18/2025Tanager 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%
7/18/2025O ROURKE & COMPANY Inc10,791$185K0.1%-13.2%0.010%
7/18/2025Truist 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%
7/14/2025Park 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%
7/10/2025Wealth Enhancement Advisory Services LLC131,939$2.30M0.0%-12.1%0.125%
7/9/2025Procyon Advisors LLC21,992$377K0.0%-6.4%0.021%
7/7/2025 Investors Research Corp233,586$4.00M0.8%+12.0%0.222%
(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, 197 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 165 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), Park Avenue Securities LLC ($580.61K), Comprehensive Wealth Management LLC ($553.53K), 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 11,280,910 shares in the last 24 months. This purchase volume represents approximately $195.21M 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), Future Financial Wealth Managment LLC ($168.30K), Tanager Wealth Management LLP ($168.11K), 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 3,673,924 shares in the last 24 months. This volume of shares sold represents approximately $62.73M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 10/23/2025 by MarketBeat.com Staff
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