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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

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$17.50 -0.03 (-0.17%)
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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)
115
Total
Institutional Inflows
(last 12 months)
$271.43M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$34.61M
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PFXF Institutional Buying and Selling by Quarter

VanEck Preferred Securities ex Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.107,167$1.85M0.0%+10.5%0.102%
7/25/2025Apollon 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%
5/21/2025Geneos 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%
5/14/2025 Sax Wealth Advisors LLC194,879$3.27M0.2%+1.8%0.184%
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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%
5/13/2025 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%
5/12/2025Balanced Rock Investment Advisors LLC23,254$390K0.3%+4.3%0.022%
5/12/2025AlphaCore Capital LLC5,408$91K0.0%N/A0.005%
5/9/2025 1834 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%
5/9/2025 Blair 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%
5/6/2025 Guild 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%
5/5/2025 IFP 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%
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%
4/25/2025 Valley National Advisers Inc.4,383$73K0.0%N/A0.004%
4/25/2025Avidian Wealth Enterprises LLC77,714$1.30M0.1%+12.5%0.072%
4/25/2025 Sovran 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%
4/24/2025 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%
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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%
4/21/2025 Good 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%
4/17/2025 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%
(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, 195 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 15,460,453 shares in the last 24 months. This purchase volume represents approximately $271.43M in transactions.

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

Of the 67 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), Tanager Wealth Management LLP ($168.11K), Future Financial Wealth Managment LLC ($166.30K), Kestra Advisory Services LLC ($166.25K), Park Avenue Securities LLC ($156.24K), Jane Street Group LLC ($123.29K), and Comprehensive Wealth Management LLC ($113.07K).

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

Institutional investors have sold a total of 2,029,593 shares in the last 24 months. This volume of shares sold represents approximately $34.61M in transactions.



This page (NYSEARCA:PFXF) was last updated on 7/25/2025 by MarketBeat.com Staff
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