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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.55 +0.05 (+0.29%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$17.54 -0.01 (-0.06%)
As of 10/13/2026 07:30 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 Massive. 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)
$138.16M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$25.99M
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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
10/13/2026Accel Wealth Management11,399$200K0.0%-7.7%0.009%
10/13/2026Sax Wealth Advisors LLC75,262$1.32M0.0%+1.0%0.057%
10/9/2026Sound Income Strategies LLC237,168$4.17M0.1%-2.8%0.178%
10/8/2026Farther Finance Advisors LLC9,139$160K0.0%-82.2%0.007%
10/8/2026Apella Capital LLC228,038$4.03M0.1%-6.5%0.171%
10/8/2026Avidian Wealth Enterprises LLC66,937$1.17M0.0%-13.7%0.050%
10/7/2026Investors Research Corp337,664$5.92M1.0%+7.7%0.254%
10/7/2026Rhodes Investment Advisors Inc. ADV73,644$1.29M0.9%-4.9%0.055%
9/23/2026Envestnet Asset Management Inc.725,100$12.94M0.0%+9.8%0.542%
9/9/2026Integrated Wealth Concepts LLC6,829$122K0.0%N/A0.005%
9/9/2026NewEdge Advisors LLC51,983$927K0.0%+11.8%0.038%
9/9/2026IFP Advisors Inc25,188$449K0.0%+11.2%0.018%
8/26/2026HighTower Advisors LLC86,227$1.54M0.0%+49.0%0.063%
8/23/2026Tanager Wealth Management LLP1,530,332$27.30M2.4%-3.6%1.119%
8/22/2026Tassel Capital Management Inc.67,648$1.21M0.6%N/A0.049%
8/22/2026Concurrent Investment Advisors LLC344,948$6.15M0.1%+1.1%0.252%
8/21/2026Investors Research Corp313,386$5.59M1.0%+6.5%0.229%
8/20/2026Gill Capital Partners LLC2,793$50K0.0%N/A0.002%
8/20/2026Susquehanna International Group LLP206,717$3.69M0.0%N/A0.151%
8/20/2026Sigma Planning Corp35,470$633K0.0%-71.6%0.026%
8/20/2026Two Sigma Securities LLC13,226$236K0.0%-28.6%0.010%
8/20/2026Northwestern Mutual Wealth Management Co.242,204$4.32M0.0%-0.5%0.177%
8/20/2026Sheets Smith Wealth Management88,618$1.58M0.2%+13.4%0.065%
8/13/2026Capital Square LLC233,334$4.16M1.8%-14.0%0.171%
8/10/2026AssuredPartners Investment Advisors LLC146,160$2.61M0.3%+4.6%0.107%
7/10/2026Investors Research Corp313,386$5.59M1.0%+6.5%0.229%
7/10/2026Wealthcare Advisory Partners LLC232,180$4.14M0.1%+6.2%0.170%
7/9/2026Sax Wealth Advisors LLC74,481$1.31M0.0%-1.5%0.054%
7/8/2026Apella Capital LLC243,819$4.33M0.1%-1.7%0.178%
7/6/2026Stableford Capital II LLC32,253$575K0.2%+47.7%0.024%
7/2/2026Diesslin Group Inc.30,978$553K0.2%+56.1%0.021%
6/18/2026Western Wealth Management LLC9,075$159K0.0%N/A0.007%
6/3/2026NewEdge Advisors LLC46,494$816K0.0%-13.8%0.037%
5/19/2026Western Wealth Management LLC9,075$159K0.0%N/A0.007%
5/19/2026NewEdge Advisors LLC28,540$501K0.0%-47.1%0.023%
5/19/2026Bank of America Corp DE5,351,204$93.86M0.0%+15.2%4.269%
5/19/2026Cassady Wealth & Retirement Planning LLC73,605$1.36M0.7%+77.1%0.059%
5/19/2026Centaurus Financial Inc.14,099$247K0.0%+44.8%0.011%
5/18/2026Sunbelt Securities Inc.15,351$269K0.0%-8.9%0.012%
5/18/2026Royal Bank of Canada484,045$8.49M0.0%+47.5%0.386%
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5/16/2026Measured Risk Portfolios Inc.131,003$2.30M2.5%-1.4%0.105%
5/14/2026Lido Advisors LLC114,223$2.00M0.0%-1.4%0.091%
5/13/2026Cetera Investment Advisers92,821$1.63M0.0%+12.1%0.074%
5/7/2026Carson Advisory Inc.10,200$179K0.1%N/A0.008%
5/6/2026Bartlett & CO. Wealth Management LLC19,476$361K0.0%-4.5%0.016%
5/6/2026Independent Financial Group LLC110,391$1.94M0.1%N/A0.088%
5/5/2026D.A. Davidson & CO.87,624$1.54M0.0%+7.2%0.070%
5/5/2026Geneos Wealth Management Inc.60,275$1.06M0.0%-9.6%0.048%
5/5/2026Sanctuary Advisors LLC157,933$2.77M0.0%+15.0%0.126%
5/5/2026Sigma Planning Corp124,872$2.19M0.1%+2.5%0.100%
5/4/2026Chicago Partners Investment Group LLC103,094$1.91M0.0%+1.0%0.082%
5/4/2026Procyon Advisors LLC18,684$328K0.0%-14.2%0.015%
5/1/2026Fifth Third Bancorp15,575$273K0.0%N/A0.012%
5/1/2026Rossmore Private Capital4,000$70K0.0%N/A0.003%
5/1/2026Sequoia Financial Advisors LLC14,980$263K0.0%-4.5%0.012%
5/1/2026Carmel Capital Partners LLC394,621$6.92M2.5%+5.7%0.318%
4/30/2026Roman Butler Fullerton & Co.47,967$856K0.2%-4.5%0.039%
4/30/2026Kestra Advisory Services LLC167,222$2.93M0.0%+5.3%0.135%
4/30/2026Sumitomo Mitsui Trust Group Inc.45,843$804K0.0%-4.9%0.037%
4/27/2026World Investment Advisors12,642$222K0.0%-28.3%0.010%
4/27/2026Private Advisor Group LLC173,424$3.04M0.0%-19.0%0.144%
4/27/2026Sound Income Strategies LLC251,262$4.42M0.2%-5.3%0.208%
4/23/2026Pathway Financial Advisers LLC15,258$268K0.1%-9.9%0.013%
4/23/2026Apollon Wealth Management LLC14,566$255K0.0%-5.1%0.012%
4/22/2026Janney Montgomery Scott LLC85,014$1.49M0.0%+169.5%0.071%
4/20/2026Tanager Wealth Management LLP1,587,632$27.85M2.7%+9.6%1.320%
4/20/2026Apella Capital LLC247,993$4.55M0.1%-2.6%0.206%
4/17/2026Signal Advisors Wealth LLC19,576$343K0.0%N/A0.016%
4/16/2026Sheets Smith Wealth Management78,145$1.37M0.2%+2.2%0.065%
3/17/2026Rockefeller Capital Management L.P.157,681$2.79M0.0%+128.8%0.134%
3/13/2026World Investment Advisors17,635$311K0.0%+7.0%0.015%
2/20/2026Larch Capital Partners LLC167,160$2.95M0.4%N/A0.142%
2/18/2026Wealth Intelligence LLC623,238$11.01M5.5%N/A0.529%
2/18/2026NewEdge Advisors LLC53,921$952K0.0%+3.6%0.046%
2/18/2026Hyposwiss Advisors SA52,710$931K0.9%N/A0.045%
2/17/2026Guggenheim Capital LLC98,496$1.74M0.0%+7.0%0.084%
2/17/2026Cetera Investment Advisers82,821$1.46M0.0%-8.0%0.070%
2/17/2026Equitable Holdings Inc.140,608$2.48M0.0%+9.4%0.119%
2/17/2026Osaic Holdings Inc.327,101$5.78M0.0%+8.0%0.277%
2/17/2026Advisory Services Network LLC10,527$186K0.0%+71.5%0.009%
2/17/2026Private Advisor Group LLC214,001$3.78M0.0%+7.3%0.182%
2/17/2026Captrust Financial Advisors35,961$635K0.0%-3.7%0.031%
2/17/2026&PARTNERS48,818$862K0.0%+77.2%0.041%
2/17/2026Royal Bank of Canada328,163$5.80M0.0%+1.8%0.278%
2/17/2026Blair William & Co. IL163,395$2.89M0.0%-4.9%0.139%
2/16/2026MML Investors Services LLC1,471,878$25.99M0.1%+6.7%1.248%
2/16/2026Mariner LLC95,304$1.68M0.0%-17.6%0.081%
2/16/2026Apriem Advisors21,000$371K0.0%-7.5%0.018%
2/13/2026Kestra Advisory Services LLC158,868$2.81M0.0%-3.1%0.135%
2/13/2026Fortis Capital Management LLC60,865$1.08M0.1%-7.7%0.052%
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2/13/2026Inspire Advisors LLC59,310$1.05M0.1%-3.0%0.050%
2/13/2026Balanced Rock Investment Advisors LLC28,927$511K0.4%+6.1%0.025%
2/13/2026Creekside Partners12,263$217K0.1%-8.7%0.010%
2/13/2026OpenArc Corporate Advisory LLC24,180$427K0.0%N/A0.021%
2/13/2026Ausdal Financial Partners Inc.32,366$572K0.0%-6.2%0.027%
2/13/2026Wells Fargo & Company MN1,738,163$30.70M0.0%-0.9%1.474%
2/13/2026Summit Financial LLC27,307$482K0.0%-11.2%0.023%
2/12/2026Jane Street Group LLC13,777$243K0.0%N/A0.012%
2/12/2026Insigneo Advisory Services LLC75,712$1.34M0.1%+49.4%0.064%
2/12/2026Commonwealth Equity Services LLC468,030$8.27M0.0%-4.3%0.397%


PFXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 institutional investors and hedge funds held shares of VanEck Preferred Securities ex Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($93.86M), LPL Financial LLC ($52.30M), Comprehensive Wealth Management LLC ($35.83M), Raymond James Financial Inc. ($31.34M), Wells Fargo & Company MN ($30.70M), Tanager Wealth Management LLP ($27.30M), and MML Investors Services LLC ($25.99M).Learn more on VanEck Preferred Securities ex Financials ETF's institutional investors.

Of the 184 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. ($5.04M), International Assets Investment Management LLC ($3.85M), Bank of America Corp DE ($1.82M), Wealth Intelligence LLC ($623.24K), Good Steward Wealth Advisors LLC ($596.48K), Tanager Wealth Management LLP ($584.44K), and Comprehensive Wealth Management LLC ($553.53K).

Institutional investors have bought a total of 7,815,867 shares in the last 24 months. This purchase volume represents approximately $138.23M in transactions.

Of the 68 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: Ameriprise Financial Inc. ($246.98K), Carmel Capital Partners LLC ($214.21K), Ocean Park Asset Management LLC ($115.20K), Sumitomo Mitsui Trust Group Inc. ($95.44K), Sigma Planning Corp ($89.40K), Fortis Capital Management LLC ($84.05K), and Tanager Wealth Management LLP ($57.30K).

Institutional investors have sold a total of 1,467,404 shares in the last 24 months. This volume of shares sold represents approximately $25.99M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:PFXF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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