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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.75 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF)

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$152.23M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$55.53M
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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
7/2/2026 Diesslin 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%
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%
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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%
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%
2/11/2026Janney Montgomery Scott LLC31,546$557K0.0%+7.2%0.027%
2/11/2026LPL Financial LLC2,961,370$52.30M0.0%+8.5%2.512%
2/10/2026Tandem Financial LLC32,423$559K0.5%-24.4%0.028%
2/10/2026Northwestern Mutual Wealth Management Co.208,125$3.68M0.0%+9.2%0.177%
2/10/2026Foundations Investment Advisors LLC13,610$240K0.0%-6.2%0.012%
2/9/2026Integrity Alliance LLC.84,629$1.50M0.1%+2.2%0.072%
2/9/2026Cary Street Partners Financial LLC12,960$229K0.0%N/A0.011%
2/9/2026Harbour Investments Inc.38,418$678K0.0%+15.6%0.033%
2/9/2026MSH Capital Advisors LLC100,676$1.78M0.4%+13.8%0.085%
2/9/2026Accredited Investor Services LLC22,060$390K0.3%-34.3%0.019%
2/9/2026Prospera Financial Services Inc11,104$196K0.0%N/A0.009%
2/9/2026Coldstream Capital Management Inc.16,537$292K0.0%+34.0%0.014%
2/6/2026Advisory Alpha LLC17,944$317K0.0%N/A0.015%
2/6/2026Van Hulzen Asset Management LLC12,184$215K0.0%+7.3%0.010%
2/6/2026Global Retirement Partners LLC15,827$280K0.0%+173.0%0.013%
2/6/2026Prevail Innovative Wealth Advisors LLC79,064$1.40M0.3%N/A0.067%
2/6/2026IFP Advisors Inc24,263$428K0.0%+20.6%0.021%
2/6/2026HighTower Advisors LLC76,057$1.34M0.0%+42.5%0.065%
2/5/2026Dougherty & Associates LLC481,609$8.51M7.6%N/A0.408%
2/5/2026AlphaCore Capital LLC17,374$307K0.0%+28.6%0.015%
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2/5/2026Meridian Financial Partners LLC88,738$1.64M0.6%+4.9%0.075%
2/5/2026Pinnacle Associates Ltd.10,977$194K0.0%-40.9%0.009%
2/5/2026Allworth Financial LP4,376$77K0.0%+50.2%0.004%
2/4/2026World Investment Advisors17,635$311K0.0%+7.0%0.015%
2/3/2026International Assets Investment Management LLC2,130$38K0.0%N/A0.002%
2/3/2026AssuredPartners Investment Advisors LLC140,653$2.48M0.4%+578.7%0.121%
2/2/2026Truist Financial Corp162,705$2.87M0.0%-2.9%0.140%
2/2/2026Avidian Wealth Enterprises LLC86,976$1.54M0.1%+0.7%0.075%
2/2/2026Mission Hills Financial Advisory LLC11,406$201K0.1%+7.0%0.010%
2/2/2026Oppenheimer & Co. Inc.11,854$209K0.0%+14.5%0.010%


PFXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 215 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 ($27.85M), and MML Investors Services LLC ($25.99M).Learn more on VanEck Preferred Securities ex Financials ETF's institutional investors.

Of the 190 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), Tanager Wealth Management LLP ($659.09K), LPL Financial LLC ($629.25K), Wealth Intelligence LLC ($623.24K), and Good Steward Wealth Advisors LLC ($596.48K).

Institutional investors have bought a total of 8,653,039 shares in the last 24 months. This purchase volume represents approximately $152.23M in transactions.

Of the 74 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. ($685.01K), Raymond James Financial Inc. ($476.38K), Bank of America Corp DE ($388.93K), Carmel Capital Partners LLC ($214.21K), Sumitomo Mitsui Trust Group Inc. ($149.75K), Sax Wealth Advisors LLC ($119.26K), and Ocean Park Asset Management LLC ($115.20K).

Institutional investors have sold a total of 3,201,597 shares in the last 24 months. This volume of shares sold represents approximately $55.53M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 7/5/2026 by MarketBeat.com Staff.
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