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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$17.94 +0.19 (+1.07%)
As of 04:10 PM Eastern
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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)
120
Total
Institutional Inflows
(last 12 months)
$136.80M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$25.17M
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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
8/26/2026 HighTower Advisors LLC86,227$1.54M0.0%+49.0%0.063%
8/23/2026 Tanager Wealth Management LLP1,530,332$27.30M2.4%-3.6%1.119%
8/22/2026 Tassel Capital Management Inc.67,648$1.21M0.6%N/A0.049%
8/22/2026 Concurrent Investment Advisors LLC344,948$6.15M0.1%+1.1%0.252%
8/21/2026 Investors Research Corp313,386$5.59M1.0%+6.5%0.229%
8/20/2026 Gill Capital Partners LLC2,793$50K0.0%N/A0.002%
8/20/2026 Susquehanna International Group LLP206,717$3.69M0.0%N/A0.151%
8/20/2026 Sigma Planning Corp35,470$633K0.0%-71.6%0.026%
8/20/2026 Two Sigma Securities LLC13,226$236K0.0%-28.6%0.010%
8/20/2026 Northwestern Mutual Wealth Management Co.242,204$4.32M0.0%-0.5%0.177%
8/20/2026 Sheets Smith Wealth Management88,618$1.58M0.2%+13.4%0.065%
8/13/2026 Capital Square LLC233,334$4.16M1.8%-14.0%0.171%
8/10/2026 AssuredPartners Investment Advisors LLC146,160$2.61M0.3%+4.6%0.107%
7/10/2026 Investors Research Corp313,386$5.59M1.0%+6.5%0.229%
7/10/2026 Wealthcare Advisory Partners LLC232,180$4.14M0.1%+6.2%0.170%
7/9/2026 Sax Wealth Advisors LLC74,481$1.31M0.0%-1.5%0.054%
7/8/2026 Apella Capital LLC243,819$4.33M0.1%-1.7%0.178%
7/6/2026 Stableford Capital II LLC32,253$575K0.2%+47.7%0.024%
7/2/2026 Diesslin Group Inc.30,978$553K0.2%+56.1%0.021%
6/18/2026 Western Wealth Management LLC9,075$159K0.0%N/A0.007%
6/3/2026 NewEdge Advisors LLC46,494$816K0.0%-13.8%0.037%
5/19/2026 Western Wealth Management LLC9,075$159K0.0%N/A0.007%
5/19/2026 NewEdge Advisors LLC28,540$501K0.0%-47.1%0.023%
5/19/2026 Bank of America Corp DE5,351,204$93.86M0.0%+15.2%4.269%
5/19/2026 Cassady Wealth & Retirement Planning LLC73,605$1.36M0.7%+77.1%0.059%
5/19/2026 Centaurus Financial Inc.14,099$247K0.0%+44.8%0.011%
5/18/2026Sunbelt Securities Inc.15,351$269K0.0%-8.9%0.012%
5/18/2026 Royal Bank of Canada484,045$8.49M0.0%+47.5%0.386%
5/16/2026 Measured Risk Portfolios Inc.131,003$2.30M2.5%-1.4%0.105%
5/14/2026 Lido Advisors LLC114,223$2.00M0.0%-1.4%0.091%
5/13/2026 Cetera Investment Advisers92,821$1.63M0.0%+12.1%0.074%
5/7/2026 Carson Advisory Inc.10,200$179K0.1%N/A0.008%
5/6/2026 Bartlett & CO. Wealth Management LLC19,476$361K0.0%-4.5%0.016%
5/6/2026 Independent Financial Group LLC110,391$1.94M0.1%N/A0.088%
5/5/2026 D.A. Davidson & CO.87,624$1.54M0.0%+7.2%0.070%
5/5/2026 Geneos Wealth Management Inc.60,275$1.06M0.0%-9.6%0.048%
5/5/2026 Sanctuary Advisors LLC157,933$2.77M0.0%+15.0%0.126%
5/5/2026 Sigma Planning Corp124,872$2.19M0.1%+2.5%0.100%
5/4/2026 Chicago Partners Investment Group LLC103,094$1.91M0.0%+1.0%0.082%
5/4/2026 Procyon Advisors LLC18,684$328K0.0%-14.2%0.015%
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5/1/2026 Fifth Third Bancorp15,575$273K0.0%N/A0.012%
5/1/2026 Rossmore Private Capital4,000$70K0.0%N/A0.003%
5/1/2026 Sequoia Financial Advisors LLC14,980$263K0.0%-4.5%0.012%
5/1/2026 Carmel Capital Partners LLC394,621$6.92M2.5%+5.7%0.318%
4/30/2026 Roman Butler Fullerton & Co.47,967$856K0.2%-4.5%0.039%
4/30/2026 Kestra Advisory Services LLC167,222$2.93M0.0%+5.3%0.135%
4/30/2026 Sumitomo Mitsui Trust Group Inc.45,843$804K0.0%-4.9%0.037%
4/27/2026 World Investment Advisors12,642$222K0.0%-28.3%0.010%
4/27/2026 Private Advisor Group LLC173,424$3.04M0.0%-19.0%0.144%
4/27/2026 Sound Income Strategies LLC251,262$4.42M0.2%-5.3%0.208%
4/23/2026 Pathway Financial Advisers LLC15,258$268K0.1%-9.9%0.013%
4/23/2026 Apollon Wealth Management LLC14,566$255K0.0%-5.1%0.012%
4/22/2026 Janney Montgomery Scott LLC85,014$1.49M0.0%+169.5%0.071%
4/20/2026 Tanager Wealth Management LLP1,587,632$27.85M2.7%+9.6%1.320%
4/20/2026 Apella Capital LLC247,993$4.55M0.1%-2.6%0.206%
4/17/2026 Signal Advisors Wealth LLC19,576$343K0.0%N/A0.016%
4/16/2026 Sheets Smith Wealth Management78,145$1.37M0.2%+2.2%0.065%
3/17/2026 Rockefeller Capital Management L.P.157,681$2.79M0.0%+128.8%0.134%
3/13/2026 World Investment Advisors17,635$311K0.0%+7.0%0.015%
2/20/2026 Larch Capital Partners LLC167,160$2.95M0.4%N/A0.142%
2/18/2026 Wealth Intelligence LLC623,238$11.01M5.5%N/A0.529%
2/18/2026 NewEdge Advisors LLC53,921$952K0.0%+3.6%0.046%
2/18/2026 Hyposwiss Advisors SA52,710$931K0.9%N/A0.045%
2/17/2026 Guggenheim Capital LLC98,496$1.74M0.0%+7.0%0.084%
2/17/2026 Cetera Investment Advisers82,821$1.46M0.0%-8.0%0.070%
2/17/2026 Equitable Holdings Inc.140,608$2.48M0.0%+9.4%0.119%
2/17/2026 Osaic Holdings Inc.327,101$5.78M0.0%+8.0%0.277%
2/17/2026 Advisory Services Network LLC10,527$186K0.0%+71.5%0.009%
2/17/2026 Private Advisor Group LLC214,001$3.78M0.0%+7.3%0.182%
2/17/2026 Captrust Financial Advisors35,961$635K0.0%-3.7%0.031%
2/17/2026 &PARTNERS48,818$862K0.0%+77.2%0.041%
2/17/2026 Royal Bank of Canada328,163$5.80M0.0%+1.8%0.278%
2/17/2026 Blair William & Co. IL163,395$2.89M0.0%-4.9%0.139%
2/16/2026 MML Investors Services LLC1,471,878$25.99M0.1%+6.7%1.248%
2/16/2026 Mariner LLC95,304$1.68M0.0%-17.6%0.081%
2/16/2026 Apriem Advisors21,000$371K0.0%-7.5%0.018%
2/13/2026 Kestra Advisory Services LLC158,868$2.81M0.0%-3.1%0.135%
2/13/2026 Fortis Capital Management LLC60,865$1.08M0.1%-7.7%0.052%
2/13/2026 Inspire Advisors LLC59,310$1.05M0.1%-3.0%0.050%
2/13/2026 Balanced Rock Investment Advisors LLC28,927$511K0.4%+6.1%0.025%
2/13/2026 Creekside Partners12,263$217K0.1%-8.7%0.010%
2/13/2026 OpenArc Corporate Advisory LLC24,180$427K0.0%N/A0.021%
2/13/2026 Ausdal Financial Partners Inc.32,366$572K0.0%-6.2%0.027%
2/13/2026 Wells Fargo & Company MN1,738,163$30.70M0.0%-0.9%1.474%
2/13/2026 Summit Financial LLC27,307$482K0.0%-11.2%0.023%
2/12/2026 Jane Street Group LLC13,777$243K0.0%N/A0.012%
2/12/2026 Insigneo Advisory Services LLC75,712$1.34M0.1%+49.4%0.064%
2/12/2026 Commonwealth Equity Services LLC468,030$8.27M0.0%-4.3%0.397%
2/11/2026 Janney Montgomery Scott LLC31,546$557K0.0%+7.2%0.027%
2/11/2026 LPL Financial LLC2,961,370$52.30M0.0%+8.5%2.512%
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2/10/2026 Tandem Financial LLC32,423$559K0.5%-24.4%0.028%
2/10/2026 Northwestern Mutual Wealth Management Co.208,125$3.68M0.0%+9.2%0.177%
2/10/2026 Foundations Investment Advisors LLC13,610$240K0.0%-6.2%0.012%
2/9/2026 Integrity Alliance LLC.84,629$1.50M0.1%+2.2%0.072%
2/9/2026 Cary Street Partners Financial LLC12,960$229K0.0%N/A0.011%
2/9/2026 Harbour Investments Inc.38,418$678K0.0%+15.6%0.033%
2/9/2026 MSH Capital Advisors LLC100,676$1.78M0.4%+13.8%0.085%
2/9/2026 Accredited Investor Services LLC22,060$390K0.3%-34.3%0.019%
2/9/2026 Prospera Financial Services Inc11,104$196K0.0%N/A0.009%
2/9/2026 Coldstream Capital Management Inc.16,537$292K0.0%+34.0%0.014%


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 7,735,611 shares in the last 24 months. This purchase volume represents approximately $136.80M in transactions.

Of the 66 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 1,419,702 shares in the last 24 months. This volume of shares sold represents approximately $25.17M 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 8/26/2026. New 13F filings are added each quarter as they're published.
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