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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$18.27 -0.03 (-0.16%)
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)
122
Total
Institutional Inflows
(last 12 months)
$132.58M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$37.05M
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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
8/13/2026Capital 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%
6/18/2026Western Wealth Management LLC9,075$159K0.0%N/A0.007%
6/3/2026 NewEdge Advisors LLC46,494$816K0.0%-13.8%0.037%
5/19/2026Western Wealth Management LLC9,075$159K0.0%N/A0.007%
5/19/2026 NewEdge 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%
5/19/2026 Cassady 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%
5/16/2026 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%
5/5/2026Sanctuary 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%
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%
4/27/2026World 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%
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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%
3/17/2026Rockefeller 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%
2/18/2026 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%
2/17/2026Equitable 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%
2/17/2026 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%
2/17/2026Captrust 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%
2/17/2026 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%
2/16/2026Mariner LLC95,304$1.68M0.0%-17.6%0.081%
2/16/2026Apriem Advisors21,000$371K0.0%-7.5%0.018%
2/13/2026 Kestra Advisory Services LLC158,868$2.81M0.0%-3.1%0.135%
2/13/2026Fortis 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%
2/13/2026 Creekside Partners12,263$217K0.1%-8.7%0.010%
2/13/2026 OpenArc Corporate Advisory LLC24,180$427K0.0%N/A0.021%
2/13/2026Ausdal 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%
2/13/2026 Summit 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%
2/12/2026 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%
2/10/2026Tandem 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%
2/10/2026Foundations 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%
2/9/2026Coldstream Capital Management Inc.16,537$292K0.0%+34.0%0.014%
2/6/2026 Advisory Alpha LLC17,944$317K0.0%N/A0.015%
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2/6/2026Van Hulzen Asset Management LLC12,184$215K0.0%+7.3%0.010%
2/6/2026 Global Retirement Partners LLC15,827$280K0.0%+173.0%0.013%
2/6/2026 Prevail Innovative Wealth Advisors LLC79,064$1.40M0.3%N/A0.067%
2/6/2026 IFP Advisors Inc24,263$428K0.0%+20.6%0.021%
2/6/2026 HighTower Advisors LLC76,057$1.34M0.0%+42.5%0.065%
2/5/2026 Dougherty & Associates LLC481,609$8.51M7.6%N/A0.408%
2/5/2026 AlphaCore Capital LLC17,374$307K0.0%+28.6%0.015%
2/5/2026 Meridian Financial Partners LLC88,738$1.64M0.6%+4.9%0.075%
2/5/2026 Pinnacle Associates Ltd.10,977$194K0.0%-40.9%0.009%
2/5/2026 Allworth Financial LP4,376$77K0.0%+50.2%0.004%


PFXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 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 185 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 7,503,058 shares in the last 24 months. This purchase volume represents approximately $132.58M in transactions.

Of the 65 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), Bank of America Corp DE ($388.93K), Carmel Capital Partners LLC ($214.21K), Ocean Park Asset Management LLC ($115.20K), Sumitomo Mitsui Trust Group Inc. ($95.44K), Fortis Capital Management LLC ($84.05K), and Sound Income Strategies LLC ($51.84K).

Institutional investors have sold a total of 2,120,525 shares in the last 24 months. This volume of shares sold represents approximately $37.05M 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 8/13/2026. New 13F filings are added each quarter as they're published.
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