VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

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Number of Institutional Buyers (last 12 months): 121
Total Institutional Inflows (last 12 months): $138.23M

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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	725,100	$12.94M	0.0%	+9.8%	0.542%
9/9/2026	Integrated Wealth Concepts LLC	6,829	$122K	0.0%	N/A	0.005%
9/9/2026	NewEdge Advisors LLC	51,983	$927K	0.0%	+11.8%	0.038%
9/9/2026	IFP Advisors Inc	25,188	$449K	0.0%	+11.2%	0.018%
8/26/2026	HighTower Advisors LLC	86,227	$1.54M	0.0%	+49.0%	0.063%
8/23/2026	Tanager Wealth Management LLP	1,530,332	$27.30M	2.4%	-3.6%	1.119%
8/22/2026	Tassel Capital Management Inc.	67,648	$1.21M	0.6%	N/A	0.049%
8/22/2026	Concurrent Investment Advisors LLC	344,948	$6.15M	0.1%	+1.1%	0.252%
8/21/2026	Investors Research Corp	313,386	$5.59M	1.0%	+6.5%	0.229%
8/20/2026	Gill Capital Partners LLC	2,793	$50K	0.0%	N/A	0.002%
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8/20/2026	Susquehanna International Group LLP	206,717	$3.69M	0.0%	N/A	0.151%
8/20/2026	Sigma Planning Corp	35,470	$633K	0.0%	-71.6%	0.026%
8/20/2026	Two Sigma Securities LLC	13,226	$236K	0.0%	-28.6%	0.010%
8/20/2026	Northwestern Mutual Wealth Management Co.	242,204	$4.32M	0.0%	-0.5%	0.177%
8/20/2026	Sheets Smith Wealth Management	88,618	$1.58M	0.2%	+13.4%	0.065%
8/13/2026	Capital Square LLC	233,334	$4.16M	1.8%	-14.0%	0.171%
8/10/2026	AssuredPartners Investment Advisors LLC	146,160	$2.61M	0.3%	+4.6%	0.107%
7/10/2026	Investors Research Corp	313,386	$5.59M	1.0%	+6.5%	0.229%
7/10/2026	Wealthcare Advisory Partners LLC	232,180	$4.14M	0.1%	+6.2%	0.170%
7/9/2026	Sax Wealth Advisors LLC	74,481	$1.31M	0.0%	-1.5%	0.054%
7/8/2026	Apella Capital LLC	243,819	$4.33M	0.1%	-1.7%	0.178%
7/6/2026	Stableford Capital II LLC	32,253	$575K	0.2%	+47.7%	0.024%
7/2/2026	Diesslin Group Inc.	30,978	$553K	0.2%	+56.1%	0.021%
6/18/2026	Western Wealth Management LLC	9,075	$159K	0.0%	N/A	0.007%
6/3/2026	NewEdge Advisors LLC	46,494	$816K	0.0%	-13.8%	0.037%
5/19/2026	Western Wealth Management LLC	9,075	$159K	0.0%	N/A	0.007%
5/19/2026	NewEdge Advisors LLC	28,540	$501K	0.0%	-47.1%	0.023%
5/19/2026	Bank of America Corp DE	5,351,204	$93.86M	0.0%	+15.2%	4.269%
5/19/2026	Cassady Wealth & Retirement Planning LLC	73,605	$1.36M	0.7%	+77.1%	0.059%
5/19/2026	Centaurus Financial Inc.	14,099	$247K	0.0%	+44.8%	0.011%
5/18/2026	Sunbelt Securities Inc.	15,351	$269K	0.0%	-8.9%	0.012%
5/18/2026	Royal Bank of Canada	484,045	$8.49M	0.0%	+47.5%	0.386%
5/16/2026	Measured Risk Portfolios Inc.	131,003	$2.30M	2.5%	-1.4%	0.105%
5/14/2026	Lido Advisors LLC	114,223	$2.00M	0.0%	-1.4%	0.091%
5/13/2026	Cetera Investment Advisers	92,821	$1.63M	0.0%	+12.1%	0.074%
5/7/2026	Carson Advisory Inc.	10,200	$179K	0.1%	N/A	0.008%
5/6/2026	Bartlett & CO. Wealth Management LLC	19,476	$361K	0.0%	-4.5%	0.016%
5/6/2026	Independent Financial Group LLC	110,391	$1.94M	0.1%	N/A	0.088%
5/5/2026	D.A. Davidson & CO.	87,624	$1.54M	0.0%	+7.2%	0.070%
5/5/2026	Geneos Wealth Management Inc.	60,275	$1.06M	0.0%	-9.6%	0.048%
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5/5/2026	Sanctuary Advisors LLC	157,933	$2.77M	0.0%	+15.0%	0.126%
5/5/2026	Sigma Planning Corp	124,872	$2.19M	0.1%	+2.5%	0.100%
5/4/2026	Chicago Partners Investment Group LLC	103,094	$1.91M	0.0%	+1.0%	0.082%
5/4/2026	Procyon Advisors LLC	18,684	$328K	0.0%	-14.2%	0.015%
5/1/2026	Fifth Third Bancorp	15,575	$273K	0.0%	N/A	0.012%
5/1/2026	Rossmore Private Capital	4,000	$70K	0.0%	N/A	0.003%
5/1/2026	Sequoia Financial Advisors LLC	14,980	$263K	0.0%	-4.5%	0.012%
5/1/2026	Carmel Capital Partners LLC	394,621	$6.92M	2.5%	+5.7%	0.318%
4/30/2026	Roman Butler Fullerton & Co.	47,967	$856K	0.2%	-4.5%	0.039%
4/30/2026	Kestra Advisory Services LLC	167,222	$2.93M	0.0%	+5.3%	0.135%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	45,843	$804K	0.0%	-4.9%	0.037%
4/27/2026	World Investment Advisors	12,642	$222K	0.0%	-28.3%	0.010%
4/27/2026	Private Advisor Group LLC	173,424	$3.04M	0.0%	-19.0%	0.144%
4/27/2026	Sound Income Strategies LLC	251,262	$4.42M	0.2%	-5.3%	0.208%
4/23/2026	Pathway Financial Advisers LLC	15,258	$268K	0.1%	-9.9%	0.013%
4/23/2026	Apollon Wealth Management LLC	14,566	$255K	0.0%	-5.1%	0.012%
4/22/2026	Janney Montgomery Scott LLC	85,014	$1.49M	0.0%	+169.5%	0.071%
4/20/2026	Tanager Wealth Management LLP	1,587,632	$27.85M	2.7%	+9.6%	1.320%
4/20/2026	Apella Capital LLC	247,993	$4.55M	0.1%	-2.6%	0.206%
4/17/2026	Signal Advisors Wealth LLC	19,576	$343K	0.0%	N/A	0.016%
4/16/2026	Sheets Smith Wealth Management	78,145	$1.37M	0.2%	+2.2%	0.065%
3/17/2026	Rockefeller Capital Management L.P.	157,681	$2.79M	0.0%	+128.8%	0.134%
3/13/2026	World Investment Advisors	17,635	$311K	0.0%	+7.0%	0.015%
2/20/2026	Larch Capital Partners LLC	167,160	$2.95M	0.4%	N/A	0.142%
2/18/2026	Wealth Intelligence LLC	623,238	$11.01M	5.5%	N/A	0.529%
2/18/2026	NewEdge Advisors LLC	53,921	$952K	0.0%	+3.6%	0.046%
2/18/2026	Hyposwiss Advisors SA	52,710	$931K	0.9%	N/A	0.045%
2/17/2026	Guggenheim Capital LLC	98,496	$1.74M	0.0%	+7.0%	0.084%
2/17/2026	Cetera Investment Advisers	82,821	$1.46M	0.0%	-8.0%	0.070%
2/17/2026	Equitable Holdings Inc.	140,608	$2.48M	0.0%	+9.4%	0.119%
2/17/2026	Osaic Holdings Inc.	327,101	$5.78M	0.0%	+8.0%	0.277%
2/17/2026	Advisory Services Network LLC	10,527	$186K	0.0%	+71.5%	0.009%
2/17/2026	Private Advisor Group LLC	214,001	$3.78M	0.0%	+7.3%	0.182%
2/17/2026	Captrust Financial Advisors	35,961	$635K	0.0%	-3.7%	0.031%
2/17/2026	&PARTNERS	48,818	$862K	0.0%	+77.2%	0.041%
2/17/2026	Royal Bank of Canada	328,163	$5.80M	0.0%	+1.8%	0.278%
2/17/2026	Blair William & Co. IL	163,395	$2.89M	0.0%	-4.9%	0.139%
2/16/2026	MML Investors Services LLC	1,471,878	$25.99M	0.1%	+6.7%	1.248%
2/16/2026	Mariner LLC	95,304	$1.68M	0.0%	-17.6%	0.081%
2/16/2026	Apriem Advisors	21,000	$371K	0.0%	-7.5%	0.018%
2/13/2026	Kestra Advisory Services LLC	158,868	$2.81M	0.0%	-3.1%	0.135%
2/13/2026	Fortis Capital Management LLC	60,865	$1.08M	0.1%	-7.7%	0.052%
2/13/2026	Inspire Advisors LLC	59,310	$1.05M	0.1%	-3.0%	0.050%
2/13/2026	Balanced Rock Investment Advisors LLC	28,927	$511K	0.4%	+6.1%	0.025%
2/13/2026	Creekside Partners	12,263	$217K	0.1%	-8.7%	0.010%
2/13/2026	OpenArc Corporate Advisory LLC	24,180	$427K	0.0%	N/A	0.021%
2/13/2026	Ausdal Financial Partners Inc.	32,366	$572K	0.0%	-6.2%	0.027%
2/13/2026	Wells Fargo & Company MN	1,738,163	$30.70M	0.0%	-0.9%	1.474%
2/13/2026	Summit Financial LLC	27,307	$482K	0.0%	-11.2%	0.023%
2/12/2026	Jane Street Group LLC	13,777	$243K	0.0%	N/A	0.012%
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2/12/2026	Insigneo Advisory Services LLC	75,712	$1.34M	0.1%	+49.4%	0.064%
2/12/2026	Commonwealth Equity Services LLC	468,030	$8.27M	0.0%	-4.3%	0.397%
2/11/2026	Janney Montgomery Scott LLC	31,546	$557K	0.0%	+7.2%	0.027%
2/11/2026	LPL Financial LLC	2,961,370	$52.30M	0.0%	+8.5%	2.512%
2/10/2026	Tandem Financial LLC	32,423	$559K	0.5%	-24.4%	0.028%
2/10/2026	Northwestern Mutual Wealth Management Co.	208,125	$3.68M	0.0%	+9.2%	0.177%
2/10/2026	Foundations Investment Advisors LLC	13,610	$240K	0.0%	-6.2%	0.012%
2/9/2026	Integrity Alliance LLC.	84,629	$1.50M	0.1%	+2.2%	0.072%
2/9/2026	Cary Street Partners Financial LLC	12,960	$229K	0.0%	N/A	0.011%
2/9/2026	Harbour Investments Inc.	38,418	$678K	0.0%	+15.6%	0.033%

PFXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 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 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 7,750,472 shares in the last 24 months. This purchase volume represents approximately $137.07M 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.

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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 9/23/2026. New 13F filings are added each quarter as they're published.

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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

PFXF Institutional Buying and Selling by Quarter

VanEck Preferred Securities ex Financials ETF Major Shareholders & Ownership History

PFXF Institutional Ownership - Frequently Asked Questions

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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

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

PFXF Institutional Buying and Selling by Quarter

VanEck Preferred Securities ex Financials ETF Major Shareholders & Ownership History

PFXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFXF shares?

Which institutional investors have been buying VanEck Preferred Securities ex Financials ETF's stock?

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

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

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

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