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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$18.55 +0.13 (+0.71%)
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)
138
Total
Institutional Inflows
(last 12 months)
$143.16M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$67.40M
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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
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%
5/5/2026 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%
4/27/2026 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%
3/17/2026Rockefeller 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%
2/20/2026Larch Capital Partners LLC167,160$2.95M0.4%N/A0.142%
2/18/2026 Wealth Intelligence LLC623,238$11.01M5.5%N/A0.529%
2/18/2026NewEdge Advisors LLC53,921$952K0.0%+3.6%0.046%
2/18/2026 Hyposwiss 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%
2/17/2026 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%
2/17/2026Blair 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%
2/13/2026OpenArc 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%
2/12/2026 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%
2/11/2026LPL 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%
2/9/2026 Cary 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%
2/9/2026 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%
2/6/2026Advisory 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%
2/6/2026 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%
2/6/2026HighTower Advisors LLC76,057$1.34M0.0%+42.5%0.065%
2/5/2026 Dougherty & Associates LLC481,609$8.51M7.6%N/A0.408%
2/5/2026AlphaCore 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%
2/5/2026Allworth Financial LP4,376$77K0.0%+50.2%0.004%
2/4/2026 World Investment Advisors17,635$311K0.0%+7.0%0.015%
2/3/2026 International Assets Investment Management LLC2,130$38K0.0%N/A0.002%
2/3/2026 AssuredPartners Investment Advisors LLC140,653$2.48M0.4%+578.7%0.121%
2/2/2026 Truist Financial Corp162,705$2.87M0.0%-2.9%0.140%
2/2/2026Avidian Wealth Enterprises LLC86,976$1.54M0.1%+0.7%0.075%
2/2/2026 Mission Hills Financial Advisory LLC11,406$201K0.1%+7.0%0.010%
2/2/2026 Oppenheimer & Co. Inc.11,854$209K0.0%+14.5%0.010%
1/30/2026 Sigma Planning Corp121,770$2.16M0.1%+11.9%0.105%
1/30/2026 Samalin Investment Counsel LLC21,755$384K0.1%-23.5%0.019%
1/29/2026Howard Wealth Management LLC86,317$1.52M0.7%-5.6%0.075%
1/29/2026D.A. Davidson & CO.81,737$1.44M0.0%+6.9%0.071%
1/29/2026 Carmel Capital Partners LLC373,248$6.59M2.3%+33.0%0.322%
1/29/2026UBS Group AG615,097$10.86M0.0%+193.2%0.531%
1/29/2026 High Point Wealth Management LLC2,836$50K0.0%N/A0.002%
1/29/2026Sanctuary Advisors LLC137,292$2.43M0.0%+5.2%0.119%
1/29/2026 Concurrent Investment Advisors LLC335,329$5.92M0.1%+0.6%0.289%
1/28/2026Geneos Wealth Management Inc.66,694$1.18M0.0%-4.2%0.058%
1/28/2026 Chicago Partners Investment Group LLC102,047$1.88M0.0%-5.0%0.088%
1/28/2026Joseph P. Lucia & Associates LLC88,009$1.55M0.6%-8.0%0.076%
1/27/2026 Silver Coast Investments LLC293,523$5.18M1.8%+2.9%0.253%
1/27/2026Measured Risk Portfolios Inc.132,806$2.35M2.3%-2.7%0.115%
1/27/2026Mainstay Capital Management LLC ADV12,670$224K0.0%-5.4%0.011%
1/26/2026 Tanager Wealth Management LLP1,449,088$25.59M2.6%+12.7%1.252%
1/26/2026 Mirae Asset Global Investments Co. Ltd.46,655$824K0.0%+26.1%0.040%


PFXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFXF shares?

During the previous two years, 211 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 ($73.58M), 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.

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

Of the 188 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 ($1.11M), Tanager Wealth Management LLP ($659.09K), LPL Financial LLC ($629.25K), Wealth Intelligence LLC ($623.24K), and Good Steward Wealth Advisors LLC ($596.48K).

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

Institutional investors have bought a total of 8,161,601 shares in the last 24 months. This purchase volume represents approximately $143.16M in transactions.

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

Of the 77 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: Raymond James Financial Inc. ($786.83K), Ameriprise Financial Inc. ($685.01K), Bank of America Corp DE ($388.93K), Carmel Capital Partners LLC ($214.21K), Kestra Advisory Services LLC ($171.30K), Northwestern Mutual Wealth Management Co. ($153.58K), and Sumitomo Mitsui Trust Group Inc. ($149.75K).

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

Institutional investors have sold a total of 3,911,458 shares in the last 24 months. This volume of shares sold represents approximately $67.40M in transactions.


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