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VanEck Preferred Securities ex Financials ETF (PFXF) Institutional Ownership

VanEck Preferred Securities ex Financials ETF logo
$15.81 -0.15 (-0.94%)
As of 04/15/2025 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)
107
Total
Institutional Inflows
(last 12 months)
$251.68M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$18.74M
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PFXF Institutional Buying and Selling by Quarter

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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
4/15/2025Wealthcare Advisory Partners LLC193,646$3.25M0.1%+11.9%0.175%
4/14/2025 Farther Finance Advisors LLC23,930$398K0.0%-5.9%0.022%
4/14/2025 Meridian Financial Partners LLC31,639$530K0.3%+178.2%0.029%
4/11/2025 Procyon Advisors LLC23,502$394K0.0%-7.4%0.021%
4/10/2025 Accel Wealth Management13,827$232K0.1%-4.6%0.013%
4/9/2025 NBC Securities Inc.2,935$49K0.0%+146,650.0%0.003%
4/9/2025 Future Financial Wealth Managment LLC37,259$624K0.5%-75.4%0.034%
4/8/2025 Investors Research Corp208,598$3.50M0.8%+18.3%0.189%
4/8/2025 Global Financial Private Client LLC52,591$881K0.3%-3.5%0.048%
4/1/2025 MassMutual Private Wealth & Trust FSB22,635$379K0.0%-5.9%0.021%
3/17/2025Wealth Enhancement Advisory Services LLC154,591$2.67M0.0%+110.8%0.140%
2/24/2025Liberty Square Wealth Partners LLC13,014$227K0.1%N/A0.014%
2/24/2025Ameriflex Group Inc.2,262$39K0.0%N/A0.002%
2/20/2025Castlekeep Investment Advisors LLC12,911$223K0.0%N/A0.014%
2/17/2025Wolverine Trading LLC32,264$556K0.0%N/A0.035%
2/17/2025Redwood Financial Network Corp64,016$1.10M0.8%+19.5%0.069%
2/17/2025Measured Risk Portfolios Inc.130,088$2.24M2.3%N/A0.140%
2/17/2025Cetera Investment Advisers77,471$1.34M0.0%+40.5%0.083%
2/17/2025Castlekeep Investment Advisors LLC222,715$3.84M0.0%N/A0.240%
2/17/2025Bank of America Corp DE3,370,287$58.14M0.0%-1.4%3.626%
2/17/2025Ameriprise Financial Inc.969,199$16.72M0.0%-2.4%1.043%
2/14/2025Jane Street Group LLC125,160$2.16M0.0%+679.0%0.135%
2/14/2025Comerica Bank16,244$280K0.0%+4.1%0.017%
2/14/2025Lido Advisors LLC87,775$1.51M0.0%-1.1%0.094%
2/14/2025Three Seasons Wealth LLC12,045$208K0.1%N/A0.013%
2/14/2025Stifel Financial Corp347,703$6.00M0.0%+9.3%0.374%
2/14/2025OneDigital Investment Advisors LLC27,707$478K0.0%+28.5%0.030%
2/14/2025MML Investors Services LLC1,069,869$18.46M0.1%+12.4%1.151%
2/14/2025Balanced Rock Investment Advisors LLC22,289$384K0.3%+5.4%0.024%
2/13/2025MSH Capital Advisors LLC78,781$1.36M0.4%N/A0.085%
2/13/2025NewEdge Advisors LLC45,853$791K0.0%+2.8%0.049%
2/13/2025Resurgent Financial Advisors LLC13,662$236K0.1%-18.6%0.015%
2/13/2025Insigneo Advisory Services LLC42,280$729K0.1%+5.4%0.045%
2/13/2025Guggenheim Capital LLC66,667$1.15M0.0%+8.8%0.072%
2/13/2025Mariner LLC54,947$948K0.0%+6.1%0.059%
2/13/2025Rockefeller Capital Management L.P.61,179$1.06M0.0%+9.7%0.066%
2/13/2025Raymond James Financial Inc.2,490,823$42.97M0.0%N/A2.680%
2/13/2025Texas Yale Capital Corp.18,791$324K0.0%+12.8%0.020%
2/13/2025Tandem Investment Partners LLC19,365$334K0.3%N/A0.021%
2/13/2025Bank of Montreal Can2,000$34K0.0%-48.7%0.002%
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2/13/2025Cerity Partners LLC10,500$181K0.0%N/A0.011%
2/13/2025Envestnet Asset Management Inc.550,394$9.49M0.0%+6.2%0.592%
2/13/2025Wells Fargo & Company MN1,728,967$29.83M0.0%+28.2%1.860%
2/12/2025Level Four Advisory Services LLC376,368$6.49M0.3%-0.7%0.405%
2/12/2025Blair William & Co. IL3,077$53K0.0%+31.8%0.003%
2/12/2025AssuredPartners Investment Advisors LLC104,445$1.80M0.4%N/A0.112%
2/12/2025JPMorgan Chase & Co.19,821$342K0.0%+25,641.6%0.021%
2/12/2025Core Wealth Partners LLC22,480$388K0.2%+24.5%0.024%
2/12/2025Ausdal Financial Partners Inc.91,046$1.57M0.1%-2.8%0.098%
2/11/2025LPL Financial LLC2,170,656$37.44M0.0%+1.6%2.335%
2/11/2025Fortis Capital Management LLC194,628$3.36M0.6%-4.5%0.209%
2/11/2025Comprehensive Wealth Management LLC2,206,128$38.06M28.5%-2.0%2.373%
2/10/2025Thrivent Financial for Lutherans15,726$287K0.0%-35.3%0.017%
2/10/2025RS Crum Inc.1,388,371$23.95M5.9%+3.0%1.494%
2/10/2025Signature Wealth Management Group77,678$1.34M0.5%+2.4%0.084%
2/10/2025Commonwealth Equity Services LLC456,616$7.88M0.0%+2.0%0.491%
2/10/2025Avantax Advisory Services Inc.10,138$175K0.0%N/A0.011%
2/10/2025 Farther Finance Advisors LLC25,430$439K0.0%+2,891.8%0.027%
2/7/2025Guild Investment Management Inc.43,680$753K0.8%N/A0.047%
2/7/2025 Investors Research Corp176,394$3.04M0.7%+15.0%0.190%
2/7/2025Sowell Financial Services LLC43,460$750K0.0%+97.1%0.047%
2/6/2025Carmel Capital Partners LLC428,239$7.39M3.0%+5.6%0.461%
2/6/2025Raymond James Financial Inc.2,490,823$42.97M0.0%N/A2.680%
2/6/2025Atria Investments Inc58,157$1.00M0.0%+3.5%0.063%
2/6/2025Steward Partners Investment Advisory LLC204,870$3.53M0.0%+10.1%0.220%
2/6/2025Silver Coast Investments LLC278,273$4.80M1.8%+2.8%0.299%
2/6/2025Jones Financial Companies Lllp103,766$1.79M0.0%+109.7%0.112%
2/5/2025Apriem Advisors25,200$435K0.0%-15.2%0.027%
2/4/2025IFP Advisors Inc9,802$169K0.0%+29.1%0.011%
2/3/2025Concurrent Investment Advisors LLC199,950$3.45M0.1%-11.5%0.215%
2/3/2025Private Advisor Group LLC152,765$2.64M0.0%+5.0%0.164%
1/31/2025Atria Wealth Solutions Inc.96,923$1.67M0.0%-11.0%0.104%
1/31/2025D.A. Davidson & CO.70,770$1.22M0.0%+2.4%0.076%
1/31/2025Truist Financial Corp162,021$2.80M0.0%+1.8%0.174%
1/31/2025NTV Asset Management LLC103,536$1.79M0.2%-18.2%0.111%
1/31/2025Sanctuary Advisors LLC102,335$1.80M0.0%+2.6%0.110%
1/30/2025Strategic Financial Concepts LLC26,099$450K0.0%N/A0.028%
1/30/2025Howard Wealth Management LLC85,646$1.48M0.8%+31.1%0.092%
1/30/2025Roman Butler Fullerton & Co.37,889$670K0.2%-8.8%0.041%
1/29/2025Avidian Wealth Enterprises LLC69,084$1.19M0.1%+9.1%0.074%
1/29/2025Sovran Advisors LLC14,391$246K0.0%N/A0.015%
1/28/2025Apollon Wealth Management LLC84,976$1.47M0.0%+10.8%0.091%
1/28/2025Sumitomo Mitsui Trust Group Inc.180,102$3.11M0.0%-12.7%0.194%
1/28/2025Tandem Financial LLC32,423$559K0.6%N/A0.035%
1/28/2025Strategic Financial Concepts LLC26,099$450K0.0%N/A0.028%
1/27/2025Etesian Wealth Advisors Inc.49,042$846K0.4%+9.3%0.053%
1/27/2025Mirae Asset Global Investments Co. Ltd.60,850$1.05M0.0%+38.3%0.065%
1/27/2025Stratos Wealth Partners LTD.55,040$949K0.0%-16.1%0.059%
1/27/2025Tanager Wealth Management LLP1,310,146$22.60M2.9%+3.7%1.410%
1/24/2025Chicago Partners Investment Group LLC100,793$1.74M0.1%+2.0%0.108%
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1/22/2025Joseph P. Lucia & Associates LLC101,814$1.76M0.8%-3.0%0.110%
1/21/2025Sound Income Strategies LLC303,255$5.23M0.3%+3.6%0.326%
1/17/2025Janney Montgomery Scott LLC22,133$382K0.0%+38.9%0.024%
1/16/2025 MassMutual Private Wealth & Trust FSB24,065$415K0.0%+7.3%0.026%
1/16/2025Delta Capital Management LLC40,400$697K0.3%-5.8%0.043%
1/15/2025Sax Wealth Advisors LLC191,396$3.30M0.3%+1.0%0.206%
1/15/2025Wealthcare Advisory Partners LLC173,001$2.98M0.1%+9.0%0.186%
1/15/2025 Procyon Advisors LLC25,386$438K0.0%-7.4%0.027%
1/15/2025Decker Retirement Planning Inc.2,443$42K0.0%N/A0.003%
1/14/2025Brendel Financial Advisors LLC141,929$2.45M1.5%-7.0%0.153%
(Data available from 1/1/2016 forward)

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PFXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFXF shares?

During the previous two years, 186 institutional investors and hedge funds held shares of VanEck Preferred Securities ex Financials ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($70.35M), Bank of America Corp DE ($58.14M), Raymond James Financial Inc. ($42.97M), Comprehensive Wealth Management LLC ($38.06M), LPL Financial LLC ($37.44M), Wells Fargo & Company MN ($29.83M), and State of Wisconsin Board of Commissioners of Public Lands ($26.95M).Learn more on PFXF's institutional investors.

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

Of the 163 institutional investors that purchased VanEck Preferred Securities ex Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($4.98M), International Assets Investment Management LLC ($3.97M), State of Wisconsin Board of Commissioners of Public Lands ($1.55M), RS Crum Inc. ($1.36M), Raymond James & Associates ($744.98K), Raymond James Financial Services Advisors Inc. ($674.60K), and LPL Financial LLC ($630.47K).

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

Institutional investors have bought a total of 23,684,591 shares in the last 24 months. This purchase volume represents approximately $415.14M in transactions.

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

Of the 83 institutional investors that sold VanEck Preferred Securities ex Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Procyon Advisors LLC ($945.93K), Mid American Wealth Advisory Group Inc. ($383.20K), AE Wealth Management LLC ($320.49K), 1834 Investment Advisors Co. ($227.53K), Park Avenue Securities LLC ($156.24K), Future Financial Wealth Managment LLC ($140.45K), and Private Advisor Group LLC ($115.57K).

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

Institutional investors have sold a total of 3,730,667 shares in the last 24 months. This volume of shares sold represents approximately $64.28M in transactions.


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This page (NYSEARCA:PFXF) was last updated on 4/16/2025 by MarketBeat.com Staff
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