Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q1 2024 (March 31)173holders
2famous investors
$17.68avg. 13F price*
At the end of Q1 2024, 173 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings. The largest holders were Bank of America Corp. ($65.7M), Morgan Stanley ($55.5M) and LPL Financial LLC ($34.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vaneck Pref Sec X-Financials
- CUSIP
- 92189F429
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $3.7M |
| Exits | 16 | $3.4M |
Ownership 173 holders
| Bank of America Corp. | 0.01% | Add +88.4% | 3,716,741 | $65.7M |
| Morgan Stanley | 0.00% | Add +14.5% | 3,135,064 | $55.5M |
| LPL Financial LLC | 0.02% | Add +11.3% | 1,947,066 | $34.4M |
| State of Wisconsin - Board of Commissioners of Public Lands | 6.42% | No change | 1,525,220 | $27.0M |
| Ameriprise Financial Inc. | 0.01% | Add +30.5% | 1,419,931 | $25.1M |
| RS Crum Inc. | 6.25% | Add +2.5% | 1,295,116 | $22.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.5% | 1,189,362 | $21.0M |
| Tanager Wealth Management LLP | 3.13% | Add +19.9% | 1,096,657 | $19.4M |
| Wells Fargo & Company | 0.00% | Add +35.4% | 964,297 | $17.1M |
| Raymond James & Associates | 0.01% | Add +26.1% | 665,489 | $11.8M |
| MML Investors Services, LLC | 0.04% | Add +15.0% | 581,731 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.5% | 457,198 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.6% | 416,414 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +31.5% | 411,079 | $7.3M |
| Park Avenue Securities LLC | 0.09% | Add +43.1% | 375,221 | $6.6M |
| Level Four Advisory Services, LLC | 0.32% | Add +2.8% | 342,471 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 324,276 | $5.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.1% | 311,590 | $5.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +18.2% | 308,791 | $5.5M |
| Sound Income Strategies, LLC | 0.34% | Add +9.4% | 260,543 | $4.6M |
| MY Wealth Management Inc. | 5.03% | Reduce -72.8% | 257,780 | $4.6M |
| Carmel Capital Partners, LLC | 1.61% | Add +17.5% | 220,253 | $3.9M |
| UBS Group AG | 0.00% | Add +12.6% | 219,385 | $3.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -11.6% | 215,527 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 208,922 | $3.7M |
| Silver Coast Investments LLC | 1.38% | Add +2.6% | 191,584 | $3.4M |
| Fortis Capital Management LLC | 0.83% | Add +10.0% | 177,873 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -1.9% | 173,917 | $3.1M |
| Brendel Financial Advisors LLC | 3.49% | Reduce -1.1% | 172,600 | $3.1M |
| Future Financial Wealth Managment LLC | 2.25% | Add +4.1% | 164,908 | $2.9M |
| Sax Wealth Advisors, LLC | 0.34% | Add +4.5% | 162,847 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +3.0% | 149,288 | $2.6M |
| Cadent Capital Advisors, LLC | 1.02% | Add +0.0% | 143,514 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 143,424 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +253.8% | 140,297 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +0.5% | 140,074 | $2.5M |
| NTV Asset Management LLC | 0.35% | Add +5.2% | 128,716 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +26.0% | 128,649 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +5.1% | 120,087 | $2.1M |
| Investors Research Corp | 0.48% | Add +9.8% | 115,782 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 1.05% | Reduce -2.0% | 111,129 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.7% | 102,665 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +693.1% | 93,675 | $1.7M |
| Chicago Partners Investment Group LLC | 0.07% | Add +10.7% | 95,830 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -45.6% | 91,611 | $1.6M |
| Sheets Smith Wealth Management | 0.17% | Reduce -5.3% | 88,069 | $1.6M |
| Powell Investment Advisors, LLC | 0.77% | Reduce -0.9% | 82,060 | $1.5M |
| MSH Capital Advisors LLC | 0.48% | Add +14.7% | 76,766 | $1.4M |
| Advisory Resource Group | 0.31% | Reduce -0.6% | 75,632 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +2.5% | 70,940 | $1.3M |
| Signature Wealth Management Group | 0.55% | Reduce -0.4% | 71,709 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -6.7% | 61,001 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.5% | 54,648 | $967K |
| Global Financial Private Client, LLC | 0.41% | Add +123.7% | 54,832 | $964K |
| Resurgent Financial Advisors LLC | 0.51% | Add +183.9% | 53,322 | $943K |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -3.6% | 51,924 | $919K |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +78.7% | 51,718 | $915K |
| Tempus Wealth Planning, LLC | 0.39% | No change | 50,000 | $885K |
| Mariner, LLC | 0.00% | Add +380.6% | 49,327 | $873K |
| Wealth Alliance, LLC | 0.11% | Add +0.1% | 46,366 | $820K |
| Operose Advisors LLC | 0.27% | New | 45,685 | $808K |
| Plimoth Trust Co. LLC | 0.21% | Reduce -21.3% | 45,049 | $797K |
| HighTower Advisors, LLC | 0.00% | Add +17.8% | 44,677 | $791K |
| Delta Capital Management LLC | 0.52% | No change | 44,080 | $780K |
| Castle Rock Wealth Management, LLC | 0.21% | Add +6.6% | 45,084 | $773K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.9% | 43,632 | $772K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.4% | 42,014 | $743K |
| Roman Butler Fullerton & Co. | 0.27% | Add +0.5% | 41,973 | $716K |
| Etesian Wealth Advisors, Inc. | 0.41% | Add +18.7% | 40,018 | $708K |
| 1834 Investment Advisors Co. | 0.08% | Reduce -58.7% | 39,900 | $706K |
| Cetera Investment Advisers | 0.00% | Add +149.7% | 39,013 | $690K |
| Guggenheim Capital LLC | 0.00% | Add +73.2% | 37,116 | $657K |
| Renaissance Technologies | 0.00% | Add +239.3% | 35,700 | $632K |
| Procyon Advisors, LLC | 0.05% | Reduce -18.8% | 34,246 | $606K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 33,814 | $598K |
| Howard Wealth Management, LLC | 0.46% | Add +5.5% | 32,267 | $571K |
| Pathway Financial Advisers, LLC | 0.21% | Reduce -8.7% | 32,144 | $569K |
| Apriem Advisors | 0.07% | Reduce -0.8% | 30,000 | $531K |
| Susquehanna International Group, LLP | 0.00% | New | 29,890 | $529K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 29,386 | $520K |
| Core Wealth Partners LLC | 0.38% | Add +0.7% | 28,620 | $506K |
| Independent Financial Group, LLC | 0.02% | Add +0.0% | 26,652 | $471K |
| Mid-American Wealth Advisory Group, Inc. | 0.31% | Reduce -24.6% | 26,372 | $467K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.4% | 23,240 | $411K |
| Mainstay Capital Management LLC | 0.07% | Reduce -29.8% | 21,906 | $388K |
| FineMark National Bank & Trust | 0.01% | New | 21,467 | $380K |
| Insigneo Advisory Services, LLC | 0.04% | Add +64.8% | 20,562 | $364K |
| Geneos Wealth Management Inc. | 0.02% | Add +3.4% | 19,044 | $337K |
| Raymond James Trust N.A. | 0.01% | Add +60.4% | 18,848 | $333K |
| Pinnacle Associates Ltd. | 0.01% | No change | 18,528 | $328K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 18,384 | $325K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.3% | 18,229 | $322K |
| Worth Asset Management, LLC | 0.20% | New | 18,123 | $321K |
| Citadel Advisors | 0.00% | Add +360.0% | 17,888 | $316K |
| Redwood Financial Network Corp | 0.27% | New | 17,588 | $311K |
| Balanced Rock Investment Advisors LLC | 0.26% | New | 17,209 | $304K |
| Texas Yale Capital Corp. | 0.01% | Add +0.0% | 17,109 | $303K |
| Hofer & Associates. Inc | 0.24% | Reduce -0.7% | 15,794 | $279K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.5% | 15,350 | $272K |
| Accel Wealth Management | 0.11% | Add +0.1% | 15,140 | $268K |
"% of holder's portfolio" is PFXF's weight in each manager's 13F, not the share of Vaneck Pref Sec X-Financials the manager owns.