Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q3 2024 (September 30)181holders +2
18new positions
15sold out
1famous investor
$18.30avg. 13F price*
At the end of Q3 2024, 181 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, up 2 from Q2 2024. 18 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($62.4M), Morgan Stanley ($57.7M) and Comprehensive Wealth Management, LLC ($41.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vaneck Pref Sec X-Financials
- CUSIP
- 92189F429
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.8M |
| Exits | 15 | $5.9M |
All 13F filers, Q2 2024 → Q3 2024: 3,283,621 shares bought and 1,524,626 shares sold, net +1,758,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Bank of America Corp. | 0.01% | Reduce -5.7% | 3,417,923 | $62.4M |
| Morgan Stanley | 0.00% | Add +10.5% | 3,160,145 | $57.7M |
| Comprehensive Wealth Management, LLC | 26.72% | Add +32.6% | 2,251,024 | $41.1M |
| LPL Financial LLC | 0.02% | Add +5.5% | 2,136,375 | $39.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +26.6% | 1,588,783 | $29.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 17.03% | No change | 1,525,220 | $27.9M |
| Wells Fargo & Company | 0.01% | Add +32.2% | 1,349,073 | $24.6M |
| RS Crum Inc. | 5.77% | Add +3.3% | 1,348,174 | $24.6M |
| Tanager Wealth Management LLP | 3.11% | Add +7.9% | 1,263,749 | $23.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.5% | 993,134 | $18.1M |
| MML Investors Services, LLC | 0.06% | Add +19.7% | 951,891 | $17.4M |
| Raymond James & Associates | 0.01% | Add +5.6% | 744,984 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.4% | 518,305 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.7% | 447,865 | $8.2M |
| Park Avenue Securities LLC | 0.09% | Add +8.1% | 417,114 | $7.6M |
| Carmel Capital Partners, LLC | 2.86% | Add +13.8% | 405,387 | $7.4M |
| Level Four Advisory Services, LLC | 0.29% | Reduce -5.3% | 379,143 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -12.6% | 360,744 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -12.7% | 353,286 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.0% | 327,675 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +84.7% | 318,062 | $5.8M |
| Sound Income Strategies, LLC | 0.34% | Add +4.7% | 292,588 | $5.3M |
| Ocean Park Asset Management, LLC | 0.23% | No change | 285,600 | $5.2M |
| Silver Coast Investments LLC | 1.82% | Add +5.2% | 270,736 | $4.9M |
| UBS Group AG | 0.00% | Reduce -27.5% | 228,021 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +29.6% | 225,874 | $4.1M |
| International Assets Investment Management, LLC | 0.31% | Add +22643.3% | 159,203 | $3.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.3% | 206,290 | $3.8M |
| Fortis Capital Management LLC | 0.75% | Add +5.0% | 203,761 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.3% | 190,906 | $3.5M |
| Sax Wealth Advisors, LLC | 0.31% | Add +3.2% | 189,559 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +11.0% | 186,142 | $3.4M |
| Future Financial Wealth Managment LLC | 2.32% | Add +7.0% | 177,713 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -19.8% | 166,982 | $3.0M |
| Truist Financial Corp. | 0.00% | Add +5.0% | 159,234 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +1.6% | 158,752 | $2.9M |
| Investors Research Corp | 0.61% | Add +16.1% | 153,416 | $2.8M |
| Brendel Financial Advisors LLC | 1.58% | Reduce -10.4% | 152,556 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +4.4% | 145,438 | $2.7M |
| NTV Asset Management LLC | 0.31% | Reduce -1.6% | 126,649 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -7.9% | 108,956 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.88% | Reduce -4.0% | 104,997 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +16.5% | 99,719 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.8% | 98,845 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -0.0% | 93,696 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -3.0% | 88,747 | $1.6M |
| Cadent Capital Advisors, LLC | 0.53% | Add +2.0% | 86,079 | $1.6M |
| Sheets Smith Wealth Management | 0.18% | Reduce -0.5% | 82,521 | $1.5M |
| MSH Capital Advisors LLC | 0.45% | Add +2.9% | 80,125 | $1.5M |
| Apollon Wealth Management, LLC | 0.04% | Add +65.5% | 76,714 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +87.3% | 76,452 | $1.4M |
| Signature Wealth Management Group | 0.56% | Add +5.5% | 75,876 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.2% | 73,337 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.7% | 69,102 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +19.1% | 65,639 | $1.2M |
| Howard Wealth Management, LLC | 0.69% | Add +41.1% | 65,349 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +240.6% | 64,855 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +23.5% | 63,304 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +40.0% | 63,215 | $1.2M |
| Marshall Financial Group, LLC | 0.27% | New | 62,509 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +48.7% | 61,248 | $1.1M |
| Renaissance Technologies | 0.00% | New | 58,213 | $1.1M |
| Powell Investment Advisors, LLC | 0.49% | Reduce -4.9% | 58,010 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +1.8% | 56,206 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 56,156 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +144.8% | 55,760 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +29.1% | 55,149 | $1.0M |
| Global Financial Private Client, LLC | 0.39% | Reduce -0.2% | 54,935 | $1.0M |
| Redwood Financial Network Corp | 0.77% | Add +36.6% | 53,591 | $979K |
| Prospera Financial Services Inc | 0.03% | Reduce -12.0% | 53,494 | $977K |
| Mariner, LLC | 0.00% | Reduce -8.7% | 51,766 | $945K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -3.0% | 51,105 | $933K |
| Jones Financial Companies LLLP | 0.00% | Add +198.3% | 49,481 | $909K |
| Financial Advocates Investment Management | 0.05% | New | 21,567 | $859K |
| Etesian Wealth Advisors, Inc. | 0.37% | Add +8.0% | 44,856 | $819K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.5% | 44,588 | $814K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +136.6% | 44,000 | $808K |
| Delta Capital Management LLC | 0.46% | Reduce -0.4% | 42,900 | $783K |
| Roman Butler Fullerton & Co. | 0.23% | Add +0.2% | 41,562 | $762K |
| Wealth Alliance, LLC | 0.09% | Add +0.1% | 40,472 | $739K |
| Plimoth Trust Co. LLC | 0.18% | Reduce -1.5% | 40,199 | $734K |
| Insigneo Advisory Services, LLC | 0.07% | Add +11.5% | 40,100 | $732K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.5% | 36,664 | $670K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -7.5% | 31,263 | $571K |
| Pathway Financial Advisers, LLC | 0.25% | Reduce -6.4% | 29,896 | $546K |
| Apriem Advisors | 0.06% | Reduce -1.0% | 29,700 | $542K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.7% | 29,171 | $533K |
| Cresset Asset Management, LLC | 0.00% | Add +11.7% | 28,580 | $522K |
| Ariadne Wealth Management, LP | 0.28% | No change | 28,750 | $521K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.9% | 27,422 | $501K |
| Bank & Trust Co | 0.38% | No change | 25,264 | $461K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -29.7% | 24,289 | $444K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -5.4% | 22,424 | $409K |
| Sowell Financial Services LLC | 0.02% | Add +12.8% | 22,045 | $403K |
| OneDigital Investment Advisors LLC | 0.00% | New | 21,564 | $394K |
| Balanced Rock Investment Advisors LLC | 0.30% | Add +5.6% | 21,138 | $386K |
| Manchester Capital Management LLC | 0.04% | New | 19,950 | $364K |
| TCFG Wealth Management, LLC | 0.18% | — | 19,851 | $362K |
| Creative Planning | 0.00% | Reduce -66.0% | 19,137 | $349K |
| Raymond James Trust N.A. | 0.01% | No change | 18,848 | $344K |
"% 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.