Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q4 2024 (December 31)191holders +10
18new positions
18sold out
1famous investor
$17.25avg. 13F price*
At the end of Q4 2024, 191 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, up 10 from Q3 2024. 18 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($58.1M), Morgan Stanley ($47.5M) and Raymond James Financial Inc. ($43.0M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.7M |
| Exits | 18 | $13.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,958,248 shares bought and 1,576,072 shares sold, net +382,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Bank of America Corp. | 0.01% | Reduce -1.4% | 3,370,287 | $58.1M |
| Morgan Stanley | 0.00% | Reduce -12.8% | 2,754,666 | $47.5M |
| Raymond James Financial Inc. | 0.02% | — | 2,490,823 | $43.0M |
| Comprehensive Wealth Management, LLC | 28.45% | Reduce -2.0% | 2,206,128 | $38.1M |
| LPL Financial LLC | 0.02% | Add +1.6% | 2,170,656 | $37.4M |
| Wells Fargo & Company | 0.01% | Add +28.2% | 1,728,967 | $29.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.80% | No change | 1,525,220 | $26.3M |
| RS Crum Inc. | 5.91% | Add +3.0% | 1,388,371 | $23.9M |
| Tanager Wealth Management LLP | 2.93% | Add +3.7% | 1,310,146 | $22.6M |
| MML Investors Services, LLC | 0.06% | Add +12.4% | 1,069,869 | $18.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 969,199 | $16.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 550,394 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 456,616 | $7.9M |
| Carmel Capital Partners, LLC | 2.98% | Add +5.6% | 428,239 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +10.7% | 399,485 | $6.9M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -0.7% | 376,368 | $6.5M |
| Stifel Financial Corp. | 0.01% | Add +9.3% | 347,703 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.1% | 331,698 | $5.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.7% | 329,947 | $5.7M |
| Sound Income Strategies, LLC | 0.32% | Add +3.6% | 303,255 | $5.2M |
| Silver Coast Investments LLC | 1.82% | Add +2.8% | 278,273 | $4.8M |
| Park Avenue Securities LLC | 0.05% | Reduce -37.5% | 260,879 | $4.5M |
| L2 Asset Management, LLC | 0.98% | New | 259,957 | $4.5M |
| UBS Group AG | 0.00% | Add +4.7% | 238,787 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +8.1% | 206,286 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +10.1% | 204,870 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -11.5% | 199,950 | $3.4M |
| Fortis Capital Management LLC | 0.62% | Reduce -4.5% | 194,628 | $3.4M |
| Sax Wealth Advisors, LLC | 0.26% | Add +1.0% | 191,396 | $3.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -12.7% | 180,102 | $3.1M |
| Investors Research Corp | 0.67% | Add +15.0% | 176,394 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +9.0% | 173,001 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.9% | 162,170 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +1.8% | 162,021 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +110.8% | 154,591 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Add +5.0% | 152,765 | $2.6M |
| Future Financial Wealth Managment LLC | 1.91% | Reduce -14.8% | 151,470 | $2.6M |
| Brendel Financial Advisors LLC | 1.48% | Reduce -7.0% | 141,929 | $2.4M |
| Measured Risk Portfolios, Inc. | 2.50% | — | 130,088 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +679.0% | 125,160 | $2.2M |
| Quadrature Capital Ltd | 0.04% | New | 110,389 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.35% | — | 104,445 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.6% | 102,335 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +109.7% | 103,766 | $1.8M |
| NTV Asset Management LLC | 0.24% | Reduce -18.3% | 103,536 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.78% | Reduce -3.0% | 101,814 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.0% | 100,793 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -11.0% | 96,923 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -2.8% | 91,046 | $1.6M |
| Cadent Capital Advisors, LLC | 0.54% | Add +3.3% | 88,889 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -1.1% | 87,775 | $1.5M |
| Howard Wealth Management, LLC | 0.80% | Add +31.1% | 85,646 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +10.8% | 84,976 | $1.5M |
| Sheets Smith Wealth Management | 0.17% | Reduce -0.3% | 82,288 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +7.5% | 82,213 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 81,538 | $1.4M |
| MSH Capital Advisors LLC | 0.43% | Reduce -1.7% | 78,781 | $1.4M |
| Signature Wealth Management Group | 0.54% | Add +2.4% | 77,678 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +40.5% | 77,471 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +2.4% | 70,770 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +9.1% | 69,084 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +8.8% | 66,667 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.1% | 64,799 | $1.1M |
| Redwood Financial Network Corp | 0.82% | Add +19.4% | 64,016 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.1% | 63,291 | $1.1M |
| Marshall Financial Group, LLC | 0.26% | Add +0.6% | 62,855 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.7% | 61,179 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +38.3% | 60,850 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +3.5% | 58,157 | $1.0M |
| Powell Investment Advisors, LLC | 0.46% | Add +0.2% | 58,130 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.1% | 55,040 | $949K |
| Mariner, LLC | 0.00% | Add +6.1% | 54,947 | $948K |
| Global Financial Private Client, LLC | 0.35% | Reduce -0.8% | 54,471 | $940K |
| Midland Wealth Advisors, LLC | 0.05% | No change | 51,105 | $882K |
| Etesian Wealth Advisors, Inc. | 0.37% | Add +9.3% | 49,042 | $846K |
| NewEdge Advisors, LLC | 0.00% | Add +2.8% | 45,853 | $791K |
| Guild Investment Management, Inc. | 0.82% | New | 43,680 | $753K |
| Sowell Financial Services LLC | 0.04% | Add +97.1% | 43,460 | $750K |
| Insigneo Advisory Services, LLC | 0.08% | Add +5.4% | 42,280 | $729K |
| Wealth Alliance, LLC | 0.08% | Add +0.3% | 40,584 | $700K |
| Delta Capital Management LLC | 0.40% | Reduce -5.8% | 40,400 | $697K |
| Plimoth Trust Co. LLC | 0.17% | Reduce -2.4% | 39,224 | $677K |
| Roman Butler Fullerton & Co. | 0.21% | Reduce -8.8% | 37,889 | $670K |
| Prospera Financial Services Inc | 0.02% | Reduce -29.9% | 37,528 | $648K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.6% | 36,458 | $629K |
| Accredited Investor Services, LLC | 0.46% | — | 33,091 | $571K |
| Tandem Financial, LLC | 0.60% | — | 32,423 | $559K |
| Wolverine Trading, LLC | 0.01% | New | 32,264 | $556K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 31,263 | $539K |
| Pathway Financial Advisers, LLC | 0.17% | Reduce -0.3% | 29,804 | $514K |
| MPWM Advisory Solutions, LLC | 0.37% | — | 29,243 | $504K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.7% | 28,956 | $499K |
| Ariadne Wealth Management, LP | 0.23% | No change | 28,750 | $498K |
| Cresset Asset Management, LLC | 0.00% | No change | 28,580 | $493K |
| OneDigital Investment Advisors LLC | 0.01% | Add +28.5% | 27,707 | $478K |
| Farther Finance Advisors, LLC | 0.02% | Add +2891.8% | 25,430 | $439K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.4% | 25,386 | $438K |
| Bank & Trust Co | 0.37% | No change | 25,264 | $436K |
| Apriem Advisors | 0.05% | Reduce -15.2% | 25,200 | $435K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +7.3% | 24,065 | $415K |
| Core Wealth Partners LLC | 0.22% | Add +24.5% | 22,480 | $388K |
| Flow Traders U.S. LLC | 0.02% | New | 22,370 | $386K |
| Balanced Rock Investment Advisors LLC | 0.30% | Add +5.5% | 22,289 | $384K |
| Janney Montgomery Scott LLC | 0.00% | Add +38.9% | 22,133 | $382K |
| Manchester Capital Management LLC | 0.04% | No change | 19,950 | $344K |
| TCFG Wealth Management, LLC | 0.17% | No change | 19,851 | $342K |
| JPMorgan Chase & Co. | 0.00% | Add +25641.6% | 19,821 | $342K |
| Tandem Investment Partners LLC | 0.32% | — | 19,365 | $334K |
| Private Advisory Group LLC | 0.04% | New | 19,358 | $334K |
| Texas Yale Capital Corp. | 0.01% | Add +12.8% | 18,791 | $324K |
| Harbour Investments, Inc. | 0.01% | No change | 17,300 | $298K |
| First Wilshire Securities Management Inc. | 0.08% | Add +22.6% | 17,171 | $296K |
| 1834 Investment Advisors Co. | 0.04% | No change | 16,684 | $288K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.3% | 15,726 | $287K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -10.3% | 16,628 | $287K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.3% | 16,187 | $281K |
| Creative Planning | 0.00% | Reduce -15.1% | 16,257 | $280K |
| Comerica Bank | 0.00% | Add +4.1% | 16,244 | $280K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -1.3% | 15,794 | $272K |
| Hofer & Associates. Inc | 0.18% | Add +0.1% | 15,509 | $268K |
| Mainstay Capital Management LLC | 0.04% | Reduce -0.7% | 15,431 | $266K |
| Sunbelt Securities, Inc. | 0.02% | No change | 14,654 | $253K |
| Accel Wealth Management | 0.09% | Reduce -1.8% | 14,493 | $250K |
| Sovran Advisors, LLC | 0.04% | — | 14,391 | $246K |
| Kovack Advisors, Inc. | 0.02% | No change | 13,900 | $240K |
| Wall Street Financial Group, Inc. | 0.23% | Add +0.3% | 13,740 | $237K |
| Resurgent Financial Advisors LLC | 0.14% | Reduce -18.6% | 13,662 | $236K |
| Gould Asset Management LLC | 0.05% | No change | 13,515 | $233K |
| Creekside Partners | 0.12% | No change | 13,429 | $232K |
| Liberty Square Wealth Partners LLC | 0.08% | — | 13,014 | $227K |
| Castlekeep Investment Advisors LLC | 0.16% | No change | 12,911 | $223K |
| Orleans Capital Management Corp. | 0.12% | Reduce -3.4% | 12,750 | $221K |
| O'ROURKE & COMPANY, Inc | 0.10% | Add +2.8% | 12,130 | $209K |
| Three Seasons Wealth, LLC | 0.10% | No change | 12,045 | $208K |
| Horizon Investment Services, LLC | 0.09% | Reduce -1.3% | 11,741 | $203K |
| Equitable Holdings, Inc. | 0.00% | Add +13.8% | 11,407 | $197K |
| Meridian Financial Partners LLC | 0.10% | New | 11,371 | $196K |
| Arkadios Wealth Advisors | 0.01% | Add +2.0% | 11,257 | $194K |
| Burke & Herbert Bank & Trust Co. | 0.04% | No change | 10,720 | $185K |
| Cerity Partners LLC | 0.00% | New | 10,500 | $181K |
| Mallini Complete Financial Planning LLC | 0.30% | — | 10,360 | $179K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,138 | $175K |
| Register Financial Advisors LLC | 0.09% | Add +0.1% | 10,138 | $175K |
| Staley Capital Advisers Inc. | 0.01% | No change | 10,000 | $173K |
| IFP Advisors, Inc | 0.01% | Add +29.1% | 9,802 | $169K |
| Private Trust Co. NA | 0.02% | No change | 8,528 | $147K |
| MAI Capital Management | 0.00% | New | 8,090 | $140K |
| Citigroup Inc. | 0.00% | Reduce -14.9% | 8,075 | $139K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 7,460 | $129K |
| Prudential PLC | 0.00% | No change | 6,800 | $117K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 6,557 | $113K |
| Bokf, NA | 0.00% | No change | 6,313 | $108K |
| Montag A & Associates Inc. | 0.00% | Add +3.5% | 5,832 | $101K |
| Cwm, LLC | 0.00% | No change | 5,100 | $88K |
| WealthShield Partners, LLC | 0.01% | Add +1.0% | 5,083 | $88K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.5% | 3,644 | $63K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.7% | 3,619 | $62K |
| Blair William & Co. | 0.00% | Add +31.8% | 3,077 | $53K |
| Citadel Advisors | 0.00% | New | 2,957 | $51K |
| Decker Retirement Planning Inc. | 0.02% | — | 2,443 | $42K |
| FMR LLC | 0.00% | Add +78633.3% | 2,362 | $41K |
| Godsey & Gibb, Inc. | 0.00% | No change | 2,318 | $40K |
| Ameriflex Group, Inc. | 0.02% | — | 2,262 | $39K |
| Darwin Wealth Management, LLC | 0.01% | Add +38.5% | 2,178 | $38K |
| Bank of Montreal | 0.00% | Reduce -48.7% | 2,000 | $35K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,900 | $33K |
| AE Wealth Management LLC | 0.00% | New | 1,833 | $32K |
| Simplex Trading, LLC | 0.00% | Add +250.0% | 1,421 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 1,052 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -29.6% | 903 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 735 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | Add +7.8% | 695 | $12K |
| Avior Wealth Management, LLC | 0.00% | New | 605 | $10K |
| POM Investment Strategies, LLC | 0.01% | New | 586 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 559 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | — | 550 | $9K |
| West Branch Capital LLC | 0.00% | No change | 533 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 529 | $9K |
| Richardson Financial Services Inc. | 0.00% | Reduce -50.0% | 325 | $6K |
| Vision Financial Markets LLC | 0.01% | — | 316 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $4K |
| Van Eck Associates Corp. | 0.00% | Add +1.7% | 235 | $4K |
| Aspect Partners, LLC | 0.00% | Add +100.0% | 200 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 190 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +3.1% | 165 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 117 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 105 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $2K |
| Van Den Berg Management I, Inc. | 0.00% | New | 50 | $862 |
| Lanark Financial, Inc. | 0.00% | — | 2 | $50 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $17 |
"% 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.