Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q1 2025 (March 31)191holders
17new positions
18sold out
2famous investors
$16.76avg. 13F price*
At the end of Q1 2025, 191 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, unchanged from Q4 2024. 17 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($57.3M), Morgan Stanley ($44.7M) and LPL Financial LLC ($41.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.1M |
| Exits | 18 | $34.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,668,263 shares bought and 3,396,457 shares sold, net −1,728,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Bank of America Corp. | 0.01% | Add +1.4% | 3,417,846 | $57.3M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 2,665,270 | $44.7M |
| LPL Financial LLC | 0.02% | Add +13.1% | 2,455,663 | $41.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.5% | 2,180,374 | $36.5M |
| Comprehensive Wealth Management, LLC | 24.93% | Reduce -3.1% | 2,137,955 | $35.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 1,701,745 | $28.5M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.51% | No change | 1,525,220 | $25.6M |
| Tanager Wealth Management LLP | 2.62% | Reduce -8.3% | 1,201,229 | $20.1M |
| MML Investors Services, LLC | 0.06% | Add +5.8% | 1,132,031 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 875,259 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 579,369 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.2% | 480,109 | $8.0M |
| Carmel Capital Partners, LLC | 3.03% | Add +7.3% | 459,395 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 397,699 | $6.7M |
| Level Four Advisory Services, LLC | 0.27% | Add +4.6% | 393,825 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +6.8% | 371,263 | $6.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +59.6% | 319,061 | $5.3M |
| Sound Income Strategies, LLC | 0.31% | Add +2.6% | 311,254 | $5.2M |
| Silver Coast Investments LLC | 1.81% | Add +2.2% | 284,431 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +35.3% | 277,227 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +30.1% | 268,356 | $4.5M |
| L2 Asset Management, LLC | 0.91% | Add +1.4% | 263,572 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.0% | 261,917 | $4.4M |
| UBS Group AG | 0.00% | Add +0.1% | 239,156 | $4.0M |
| Good Steward Wealth Advisors,LLC | 3.34% | — | 218,649 | $3.7M |
| Investors Research Corp | 0.76% | Add +18.3% | 208,598 | $3.5M |
| Sax Wealth Advisors, LLC | 0.23% | Add +1.8% | 194,879 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +11.9% | 193,646 | $3.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +5.9% | 190,741 | $3.2M |
| Fortis Capital Management LLC | 0.60% | Reduce -6.0% | 182,867 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +14.3% | 174,626 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +5.3% | 170,527 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -50.4% | 163,697 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.8% | 163,490 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +55.1% | 160,973 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.9% | 150,059 | $2.5M |
| Brendel Financial Advisors LLC | 1.44% | Reduce -0.1% | 141,740 | $2.4M |
| Castlekeep Investment Advisors LLC | 1.16% | Add +939.3% | 134,183 | $2.2M |
| Measured Risk Portfolios, Inc. | 2.41% | Add +3.0% | 134,016 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.37% | Add +8.2% | 113,004 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.4% | 106,862 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +5.2% | 106,010 | $1.8M |
| NTV Asset Management LLC | 0.23% | Reduce -0.3% | 103,236 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.79% | Add +1.1% | 102,938 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +18.6% | 97,522 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +0.1% | 97,015 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +3.4% | 94,158 | $1.6M |
| Howard Wealth Management, LLC | 0.88% | Add +9.8% | 94,006 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +677.0% | 88,637 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -4.7% | 83,694 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +24.9% | 83,240 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +7.4% | 83,233 | $1.4M |
| Sheets Smith Wealth Management | 0.17% | Reduce -0.8% | 81,629 | $1.4M |
| MSH Capital Advisors LLC | 0.42% | Add +1.9% | 80,249 | $1.3M |
| Mariner, LLC | 0.00% | Add +43.4% | 78,794 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +12.5% | 77,714 | $1.3M |
| Signature Wealth Management Group | 0.51% | Reduce -0.1% | 77,604 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +5.4% | 74,566 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +3.7% | 65,615 | $1.1M |
| Redwood Financial Network Corp | 0.83% | Add +1.1% | 64,692 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -2.1% | 63,409 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 61,006 | $1.0M |
| Inspire Advisors, LLC | 0.12% | New | 60,498 | $1.0M |
| Marshall Financial Group, LLC | 0.22% | Reduce -5.7% | 59,305 | $994K |
| Atria Investments, Inc | 0.01% | Add +0.7% | 58,571 | $982K |
| Powell Investment Advisors, LLC | 0.48% | Add +0.0% | 58,152 | $975K |
| Etesian Wealth Advisors, Inc. | 0.41% | Add +15.7% | 56,744 | $951K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.4% | 55,819 | $936K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -35.5% | 54,793 | $918K |
| Global Financial Private Client, LLC | 0.34% | Reduce -3.5% | 52,591 | $881K |
| Midland Wealth Advisors, LLC | 0.05% | No change | 51,105 | $857K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -22.9% | 46,896 | $792K |
| Sigma Planning Corp | 0.03% | New | 46,865 | $785K |
| Sowell Financial Services LLC | 0.04% | Add +7.1% | 46,530 | $780K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 45,924 | $770K |
| Tandem Financial, LLC | 0.79% | Add +33.6% | 43,323 | $726K |
| Insigneo Advisory Services, LLC | 0.07% | Add +1.8% | 43,047 | $721K |
| Guild Investment Management, Inc. | 0.75% | Reduce -2.3% | 42,680 | $715K |
| Wealth Alliance, LLC | 0.08% | Add +0.1% | 40,605 | $681K |
| Delta Capital Management LLC | 0.37% | Reduce -7.3% | 37,450 | $628K |
| Future Financial Wealth Managment LLC | 0.46% | Reduce -75.4% | 37,259 | $624K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 36,284 | $608K |
| Plimoth Trust Co. LLC | 0.15% | Reduce -10.4% | 35,129 | $589K |
| Accredited Investor Services, LLC | 0.47% | Add +1.5% | 33,580 | $563K |
| Meridian Financial Partners LLC | 0.27% | Add +178.2% | 31,639 | $530K |
| Citadel Advisors | 0.00% | Add +932.8% | 30,540 | $512K |
| Pathway Financial Advisers, LLC | 0.17% | Reduce -0.5% | 29,650 | $497K |
| MPWM Advisory Solutions, LLC | 0.36% | No change | 29,243 | $490K |
| Ariadne Wealth Management, LP | 0.25% | No change | 28,750 | $480K |
| Cresset Asset Management, LLC | 0.00% | No change | 28,580 | $479K |
| Harbour Investments, Inc. | 0.01% | Add +64.1% | 28,393 | $476K |
| &partners | 0.01% | New | 28,050 | $474K |
| Janney Montgomery Scott LLC | 0.00% | Add +26.2% | 27,922 | $468K |
| Prelude Capital Management, LLC | 0.05% | New | 26,917 | $451K |
| Beaumont Financial Advisors, LLC | 0.04% | New | 26,843 | $450K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.9% | 26,641 | $447K |
| Bank & Trust Co | 0.35% | No change | 25,264 | $423K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.9% | 23,930 | $398K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -18.6% | 23,581 | $395K |
| Roman Butler Fullerton & Co. | 0.15% | Reduce -34.1% | 24,964 | $395K |
"% 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.