Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q2 2025 (June 30)183holders −8
19new positions
30sold out
2famous investors
$17.13avg. 13F price*
At the end of Q2 2025, 183 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, down 8 from Q1 2025. 19 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($51.9M), Morgan Stanley ($44.1M) and LPL Financial LLC ($41.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $11.2M |
| Exits | 30 | $44.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,578,784 shares bought and 5,269,509 shares sold, net −3,690,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Bank of America Corp. | 0.00% | Reduce -11.4% | 3,028,917 | $51.9M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 2,576,916 | $44.1M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 2,394,463 | $41.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.9% | 1,703,998 | $29.2M |
| Wells Fargo & Company | 0.01% | Reduce -8.1% | 1,563,405 | $26.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 16.78% | No change | 1,525,220 | $26.1M |
| MML Investors Services, LLC | 0.06% | Add +4.9% | 1,187,758 | $20.3M |
| Tanager Wealth Management LLP | 2.31% | Reduce -4.9% | 1,142,036 | $19.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.6% | 500,354 | $8.6M |
| Good Steward Wealth Advisors,LLC | 6.69% | Add +128.1% | 498,682 | $8.5M |
| Carmel Capital Partners, LLC | 2.97% | Add +7.7% | 494,913 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 488,783 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.0% | 437,222 | $7.5M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -2.0% | 386,093 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -18.4% | 324,683 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -0.1% | 318,686 | $5.5M |
| Park Avenue Securities LLC | 0.05% | New | 311,261 | $5.3M |
| Sound Income Strategies, LLC | 0.30% | Reduce -2.6% | 303,103 | $5.2M |
| Silver Coast Investments LLC | 1.79% | Add +1.4% | 288,427 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.3% | 278,173 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +3.1% | 276,619 | $4.7M |
| L2 Asset Management, LLC | 0.75% | Add +1.3% | 267,021 | $4.6M |
| Investors Research Corp | 0.78% | Add +12.0% | 233,586 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -40.0% | 222,639 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +10.8% | 214,581 | $3.7M |
| UBS Group AG | 0.00% | Reduce -16.2% | 200,365 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 186,484 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +3.6% | 180,918 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -32.0% | 178,117 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 168,524 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 163,622 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.2% | 161,774 | $2.8M |
| Brendel Financial Advisors LLC | 1.40% | Add +2.9% | 145,841 | $2.5M |
| Fortis Capital Management LLC | 0.39% | Reduce -20.8% | 144,914 | $2.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -28.5% | 136,426 | $2.3M |
| Measured Risk Portfolios, Inc. | 2.60% | Add +1.5% | 136,059 | $2.3M |
| Castlekeep Investment Advisors LLC | 1.12% | No change | 134,183 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -12.1% | 131,939 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +23.2% | 131,669 | $2.3M |
| Quadrature Capital Ltd | 0.04% | New | 130,881 | $2.2M |
| NTV Asset Management LLC | 0.25% | Add +19.3% | 123,136 | $2.1M |
| Mariner, LLC | 0.00% | Add +43.1% | 112,775 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.7% | 106,784 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +10.5% | 107,167 | $1.8M |
| Independent Financial Group, LLC | 0.05% | Add +8.2% | 105,495 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +18.4% | 104,963 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +120.9% | 103,540 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.71% | Reduce -1.5% | 101,408 | $1.7M |
| Creative Planning | 0.00% | Add +521.6% | 89,642 | $1.5M |
| Howard Wealth Management, LLC | 0.77% | Reduce -5.4% | 88,948 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Add +6.5% | 88,661 | $1.5M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -55.8% | 86,107 | $1.5M |
| MSH Capital Advisors LLC | 0.42% | Add +5.3% | 84,519 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +7.2% | 83,335 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 82,927 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -3.0% | 79,178 | $1.4M |
| Signature Wealth Management Group | 0.53% | Add +1.8% | 78,984 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +29.3% | 75,737 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.5% | 74,166 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +13.1% | 71,696 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.4% | 67,940 | $1.2M |
| Renaissance Technologies | 0.00% | Add +322.6% | 65,500 | $1.1M |
| Inspire Advisors, LLC | 0.11% | Add +0.8% | 61,010 | $1.0M |
| Evanson Asset Management, LLC | 0.06% | New | 55,679 | $953K |
| Etesian Wealth Advisors, Inc. | 0.35% | Reduce -3.1% | 54,977 | $941K |
| Marshall Financial Group, LLC | 0.18% | Reduce -8.4% | 54,308 | $941K |
| Powell Investment Advisors, LLC | 0.34% | Reduce -8.4% | 53,244 | $912K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.9% | 49,914 | $855K |
| NewEdge Advisors, LLC | 0.00% | Add +5.0% | 48,239 | $826K |
| Stratos Investment Management, LLC | 0.04% | New | 47,845 | $819K |
| Insigneo Advisory Services, LLC | 0.07% | Add +7.8% | 46,410 | $795K |
| Redwood Financial Network Corp | 0.53% | Reduce -28.7% | 46,102 | $789K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.2% | 45,955 | $787K |
| MPWM Advisory Solutions, LLC | 0.50% | Add +56.5% | 45,769 | $784K |
| Tandem Financial, LLC | 0.70% | No change | 43,323 | $742K |
| Guild Investment Management, Inc. | 0.61% | Reduce -3.5% | 41,180 | $705K |
| Wealth Alliance, LLC | 0.08% | Add +0.2% | 40,669 | $696K |
| Captrust Financial Advisors | 0.00% | New | 40,195 | $688K |
| Farther Finance Advisors, LLC | 0.01% | Add +67.9% | 40,180 | $688K |
| HRT Financial LP | 0.00% | Add +157.7% | 38,031 | $651K |
| Delta Capital Management LLC | 0.36% | No change | 37,450 | $641K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 36,565 | $626K |
| Plimoth Trust Co. LLC | 0.15% | Add +0.7% | 35,379 | $606K |
| &partners | 0.00% | Add +23.2% | 34,552 | $592K |
| Meridian Financial Partners LLC | 0.27% | Add +8.0% | 34,180 | $585K |
| Accredited Investor Services, LLC | 0.43% | No change | 33,580 | $575K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -64.8% | 33,164 | $568K |
| Ariadne Wealth Management, LP | 0.24% | No change | 28,750 | $510K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 28,028 | $480K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 27,990 | $479K |
| Pathway Financial Advisers, LLC | 0.16% | Reduce -5.8% | 27,935 | $478K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -50.5% | 27,634 | $473K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Reduce -75.9% | 27,282 | $467K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +0.1% | 26,859 | $460K |
| Mainstay Capital Management LLC | 0.02% | Add +73.7% | 26,796 | $459K |
| Roman Butler Fullerton & Co. | 0.13% | Add +2.6% | 25,614 | $448K |
| Samalin Investment Counsel, LLC | 0.17% | Add +70.8% | 25,703 | $440K |
| Balanced Rock Investment Advisors LLC | 0.34% | Add +9.3% | 25,412 | $435K |
| Bank & Trust Co | 0.34% | No change | 25,264 | $433K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +0.9% | 22,830 | $391K |
"% 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.