Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q3 2025 (September 30)191holders +8
27new positions
19sold out
1famous investor
$17.78avg. 13F price*
At the end of Q3 2025, 191 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, up 8 from Q2 2025. 27 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($73.6M), LPL Financial LLC ($48.5M) and Morgan Stanley ($45.9M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.2M |
| Exits | 19 | $10.4M |
All 13F filers, Q2 2025 → Q3 2025: 3,569,874 shares bought and 1,506,127 shares sold, net +2,063,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Bank of America Corp. | 0.01% | Add +36.7% | 4,140,671 | $73.6M |
| LPL Financial LLC | 0.01% | Add +14.0% | 2,728,625 | $48.5M |
| Morgan Stanley | 0.00% | Add +0.1% | 2,580,220 | $45.9M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 1,763,760 | $31.3M |
| Wells Fargo & Company | 0.01% | Add +12.2% | 1,753,529 | $31.2M |
| State of Wisconsin - Board of Commissioners of Public Lands | 17.27% | No change | 1,525,220 | $27.1M |
| MML Investors Services, LLC | 0.07% | Add +16.1% | 1,379,267 | $24.5M |
| Tanager Wealth Management LLP | 2.40% | Add +12.6% | 1,286,346 | $22.9M |
| Good Steward Wealth Advisors,LLC | 7.16% | Add +17.0% | 583,366 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.2% | 541,207 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 489,108 | $8.7M |
| Level Four Advisory Services, LLC | 0.24% | Add +2.1% | 394,073 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Add +20.1% | 373,812 | $6.6M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +4.6% | 333,264 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 322,491 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +9.5% | 302,896 | $5.4M |
| Silver Coast Investments LLC | 1.74% | Reduce -1.1% | 285,331 | $5.1M |
| Sound Income Strategies, LLC | 0.28% | Reduce -7.3% | 281,083 | $5.0M |
| Carmel Capital Partners, LLC | 2.10% | Reduce -43.3% | 280,700 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.9% | 275,742 | $4.9M |
| Investors Research Corp | 0.83% | Add +7.7% | 251,453 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -2.1% | 209,971 | $3.7M |
| UBS Group AG | 0.00% | Add +4.7% | 209,820 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +10.4% | 205,810 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +10.3% | 199,457 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.1% | 193,234 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.0% | 190,581 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -56.5% | 190,247 | $3.4M |
| Blair William & Co. | 0.01% | Add +8489.4% | 171,788 | $3.1M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 167,622 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.3% | 163,917 | $2.9M |
| Brendel Financial Advisors LLC | 1.44% | Add +8.0% | 157,485 | $2.8M |
| NTV Asset Management LLC | 0.29% | Add +23.1% | 151,586 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.6% | 141,281 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 138,556 | $2.5M |
| Ocean Park Asset Management, LLC | 0.10% | New | 139,300 | $2.5M |
| Measured Risk Portfolios, Inc. | 2.63% | Add +0.4% | 136,556 | $2.4M |
| Castlekeep Investment Advisors LLC | 1.12% | No change | 134,183 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.9% | 130,488 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +22.4% | 128,506 | $2.3M |
| Independent Financial Group, LLC | 0.05% | Add +17.6% | 124,106 | $2.2M |
| Lido Advisors, LLC | 0.01% | New | 115,891 | $2.1M |
| Mariner, LLC | 0.00% | Add +2.5% | 115,646 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +5.0% | 108,773 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.6% | 107,432 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.64% | Reduce -5.6% | 95,705 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +3.8% | 92,039 | $1.6M |
| Howard Wealth Management, LLC | 0.75% | Add +2.8% | 91,413 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 90,017 | $1.6M |
| MSH Capital Advisors LLC | 0.42% | Add +4.7% | 88,453 | $1.6M |
| Creative Planning | 0.00% | Reduce -2.0% | 87,835 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +3.7% | 86,412 | $1.5M |
| Meridian Financial Partners LLC | 0.63% | Add +147.4% | 84,576 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 83,417 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -62.6% | 83,194 | $1.5M |
| Integrity Alliance, Llc. | 0.07% | New | 82,820 | $1.5M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -7.0% | 80,111 | $1.4M |
| Signature Wealth Management Group | 0.55% | Add +0.5% | 79,351 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -1.7% | 77,828 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +1.7% | 77,019 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +3.1% | 76,481 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -2.9% | 69,642 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 68,910 | $1.2M |
| Fortis Capital Management LLC | 0.16% | Reduce -54.5% | 65,912 | $1.2M |
| Inspire Advisors, LLC | 0.10% | Add +0.2% | 61,158 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.32% | Reduce -2.1% | 53,805 | $956K |
| Capital Square, LLC | 0.49% | New | 53,564 | $952K |
| HighTower Advisors, LLC | 0.00% | Add +45.9% | 53,359 | $948K |
| Powell Investment Advisors, LLC | 0.33% | No change | 53,244 | $946K |
| NewEdge Advisors, LLC | 0.00% | Add +7.9% | 52,044 | $925K |
| Stratos Investment Management, LLC | 0.04% | Add +6.7% | 51,065 | $907K |
| Insigneo Advisory Services, LLC | 0.06% | Add +9.2% | 50,677 | $901K |
| Marshall Financial Group, LLC | 0.17% | Reduce -7.1% | 50,453 | $897K |
| MPWM Advisory Solutions, LLC | 0.49% | Add +0.8% | 46,152 | $820K |
| Sowell Financial Services LLC | 0.03% | Add +0.2% | 46,067 | $819K |
| Guild Investment Management, Inc. | 0.63% | Add +8.4% | 44,630 | $793K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.6% | 44,025 | $782K |
| Tandem Financial, LLC | 0.28% | Reduce -1.0% | 42,873 | $762K |
| Roman Butler Fullerton & Co. | 0.20% | Add +60.7% | 41,169 | $736K |
| Wealth Alliance, LLC | 0.07% | Add +0.1% | 40,726 | $724K |
| Captrust Financial Advisors | 0.00% | Reduce -7.1% | 37,355 | $664K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 37,000 | $657K |
| Delta Capital Management LLC | 0.34% | Reduce -1.3% | 36,950 | $657K |
| Renaissance Technologies | 0.00% | Reduce -45.8% | 35,513 | $631K |
| Plimoth Trust Co. LLC | 0.14% | Reduce -1.2% | 34,951 | $621K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.0% | 34,505 | $613K |
| Accredited Investor Services, LLC | 0.41% | No change | 33,580 | $597K |
| Harbour Investments, Inc. | 0.01% | Add +18.5% | 33,223 | $590K |
| Summit Financial, LLC | 0.01% | New | 30,759 | $547K |
| CreativeOne Wealth, LLC | 0.01% | New | 30,220 | $537K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.1% | 29,424 | $523K |
| Redwood Financial Network Corp | 0.33% | Reduce -36.5% | 29,283 | $520K |
| Samalin Investment Counsel, LLC | 0.18% | Add +10.7% | 28,453 | $506K |
| Ariadne Wealth Management, LP | 0.23% | No change | 28,750 | $504K |
| &partners | 0.00% | Reduce -20.3% | 27,545 | $489K |
| Balanced Rock Investment Advisors LLC | 0.35% | Add +7.3% | 27,276 | $485K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +1.0% | 27,129 | $482K |
| Bank & Trust Co | 0.33% | No change | 25,264 | $449K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.1% | 23,453 | $417K |
| Apriem Advisors | 0.04% | No change | 22,700 | $403K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.5% | 22,479 | $399K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 22,131 | $393K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.0% | 21,773 | $387K |
| Fortitude Financial, LLC | 0.31% | No change | 6,806 | $377K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.0% | 21,025 | $374K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -24.0% | 20,724 | $368K |
| IFP Advisors, Inc | 0.01% | Add +31.6% | 20,123 | $358K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -0.5% | 20,102 | $357K |
| Tandem Investment Partners LLC | 0.28% | Reduce -0.9% | 19,515 | $347K |
| Pinnacle Associates Ltd. | 0.00% | No change | 18,560 | $330K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +1.7% | 18,104 | $322K |
| Texas Yale Capital Corp. | 0.01% | New | 18,065 | $321K |
| Cerity Partners LLC | 0.00% | Add +44.7% | 17,800 | $316K |
| Thrivent Financial for Lutherans | 0.00% | New | 17,640 | $313K |
| Comerica Bank | 0.00% | Reduce -2.9% | 16,989 | $302K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -66.1% | 16,936 | $301K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.7% | 16,890 | $300K |
| Worth Asset Management, LLC | 0.13% | New | 16,834 | $299K |
| Pathway Financial Advisers, LLC | 0.09% | Reduce -40.4% | 16,645 | $296K |
| World Investment Advisors | 0.01% | Reduce -5.0% | 16,475 | $293K |
| Sovran Advisors, LLC | 0.03% | No change | 16,518 | $293K |
| John Boyer, Inc. | 0.29% | — | 16,425 | $292K |
| Sunbelt Securities, Inc. | 0.02% | Add +9.6% | 16,351 | $291K |
| 1834 Investment Advisors Co. | 0.03% | No change | 16,018 | $285K |
| Wall Street Financial Group, Inc. | 0.21% | New | 15,768 | $280K |
| Private Trust Co. NA | 0.02% | No change | 15,551 | $276K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 15,505 | $276K |
| Foundations Investment Advisors, LLC | 0.00% | Add +7.7% | 14,515 | $258K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -0.9% | 14,328 | $255K |
| Hofer & Associates. Inc | 0.14% | Reduce -6.0% | 14,173 | $252K |
| Accel Wealth Management | 0.07% | Add +0.0% | 13,840 | $246K |
| AlphaCore Capital LLC | 0.01% | Add +145.0% | 13,508 | $240K |
| Creekside Partners | 0.11% | No change | 13,429 | $239K |
| Mainstay Capital Management LLC | 0.02% | Reduce -50.0% | 13,398 | $238K |
| Coldstream Capital Management Inc. | 0.00% | New | 12,344 | $219K |
| Mezzasalma Advisors, LLC | 0.05% | New | 11,760 | $209K |
| O'ROURKE & COMPANY, Inc | 0.09% | Add +9.0% | 11,759 | $209K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 11,352 | $202K |
| Focus Partners Wealth | 0.00% | New | 10,958 | $195K |
| Kovack Advisors, Inc. | 0.02% | Reduce -17.5% | 10,797 | $192K |
| Burke & Herbert Bank & Trust Co. | 0.04% | No change | 10,720 | $190K |
| Core Wealth Partners LLC | 0.09% | Reduce -52.5% | 10,685 | $190K |
| Mission Hills Financial Advisory, LLC | 0.10% | No change | 10,655 | $189K |
| Register Financial Advisors LLC | 0.07% | Add +10.5% | 10,538 | $187K |
| First Wilshire Securities Management Inc. | 0.05% | Reduce -1.6% | 10,470 | $186K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,350 | $184K |
| Evergreen Capital Management LLC | 0.00% | New | 10,200 | $181K |
| Staley Capital Advisers Inc. | 0.01% | No change | 10,000 | $178K |
| Citigroup Inc. | 0.00% | Add +7.4% | 9,988 | $177K |
| Future Financial Wealth Managment LLC | 0.11% | Reduce -17.5% | 9,415 | $167K |
| Centaurus Financial, Inc. | 0.01% | New | 8,571 | $152K |
| MAI Capital Management | 0.00% | No change | 8,090 | $144K |
| Prudential PLC | 0.00% | No change | 6,800 | $121K |
| MeadowBrook Investment Advisors LLC | 0.10% | Reduce -4.3% | 6,740 | $120K |
| Bokf, NA | 0.00% | No change | 6,313 | $112K |
| Advisory Services Network, LLC | 0.00% | New | 6,138 | $109K |
| Cwm, LLC | 0.00% | Add +43.8% | 5,839 | $104K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,797 | $103K |
| WealthShield Partners, LLC | 0.01% | Add +0.5% | 5,112 | $91K |
| Darwin Wealth Management, LLC | 0.03% | Add +42.3% | 5,108 | $91K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,619 | $64K |
| JPMorgan Chase & Co. | 0.00% | Add +1338.7% | 2,935 | $52K |
| Lanark Financial, Inc. | 0.00% | No change | 2,935 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +96.3% | 2,954 | $52K |
| Allworth Financial LP | 0.00% | Add +72.0% | 2,913 | $52K |
| Godsey & Gibb, Inc. | 0.00% | No change | 2,318 | $41K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,900 | $34K |
| Root Financial Partners, LLC | 0.00% | New | 1,878 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -36.1% | 1,800 | $32K |
| FMR LLC | 0.00% | Add +143.6% | 1,218 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 903 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 735 | $13K |
| West Branch Capital LLC | 0.00% | Add +1.7% | 656 | $12K |
| AE Wealth Management LLC | 0.00% | New | 563 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 559 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 550 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 529 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 493 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 505 | $9K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.0% | 495 | $9K |
| Vision Financial Markets LLC | 0.01% | Add +1.9% | 330 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 300 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 290 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 270 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $4K |
| Van Eck Associates Corp. | 0.00% | No change | 241 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +1.8% | 173 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 105 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 100 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 69 | $1K |
| Franklin Resources Inc. | 0.00% | No change | 60 | $1K |
"% 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.