Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q4 2025 (December 31)210holders +19
18new positions
11sold out
1famous investor
$17.67avg. 13F price*
At the end of Q4 2025, 210 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, up 19 from Q3 2025. 18 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($82.0M), LPL Financial LLC ($52.3M) and Morgan Stanley ($44.9M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.9M |
| Exits | 11 | $3.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,076,474 shares bought and 735,382 shares sold, net +2,341,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Bank of America Corp. | 0.01% | Add +12.2% | 4,645,730 | $82.0M |
| LPL Financial LLC | 0.01% | Add +8.5% | 2,961,370 | $52.3M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 2,541,327 | $44.9M |
| Raymond James Financial Inc. | 0.01% | Add +4.8% | 1,847,906 | $32.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.9% | 1,738,163 | $30.7M |
| State of Wisconsin - Board of Commissioners of Public Lands | 17.41% | No change | 1,525,220 | $26.9M |
| MML Investors Services, LLC | 0.06% | Add +6.7% | 1,471,878 | $26.0M |
| Tanager Wealth Management LLP | 2.56% | Add +12.7% | 1,449,088 | $25.6M |
| Wealth Intelligence, LLC | 5.46% | — | 623,238 | $11.0M |
| UBS Group AG | 0.00% | Add +193.2% | 615,097 | $10.9M |
| Good Steward Wealth Advisors,LLC | 6.95% | Add +2.3% | 596,481 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.3% | 564,774 | $10.0M |
| Dougherty & Associates, LLC | 7.60% | — | 481,609 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.3% | 468,030 | $8.3M |
| Level Four Advisory Services, LLC | 0.23% | Add +1.2% | 398,939 | $7.0M |
| Carmel Capital Partners, LLC | 2.31% | Add +33.0% | 373,248 | $6.6M |
| Park Avenue Securities LLC | 0.05% | Reduce -1.8% | 367,080 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +0.6% | 335,329 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 328,163 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +8.0% | 327,101 | $5.8M |
| Silver Coast Investments LLC | 1.79% | Add +2.9% | 293,523 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.1% | 275,973 | $4.9M |
| Sound Income Strategies, LLC | 0.23% | Reduce -5.6% | 265,290 | $4.8M |
| Investors Research Corp | 0.88% | Add +8.2% | 272,102 | $4.8M |
| Apella Capital, LLC | 0.09% | New | 254,565 | $4.5M |
| Jones Financial Companies LLLP | 0.00% | Add +10.4% | 227,258 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +7.3% | 214,001 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +1.4% | 212,920 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.2% | 208,125 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.0% | 204,822 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 189,431 | $3.3M |
| Capital Square, LLC | 1.53% | Add +217.3% | 169,968 | $3.0M |
| Larch Capital Partners LLC | 0.40% | — | 167,160 | $3.0M |
| Blair William & Co. | 0.01% | Reduce -4.9% | 163,395 | $2.9M |
| Brendel Financial Advisors LLC | 1.42% | Add +3.6% | 163,097 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -2.9% | 162,705 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.1% | 158,868 | $2.8M |
| NTV Asset Management LLC | 0.30% | Add +4.2% | 157,985 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +128.8% | 157,681 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.37% | Add +578.7% | 140,653 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +9.4% | 140,608 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.2% | 137,292 | $2.4M |
| Castlekeep Investment Advisors LLC | 1.08% | Add +0.3% | 134,528 | $2.4M |
| Measured Risk Portfolios, Inc. | 2.70% | Reduce -2.8% | 132,806 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +11.9% | 121,770 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.4% | 114,406 | $2.1M |
| Lido Advisors, LLC | 0.01% | No change | 115,891 | $2.1M |
| Mezzasalma Advisors, LLC | 0.48% | Add +840.6% | 110,614 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Reduce -11.1% | 110,278 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -5.0% | 102,047 | $1.9M |
| Creative Planning | 0.00% | Add +21.3% | 106,569 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +379.1% | 100,731 | $1.8M |
| MSH Capital Advisors LLC | 0.38% | Add +13.8% | 100,676 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +7.0% | 98,496 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -17.6% | 95,304 | $1.7M |
| Meridian Financial Partners LLC | 0.65% | Add +4.9% | 88,738 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.56% | Reduce -8.0% | 88,009 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +0.7% | 86,976 | $1.5M |
| Howard Wealth Management, LLC | 0.67% | Reduce -5.6% | 86,317 | $1.5M |
| Integrity Alliance, Llc. | 0.05% | Add +2.2% | 84,629 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 83,693 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -8.0% | 82,821 | $1.5M |
| Rhodes Investment Advisors Inc. | 1.17% | — | 82,069 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +6.9% | 81,737 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +5.3% | 81,117 | $1.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.25% | New | 79,064 | $1.4M |
| Signature Wealth Management Group | 0.57% | Reduce -0.4% | 79,053 | $1.4M |
| Sheets Smith Wealth Management | 0.15% | Reduce -1.7% | 76,480 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +42.5% | 76,057 | $1.3M |
| Insigneo Advisory Services, LLC | 0.10% | Add +49.4% | 75,712 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -5.6% | 75,622 | $1.3M |
| Citadel Advisors | 0.00% | New | 69,307 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -4.2% | 66,694 | $1.2M |
| Fortis Capital Management LLC | 0.14% | Reduce -7.7% | 60,865 | $1.1M |
| Inspire Advisors, LLC | 0.10% | Reduce -3.0% | 59,310 | $1.0M |
| Etesian Wealth Advisors, Inc. | 0.30% | Add +0.9% | 54,276 | $959K |
| NewEdge Advisors, LLC | 0.00% | Add +3.6% | 53,921 | $952K |
| Powell Investment Advisors, LLC | 0.32% | No change | 53,244 | $940K |
| Stratos Investment Management, LLC | 0.04% | Add +4.0% | 53,097 | $938K |
| Hyposwiss Advisors SA | 0.91% | — | 52,710 | $931K |
| Roman Butler Fullerton & Co. | 0.24% | Add +22.1% | 50,248 | $928K |
| Proficio Capital Partners LLC | 0.06% | New | 51,995 | $918K |
| &partners | 0.00% | Add +77.2% | 48,818 | $862K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -65.9% | 48,196 | $851K |
| Marshall Financial Group, LLC | 0.16% | Reduce -4.8% | 48,059 | $849K |
| MPWM Advisory Solutions, LLC | 0.47% | Add +2.5% | 47,287 | $835K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +26.1% | 46,655 | $824K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.7% | 45,742 | $808K |
| Guild Investment Management, Inc. | 0.58% | No change | 44,630 | $788K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.4% | 44,182 | $780K |
| Cassady Wealth & Retirement Planning, LLC | 0.48% | — | 41,550 | $734K |
| Wealth Alliance, LLC | 0.07% | Add +0.2% | 40,816 | $721K |
| Harbour Investments, Inc. | 0.01% | Add +15.6% | 38,418 | $678K |
| Delta Capital Management LLC | 0.37% | No change | 36,950 | $653K |
| Captrust Financial Advisors | 0.00% | Reduce -3.7% | 35,961 | $635K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -6.2% | 32,366 | $572K |
| Tandem Financial, LLC | 0.68% | Reduce -24.4% | 32,423 | $559K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.2% | 31,546 | $557K |
| Plimoth Trust Co. LLC | 0.12% | Reduce -12.3% | 30,651 | $541K |
| Ariadne Wealth Management, LP | 0.22% | No change | 28,750 | $526K |
"% 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.