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 |
| Balanced Rock Investment Advisors LLC | 0.36% | Add +6.0% | 28,927 | $511K |
| Focus Partners Wealth | 0.00% | Add +161.9% | 28,700 | $507K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +1.1% | 27,413 | $484K |
| Summit Financial, LLC | 0.01% | Reduce -11.2% | 27,307 | $482K |
| Bank & Trust Co | 0.32% | No change | 25,264 | $446K |
| IFP Advisors, Inc | 0.01% | Add +20.6% | 24,263 | $428K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 24,180 | $427K |
| Ocean Park Asset Management, LLC | 0.02% | Reduce -82.7% | 24,100 | $426K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +2.0% | 23,916 | $422K |
| Accredited Investor Services, LLC | 0.26% | Reduce -34.3% | 22,060 | $390K |
| Tandem Investment Partners LLC | 0.33% | Add +12.7% | 21,990 | $388K |
| Procyon Advisors, LLC | 0.02% | No change | 21,773 | $385K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -23.5% | 21,755 | $384K |
| Apriem Advisors | 0.03% | Reduce -7.5% | 21,000 | $371K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -7.9% | 20,391 | $360K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -1.0% | 19,909 | $352K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.1% | 19,770 | $349K |
| Wall Street Financial Group, Inc. | 0.24% | Add +19.4% | 18,821 | $332K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +2.6% | 18,580 | $328K |
| Texas Yale Capital Corp. | 0.01% | Add +2.3% | 18,476 | $326K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.1% | 18,278 | $323K |
| Advisory Alpha, LLC | 0.01% | New | 17,944 | $317K |
| Cerity Partners LLC | 0.00% | No change | 17,800 | $314K |
| World Investment Advisors | 0.01% | Add +7.0% | 17,635 | $311K |
| AlphaCore Capital LLC | 0.01% | Add +28.6% | 17,374 | $307K |
| Comerica Bank | 0.00% | No change | 16,989 | $300K |
| Pathway Financial Advisers, LLC | 0.09% | Add +1.8% | 16,939 | $299K |
| Sunbelt Securities, Inc. | 0.02% | Add +3.1% | 16,851 | $298K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.8% | 16,784 | $297K |
| Coldstream Capital Management Inc. | 0.00% | Add +34.0% | 16,537 | $292K |
| John Boyer, Inc. | 0.29% | Reduce -0.2% | 16,390 | $289K |
| Sovran Advisors, LLC | 0.02% | Reduce -6.5% | 15,452 | $284K |
| 1834 Investment Advisors Co. | 0.04% | No change | 16,018 | $283K |
| Global Retirement Partners, LLC | 0.01% | Add +173.0% | 15,827 | $280K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.1% | 15,682 | $277K |
| Kelleher Financial Advisors | 0.06% | New | 15,582 | $275K |
| Private Trust Co. NA | 0.02% | Reduce -1.2% | 15,363 | $271K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -9.3% | 15,356 | $271K |
| Hofer & Associates. Inc | 0.14% | Add +3.5% | 14,676 | $259K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -0.9% | 14,201 | $251K |
| Stableford Capital II LLC | 0.09% | New | 13,797 | $244K |
| Jane Street Group, LLC | 0.00% | New | 13,777 | $243K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.2% | 13,610 | $240K |
| Diesslin Group, Inc. | 0.10% | — | 13,537 | $239K |
| Cary Street Partners Financial LLC | 0.01% | New | 12,960 | $229K |
| Accel Wealth Management | 0.06% | Reduce -7.5% | 12,795 | $226K |
| Mainstay Capital Management LLC | 0.02% | Reduce -5.4% | 12,670 | $224K |
| Creekside Partners | 0.09% | Reduce -8.7% | 12,263 | $217K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +7.3% | 12,184 | $215K |
| Oppenheimer & Co. Inc. | 0.00% | Add +14.5% | 11,854 | $209K |
| O'ROURKE & COMPANY, Inc | 0.08% | Reduce -2.5% | 11,461 | $202K |
| Mission Hills Financial Advisory, LLC | 0.11% | Add +7.0% | 11,406 | $201K |
| Members Trust Co | 0.01% | New | 11,205 | $198K |
| Prospera Financial Services Inc | 0.00% | New | 11,104 | $196K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -40.9% | 10,977 | $194K |
| Kovack Advisors, Inc. | 0.01% | No change | 10,797 | $191K |
| Core Wealth Partners LLC | 0.09% | No change | 10,685 | $189K |
| Register Financial Advisors LLC | 0.07% | No change | 10,538 | $186K |
| Advisory Services Network, LLC | 0.00% | Add +71.5% | 10,527 | $186K |
| First Wilshire Securities Management Inc. | 0.05% | Reduce -1.6% | 10,297 | $182K |
| Evergreen Capital Management LLC | 0.00% | No change | 10,200 | $180K |
| Staley Capital Advisers Inc. | 0.01% | No change | 10,000 | $177K |
| Centaurus Financial, Inc. | 0.01% | Add +13.6% | 9,737 | $172K |
| MAI Capital Management | 0.00% | No change | 8,090 | $143K |
| Prudential PLC | 0.00% | No change | 6,800 | $120K |
| MeadowBrook Investment Advisors LLC | 0.10% | No change | 6,740 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +80.1% | 6,519 | $115K |
| Bokf, NA | 0.00% | No change | 6,313 | $111K |
| Darwin Wealth Management, LLC | 0.03% | Add +2.5% | 5,234 | $92K |
| WealthShield Partners, LLC | 0.01% | Add +0.8% | 5,153 | $91K |
| Allworth Financial LP | 0.00% | Add +50.2% | 4,376 | $77K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +47.2% | 4,347 | $77K |
| Cwm, LLC | 0.00% | Reduce -31.5% | 4,000 | $71K |
| Lanark Financial, Inc. | 0.00% | No change | 2,935 | $52K |
| High Point Wealth Management, LLC | 0.05% | — | 2,836 | $50K |
| Root Financial Partners, LLC | 0.00% | Add +25.0% | 2,347 | $41K |
| Godsey & Gibb, Inc. | 0.00% | No change | 2,318 | $41K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,309 | $41K |
| International Assets Investment Management, LLC | 0.00% | New | 2,130 | $38K |
| Meramec Financial Planners, LLC | 0.01% | — | 1,928 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 1,800 | $32K |
| Arax Advisory Partners | 0.00% | New | 1,112 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,000 | $18K |
| Parallel Advisors, LLC | 0.00% | No change | 903 | $16K |
| FMR LLC | 0.00% | Reduce -36.5% | 774 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 735 | $13K |
| West Branch Capital LLC | 0.00% | Add +2.7% | 674 | $12K |
| Ankerstar Wealth, LLC | 0.01% | — | 669 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 529 | $9K |
| Hantz Financial Services, Inc. | 0.00% | No change | 493 | $9K |
| Aspect Partners, LLC | 0.00% | Add +66.7% | 500 | $9K |
| AE Wealth Management LLC | 0.00% | Reduce -11.7% | 497 | $9K |
| Sfam, LLC | 0.01% | — | 436 | $8K |
| Vision Financial Markets LLC | 0.01% | Add +2.4% | 338 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.2% | 323 | $6K |
| Simplex Trading, LLC | 0.00% | New | 293 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 290 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 279 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.6% | 277 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.6% | 217 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +2.3% | 177 | $3K |
| Citigroup Inc. | 0.00% | Reduce -98.2% | 176 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 175 | $3K |
| Van Eck Associates Corp. | 0.00% | Reduce -61.8% | 92 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 105 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 100 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 60 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.9% | 58 | $1K |
| Key Capital Management, INC | 0.00% | — | 3 | $53 |
"% 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.