Vaneck Pref Sec X-FinancialsPFXFETF
13F holders, Q1 2026 (March 31)215holders +5
23new positions
16sold out
$17.56avg. 13F price*
At the end of Q1 2026, 215 institutions reported holding Vaneck Pref Sec X-Financials (PFXF) in their 13F filings, up 5 from Q4 2025. 23 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($93.9M), Morgan Stanley ($57.3M) and LPL Financial LLC ($56.4M).
- Company
- Vaneck Pref Sec X-Financials
- CUSIP
- 92189F429
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $19.6M |
| Exits | 16 | $7.2M |
All 13F filers, Q4 2025 → Q1 2026: 4,194,098 shares bought and 1,346,741 shares sold, net +2,847,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Bank of America Corp. | 0.01% | Add +15.2% | 5,351,204 | $93.9M |
| Morgan Stanley | 0.00% | Add +28.5% | 3,266,167 | $57.3M |
| LPL Financial LLC | 0.01% | Add +8.6% | 3,216,238 | $56.4M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 1,917,692 | $33.6M |
| Wells Fargo & Company | 0.01% | Add +4.4% | 1,814,226 | $31.8M |
| Tanager Wealth Management LLP | 2.69% | Add +9.6% | 1,587,632 | $27.8M |
| State of Wisconsin - Board of Commissioners of Public Lands | 17.61% | No change | 1,525,220 | $26.8M |
| MML Investors Services, LLC | 0.06% | Reduce -22.0% | 1,148,172 | $20.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 660,091 | $11.6M |
| Tradewinds Capital Management, LLC | 2.20% | New | 631,540 | $11.1M |
| Good Steward Wealth Advisors,LLC | 6.77% | Add +0.6% | 600,022 | $10.5M |
| UBS Group AG | 0.00% | Reduce -9.4% | 556,951 | $9.8M |
| Wealth Intelligence, LLC | 4.59% | Reduce -12.7% | 544,001 | $9.5M |
| Dougherty & Associates, LLC | 8.26% | Add +6.4% | 512,478 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +47.5% | 484,045 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.9% | 476,908 | $8.4M |
| Carmel Capital Partners, LLC | 2.50% | Add +5.7% | 394,621 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Add +12.4% | 367,773 | $6.5M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -8.4% | 365,583 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +1.8% | 341,258 | $6.0M |
| Silver Coast Investments LLC | 1.70% | Add +3.5% | 303,819 | $5.3M |
| Park Avenue Securities LLC | 0.04% | Reduce -19.4% | 295,801 | $5.2M |
| Investors Research Corp | 0.99% | Add +8.1% | 294,161 | $5.2M |
| Capital Square, LLC | 2.32% | Add +59.5% | 271,190 | $5.0M |
| Apella Capital, LLC | 0.07% | Reduce -2.6% | 247,993 | $4.6M |
| Sound Income Strategies, LLC | 0.21% | Reduce -5.3% | 251,262 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.0% | 243,501 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -12.0% | 242,957 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 242,550 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +2.7% | 218,685 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +14.4% | 216,648 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.1% | 207,164 | $3.6M |
| Goldstone Financial Group, LLC | 0.34% | New | 179,898 | $3.2M |
| NTV Asset Management LLC | 0.34% | Add +12.2% | 177,272 | $3.1M |
| Larch Capital Partners LLC | 0.45% | Add +5.5% | 176,444 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -19.0% | 173,424 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.3% | 167,222 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Add +16.8% | 164,154 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 161,661 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.0% | 157,933 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -3.6% | 156,776 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.9% | 156,240 | $2.7M |
| AssuredPartners Investment Advisors, LLC | 0.27% | Reduce -0.6% | 139,754 | $2.5M |
| Castlekeep Investment Advisors LLC | 1.28% | No change | 134,528 | $2.4M |
| Measured Risk Portfolios, Inc. | 2.53% | Reduce -1.4% | 131,003 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +2.5% | 124,872 | $2.2M |
| Fig Financial Advisory Services Inc. | 1.36% | New | 123,698 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +6.1% | 116,961 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 114,952 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -1.4% | 114,223 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.0% | 103,094 | $1.9M |
| Meridian Financial Partners LLC | 0.72% | Add +21.2% | 107,529 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +129.6% | 107,105 | $1.9M |
| Creative Planning | 0.00% | Reduce -3.3% | 103,062 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +4.3% | 102,774 | $1.8M |
| MSH Capital Advisors LLC | 0.37% | Reduce -0.1% | 100,598 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.0% | 97,732 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 92,821 | $1.6M |
| Guild Investment Management, Inc. | 1.12% | Add +100.0% | 89,260 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 88,552 | $1.6M |
| Howard Wealth Management, LLC | 0.65% | Add +2.4% | 88,386 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +7.2% | 87,624 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.54% | Reduce -2.4% | 85,884 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +169.5% | 85,014 | $1.5M |
| Insigneo Advisory Services, LLC | 0.10% | Add +9.9% | 83,200 | $1.5M |
| Signature Wealth Management Group | 0.55% | Add +4.3% | 82,466 | $1.4M |
| Rhodes Investment Advisors Inc. | 1.21% | Reduce -2.2% | 80,269 | $1.4M |
| Integrity Alliance, Llc. | 0.05% | Reduce -5.5% | 79,961 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -3.1% | 78,634 | $1.4M |
| Sheets Smith Wealth Management | 0.15% | Add +2.2% | 78,145 | $1.4M |
| Cassady Wealth & Retirement Planning, LLC | 0.71% | Add +77.2% | 73,605 | $1.4M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 75,622 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -13.4% | 75,328 | $1.3M |
| Proficio Capital Partners LLC | 0.07% | Add +34.9% | 70,150 | $1.2M |
| Tandem Financial, LLC | 0.40% | Add +106.8% | 67,057 | $1.2M |
| Fortis Capital Management LLC | 0.14% | Add +0.5% | 61,189 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -9.6% | 60,275 | $1.1M |
| Inspire Advisors, LLC | 0.09% | Add +0.2% | 59,439 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -23.9% | 57,853 | $1.0M |
| Etesian Wealth Advisors, Inc. | 0.30% | Add +0.3% | 54,449 | $955K |
| Stratos Investment Management, LLC | 0.04% | Add +1.5% | 53,910 | $946K |
| Powell Investment Advisors, LLC | 0.32% | No change | 53,244 | $934K |
| Hyposwiss Advisors SA | 0.91% | No change | 52,710 | $925K |
| Sowell Financial Services LLC | 0.03% | Add +7.1% | 48,996 | $859K |
| &partners | 0.00% | Add +0.2% | 48,930 | $858K |
| Roman Butler Fullerton & Co. | 0.24% | Reduce -4.5% | 47,967 | $856K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.7% | 48,042 | $844K |
| MPWM Advisory Solutions, LLC | 0.44% | Add +0.6% | 47,577 | $835K |
| Mariner, LLC | 0.00% | Reduce -50.4% | 47,243 | $829K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.8% | 46,494 | $816K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -4.9% | 45,843 | $804K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +75.7% | 42,489 | $745K |
| Wealth Alliance, LLC | 0.07% | Add +0.1% | 40,844 | $716K |
| Harbour Investments, Inc. | 0.01% | Add +2.8% | 39,506 | $693K |
| Captrust Financial Advisors | 0.00% | Add +4.0% | 37,399 | $656K |
| Delta Capital Management LLC | 0.36% | Reduce -0.3% | 36,850 | $646K |
| First Manhattan Co. Llc. | 0.00% | New | 33,698 | $591K |
| Jane Street Group, LLC | 0.00% | Add +143.3% | 33,513 | $588K |
| Marshall Financial Group, LLC | 0.09% | Reduce -32.6% | 32,373 | $568K |
| Focus Partners Wealth | 0.00% | Add +12.4% | 32,257 | $566K |
"% 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.