VANECK PREF SEC X-FINANCIALS PFXF
$17.75
-0.2% 52w: $15.73 – $18.83
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data15.7317.2818.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
212
+3 QoQ
13F value
$631.0M
+7.5% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
33.0×
$1.1M calls / $34K puts
Institutional value by quarter
Number of holders
Who owns PFXF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.4M | $93.9M | 0.0% | +15.2% |
| MORGAN STANLEY | Bank broker | 3.3M | $57.3M | 0.0% | +28.5% |
| LPL Financial LLC | Bank broker | 3.2M | $56.4M | 0.0% | +8.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $33.6M | 0.0% | +3.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.8M | $31.8M | 0.0% | +4.4% |
| Tanager Wealth Management LLP | Wealth advisor | 1.6M | $27.8M | 2.7% | +9.6% |
| State of Wisconsin - Board of Commissioners of Public Lands | Wealth advisor | 1.5M | $26.8M | 17.6% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.1M | $20.1M | 0.1% | -22.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 660.1K | $11.6M | 0.0% | +16.9% |
| Tradewinds Capital Management, LLC | Wealth advisor | 631.5K | $11.1M | 2.2% | New |
| Good Steward Wealth Advisors,LLC | Wealth advisor | 600.0K | $10.5M | 6.8% | +0.6% |
| UBS Group AG | Bank broker | 557.0K | $9.8M | 0.0% | -9.5% |
| Wealth Intelligence, LLC ★3 | Fundamental concentrated | 544.0K | $9.5M | 4.6% | -12.7% |
| Dougherty & Associates, LLC | Other | 512.5K | $9.0M | 8.3% | +6.4% |
| ROYAL BANK OF CANADA | Bank broker | 484.0K | $8.5M | 0.0% | +47.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 476.9K | $8.4M | 0.0% | +1.9% |
| Carmel Capital Partners, LLC | Other | 394.6K | $6.9M | 2.5% | +5.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 367.8K | $6.5M | 0.0% | +12.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 365.6K | $6.4M | 0.2% | -8.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 341.3K | $6.0M | 0.1% | +1.8% |
| Silver Coast Investments LLC | Wealth advisor | 303.8K | $5.3M | 1.7% | +3.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 295.8K | $5.2M | 0.0% | -19.4% |
| Investors Research Corp | Wealth advisor | 294.2K | $5.2M | 1.0% | +8.1% |
| Capital Square, LLC | Wealth advisor | 271.2K | $5.0M | 2.3% | +59.6% |
| Apella Capital, LLC | Wealth advisor | 248.0K | $4.6M | 0.1% | -2.6% |
| Sound Income Strategies, LLC | Diversified mechanical | 251.3K | $4.4M | 0.2% | -5.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 243.5K | $4.3M | 0.0% | +17.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 243.0K | $4.3M | 0.0% | -12.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 242.6K | $4.2M | 0.0% | +6.7% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 218.7K | $3.8M | 0.1% | +2.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 216.6K | $3.8M | 0.0% | +14.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 207.2K | $3.6M | 0.0% | +1.1% |
| Goldstone Financial Group, LLC | Wealth advisor | 179.9K | $3.2M | 0.3% | New |
| NTV Asset Management LLC | Wealth advisor | 177.3K | $3.1M | 0.3% | +12.2% |
| LARCH CAPITAL PARTNERS LLC ★2 | Fundamental concentrated | 176.4K | $3.1M | 0.4% | +5.6% |
| Private Advisor Group, LLC | Wealth advisor | 173.4K | $3.0M | 0.0% | -19.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 167.2K | $2.9M | 0.0% | +5.3% |
| Equitable Holdings, Inc. | Wealth advisor | 164.2K | $2.9M | 0.0% | +16.7% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 161.7K | $2.8M | 0.0% | -1.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 157.9K | $2.8M | 0.0% | +15.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 156.8K | $2.7M | 0.0% | -3.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 156.2K | $2.7M | 0.0% | -0.9% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 139.8K | $2.5M | 0.3% | -0.6% |
| CASTLEKEEP INVESTMENT ADVISORS LLC | Wealth advisor | 134.5K | $2.4M | 1.3% | Held |
| Measured Risk Portfolios, Inc. | Other | 131.0K | $2.3M | 2.5% | -1.4% |
| Sigma Planning Corp | Wealth advisor | 124.9K | $2.2M | 0.1% | +2.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 117.0K | $2.1M | 0.0% | +6.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 115.0K | $2.0M | 0.0% | +0.5% |
| Lido Advisors, LLC | Wealth advisor | 114.2K | $2.0M | 0.0% | -1.4% |
| Chicago Partners Investment Group LLC | Wealth advisor | 103.1K | $1.9M | 0.0% | +1.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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