Institutional Ownership Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF). We have compiled data on the 198 institutions that hold shares in the stock, with a total of 30.3 Million shares, which have been reported (via 13F filing form) to have a value of $538 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
95,705
shares
|
$1.7 Million
0.78% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
89,642
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 521.56%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
88,948
shares
|
$1.58 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
88,661
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
84,576
shares
|
$1.5 Million
0.64% of portfolio
|
Q3 2025
Added 147.44%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
84,519
shares
|
$1.5 Million
0.42% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
83,335
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
82,927
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
80,111
shares
|
$1.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
78,984
shares
|
$1.4 Million
0.56% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
77,828
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
76,481
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
75,737
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 29.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
69,642
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
67,940
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
65,500
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 322.58%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
61,010
shares
|
$1.08 Million
0.12% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
53,805
shares
|
$956,114
0.32% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
53,244
shares
|
$946,145
0.35% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
50,453
shares
|
$896,549
0.2% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
48,239
shares
|
$857,207
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
47,845
shares
|
$850,205
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,569
shares
|
$827,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
46,410
shares
|
$824,705
0.07% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
46,102
shares
|
$819,232
0.55% of portfolio
|
Q2 2025
Reduced 28.74%
|