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 206 institutions that hold shares in the stock, with a total of 33.5 Million shares, which have been reported (via 13F filing form) to have a value of $535 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
87,775
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
85,646
shares
|
$1.37 Million
0.8% of portfolio
|
Q4 2024
Added 31.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
84,976
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
82,288
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
81,538
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
78,781
shares
|
$1.26 Million
0.43% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
77,604
shares
|
$1.24 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
77,471
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 40.48%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
70,770
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
69,084
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
66,667
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
64,799
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
64,016
shares
|
$1.02 Million
0.84% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
63,291
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
61,179
shares
|
$975,805
0.0% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
60,850
shares
|
$970,557
0.0% of portfolio
|
Q4 2024
Added 38.3%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
59,305
shares
|
$945,914
0.22% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
58,157
shares
|
$927,604
0.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
58,130
shares
|
$927,173
0.48% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
55,040
shares
|
$877,888
0.01% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
54,947
shares
|
$876,404
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
52,591
shares
|
$838,826
0.34% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
51,105
shares
|
$815,124
0.05% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
49,042
shares
|
$782,219
0.37% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
46,569
shares
|
$742,775
0.0% of portfolio
|
Q2 2024
New holding
|