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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
730
shares
|
$12,972
0.0% of portfolio
|
Q4 2023
Reduced 44.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
728
shares
|
$12,936
0.0% of portfolio
|
Q2 2020
Added 104.4%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
656
shares
|
$11,657
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
559
shares
|
$9,933
0.0% of portfolio
|
Q3 2024
Reduced 57.72%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
550
shares
|
$9,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
529
shares
|
$9,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
505
shares
|
$8,973
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
460
shares
|
$8,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
325
shares
|
$5,775
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
324
shares
|
$5,757
0.01% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
300
shares
|
$5,331
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
300
shares
|
$5,331
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
290
shares
|
$5,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
270
shares
|
$4,797
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
250
shares
|
$4,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
241
shares
|
$4,282
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
170
shares
|
$3,020
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
117
shares
|
$2,079
0.0% of portfolio
|
Q3 2024
Reduced 75.88%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
105
shares
|
$1,865
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$1,777
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
67
shares
|
$1,190
0.0% of portfolio
|
Q1 2025
Reduced 99.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
60
shares
|
$1,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|