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 188 institutions that hold shares in the stock, with a total of 35.3 Million shares, which have been reported (via 13F filing form) to have a value of $629 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
42,900
shares
|
$764,906
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
41,562
shares
|
$741,050
0.23% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
40,472
shares
|
$721,615
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
40,199
shares
|
$716,748
0.19% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
40,100
shares
|
$714,982
0.07% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,664
shares
|
$653,719
0.0% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
31,263
shares
|
$557,419
0.04% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
29,896
shares
|
$533,045
0.28% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
29,700
shares
|
$529,551
0.06% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
29,386
shares
|
$523,952
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
29,171
shares
|
$520,118
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
28,750
shares
|
$512,612
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,580
shares
|
$509,581
0.0% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,933
shares
|
$498,045
0.05% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
27,422
shares
|
$488,934
0.03% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
25,264
shares
|
$450,457
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,289
shares
|
$433,072
0.0% of portfolio
|
Q3 2024
Reduced 29.73%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
22,424
shares
|
$399,819
0.01% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
22,045
shares
|
$393,062
0.02% of portfolio
|
Q3 2024
Added 12.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
21,567
shares
|
$384,539
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,564
shares
|
$384,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
21,138
shares
|
$376,890
0.3% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
19,950
shares
|
$355,708
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
19,851
shares
|
$353,943
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,137
shares
|
$341,212
0.0% of portfolio
|
Q3 2024
Reduced 65.99%
|