Who owns VanEck Preferred Securities ex Financials ETF?
Institutional ownership of PFXF from SEC Form 13F filings across 156 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
156
13F holders
$530.7M
value, 2026 filers
26.9%
of shares outstanding (40.1M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PFXF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Treasurer of the State of North CarolinaNEW | 9.4M | $166,825 | 0.4% | 6.3% | new |
| 2 | BANK OF AMERICA CORP /DE/ | 6.1M | $109.0M | 0.0% | 4.1% | +14.2% |
| 3 | LPL Financial LLC | 3.4M | $60.7M | 0.0% | 2.3% | +5.8% |
| 4 | MORGAN STANLEY | 3.3M | $59.1M | 0.0% | 2.2% | +1.3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.9M | $33.5M | 0.0% | 1.3% | -2.2% |
| 6 | WELLS FARGO & COMPANY/MN | 1.9M | $33.2M | 0.0% | 1.2% | +2.5% |
| 7 | MML INVESTORS SERVICES, LLC | 1.7M | $30.0M | 0.1% | 1.1% | +46.3% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 725,100 | $12.9M | 0.0% | 0.5% | +9.8% |
| 9 | UBS Group AG | 707,243 | $12.6M | 0.0% | 0.5% | +27.0% |
| 10 | Cambridge Investment Research Advisors, Inc. | 607,666 | $10,840 | 0.0% | 0.4% | +193.3% |
| 11 | ROYAL BANK OF CANADA | 563,094 | $10.0M | 0.0% | 0.4% | +16.3% |
| 12 | Goldstone Financial Group, LLC | 479,602 | $8.6M | 0.8% | 0.3% | +166.6% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 479,349 | $8.6M | 0.0% | 0.3% | +0.5% |
| 14 | Inspire Advisors, LLC | 455,118 | $8.1M | 0.6% | 0.3% | +665.7% |
| 15 | OSAIC HOLDINGS, INC. | 398,553 | $7.1M | 0.0% | 0.3% | +8.4% |
| 16 | LEVEL FOUR ADVISORY SERVICES, LLC | 383,649 | $6.8M | 0.2% | 0.3% | +4.9% |
| 17 | Concurrent Investment Advisors, LLC | 344,948 | $6.2M | 0.1% | 0.2% | +1.1% |
| 18 | Investors Research Corp | 313,386 | $5.6M | 1.0% | 0.2% | +6.5% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 303,551 | $5.4M | 0.0% | 0.2% | +25.1% |
| 20 | Mezzasalma Advisors, LLC | 303,219 | $5.4M | 1.1% | 0.2% | +2052.8% |
| 21 | Cetera Investment Advisers | 279,191 | $5.0M | 0.0% | 0.2% | +200.8% |
| 22 | PARK AVENUE SECURITIES LLC | 277,314 | $4,947 | 0.0% | 0.2% | -6.2% |
| 23 | Merit Financial Group, LLCNEW | 271,274 | $4.8M | 0.0% | 0.2% | new |
| 24 | AMERIPRISE FINANCIAL INC | 264,810 | $4.7M | 0.0% | 0.2% | +22.2% |
| 25 | Steward Partners Investment Advisory, LLC | 249,761 | $4.5M | 0.0% | 0.2% | +2.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.