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Disclosery

PFXF VANECK ETF TRUST

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PREFERRED SECURT (preferred)

192 managers (192 13F filers) reported a position in PFXF shares at 2024-12-31, 32,580,303 shares in all. 18 filers opened a position and 18 filers sold out during the quarter.

Managers
192
13F filers
192
New
18
Added
77
Reduced
47
Sold out
18
Shares held by filers
32,580,303

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,370,287$58.1M0.01%-47,63613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,754,666$47.5M<0.01%-405,47913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,490,823$43M0.02%13F-HR/ATimelineGroup
Comprehensive Wealth Management, LLC2,206,128$38.1M28.45%-44,89613F-HRTimeline
LPL Financial LLC2,170,656$37.4M0.02%+34,28113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,728,967$29.8M0.01%+379,89413F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,525,220$26.3M16.8%013F-HRTimeline
RS CRUM INC.1,388,371$23.9M5.91%+40,19713F-HRTimeline
Tanager Wealth Management LLP1,310,146$22.6M2.93%+46,39713F-HRTimeline
MML INVESTORS SERVICES, LLC1,069,869$18.5M0.06%+117,97813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC969,199$16.7M<0.01%-23,93513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC550,394$9.49M<0.01%+32,08913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC456,616$7.88M0.01%+8,75113F-HRTimeline
Carmel Capital Partners, LLC428,239$7.39M2.98%+22,85213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA399,485$6.89M<0.01%+38,74113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…376,368$6.49M0.27%-2,77513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP347,703$6M0.01%+29,64113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…331,698$5.72M<0.01%-21,58813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC329,947$5.69M0.03%+2,27213F-HRTimelineGroup
Sound Income Strategies, LLC303,255$5.23M0.32%+10,66713F-HRTimeline
Silver Coast Investments LLC278,273$4.8M1.82%+7,53713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC260,879$4.5M0.05%-156,23513F-HRTimelineGroup
L2 Asset Management, LLC259,957$4.48M0.98%new13F-HRTimeline
UBS Group AGin group UBS Group AG238,787$4.12M<0.01%+10,76613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,286$3.56M0.01%+15,38013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…204,870$3.53M0.03%+18,72813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…199,950$3.45M0.09%-25,92413F-HRTimelineGroup
Fortis Capital Management LLC194,628$3.36M0.62%-9,13313F-HRTimeline
SAX WEALTH ADVISORS, LLC191,396$3.3M0.26%+1,83713F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …180,102$3.11M<0.01%-26,18813F-HRTimelineGroup
Investors Research Corp176,394$3.04M0.67%+22,97813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …173,001$2.98M0.08%+14,24913F-HRTimelineGroup
Cambridge Investment Research Advisors,…162,170$2.8M0.01%-4,81213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP162,021$2.79M<0.01%+2,78713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…154,591$2.67M0.01%+81,25413F-HR/ATimeline
Private Advisor Group, LLC152,765$2.64M0.01%+7,32713F-HRTimeline
Future Financial Wealth Managment LLC151,470$2.61M1.91%-26,24313F-HRTimeline
Brendel Financial Advisors LLC141,929$2.45M1.48%-10,62713F-HRTimeline
Measured Risk Portfolios, Inc.130,088$2.24M2.5%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC125,160$2.16M<0.01%+109,09413F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd110,389$1.9M0.04%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC104,445$1.8M0.35%13F-HRTimeline
Sanctuary Advisors, LLC102,335$1.8M0.01%+2,61613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP103,766$1.79M<0.01%+54,28513F-HRTimelineGroup
NTV Asset Management LLC103,536$1.79M0.24%-23,11313F-HRTimeline
Joseph P. Lucia & Associates, LLC101,814$1.76M0.78%-3,18313F-HRTimeline
Chicago Partners Investment Group LLC100,793$1.74M0.06%+1,94813F-HRTimeline
Atria Wealth Solutions, Inc.96,923$1.67M0.02%-12,03313F-HRTimeline
Ausdal Financial Partners, Inc.91,046$1.57M0.14%-2,65013F-HRTimeline
Cadent Capital Advisors, LLC88,889$1.53M0.54%+2,81013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC87,775$1.51M0.01%-97213F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC85,646$1.48M0.8%+20,29713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC84,976$1.47M0.03%+8,26213F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT82,288$1.42M0.17%-23313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC82,213$1.42M0.05%+5,76113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,538$1.41M<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC78,781$1.36M0.43%-1,34413F-HRTimeline
Signature Wealth Management Group77,678$1.34M0.54%+1,80213F-HRTimeline
Cetera Investment Advisers77,471$1.34M<0.01%+22,32213F-HRTimeline
D.A. DAVIDSON & CO.70,770$1.22M0.01%+1,66813F-HRTimeline
Avidian Wealth Enterprises, LLC69,084$1.19M0.05%+5,78013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,667$1.15M0.01%+5,41913F-HRTimelineGroup
Geneos Wealth Management Inc.64,799$1.12M0.04%-5613F-HRTimeline
Redwood Financial Network Corp64,016$1.1M0.82%+10,42513F-HRTimeline
B. Riley Wealth Advisors, Inc.63,291$1.09M0.04%+7613F-HRTimeline
Marshall Financial Group, LLC62,855$1.08M0.26%+34613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,179$1.06M<0.01%+5,41913F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…60,850$1.05M<0.01%+16,85013F-HRTimelineGroup
Atria Investments, Inc58,157$1M0.01%+1,95113F-HRTimeline
Powell Investment Advisors, LLC58,130$1M0.46%+12013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,040$949K0.01%-10,59913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC54,947$948K<0.01%+3,18113F-HRTimelineGroup
Global Financial Private Client, LLC54,471$940K0.35%-46413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC51,105$882K0.05%013F-HRTimeline
Etesian Wealth Advisors, Inc.49,042$846K0.37%+4,18613F-HRTimeline
NewEdge Advisors, LLC45,853$791K<0.01%+1,26513F-HRTimeline
Guild Investment Management, Inc.43,680$753K0.82%new13F-HRTimeline
Sowell Financial Services LLC43,460$750K0.04%+21,41513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC42,280$729K0.08%+2,18013F-HRTimeline
WEALTH ALLIANCE, LLC40,584$700K0.08%+11213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC40,400$697K0.4%-2,50013F-HRTimeline
PLIMOTH TRUST CO LLC39,224$677K0.17%-97513F-HRTimeline
ROMAN BUTLER FULLERTON & CO37,889$670K0.21%-3,67313F-HRTimeline
Prospera Financial Services Inc37,528$648K0.02%-15,96613F-HRTimeline
HighTower Advisors, LLC36,458$629K<0.01%-20613F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC33,091$571K0.46%13F-HRTimeline
Tandem Financial, LLC32,423$559K0.59%13F-HRTimeline
WOLVERINE TRADING, LLC32,264$556K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…31,263$539K0.04%013F-HRTimeline
Pathway Financial Advisers, LLC29,804$514K0.17%-9213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC29,243$504K0.37%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC28,956$499K0.01%-21513F-HRTimeline
Ariadne Wealth Management, LP28,750$498K0.23%013F-HRTimeline
Cresset Asset Management, LLC28,580$493K<0.01%013F-HRTimeline
OneDigital Investment Advisors LLC27,707$478K0.01%+6,14313F-HRTimeline
Farther Finance Advisors, LLC25,430$439K0.02%+24,58013F-HRTimeline
Procyon Advisors, LLC25,386$438K0.03%-2,03613F-HRTimeline
Bank & Trust Co25,264$436K0.37%013F-HRTimeline
Apriem Advisors25,200$435K0.05%-4,50013F-HRTimeline
MassMutual Private Wealth & Trust, FSB24,065$415K0.01%+1,64113F-HRTimeline
Core Wealth Partners LLC22,480$388K0.22%+4,42713F-HRTimeline
FLOW TRADERS U.S. LLC22,370$386K0.02%new13F-HRTimeline
Balanced Rock Investment Advisors LLC22,289$384K0.3%+1,15113F-HRTimeline
Janney Montgomery Scott LLC22,133$382K<0.01%+6,20113F-HRTimeline
Manchester Capital Management LLC19,950$344K0.04%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC19,851$342K0.17%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,821$342K<0.01%+19,74413F-HRTimelineGroup
Tandem Investment Partners LLC19,365$334K0.32%13F-HRTimeline
Private Advisory Group LLC19,358$334K0.04%new13F-HR/ATimeline
Texas Yale Capital Corp.18,791$324K0.01%+2,13413F-HRTimeline
HARBOUR INVESTMENTS, INC.17,300$298K0.01%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC17,171$296K0.08%+3,17113F-HRTimeline
1834 INVESTMENT ADVISORS CO16,684$288K0.04%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,726$287K<0.01%-8,56313F-HRTimelineGroup
PINNACLE ASSOCIATES LTD16,628$287K<0.01%-1,90013F-HRTimeline
Perigon Wealth Management, LLC16,187$281K0.01%+51813F-HRTimeline
Creative Planningin group Creative Planning16,257$280K<0.01%-2,88013F-HRTimelineGroup
COMERICA BANK16,244$280K<0.01%+64413F-HR/ATimeline
Acorn Wealth Advisors, LLC15,794$272K0.11%-20113F-HRTimeline
Hofer & Associates. Inc15,509$268K0.18%+1213F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV15,431$266K0.04%-10113F-HRTimeline
Sunbelt Securities, Inc.14,654$253K0.02%013F-HRTimeline
Accel Wealth Management14,493$250K0.09%-26513F-HRTimeline
Sovran Advisors, LLC14,391$246K0.04%13F-HRTimeline
Kovack Advisors, Inc.13,900$240K0.02%013F-HRTimeline
Wall Street Financial Group, Inc.13,740$237K0.23%+4113F-HRTimeline
Resurgent Financial Advisors LLC13,662$236K0.14%-3,11713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,515$233K0.05%013F-HRTimeline
Creekside Partners13,429$232K0.12%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC13,014$227K0.08%13F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC12,911$223K0.16%013F-HR/ATimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,750$221K0.12%-45013F-HRTimeline
O'ROURKE & COMPANY, Inc12,130$209K0.1%+32713F-HRTimeline
Three Seasons Wealth, LLC12,045$208K0.1%013F-HRTimeline
Horizon Investment Services, LLC11,741$203K0.09%-15113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,407$197K<0.01%+1,38213F-HRTimelineGroup
Meridian Financial Partners LLC11,371$196K0.1%new13F-HRTimeline
Arkadios Wealth Advisors11,257$194K0.01%+22213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,720$185K0.04%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,500$181K<0.01%new13F-HRTimelineGroup
Mallini Complete Financial Planning LLC10,360$179K0.17%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,138$175K<0.01%new13F-HRTimeline
Register Financial Advisors LLC10,138$175K0.09%+913F-HRTimeline
STALEY CAPITAL ADVISERS INC10,000$172K0.01%013F-HRTimeline
IFP Advisors, Inc9,802$169K0.01%+2,21013F-HRTimeline
PRIVATE TRUST CO NA8,528$147K0.02%013F-HRTimeline
MAI Capital Management8,090$140K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,075$139K<0.01%-1,41013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC7,460$129K0.11%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$117K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC6,557$113K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA6,313$108K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC5,832$101K<0.01%+19913F-HRTimeline
CWM, LLCin group CWM, LLC5,100$88K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC5,083$87.7K0.01%+5013F-HRTimeline
FAS Wealth Partners, Inc.3,644$62.9K0.01%+12413F-HRTimeline
Capital Investment Advisory Services, L…3,619$62.4K0.01%-47913F-HRTimeline
BLAIR WILLIAM & CO/IL3,077$53.1K<0.01%+74313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,957$51K<0.01%new13F-HRTimelineGroup
Decker Retirement Planning Inc.2,443$42.1K0.02%13F-HRTimeline
FMR LLCin group FMR LLC2,362$40.8K<0.01%+2,35913F-HRTimelineGroup
GODSEY & GIBB, INC2,318$40K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,262$39.4K0.02%13F-HRTimeline
Darwin Wealth Management, LLC2,178$37.6K0.01%+60513F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,000$34.5K<0.01%-1,89713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,900$32.8K<0.01%013F-HRTimeline
AE Wealth Management LLC1,833$31.6K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC1,421$24K<0.01%+1,01513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,052$18.1K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC903$15.6K<0.01%-38013F-HRTimeline
WOLFF WIESE MAGANA LLC735$12.7K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC695$12K<0.01%+5013F-HRTimeline
Avior Wealth Management, LLC605$10.4K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC586$10.1K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…559$9.64K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.550$9.49K0.01%13F-HRTimeline
West Branch Capital LLC533$9.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC529$9.12K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.325$5.61K<0.01%-32513F-HRTimeline
VISION FINANCIAL MARKETS LLC316$5.44K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…250$4.31K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP235$4K<0.01%+413F-HRTimelineGroup
Aspect Partners, LLC200$3.45K<0.01%+10013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV190$3.28K<0.01%013F-HRTimeline
Clearstead Advisors, LLC165$2.85K<0.01%+513F-HRTimeline
Beacon Capital Management, LLC117$2.02K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN105$1.81K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC100$1.73K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC50$862<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$50<0.01%-2,93313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$17<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.