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Disclosery

PFXF VANECK ETF TRUST

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PREFERRED SECURT (preferred)

193 managers (193 13F filers) reported a position in PFXF shares at 2025-03-31, 31,166,787 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
193
13F filers
193
New
17
Added
79
Reduced
58
Sold out
18
Shares held by filers
31,166,787

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/3,417,846$57.3M0.01%+47,55913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,665,270$44.7M<0.01%-89,39613F-HRTimelineGroup
LPL Financial LLC2,455,663$41.2M0.02%+285,00713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,180,374$36.5M0.01%-310,44913F-HRTimelineGroup
Comprehensive Wealth Management, LLC2,137,955$35.8M24.93%-68,17313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,701,745$28.5M0.01%-27,22213F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,525,220$25.6M16.51%013F-HRTimeline
Tanager Wealth Management LLP1,201,229$20.1M2.62%-108,91713F-HRTimeline
MML INVESTORS SERVICES, LLC1,132,031$19M0.06%+62,16213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC875,259$14.7M<0.01%-93,94013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC579,369$9.71M<0.01%+28,97513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC480,109$8.05M0.01%+23,49313F-HRTimeline
Carmel Capital Partners, LLC459,395$7.7M3.03%+31,15613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA397,699$6.66M<0.01%-1,78613F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…393,825$6.6M0.27%+17,45713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP371,263$6.22M0.01%+23,56013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…319,061$5.35M0.13%+119,11113F-HRTimelineGroup
Sound Income Strategies, LLC311,254$5.22M0.31%+7,99913F-HRTimeline
Silver Coast Investments LLC284,431$4.77M1.81%+6,15813F-HRTimeline
Steward Partners Investment Advisory, L…277,227$4.65M0.04%+72,35713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.268,356$4.5M0.01%+62,07013F-HRTimelineGroup
L2 Asset Management, LLC263,572$4.42M0.91%+3,61513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…261,917$4.39M<0.01%-69,78113F-HRTimelineGroup
UBS Group AGin group UBS Group AG239,156$4.01M<0.01%+36913F-HRTimelineGroup
Good Steward Wealth Advisors,LLC218,649$3.66M3.34%13F-HRTimeline
Investors Research Corp208,598$3.5M0.76%+32,20413F-HRTimeline
SAX WEALTH ADVISORS, LLC194,879$3.27M0.23%+3,48313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …193,646$3.25M0.09%+20,64513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …190,741$3.2M<0.01%+10,63913F-HRTimelineGroup
Fortis Capital Management LLC182,867$3.06M0.6%-11,76113F-HRTimeline
Private Advisor Group, LLC174,626$2.93M0.02%+21,86113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP170,527$2.86M<0.01%+8,50613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC163,697$2.74M0.01%-166,25013F-HRTimelineGroup
Cambridge Investment Research Advisors,…163,490$2.74M0.01%+1,32013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP160,973$2.72M<0.01%+57,20713F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…150,059$2.51M<0.01%-4,53213F-HRTimeline
Brendel Financial Advisors LLC141,740$2.38M1.44%-18913F-HRTimeline
Geneos Wealth Management Inc.134,543$2.25M0.03%+69,74413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC134,183$2.25M1.16%+121,27213F-HRTimeline
Measured Risk Portfolios, Inc.134,016$2.25M2.41%+3,92813F-HRTimeline
AssuredPartners Investment Advisors, LLC113,004$1.89M0.37%+8,55913F-HRTimeline
Sanctuary Advisors, LLC106,862$1.79M0.01%+4,52713F-HRTimeline
Chicago Partners Investment Group LLC106,010$1.75M0.06%+5,21713F-HRTimeline
NTV Asset Management LLC103,236$1.73M0.23%-30013F-HRTimeline
Joseph P. Lucia & Associates, LLC102,938$1.73M0.79%+1,12413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC97,522$1.63M0.06%+15,30913F-HRTimeline
Atria Wealth Solutions, Inc.97,015$1.63M0.02%+9213F-HRTimeline
Ausdal Financial Partners, Inc.94,158$1.58M0.12%+3,11213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC94,006$1.58M0.88%+8,36013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.88,637$1.49M0.01%+77,23013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC83,694$1.4M0.01%-4,08113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,240$1.4M0.01%+16,57313F-HRTimelineGroup
Cetera Investment Advisers83,233$1.39M<0.01%+5,76213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT81,629$1.37M0.17%-65913F-HRTimeline
MSH Capital Advisors LLC80,249$1.34M0.42%+1,46813F-HRTimeline
Mariner, LLCin group Mariner, LLC78,794$1.32M<0.01%+23,84713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC77,714$1.3M0.06%+8,63013F-HRTimeline
Signature Wealth Management Group77,604$1.3M0.51%-7413F-HRTimeline
D.A. DAVIDSON & CO.74,566$1.25M0.01%+3,79613F-HRTimeline
B. Riley Wealth Advisors, Inc.65,615$1.1M0.03%+2,32413F-HRTimeline
Redwood Financial Network Corp64,692$1.08M0.83%+67613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,006$1.02M<0.01%-17313F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC60,498$1.01M0.12%new13F-HRTimelineGroup
Marshall Financial Group, LLC59,305$994K0.22%-3,55013F-HRTimeline
Atria Investments, Inc58,571$982K0.01%+41413F-HRTimeline
Powell Investment Advisors, LLC58,152$975K0.48%+2213F-HRTimeline
Etesian Wealth Advisors, Inc.56,744$951K0.41%+7,70213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.55,819$936K0.01%+77913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC54,793$918K0.02%-30,18313F-HRTimelineGroup
Global Financial Private Client, LLC52,591$881K0.34%-1,88013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC51,105$857K0.05%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…46,896$792K<0.01%-13,95413F-HRTimelineGroup
Sigma Planning Corp46,865$785K0.03%new13F-HRTimeline
Sowell Financial Services LLC46,530$780K0.04%+3,07013F-HRTimeline
NewEdge Advisors, LLC45,924$770K<0.01%+7113F-HRTimeline
Tandem Financial, LLC43,323$726K0.79%+10,90013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC43,047$721K0.07%+76713F-HRTimeline
Guild Investment Management, Inc.42,680$715K0.75%-1,00013F-HRTimeline
WEALTH ALLIANCE, LLC40,605$681K0.08%+2113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC37,450$628K0.36%-2,95013F-HRTimeline
Future Financial Wealth Managment LLC37,259$624K0.46%-114,21113F-HRTimeline
HighTower Advisors, LLC36,284$608K<0.01%-17413F-HRTimeline
PLIMOTH TRUST CO LLC35,129$589K0.15%-4,09513F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC33,580$563K0.47%+48913F-HRTimeline
Meridian Financial Partners LLC31,639$530K0.27%+20,26813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,540$512K<0.01%+27,58313F-HRTimelineGroup
Pathway Financial Advisers, LLC29,650$497K0.17%-15413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC29,243$490K0.36%013F-HRTimeline
Ariadne Wealth Management, LP28,750$480K0.25%013F-HRTimeline
Cresset Asset Management, LLC28,580$479K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.28,393$476K0.01%+11,09313F-HRTimeline
&PARTNERS28,050$474K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC27,922$468K<0.01%+5,78913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC26,917$451K0.05%new13F-HRTimeline
Beaumont Financial Advisors, LLC26,843$450K0.04%new13F-HRTimeline
OneDigital Investment Advisors LLC26,641$447K0.01%-1,06613F-HRTimeline
Bank & Trust Co25,264$423K0.34%013F-HRTimeline
Farther Finance Advisors, LLC23,930$398K0.01%-1,50013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23,581$395K0.01%-5,37513F-HRTimeline
ROMAN BUTLER FULLERTON & CO24,964$395K0.15%-12,92513F-HRTimeline
Procyon Advisors, LLC23,502$394K0.02%-1,88413F-HRTimeline
Balanced Rock Investment Advisors LLC23,254$390K0.31%+96513F-HRTimeline
Apriem Advisors22,700$380K0.04%-2,50013F-HRTimeline
MassMutual Private Wealth & Trust, FSB22,635$379K0.01%-1,43013F-HRTimeline
Core Wealth Partners LLC22,480$377K0.22%013F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC21,962$368K0.3%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…21,222$356K0.03%-10,04113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC19,851$333K0.17%013F-HRTimelineGroup
Tandem Investment Partners LLC19,615$329K0.32%+25013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,149$321K<0.01%-106,01113F-HR/ATimelineGroup
Advisory Alpha, LLC18,412$309K0.01%new13F-HR/ATimeline
Texas Yale Capital Corp.17,694$297K0.01%-1,09713F-HRTimeline
MAYPORT, LLC17,548$294K0.08%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,726$287K<0.01%013F-HR/ATimelineGroup
COMERICA BANK17,061$286K<0.01%+81713F-HRTimeline
PINNACLE ASSOCIATES LTD16,328$274K<0.01%-30013F-HRTimeline
Perigon Wealth Management, LLC16,290$273K0.01%+10313F-HRTimeline
1834 INVESTMENT ADVISORS CO16,018$268K0.03%-66613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,012$268K<0.01%-65,52613F-HRTimelineGroup
DEARBORN PARTNERS LLC16,000$268K0.01%new13F-HRTimeline
Sovran Advisors, LLC16,518$263K0.03%+2,12713F-HRTimeline
PRIVATE TRUST CO NA15,551$261K0.03%+7,02313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,500$260K<0.01%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV15,431$259K0.04%013F-HRTimeline
Hofer & Associates. Inc15,326$257K0.17%-18313F-HRTimeline
Acorn Wealth Advisors, LLC15,173$254K0.11%-62113F-HRTimeline
Samalin Investment Counsel, LLC15,049$252K0.1%new13F-HRTimeline
Sunbelt Securities, Inc.14,951$251K0.02%+29713F-HRTimeline
HRT FINANCIAL LP14,758$247K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning14,422$242K<0.01%-1,83513F-HRTimelineGroup
Wall Street Financial Group, Inc.13,999$235K0.24%+25913F-HRTimeline
Accel Wealth Management13,827$232K0.08%-66613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/13,715$230K0.05%+20013F-HRTimeline
Creekside Partners13,429$225K0.12%013F-HRTimeline
Kovack Advisors, Inc.13,094$219K0.02%-80613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC13,014$218K0.08%013F-HRTimeline
Prospera Financial Services Inc12,848$215K<0.01%-24,68013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA12,750$214K0.13%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,500$210K<0.01%+2,00013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc12,433$208K0.1%+30313F-HRTimeline
Resurgent Financial Advisors LLC12,240$205K0.12%-1,42213F-HRTimeline
IFP Advisors, Inc12,214$205K0.01%+2,41213F-HRTimeline
Three Seasons Wealth, LLC12,045$202K0.1%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,194$188K0.05%-5,97713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,720$180K0.04%013F-HRTimeline
Mallini Complete Financial Planning LLC10,243$172K0.16%-11713F-HRTimeline
STALEY CAPITAL ADVISERS INC10,000$168K0.01%013F-HRTimeline
Register Financial Advisors LLC9,538$160K0.08%-60013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,275$139K<0.01%+20013F-HRTimelineGroup
MAI Capital Management8,090$136K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC7,279$122K0.01%+1,44713F-HRTimeline
MeadowBrook Investment Advisors LLC7,100$119K0.11%-36013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$114K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA6,313$106K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC5,408$90.6K0.01%new13F-HRTimeline
WealthShield Partners, LLC5,092$85.3K0.01%+913F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,383$73K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,000$67K<0.01%-1,10013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,619$60.7K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,935$49K<0.01%+2,93313F-HRTimeline
Qube Research & Technologies Ltd2,620$43.9K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC2,318$38.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,262$37.9K0.02%013F-HRTimeline
Darwin Wealth Management, LLC2,178$37.6K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,000$33.5K<0.01%-1,07713F-HRTimeline
Arax Advisory Partners2,000$33.5K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,900$31.8K<0.01%013F-HRTimeline
AE Wealth Management LLC1,393$23.3K<0.01%-44013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,052$17.6K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC903$15.1K<0.01%013F-HRTimeline
West Branch Capital LLC833$14K<0.01%+30013F-HRTimeline
SIMPLEX TRADING, LLC810$13K<0.01%-61113F-HRTimeline
Key Financial Inc763$12.8K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC735$12.3K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…559$9.37K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.550$9.22K0.01%013F-HRTimeline
Bogart Wealth, LLC529$8.87K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.325$5.45K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC318$5.32K0.01%+213F-HRTimeline
Aspect Partners, LLC300$5.03K<0.01%+10013F-HRTimeline
Federation des caisses Desjardins du Qu…250$4.2K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP241$4K<0.01%+613F-HRTimelineGroup
Clearstead Advisors, LLC167$2.79K<0.01%+213F-HRTimeline
Beacon Capital Management, LLC117$1.96K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN105$1.76K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC100$1.68K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88$1.48K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO67$1.12K<0.01%-19,75413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53$888<0.01%+5213F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC50$838<0.01%013F-HRTimeline
FMR LLCin group FMR LLC25$415<0.01%-2,33713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CREATIVE FINANCIAL DESIGNS INC /ADV0$00%-19013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.