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Disclosery

PFXF VANECK ETF TRUST

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PREFERRED SECURT (preferred)

190 managers (191 13F filers) reported a position in PFXF shares at 2025-09-30, 29,407,967 shares in all. 27 filers opened a position and 19 filers sold out during the quarter.

Managers
190
13F filers
191
New
27
Added
82
Reduced
45
Sold out
19
Shares held by filers
29,407,967

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/4,140,671$73.6M0.01%+1,111,75413F-HR/ATimelineGroup
LPL Financial LLC2,728,625$48.5M0.01%+334,16213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,580,220$45.9M<0.01%+3,30413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,763,760$31.3M0.01%+59,76213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,753,529$31.2M0.01%+190,12413F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,525,220$27.1M17.27%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,379,267$24.5M0.07%+191,50913F-HRTimeline
Tanager Wealth Management LLP1,286,346$22.9M2.4%+144,31013F-HRTimeline
Good Steward Wealth Advisors,LLC583,366$10.4M7.16%+84,68413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC541,207$9.62M<0.01%+40,85313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC489,108$8.69M0.01%+32513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…394,073$7M0.24%+7,98013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC373,812$6.64M0.05%+62,55113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…333,264$5.92M0.1%+14,57813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA322,491$5.73M<0.01%-2,19213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.302,896$5.36M0.01%+26,27713F-HRTimelineGroup
Silver Coast Investments LLC285,331$5.07M1.74%-3,09613F-HRTimeline
Sound Income Strategies, LLC281,083$5.03M0.27%-22,02013F-HRTimeline
Carmel Capital Partners, LLC280,700$4.99M2.1%-214,21313F-HRTimeline
Steward Partners Investment Advisory, L…275,742$4.9M0.03%-2,43113F-HRTimeline
Investors Research Corp251,453$4.47M0.83%+17,86713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …209,971$3.73M0.08%-4,61013F-HRTimelineGroup
UBS Group AGin group UBS Group AG209,820$3.73M<0.01%+9,45513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP205,810$3.68M<0.01%+19,32613F-HRTimelineGroup
Private Advisor Group, LLC199,457$3.54M0.02%+18,53913F-HRTimeline
Cambridge Investment Research Advisors,…193,234$3.43M0.01%+29,61213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…190,581$3.39M<0.01%+12,46413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC190,247$3.37M<0.01%-246,97513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL171,788$3.05M0.01%+169,78813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP167,622$2.98M<0.01%-90213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC163,917$2.91M0.01%+2,14313F-HRTimelineGroup
Brendel Financial Advisors LLC157,485$2.8M1.44%+11,64413F-HRTimeline
NTV Asset Management LLC151,586$2.69M0.29%+28,45013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …141,281$2.51M<0.01%+4,85513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,556$2.49M<0.01%+6,61713F-HRTimeline
Ocean Park Asset Management, LLC139,300$2.48M0.1%new13F-HRTimeline
Measured Risk Portfolios, Inc.136,556$2.43M2.63%+49713F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC134,183$2.38M1.12%013F-HRTimeline
Sanctuary Advisors, LLC130,488$2.32M0.01%-1,18113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.128,506$2.28M0.02%+23,54313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC124,106$2.21M0.05%+18,61113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC115,891$2.06M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC115,646$2.06M<0.01%+2,87113F-HRTimelineGroup
Sigma Planning Corp108,773$1.93M0.05%+5,23313F-HRTimeline
Chicago Partners Investment Group LLC107,432$1.93M0.05%+64813F-HRTimeline
Joseph P. Lucia & Associates, LLC95,705$1.7M0.64%-5,70313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC92,039$1.64M0.01%+3,37813F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC91,413$1.62M0.75%+2,46513F-HRTimeline
Cetera Investment Advisers90,017$1.6M<0.01%+7,09013F-HRTimeline
MSH Capital Advisors LLC88,453$1.57M0.42%+3,93413F-HRTimeline
Creative Planningin group Creative Planning87,835$1.56M<0.01%-1,80713F-HRTimelineGroup
Avidian Wealth Enterprises, LLC86,412$1.54M0.06%+3,07713F-HRTimeline
Meridian Financial Partners LLC84,576$1.52M0.63%+50,39613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…83,417$1.48M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,194$1.48M<0.01%-139,44513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.82,820$1.47M0.07%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC80,111$1.42M0.08%-5,99613F-HRTimeline
Signature Wealth Management Group79,351$1.41M0.55%+36713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT77,828$1.38M0.16%-1,35013F-HRTimeline
Atria Investments, Inc77,019$1.37M0.02%+1,28213F-HRTimeline
D.A. DAVIDSON & CO.76,481$1.36M0.01%+2,31513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding74,518$1.32M-961Timeline
Geneos Wealth Management Inc.69,642$1.24M0.03%-2,05413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…68,910$1.22M<0.01%+97013F-HRTimelineGroup
Fortis Capital Management LLC65,912$1.17M0.16%-79,00213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC61,158$1.09M0.1%+14813F-HRTimelineGroup
Etesian Wealth Advisors, Inc.53,805$956K0.32%-1,17213F-HRTimeline
Capital Square, LLC53,564$952K0.49%new13F-HRTimeline
HighTower Advisors, LLC53,359$948K<0.01%+16,79413F-HRTimeline
Powell Investment Advisors, LLC53,244$946K0.33%013F-HRTimeline
NewEdge Advisors, LLC52,044$925K<0.01%+3,80513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC50,677$901K0.06%+4,26713F-HRTimeline
Marshall Financial Group, LLC50,453$897K0.17%-3,85513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC46,152$820K0.49%+38313F-HRTimeline
Sowell Financial Services LLC46,067$819K0.03%+11213F-HRTimeline
Guild Investment Management, Inc.44,630$793K0.63%+3,45013F-HRTimeline
Farther Finance Advisors, LLC44,025$782K0.01%+3,84513F-HRTimeline
Tandem Financial, LLC42,873$762K0.28%-45013F-HRTimeline
ROMAN BUTLER FULLERTON & CO41,169$736K0.2%+15,55513F-HRTimeline
WEALTH ALLIANCE, LLC40,726$724K0.07%+5713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,355$664K<0.01%-2,84013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…37,000$657K<0.01%new13F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC36,950$657K0.34%-50013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,513$631K<0.01%-29,98713F-HRTimeline
PLIMOTH TRUST CO LLC34,951$621K0.14%-42813F-HRTimeline
Ausdal Financial Partners, Inc.34,505$613K0.03%+1,34113F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC33,580$597K0.41%013F-HRTimeline
HARBOUR INVESTMENTS, INC.33,223$590K0.01%+5,19513F-HRTimeline
Summit Financial, LLC30,759$547K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,220$537K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC29,424$523K<0.01%+1,43413F-HRTimeline
Redwood Financial Network Corp29,283$520K0.33%-16,81913F-HRTimeline
Samalin Investment Counsel, LLC28,453$506K0.17%+2,75013F-HRTimeline
Ariadne Wealth Management, LP28,750$504K0.23%013F-HRTimeline
&PARTNERS27,545$489K<0.01%-7,00713F-HRTimeline
Balanced Rock Investment Advisors LLC27,276$485K0.35%+1,86413F-HRTimeline
Beaumont Financial Advisors, LLC27,129$482K0.03%+27013F-HRTimeline
Bank & Trust Co25,264$449K0.33%013F-HRTimeline
Apriem Advisors22,700$403K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB22,479$399K0.01%-35113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC22,131$393K0.01%013F-HRTimeline
Procyon Advisors, LLC21,773$387K0.02%-21913F-HRTimeline
Fortitude Financial, LLC6,806$377K0.31%013F-HRTimeline
OneDigital Investment Advisors LLC21,025$374K<0.01%+41313F-HRTimeline
AssuredPartners Investment Advisors, LLC20,724$368K0.08%-6,55813F-HRTimeline
IFP Advisors, Inc20,123$358K0.01%+4,83213F-HR/ATimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC20,102$357K0.14%-10813F-HR/ATimelineGroup
Tandem Investment Partners LLC19,515$347K0.28%-17513F-HRTimeline
PINNACLE ASSOCIATES LTD18,560$330K<0.01%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,104$322K0.02%+30413F-HRTimeline
Texas Yale Capital Corp.18,065$321K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,800$316K<0.01%+5,50013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,640$313K<0.01%new13F-HRTimelineGroup
COMERICA BANK16,989$302K<0.01%-50113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,936$301K0.01%-32,97813F-HRTimelineGroup
Perigon Wealth Management, LLC16,890$300K0.01%+28513F-HRTimeline
Worth Asset Management, LLC16,834$299K0.13%new13F-HRTimeline
Pathway Financial Advisers, LLC16,645$296K0.09%-11,29013F-HRTimeline
World Investment Advisors16,475$293K0.01%-86313F-HRTimeline
Sovran Advisors, LLC16,518$293K0.03%013F-HRTimeline
John Boyer, Inc.16,425$292K0.29%13F-HRTimeline
Sunbelt Securities, Inc.16,351$291K0.02%+1,43213F-HRTimeline
1834 INVESTMENT ADVISORS CO16,018$285K0.03%013F-HRTimeline
Wall Street Financial Group, Inc.15,768$280K0.21%new13F-HRTimeline
PRIVATE TRUST CO NA15,551$276K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC15,505$276K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC14,515$258K<0.01%+1,04213F-HRTimeline
Acorn Wealth Advisors, LLC14,328$255K0.08%-12513F-HRTimeline
Hofer & Associates. Inc14,173$252K0.14%-90213F-HRTimeline
Accel Wealth Management13,840$246K0.07%+613F-HRTimeline
AlphaCore Capital LLC13,508$240K0.01%+7,99513F-HRTimeline
Creekside Partners13,429$239K0.11%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV13,398$238K0.02%-13,39813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,344$219K<0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC11,760$209K0.05%new13F-HRTimeline
O'ROURKE & COMPANY, Inc11,759$209K0.09%+96813F-HRTimeline
Van Hulzen Asset Management, LLC11,352$202K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,958$195K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.10,797$192K0.02%-2,29713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO10,720$190K0.04%013F-HRTimeline
Core Wealth Partners LLC10,685$190K0.09%-11,79513F-HRTimeline
Mission Hills Financial Advisory, LLC10,655$189K0.1%013F-HRTimeline
Register Financial Advisors LLC10,538$187K0.07%+1,00013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC10,470$186K0.05%-17513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,350$184K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC10,200$181K<0.01%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC10,000$178K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,988$177K<0.01%+68613F-HRTimelineGroup
Future Financial Wealth Managment LLC9,415$167K0.11%-2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTAURUS FINANCIAL, INC.8,571$152K0.01%new13F-HRTimeline
MAI Capital Management8,090$144K<0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$121K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC6,740$120K0.1%-30013F-HRTimeline
BOKF, NAin group BOKF, NA6,313$112K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC6,138$109K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC5,839$104K<0.01%+1,77813F-HRTimelineGroup
Global Retirement Partners, LLC5,797$103K<0.01%013F-HRTimeline
WealthShield Partners, LLC5,112$90.8K0.01%+2513F-HRTimeline
Darwin Wealth Management, LLC5,108$90.8K0.03%+1,51913F-HRTimeline
Capital Investment Advisory Services, L…3,619$64.3K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,935$52.2K<0.01%+2,73113F-HR/ATimelineGroup
LANARK FINANCIAL, INC.2,935$52.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,954$52K0.01%+1,44913F-HRTimeline
Allworth Financial LP2,913$51.8K<0.01%+1,21913F-HRTimeline
GODSEY & GIBB, INC2,318$41.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,900$33.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC1,878$33.4K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,800$32K0.01%-1,01513F-HRTimeline
FMR LLCin group FMR LLC1,218$21.6K<0.01%+71813F-HRTimelineGroup
Parallel Advisors, LLC903$16K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC735$13.1K0.01%013F-HRTimeline
West Branch Capital LLC656$11.7K<0.01%+1113F-HRTimeline
AE Wealth Management LLC563$10K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…559$9.93K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.550$9.77K0.01%013F-HRTimeline
Bogart Wealth, LLC529$9.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.493$9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…505$8.97K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd495$8.8K<0.01%-3,61613F-HRTimeline
VISION FINANCIAL MARKETS LLC330$5.85K<0.01%+613F-HRTimeline
Aspect Partners, LLC300$5.33K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.290$5.15K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc270$4.8K<0.01%+313F-HRTimeline
Federation des caisses Desjardins du Qu…250$4.44K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP241$4K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC173$3.07K<0.01%+313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN105$1.87K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC100$1.78K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS69$1.23K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources60$1.07K<0.01%013F-HRTimelineGroup