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Disclosery

PFXF VANECK ETF TRUST

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PREFERRED SECURT (fund)

209 managers (210 13F filers) reported a position in PFXF shares at 2025-12-31, 33,240,434 shares in all. 18 filers opened a position and 12 filers sold out during the quarter.

Managers
209
13F filers
210
New
18
Added
88
Reduced
59
Sold out
12
Shares held by filers
33,240,434

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/4,645,730$82M0.01%+505,05913F-HRTimelineGroup
LPL Financial LLC2,961,370$52.3M0.01%+232,74513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,541,327$44.9M<0.01%-38,89313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,847,906$32.6M0.01%+84,14613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,738,163$30.7M0.01%-15,36613F-HRTimelineGroup
State of Wisconsin - Board of Commissio…1,525,220$26.9M17.41%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,471,878$26M0.06%+92,61113F-HRTimeline
Tanager Wealth Management LLP1,449,088$25.6M2.56%+162,74213F-HRTimeline
Wealth Intelligence, LLC623,238$11M5.46%13F-HRTimeline
UBS Group AGin group UBS Group AG615,097$10.9M<0.01%+405,27713F-HRTimelineGroup
Good Steward Wealth Advisors,LLC596,481$10.5M6.95%+13,11513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC564,774$9.97M<0.01%+23,56713F-HRTimelineGroup
Dougherty & Associates, LLC481,609$8.51M7.6%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC468,030$8.27M0.01%-21,07813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…398,939$7.05M0.23%+4,86613F-HRTimelineGroup
Carmel Capital Partners, LLC373,248$6.59M2.31%+92,54813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC367,080$6.48M0.05%-6,73213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…335,329$5.92M0.07%+2,06513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,163$5.8M<0.01%+5,67213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.327,101$5.78M0.01%+24,20513F-HRTimelineGroup
Silver Coast Investments LLC293,523$5.18M1.79%+8,19213F-HRTimeline
Steward Partners Investment Advisory, L…275,973$4.87M0.03%+23113F-HRTimeline
Sound Income Strategies, LLC265,290$4.84M0.23%-15,79313F-HRTimeline
Investors Research Corp272,102$4.81M0.88%+20,64913F-HRTimeline
Apella Capital, LLC254,565$4.5M0.09%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP227,258$4.01M<0.01%+21,44813F-HRTimelineGroup
Private Advisor Group, LLC214,001$3.78M0.02%+14,54413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …212,920$3.76M0.07%+2,94913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…208,125$3.68M<0.01%+17,54413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…204,822$3.62M0.01%+11,58813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC189,431$3.35M<0.01%-81613F-HRTimelineGroup
Capital Square, LLC169,968$3M1.53%+116,40413F-HRTimeline
LARCH CAPITAL PARTNERS LLC167,160$2.95M0.4%13F-HRTimeline
BLAIR WILLIAM & CO/IL163,395$2.89M0.01%-8,39313F-HRTimeline
Brendel Financial Advisors LLC163,097$2.88M1.42%+5,61213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP162,705$2.87M<0.01%-4,91713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC158,868$2.81M0.01%-5,04913F-HRTimelineGroup
NTV Asset Management LLC157,985$2.79M0.3%+6,39913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…157,681$2.78M0.01%+88,77113F-HR/ATimelineGroup
AssuredPartners Investment Advisors, LLC140,653$2.48M0.37%+119,92913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.140,608$2.48M0.02%+12,10213F-HRTimelineGroup
Sanctuary Advisors, LLC137,292$2.42M0.01%+6,80413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC134,528$2.38M1.08%+34513F-HRTimeline
Measured Risk Portfolios, Inc.132,806$2.35M2.7%-3,75013F-HRTimeline
Sigma Planning Corp121,770$2.16M0.06%+12,99713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,406$2.06M<0.01%-24,15013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC115,891$2.06M0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC110,614$1.98M0.48%+98,85413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC110,278$1.95M0.04%-13,82813F-HRTimeline
Chicago Partners Investment Group LLC102,047$1.88M0.05%-5,38513F-HRTimeline
Creative Planningin group Creative Planning106,569$1.88M<0.01%+18,73413F-HRTimelineGroup
OneDigital Investment Advisors LLC100,731$1.78M0.02%+79,70613F-HRTimeline
MSH Capital Advisors LLC100,676$1.78M0.38%+12,22313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC98,496$1.74M0.01%+6,45713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC95,304$1.68M<0.01%-20,34213F-HRTimelineGroup
Meridian Financial Partners LLC88,738$1.63M0.65%+4,16213F-HRTimeline
Joseph P. Lucia & Associates, LLC88,009$1.55M0.56%-7,69613F-HRTimeline
Avidian Wealth Enterprises, LLC86,976$1.54M0.06%+56413F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC86,317$1.52M0.67%-5,09613F-HRTimeline
INTEGRITY ALLIANCE, LLC.84,629$1.49M0.05%+1,80913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,693$1.48M<0.01%+49913F-HRTimelineGroup
Cetera Investment Advisers82,821$1.46M<0.01%-7,19613F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV82,069$1.45M1.17%13F-HRTimeline
D.A. DAVIDSON & CO.81,737$1.44M0.01%+5,25613F-HRTimeline
Atria Investments, Inc81,117$1.43M0.02%+4,09813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC79,064$1.4M0.25%new13F-HRTimeline
Signature Wealth Management Group79,053$1.4M0.57%-29813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding77,013$1.36M+2,495Timeline
SHEETS SMITH WEALTH MANAGEMENT76,480$1.35M0.15%-1,34813F-HRTimeline
HighTower Advisors, LLC76,057$1.34M<0.01%+22,69813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC75,712$1.34M0.1%+25,03513F-HRTimeline
SAX WEALTH ADVISORS, LLC75,622$1.34M0.06%-4,48913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,307$1.22M<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.66,694$1.18M0.03%-2,94813F-HRTimeline
Fortis Capital Management LLC60,865$1.07M0.14%-5,04713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC59,310$1.05M0.1%-1,84813F-HRTimelineGroup
Etesian Wealth Advisors, Inc.54,276$959K0.3%+47113F-HRTimeline
NewEdge Advisors, LLC53,921$952K<0.01%+1,87713F-HRTimeline
Powell Investment Advisors, LLC53,244$940K0.32%013F-HRTimeline
Hyposwiss Advisors SA52,710$931K0.91%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO50,248$928K0.24%+9,07913F-HRTimeline
Proficio Capital Partners LLC51,995$918K0.06%new13F-HRTimeline
&PARTNERS48,818$862K<0.01%+21,27313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …48,196$851K<0.01%-93,08513F-HRTimelineGroup
Marshall Financial Group, LLC48,059$849K0.16%-2,39413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC47,287$835K0.47%+1,13513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…46,655$824K<0.01%+9,65513F-HRTimelineGroup
Sowell Financial Services LLC45,742$808K0.03%-32513F-HRTimeline
Guild Investment Management, Inc.44,630$788K0.58%013F-HRTimeline
Farther Finance Advisors, LLC44,182$780K0.01%+15713F-HRTimeline
Cassady Wealth & Retirement Planning, L…41,550$734K0.48%13F-HRTimeline
WEALTH ALLIANCE, LLC40,816$721K0.07%+9013F-HRTimeline
HARBOUR INVESTMENTS, INC.38,418$678K0.01%+5,19513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC36,950$653K0.37%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS35,961$635K<0.01%-1,39413F-HRTimeline
Ausdal Financial Partners, Inc.32,366$572K0.03%-2,13913F-HRTimeline
Tandem Financial, LLC32,423$559K0.68%-10,45013F-HRTimeline
Janney Montgomery Scott LLC31,546$557K<0.01%+2,12213F-HRTimeline
PLIMOTH TRUST CO LLC30,651$541K0.12%-4,30013F-HRTimeline
Ariadne Wealth Management, LP28,750$526K0.22%013F-HRTimeline
Balanced Rock Investment Advisors LLC28,927$511K0.36%+1,65113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,700$507K<0.01%+17,74213F-HRTimelineGroup
Beaumont Financial Advisors, LLC27,413$484K0.03%+28413F-HRTimeline
Summit Financial, LLC27,307$482K0.01%-3,45213F-HRTimeline
Bank & Trust Co25,264$446K0.32%013F-HRTimeline
IFP Advisors, Inc24,263$428K0.01%+4,14013F-HRTimeline
OpenArc Corporate Advisory, LLC24,180$427K0.01%13F-HRTimeline
Ocean Park Asset Management, LLC24,100$426K0.02%-115,20013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC22,060$390K0.26%-11,52013F-HRTimeline
Tandem Investment Partners LLC21,990$388K0.33%+2,47513F-HRTimeline
Procyon Advisors, LLC21,773$385K0.02%013F-HRTimeline
Samalin Investment Counsel, LLC21,755$384K0.14%-6,69813F-HRTimeline
Apriem Advisors21,000$371K0.03%-1,70013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC20,391$360K<0.01%-1,74013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC19,909$352K0.14%-19313F-HRTimelineGroup
Perigon Wealth Management, LLC19,770$349K0.01%+2,88013F-HRTimeline
Wall Street Financial Group, Inc.18,821$332K0.24%+3,05313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,580$328K0.02%+47613F-HRTimeline
Texas Yale Capital Corp.18,476$326K0.01%+41113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,278$323K<0.01%-65,13913F-HRTimelineGroup
Advisory Alpha, LLC17,944$317K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,800$314K<0.01%013F-HRTimelineGroup
World Investment Advisors17,635$311K0.01%+1,16013F-HR/ATimeline
AlphaCore Capital LLC17,374$307K0.01%+3,86613F-HRTimeline
COMERICA BANK16,989$300K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC16,939$299K0.09%+29413F-HRTimeline
Sunbelt Securities, Inc.16,851$298K0.02%+50013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,784$297K<0.01%-85613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC16,537$292K<0.01%+4,19313F-HRTimeline
John Boyer, Inc.16,390$289K0.29%-3513F-HRTimeline
Sovran Advisors, LLC15,452$284K0.02%-1,06613F-HRTimeline
1834 INVESTMENT ADVISORS CO16,018$283K0.04%013F-HRTimeline
Global Retirement Partners, LLC15,827$280K<0.01%+10,03013F-HRTimeline
Sequoia Financial Advisors, LLC15,682$277K<0.01%+17713F-HRTimeline
KELLEHER FINANCIAL ADVISORS15,582$275K0.06%new13F-HRTimeline
PRIVATE TRUST CO NA15,363$271K0.02%-18813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,356$271K<0.01%-1,58013F-HRTimelineGroup
Hofer & Associates. Inc14,676$259K0.14%+50313F-HRTimeline
Acorn Wealth Advisors, LLC14,201$251K0.07%-12713F-HRTimeline
STABLEFORD CAPITAL II LLC13,797$244K0.09%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,777$243K<0.01%new13F-HRTimelineGroup
Foundations Investment Advisors, LLC13,610$240K<0.01%-90513F-HRTimeline
Diesslin Group, Inc.13,537$239K0.1%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,960$229K0.01%new13F-HRTimelineGroup
Accel Wealth Management12,795$226K0.06%-1,04513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV12,670$224K0.02%-72813F-HRTimeline
Creekside Partners12,263$217K0.09%-1,16613F-HRTimeline
Van Hulzen Asset Management, LLC12,184$215K0.02%+83213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,854$209K<0.01%+1,50413F-HRTimelineGroup
O'ROURKE & COMPANY, Inc11,461$202K0.08%-29813F-HRTimeline
Mission Hills Financial Advisory, LLC11,406$201K0.11%+75113F-HRTimeline
Members Trust Co11,205$198K0.01%new13F-HRTimeline
Prospera Financial Services Inc11,104$196K<0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD10,977$194K<0.01%-7,58313F-HRTimeline
Kovack Advisors, Inc.10,797$191K0.01%013F-HR/ATimeline
Core Wealth Partners LLC10,685$189K0.08%013F-HRTimeline
Register Financial Advisors LLC10,538$186K0.07%013F-HRTimeline
Advisory Services Network, LLC10,527$186K<0.01%+4,38913F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC10,297$182K0.05%-17313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,200$180K<0.01%013F-HRTimeline
STALEY CAPITAL ADVISERS INC10,000$177K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,737$172K0.01%+1,16613F-HRTimeline
MAI Capital Management8,090$143K<0.01%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$120K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC6,740$119K0.1%013F-HRTimeline
Capital Investment Advisory Services, L…6,519$115K0.01%+2,90013F-HRTimeline
BOKF, NAin group BOKF, NA6,313$111K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC5,234$92.4K0.03%+12613F-HRTimeline
WealthShield Partners, LLC5,153$91K0.01%+4113F-HRTimeline
Allworth Financial LP4,376$77.3K<0.01%+1,46313F-HRTimeline
Capital Advisors, Ltd. LLC4,347$77K0.01%+1,39313F-HRTimeline
CWM, LLCin group CWM, LLC4,000$71K<0.01%-1,83913F-HRTimelineGroup
LANARK FINANCIAL, INC.2,935$51.8K<0.01%013F-HRTimeline
High Point Wealth Management, LLC2,836$50.1K0.05%13F-HRTimeline
Root Financial Partners, LLC2,347$41.5K<0.01%+46913F-HRTimeline
GODSEY & GIBB, INC2,318$40.9K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,309$40.8K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,130$37.6K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC1,928$35.2K0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,800$31.8K0.01%013F-HRTimeline
Arax Advisory Partners1,112$19.6K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,000$17.7K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC903$15.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC774$13.7K<0.01%-44413F-HRTimelineGroup
WOLFF WIESE MAGANA LLC735$13K0.01%013F-HRTimeline
West Branch Capital LLC674$11.9K<0.01%+1813F-HRTimeline
Ankerstar Wealth, LLC669$11.8K0.01%13F-HRTimeline
Bogart Wealth, LLC529$9.34K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.493$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aspect Partners, LLC500$8.83K<0.01%+20013F-HRTimeline
AE Wealth Management LLC497$8.78K<0.01%-6613F-HRTimeline
SFAM, LLC436$7.7K0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC338$5.96K0.01%+813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…323$5.7K<0.01%-23613F-HRTimelineGroup
SIMPLEX TRADING, LLC293$5.17K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.290$5.12K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC279$4.93K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc277$4.89K<0.01%+713F-HRTimeline
Federation des caisses Desjardins du Qu…250$4.41K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO217$3.83K<0.01%-2,71813F-HRTimelineGroup