Skip to content
Disclosery

PFXF VANECK ETF TRUST

Follow

PREFERRED SECURT (fund)

213 managers (215 13F filers) reported a position in PFXF shares at 2026-03-31, 36,074,884 shares in all. 23 filers opened a position and 16 filers sold out during the quarter.

Managers
213
13F filers
215
New
23
Added
95
Reduced
66
Sold out
16
Shares held by filers
36,074,884

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/5,351,204$93.9M0.01%+705,47413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,266,167$57.3M<0.01%+724,84013F-HRTimelineGroup
LPL Financial LLC3,216,238$56.4M0.01%+254,86813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,917,692$33.6M0.01%+69,78613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,814,226$31.8M0.01%+76,06313F-HR/ATimelineGroup
Tanager Wealth Management LLP1,587,632$27.8M2.69%+138,54413F-HRTimeline
State of Wisconsin - Board of Commissio…1,525,220$26.8M17.61%013F-HRTimeline
MML INVESTORS SERVICES, LLC1,148,172$20.1M0.06%-323,70613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC660,091$11.6M<0.01%+95,31713F-HRTimelineGroup
Tradewinds Capital Management, LLC631,540$11.1M2.2%new13F-HRTimeline
Good Steward Wealth Advisors,LLC600,022$10.5M6.77%+3,54113F-HRTimeline
UBS Group AGin group UBS Group AG556,951$9.77M<0.01%-58,14613F-HRTimelineGroup
Wealth Intelligence, LLC544,001$9.54M4.59%-79,23713F-HRTimeline
Dougherty & Associates, LLC512,478$8.99M8.26%+30,86913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA484,045$8.49M<0.01%+155,88213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC476,908$8.36M0.01%+8,87813F-HRTimeline
Carmel Capital Partners, LLC394,621$6.92M2.5%+21,37313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.367,773$6.45M0.01%+40,67213F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…365,583$6.41M0.21%-33,35613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…341,258$5.99M0.07%+5,92913F-HRTimelineGroup
Silver Coast Investments LLC303,819$5.33M1.7%+10,29613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC295,801$5.19M0.04%-71,27913F-HRTimelineGroup
Investors Research Corp294,161$5.16M0.99%+22,05913F-HRTimeline
Capital Square, LLC271,190$5.03M2.32%+101,22213F-HRTimeline
Apella Capital, LLC247,993$4.55M0.07%-6,57213F-HRTimeline
Sound Income Strategies, LLC251,262$4.42M0.21%-14,02813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243,501$4.27M<0.01%+35,37613F-HRTimelineGroup
Steward Partners Investment Advisory, L…242,957$4.26M0.02%-33,01613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP242,550$4.22M<0.01%+15,29213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …218,685$3.84M0.07%+5,76513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC216,648$3.8M<0.01%+27,21713F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…207,164$3.63M0.01%+2,34213F-HRTimeline
Goldstone Financial Group, LLC179,898$3.16M0.34%new13F-HRTimeline
NTV Asset Management LLC177,272$3.11M0.34%+19,28713F-HRTimeline
LARCH CAPITAL PARTNERS LLC176,444$3.09M0.45%+9,28413F-HRTimeline
Private Advisor Group, LLC173,424$3.04M0.01%-40,57713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC167,222$2.93M0.01%+8,35413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.164,154$2.88M0.02%+23,54613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL161,661$2.84M0.01%-1,73413F-HRTimeline
Sanctuary Advisors, LLC157,933$2.77M0.01%+20,64113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,776$2.75M<0.01%-5,92913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…156,240$2.74M<0.01%-1,44113F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC139,754$2.47M0.27%-89913F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC134,528$2.36M1.28%013F-HRTimeline
Measured Risk Portfolios, Inc.131,003$2.3M2.53%-1,80313F-HRTimeline
Sigma Planning Corp124,872$2.19M0.06%+3,10213F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV123,698$2.17M1.36%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC116,961$2.05M0.05%+6,68313F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,952$2.02M<0.01%+54613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC114,223$2M0.01%-1,66813F-HRTimelineGroup
Chicago Partners Investment Group LLC103,094$1.91M0.04%+1,04713F-HRTimeline
Meridian Financial Partners LLC107,529$1.9M0.72%+18,79113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…107,105$1.88M0.01%+60,45013F-HR/ATimelineGroup
Creative Planningin group Creative Planning103,062$1.81M<0.01%-3,50713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC102,774$1.8M0.01%+4,27813F-HRTimelineGroup
MSH Capital Advisors LLC100,598$1.76M0.37%-7813F-HRTimeline
OneDigital Investment Advisors LLC97,732$1.71M0.02%-2,99913F-HRTimeline
Cetera Investment Advisers92,821$1.63M<0.01%+10,00013F-HRTimeline
Guild Investment Management, Inc.89,260$1.57M1.12%+44,63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP88,552$1.55M<0.01%+4,85913F-HRTimelineGroup
HOWARD WEALTH MANAGEMENT, LLC88,386$1.55M0.65%+2,06913F-HRTimeline
D.A. DAVIDSON & CO.87,624$1.54M0.01%+5,88713F-HRTimeline
Joseph P. Lucia & Associates, LLC85,884$1.51M0.54%-2,12513F-HRTimeline
Janney Montgomery Scott LLC85,014$1.49M<0.01%+53,46813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC83,200$1.46M0.1%+7,48813F-HRTimeline
Signature Wealth Management Group82,466$1.45M0.55%+3,41313F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV80,269$1.41M1.21%-1,80013F-HRTimeline
INTEGRITY ALLIANCE, LLC.79,961$1.4M0.05%-4,66813F-HRTimeline
Atria Investments, Inc78,634$1.38M0.02%-2,48313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT78,145$1.37M0.15%+1,66513F-HRTimeline
Cassady Wealth & Retirement Planning, L…73,605$1.36M0.71%+32,05513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding76,356$1.34M-657Timeline
SAX WEALTH ADVISORS, LLC75,622$1.34M0.06%013F-HRTimeline
Avidian Wealth Enterprises, LLC75,328$1.32M0.04%-11,64813F-HRTimeline
Proficio Capital Partners LLC70,150$1.23M0.07%+18,15513F-HRTimeline
Tandem Financial, LLC67,057$1.18M0.4%+34,63413F-HRTimeline
Fortis Capital Management LLC61,189$1.07M0.14%+32413F-HRTimeline
Geneos Wealth Management Inc.60,275$1.06M0.02%-6,41913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC59,439$1.04M0.08%+12913F-HRTimelineGroup
HighTower Advisors, LLC57,853$1.01M<0.01%-18,20413F-HRTimeline
Etesian Wealth Advisors, Inc.54,449$955K0.3%+17313F-HRTimeline
Powell Investment Advisors, LLC53,244$934K0.32%013F-HRTimeline
Hyposwiss Advisors SA52,710$925K0.91%013F-HRTimeline
Sowell Financial Services LLC48,996$859K0.03%+3,25413F-HRTimeline
&PARTNERS48,930$858K<0.01%+11213F-HRTimeline
ROMAN BUTLER FULLERTON & CO47,967$856K0.24%-2,28113F-HRTimeline
Farther Finance Advisors, LLC48,042$844K0.01%+3,86013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC47,577$835K0.44%+29013F-HRTimeline
Mariner, LLCin group Mariner, LLC47,243$829K<0.01%-48,06113F-HRTimelineGroup
NewEdge Advisors, LLC46,494$816K<0.01%-7,42713F-HR/ATimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …45,843$804K<0.01%-2,35313F-HRTimelineGroup
OpenArc Corporate Advisory, LLC42,489$745K0.01%+18,30913F-HRTimeline
WEALTH ALLIANCE, LLC40,844$716K0.07%+2813F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding40,168$705K+20,259Timeline
HARBOUR INVESTMENTS, INC.39,506$693K0.01%+1,08813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,399$656K<0.01%+1,43813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC36,850$646K0.36%-10013F-HRTimeline
FIRST MANHATTAN CO. LLC.33,698$591K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,513$588K<0.01%+19,73613F-HRTimelineGroup
Marshall Financial Group, LLC32,373$568K0.09%-15,68613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,257$566K<0.01%+3,55713F-HRTimelineGroup
Balanced Rock Investment Advisors LLC30,498$535K0.38%+1,57113F-HRTimeline
Ariadne Wealth Management, LP28,750$504K0.23%013F-HRTimeline
Ausdal Financial Partners, Inc.27,994$491K0.02%-4,37213F-HRTimeline
PLIMOTH TRUST CO LLC27,801$488K0.11%-2,85013F-HRTimeline
Texas Yale Capital Corp.27,780$487K0.01%+9,30413F-HRTimeline
Beaumont Financial Advisors, LLC27,571$484K0.03%+15813F-HRTimeline
Summit Financial, LLC27,085$475K0.01%-22213F-HRTimeline
Bank & Trust Co25,264$443K0.3%013F-HRTimeline
Advisory Alpha, LLC24,416$428K0.01%+6,47213F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC22,719$398K0.26%+65913F-HRTimeline
IFP Advisors, Inc22,645$397K0.01%-1,61813F-HRTimeline
Tandem Investment Partners LLC22,240$390K0.33%+25013F-HRTimeline
STABLEFORD CAPITAL II LLC21,836$383K0.14%+8,03913F-HRTimeline
Apriem Advisors21,000$368K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC19,476$361K<0.01%-91513F-HRTimeline
CWM, LLCin group CWM, LLC19,911$349K<0.01%+15,91113F-HRTimelineGroup
Diesslin Group, Inc.19,840$348K0.16%+6,30313F-HRTimeline
Signal Advisors Wealth, LLC19,576$343K0.02%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,418$341K<0.01%+2,88113F-HRTimeline
Wall Street Financial Group, Inc.18,835$330K0.2%+1413F-HRTimeline
Procyon Advisors, LLC18,684$328K0.02%-3,08913F-HRTimeline
TWO SIGMA SECURITIES, LLC18,530$325K0.04%new13F-HRTimeline
Perigon Wealth Management, LLC18,481$324K0.01%-1,28913F-HRTimeline
Samalin Investment Counsel, LLC18,309$321K0.11%-3,44613F-HRTimeline
AlphaCore Capital LLC17,517$307K0.01%+14313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,762$294K<0.01%-2213F-HRTimelineGroup
Sovran Advisors, LLC15,752$291K0.02%+30013F-HRTimeline
John Boyer, Inc.16,027$281K0.28%-36313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,914$279K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS15,696$275K0.07%+11413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,600$274K<0.01%-2,20013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,575$273K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.15,351$269K0.02%-1,50013F-HRTimeline
Pathway Financial Advisers, LLC15,258$268K0.08%-1,68113F-HRTimeline
Gladstone Institutional Advisory LLC15,177$266K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC14,980$263K<0.01%-70213F-HRTimeline
CGN Advisors LLC14,899$261K0.02%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO14,890$261K0.03%-1,12813F-HRTimeline
Foundations Investment Advisors, LLC14,856$261K<0.01%+1,24613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,566$255K<0.01%-79013F-HRTimelineGroup
SHP Wealth Management14,394$252K0.02%new13F-HRTimeline
Hofer & Associates. Inc14,349$252K0.14%-32713F-HRTimeline
FMR LLCin group FMR LLC14,177$249K<0.01%+13,40313F-HRTimelineGroup
Acorn Wealth Advisors, LLC14,144$248K0.07%-5713F-HRTimeline
Mezzasalma Advisors, LLC14,085$247K0.06%-96,52913F-HRTimeline
CENTAURUS FINANCIAL, INC.14,099$247K0.01%+4,36213F-HRTimeline
Mission Hills Financial Advisory, LLC14,046$246K0.13%+2,64013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,345$234K0.01%+38513F-HRTimelineGroup
Van Hulzen Asset Management, LLC12,922$227K0.02%+73813F-HRTimeline
Accel Wealth Management12,798$224K0.06%+313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV12,670$222K0.02%013F-HRTimeline
World Investment Advisors12,642$222K<0.01%-4,99313F-HRTimeline
Creekside Partners12,249$215K0.09%-1413F-HRTimeline
O'ROURKE & COMPANY, Inc11,852$208K0.08%+39113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,819$207K<0.01%-3513F-HRTimelineGroup
PRIVATE TRUST CO NA11,427$200K0.02%-3,93613F-HRTimeline
Members Trust Co11,205$197K0.01%013F-HRTimeline
Prospera Financial Services Inc11,134$195K<0.01%+3013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,088$194K<0.01%new13F-HRTimelineGroup
Core Wealth Partners LLC10,685$187K0.09%013F-HRTimeline
Register Financial Advisors LLC10,538$185K0.07%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,200$179K<0.01%013F-HRTimeline
Carson Advisory Inc.10,200$179K0.09%new13F-HRTimeline
Advisory Services Network, LLC10,152$178K<0.01%-37513F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC10,059$176K0.04%-23813F-HRTimeline
STALEY CAPITAL ADVISERS INC10,000$175K0.01%013F-HRTimeline
MAI Capital Management8,035$141K<0.01%-5513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC6,800$119K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC6,740$118K0.1%013F-HRTimeline
BOKF, NAin group BOKF, NA6,313$111K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC5,634$98.8K0.03%+40013F-HRTimeline
WealthShield Partners, LLC5,166$90.6K0.01%+1313F-HRTimeline
Capital Investment Advisory Services, L…4,608$80.8K0.01%-1,91113F-HRTimeline
Capital Advisors, Ltd. LLC4,347$76K0.01%013F-HRTimeline
Rossmore Private Capital4,000$70.2K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,597$63.1K<0.01%+66213F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC3,454$60.6K<0.01%new13F-HRTimeline
Allworth Financial LP2,760$48.4K<0.01%-1,61613F-HRTimeline
GODSEY & GIBB, INC2,318$40.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC2,310$40.5K<0.01%-3713F-HRTimeline
Qube Research & Technologies Ltd2,282$40K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC2,237$39.2K0.04%+1,56813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,130$37.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,000$17.5K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC826$14.5K<0.01%-7713F-HR/ATimeline
WOLFF WIESE MAGANA LLC735$12.9K0.01%013F-HRTimeline
West Branch Capital LLC679$11.9K<0.01%+513F-HRTimeline
Hickory Point Bank & Trust671$11.8K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\609$10.7K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC533$9.35K0.01%+53013F-HRTimeline
Bogart Wealth, LLC529$9.28K<0.01%013F-HRTimeline
Aspect Partners, LLC500$8.77K<0.01%013F-HRTimeline
Synergy Investment Management, LLC451$7.91K<0.01%new13F-HRTimeline
SFAM, LLC436$7.65K0.01%013F-HRTimeline
Realta Investment Advisors350$6.14K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.350$6K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC341$5.97K0.01%+313F-HRTimeline
Pinnacle Bancorp, Inc.292$5.12K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…280$4.91K<0.01%-4313F-HR/ATimelineGroup