Who owns PFXF?
VanEck Preferred Securities ex Financials ETF · VanEck
231 institutions reported holding PFXF, worth $885.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PFXF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Treasurer of the State of North Carolina | Raleigh, NC | $166.8M | 9,351,150 | New position |
| Bank of America Corp. | Charlotte, NC | $109.0M | 6,108,970 | +757,766 shares |
| LPL Financial LLC | Fort Mill, SC | $60.7M | 3,401,334 | +185,096 shares |
| Morgan Stanley | New York, NY | $59.1M | 3,310,082 | +43,915 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $33.5M | 1,875,142 | −42,550 shares |
| Wells Fargo & Company | San Francisco, CA | $33.2M | 1,859,806 | +45,580 shares |
| MML Investors Services, LLC | Springfield, MA | $30.0M | 1,680,246 | +532,074 shares |
| Tanager Wealth Management LLP | Goring On Thames, United Kingdom | $27.3M | 1,530,332 | −57,300 shares |
| State of Wisconsin - Board of Commissioners of Public Lands | Madison, WI | $27.2M | 1,525,220 | No change |
| Parkway Wealth Management Group, LLC | Plano, TX | $14.6M | 819,373 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PFXF?
231 institutional managers reported holding PFXF in Form 13F filings for June 30, 2026, worth $885.8M in total. The largest reported position was held by Treasurer of the State of North Carolina, at $166.8M.
Did institutions buy or sell PFXF last quarter?
Reported 13F value rose 41.0% from March 31, 2026, which includes price moves as well as buying and selling. 38 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PFXF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.