VANECK PREF SEC X-FINANCIALS (PFXF) Institutional Ownership

PFXF is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $262,757 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $262,757 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's PFXF position is now estimated to be worth approximately $275,781.8, representing an estimated gain of +4.96% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward VANECK PREF SEC X-FINANCIALS (PFXF).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$262,75714,980
Q4 20251$276,94915,682
Q3 20252$906,58251,018
Q2 20251$1,121,36065,500
Q1 20251$259,78015,500
Q3 20241$1,062,96958,213
Q1 20241$63235,700
Q4 20231$18110,522
Q2 20231$33619,000
Q1 20221$79938,899
Q4 20211$57126,100