VANECK PREF SEC X-FINANCIALS (PFXF) Institutional Ownership Changes & 13F Activity

VANECK PREF SEC X-FINANCIALS (PFXF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Treasurer Of The State Of North Carolina, Bank Of America Corp, Ameriprise Financial Inc, Susquehanna International Group, Llp, and Larch Capital Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Gill Capital Partners, LlcBuy+2,7932,793$49.83KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+14,79814,798$264.00KQ2 2026Aug 19, 2026
Larch Capital Partners LlcBuy+153,516+87.0%329,960$5.89MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+4,403+2.7%168,557$3.01MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+1,897+6.2%32,395$577.93KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+639+4.5%14,738$263.00KQ2 2026Aug 17, 2026
Treasurer Of The State Of North CarolinaBuy+9,351,1509,351,150$166.82MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+757,766+14.2%6,108,970$108.98MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+264,810264,810$4.72MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+206,717206,717$3.69MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+79,049+16.3%563,094$10.05MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+61,001+25.1%303,551$5.38MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+45,580+2.5%1,859,806$33.18MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-42,550-2.2%1,875,142$33.45MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+36,95236,952$659.22KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+30,780+8.4%398,553$7.11MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+18,44318,443$329.00KQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+6,744+8.1%89,944$1.60MQ2 2026Aug 14, 2026
Two Sigma Securities, LlcSell-5,304-28.6%13,226$235.95KQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Sell-3,774-11.2%29,924$533.84KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,425-7.2%31,088$554.61KQ2 2026Aug 14, 2026
Castlekeep Investment Advisors LlcBuy+2,127+1.6%136,655$2.44MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+1,652+5.9%29,646$528.88KQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+1,225+6.3%20,643$368.27KQ2 2026Aug 14, 2026
Tandem Financial, LlcBuy+889+1.3%67,946$1.21MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+505505$9.01KQ2 2026Aug 14, 2026
Mission Hills Financial Advisory, LlcBuy+500+3.6%14,546$259.50KQ2 2026Aug 14, 2026
&PartnersBuy+437+0.9%49,367$880.70KQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+223+1.3%16,985$303.00KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-94-0.6%15,506$276.63KQ2 2026Aug 14, 2026
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Frequently asked questions about PFXF activity

  • Which institutional owners are buying PFXF?

    Institutional owners buying PFXF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PFXF activity?

    "Buy" means an investor increased their reported position in PFXF compared to the prior reporting period. This reflects growing exposure to VANECK PREF SEC X-FINANCIALS (PFXF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PFXF increasing?

    Institutional interest in PFXF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.