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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gill Capital Partners, Llc | Buy | +2,793 | — | 2,793 | $49.83K | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Buy | +14,798 | — | 14,798 | $264.00K | Q2 2026 | Aug 19, 2026 |
| Larch Capital Partners Llc | Buy | +153,516 | +87.0% | 329,960 | $5.89M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +4,403 | +2.7% | 168,557 | $3.01M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +1,897 | +6.2% | 32,395 | $577.93K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +639 | +4.5% | 14,738 | $263.00K | Q2 2026 | Aug 17, 2026 |
| Treasurer Of The State Of North Carolina | Buy | +9,351,150 | — | 9,351,150 | $166.82M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +757,766 | +14.2% | 6,108,970 | $108.98M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +264,810 | — | 264,810 | $4.72M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +206,717 | — | 206,717 | $3.69M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +79,049 | +16.3% | 563,094 | $10.05M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +61,001 | +25.1% | 303,551 | $5.38M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +45,580 | +2.5% | 1,859,806 | $33.18M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -42,550 | -2.2% | 1,875,142 | $33.45M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +36,952 | — | 36,952 | $659.22K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +30,780 | +8.4% | 398,553 | $7.11M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +18,443 | — | 18,443 | $329.00K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +6,744 | +8.1% | 89,944 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Sell | -5,304 | -28.6% | 13,226 | $235.95K | Q2 2026 | Aug 14, 2026 |
| First Manhattan Co. Llc. | Sell | -3,774 | -11.2% | 29,924 | $533.84K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -2,425 | -7.2% | 31,088 | $554.61K | Q2 2026 | Aug 14, 2026 |
| Castlekeep Investment Advisors Llc | Buy | +2,127 | +1.6% | 136,655 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +1,652 | +5.9% | 29,646 | $528.88K | Q2 2026 | Aug 14, 2026 |
| Coldstream Capital Management Inc | Buy | +1,225 | +6.3% | 20,643 | $368.27K | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Buy | +889 | +1.3% | 67,946 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +505 | — | 505 | $9.01K | Q2 2026 | Aug 14, 2026 |
| Mission Hills Financial Advisory, Llc | Buy | +500 | +3.6% | 14,546 | $259.50K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +437 | +0.9% | 49,367 | $880.70K | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +223 | +1.3% | 16,985 | $303.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -94 | -0.6% | 15,506 | $276.63K | Q2 2026 | Aug 14, 2026 |
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.