VANECK PREF SEC X-FINANCIALS (PFXF) Institutional Shareholders
VANECK PREF SEC X-FINANCIALS (PFXF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $869.24M in PFXF holdings during the latest filing period.
Treasurer Of The State Of North Carolina is currently the largest disclosed institutional shareholder of PFXF tracked by InsiderSet, reporting ownership valued at approximately $166.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $166.54M, representing an estimated loss of -0.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed PFXF value among the investors covered in this analysis. Major shareholders include Treasurer Of The State Of North Carolina, Bank Of America Corp, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VANECK PREF SEC X-FINANCIALS (PFXF).
This page ranks the largest institutional PFXF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
222
Total Reported Value
$869.24M
Largest Holder
Treasurer Of The State Of North Carolina
Largest Position
$166.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Treasurer Of The State Of North Carolina | 0.43% | 9,351,150 | $166,825,000 | $166,543,982 | -$281,019 | -0.17% | |
| Bank Of America Corp | 0.01% | 6,108,970 | $108,984,024 | $108,800,756 | -$183,268 | -0.17% | |
| Lpl Financial Llc | 0.01% | 3,401,334 | $60,679,790 | $60,577,759 | -$102,031 | -0.17% | |
| Morgan Stanley | 0.00% | 3,310,082 | $59,051,873 | $58,952,560 | -$99,313 | -0.17% | |
| Raymond James Financial Inc | 0.01% | 1,875,142 | $33,452,520 | $33,396,279 | -$56,241 | -0.17% | |
| Wells Fargo & Company/Mn | 0.01% | 1,859,806 | $33,178,929 | $33,123,145 | -$55,784 | -0.17% | |
| Mml Investors Services, Llc | 0.06% | 1,680,246 | $29,975,592 | $29,925,181 | -$50,411 | -0.17% | |
| Tanager Wealth Management Llp | 2.38% | 1,530,332 | $27,301,116 | $27,255,213 | -$45,903 | -0.17% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 17.81% | 1,525,220 | $27,209,925 | $27,164,168 | -$45,757 | -0.17% | |
| Parkway Wealth Management Group, Llc | 1.69% | 819,373 | $14,617,614 | $14,593,033 | -$24,581 | -0.17% | |
| Envestnet Asset Management Inc | 0.00% | 725,100 | $12,935,779 | $12,914,031 | -$21,748 | -0.17% | |
| Ubs Group Ag | 0.00% | 707,243 | $12,617,215 | $12,595,998 | -$21,217 | -0.17% | |
| Good Steward Wealth Advisors,Llc | 6.42% | 596,179 | $10,635,840 | $10,617,948 | -$17,892 | -0.17% | |
| Royal Bank Of Canada | 0.00% | 563,094 | $10,046,000 | $10,028,704 | -$17,296 | -0.17% | |
| Wealth Intelligence, Llc | 4.53% | 546,751 | $9,754,038 | $9,737,635 | -$16,403 | -0.17% | |
| Dougherty & Associates, Llc | 7.27% | 509,426 | $9,088,171 | $9,072,877 | -$15,294 | -0.17% | |
| Goldstone Financial Group, Llc | 0.78% | 479,602 | $8,556,108 | $8,541,712 | -$14,396 | -0.17% | |
| Commonwealth Equity Services, Llc | 0.01% | 479,349 | $8,551,587 | $8,537,206 | -$14,381 | -0.17% | |
| Inspire Advisors, Llc | 0.57% | 455,118 | $8,119,303 | $8,105,652 | -$13,651 | -0.17% | |
| Osaic Holdings, Inc. | 0.01% | 398,553 | $7,110,155 | $7,098,229 | -$11,926 | -0.17% | |
| Level Four Advisory Services, Llc | 0.19% | 383,649 | $6,844,302 | $6,832,789 | -$11,513 | -0.17% | |
| Concurrent Investment Advisors, Llc | 0.05% | 344,948 | $6,153,870 | $6,143,524 | -$10,346 | -0.17% | |
| Quadrature Capital Ltd | 0.05% | 333,871 | $5,956,259 | $5,946,243 | -$10,016 | -0.17% | |
| Larch Capital Partners Llc | 0.84% | 329,960 | $5,886,486 | $5,876,588 | -$9,898 | -0.17% | |
| Investors Research Corp | 1.00% | 313,386 | $5,590,806 | $5,581,405 | -$9,401 | -0.17% | |
| Mezzasalma Advisors, Llc | 1.09% | 303,219 | $5,409,431 | $5,400,330 | -$9,101 | -0.17% | |
| Silver Coast Investments Llc | 1.61% | 302,566 | $5,397,778 | $5,388,700 | -$9,078 | -0.17% | |
| Jones Financial Companies Lllp | 0.00% | 303,551 | $5,375,889 | $5,406,243 | +$30,354 | +0.56% | |
| Carmel Capital Partners, Llc | 1.75% | 296,250 | $5,285,100 | $5,276,213 | -$8,888 | -0.17% | |
| Cetera Investment Advisers | 0.00% | 279,191 | $4,980,782 | $4,972,392 | -$8,390 | -0.17% | |
| Park Avenue Securities Llc | 0.03% | 277,314 | $4,947,000 | $4,938,962 | -$8,038 | -0.16% | |
| Ameriprise Financial Inc | 0.00% | 264,810 | $4,721,534 | $4,716,266 | -$5,268 | -0.11% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 249,761 | $4,455,735 | $4,448,243 | -$7,492 | -0.17% | |
| Sound Income Strategies, Llc | 0.20% | 243,898 | $4,351,143 | $4,343,823 | -$7,320 | -0.17% | |
| Apella Capital, Llc | 0.06% | 243,819 | $4,330,218 | $4,342,416 | +$12,198 | +0.28% | |
| Capital Square, Llc | 1.83% | 233,334 | $4,158,021 | $4,155,679 | -$2,342 | -0.06% | |
| Wealthcare Advisory Partners Llc | 0.08% | 232,180 | $4,142,085 | $4,135,126 | -$6,959 | -0.17% | |
| Susquehanna International Group, Llp | 0.00% | 206,717 | $3,687,832 | $3,681,630 | -$6,202 | -0.17% | |
| Opus Investment Management Inc | 1.83% | 187,450 | $3,344,108 | $3,338,484 | -$5,624 | -0.17% | |
| Ntv Asset Management Llc | 0.31% | 178,572 | $3,185,724 | $3,180,367 | -$5,357 | -0.17% | |
| Equitable Holdings, Inc. | 0.02% | 168,557 | $3,007,061 | $3,002,000 | -$5,061 | -0.17% | |
| Truist Financial Corp | 0.00% | 164,121 | $2,927,916 | $2,922,995 | -$4,921 | -0.17% | |
| Sanctuary Advisors, Llc | 0.01% | 162,371 | $2,896,699 | $2,891,828 | -$4,871 | -0.17% | |
| Rockefeller Capital Management L.P. | 0.00% | 149,059 | $2,659,218 | $2,654,741 | -$4,477 | -0.17% | |
| Jpmorgan Chase & Co | 0.00% | 146,989 | $2,620,814 | $2,617,874 | -$2,940 | -0.11% | |
| Assuredpartners Investment Advisors, Llc | 0.25% | 146,160 | $2,607,491 | $2,603,110 | -$4,381 | -0.17% | |
| Kestra Advisory Services, Llc | 0.01% | 143,109 | $2,553,064 | $2,548,771 | -$4,293 | -0.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 139,457 | $2,485,126 | $2,483,729 | -$1,397 | -0.06% | |
| Castlekeep Investment Advisors Llc | 1.22% | 136,655 | $2,437,925 | $2,433,826 | -$4,099 | -0.17% | |
| Merit Financial Group, Llc | 0.02% | 135,637 | $2,419,765 | $2,415,695 | -$4,070 | -0.17% |
Frequently asked questions about PFXF
Who owns the most PFXF stock?
The largest holders of PFXF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANECK PREF SEC X-FINANCIALS (PFXF).
Is PFXF widely held by superinvestors?
Many widely followed stocks like PFXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFXF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.