PFXF Institutional Ownership & Shareholders
VANECK PREF SEC X-FINANCIALS (PFXF) is currently held by 216 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $854.83M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $153.83M, representing an estimated loss of -7.79% 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
216
Total Reported Value
$854.83M
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
51
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 | $153,826,418 | -$12,998,583 | -7.79% | |
| Bank Of America Corp | 0.01% | 6,108,970 | $108,984,024 | $100,492,557 | -$8,491,468 | -7.79% | |
| Lpl Financial Llc | 0.01% | 3,401,334 | $60,679,790 | $55,951,944 | -$4,727,846 | -7.79% | |
| Morgan Stanley | 0.00% | 3,310,082 | $59,051,873 | $54,450,849 | -$4,601,024 | -7.79% | |
| Raymond James Financial Inc | 0.01% | 1,875,142 | $33,452,520 | $30,846,086 | -$2,606,434 | -7.79% | |
| Wells Fargo & Company/Mn | 0.01% | 1,859,806 | $33,178,929 | $30,593,809 | -$2,585,120 | -7.79% | |
| Mml Investors Services, Llc | 0.06% | 1,680,246 | $29,975,592 | $27,640,047 | -$2,335,545 | -7.79% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 15.67% | 1,525,220 | $26,721,854 | $25,089,869 | -$1,631,985 | -6.11% | |
| Tanager Wealth Management Llp | 1.88% | 1,284,689 | $22,507,756 | $21,133,134 | -$1,374,622 | -6.11% | |
| Parkway Wealth Management Group, Llc | 1.69% | 839,267 | $14,703,954 | $13,805,942 | -$898,012 | -6.11% | |
| Envestnet Asset Management Inc | 0.00% | 725,100 | $12,935,779 | $11,927,895 | -$1,007,884 | -7.79% | |
| Ubs Group Ag | 0.00% | 707,243 | $12,617,215 | $11,634,147 | -$983,068 | -7.79% | |
| Good Steward Wealth Advisors,Llc | 6.42% | 596,179 | $10,635,840 | $9,807,145 | -$828,695 | -7.79% | |
| Royal Bank Of Canada | 0.00% | 563,094 | $10,046,000 | $9,262,896 | -$783,104 | -7.80% | |
| Wealth Intelligence, Llc | 4.46% | 531,609 | $9,313,790 | $8,744,968 | -$568,822 | -6.11% | |
| Commonwealth Equity Services, Llc | 0.01% | 520,561 | $9,120,231 | $8,563,228 | -$557,003 | -6.11% | |
| Dougherty & Associates, Llc | 7.27% | 509,426 | $9,088,171 | $8,380,058 | -$708,113 | -7.79% | |
| Goldstone Financial Group, Llc | 0.78% | 479,602 | $8,556,108 | $7,889,453 | -$666,655 | -7.79% | |
| Inspire Advisors, Llc | 0.57% | 455,118 | $8,119,303 | $7,486,691 | -$632,612 | -7.79% | |
| Osaic Holdings, Inc. | 0.01% | 398,553 | $7,110,155 | $6,556,197 | -$553,958 | -7.79% | |
| Level Four Advisory Services, Llc | 0.19% | 383,649 | $6,844,302 | $6,311,026 | -$533,276 | -7.79% | |
| Concurrent Investment Advisors, Llc | 0.05% | 382,705 | $6,704,993 | $6,295,497 | -$409,496 | -6.11% | |
| Quadrature Capital Ltd | 0.05% | 333,871 | $5,956,259 | $5,492,178 | -$464,081 | -7.79% | |
| Investors Research Corp | 1.04% | 337,664 | $5,915,873 | $5,554,573 | -$361,300 | -6.11% | |
| Larch Capital Partners Llc | 0.84% | 329,960 | $5,886,486 | $5,427,842 | -$458,644 | -7.79% | |
| Silver Coast Investments Llc | 1.61% | 302,566 | $5,397,778 | $4,977,211 | -$420,567 | -7.79% | |
| Jones Financial Companies Lllp | 0.00% | 303,551 | $5,375,889 | $4,993,414 | -$382,475 | -7.11% | |
| Carmel Capital Partners, Llc | 1.75% | 296,250 | $5,285,100 | $4,873,313 | -$411,788 | -7.79% | |
| Cetera Investment Advisers | 0.00% | 279,191 | $4,980,782 | $4,592,692 | -$388,090 | -7.79% | |
| Ameriprise Financial Inc | 0.00% | 264,810 | $4,721,534 | $4,356,125 | -$365,410 | -7.74% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 249,761 | $4,455,735 | $4,108,568 | -$347,167 | -7.79% | |
| Wealthcare Advisory Partners Llc | 0.07% | 244,252 | $4,279,299 | $4,017,945 | -$261,354 | -6.11% | |
| Sound Income Strategies, Llc | 0.19% | 237,168 | $4,167,050 | $3,901,414 | -$265,636 | -6.37% | |
| Apella Capital, Llc | 0.05% | 228,038 | $4,033,998 | $3,751,225 | -$282,773 | -7.01% | |
| Capital Square, Llc | 1.73% | 223,571 | $3,916,965 | $3,677,743 | -$239,222 | -6.11% | |
| Susquehanna International Group, Llp | 0.00% | 206,717 | $3,687,832 | $3,400,495 | -$287,337 | -7.79% | |
| Opus Investment Management Inc | 1.83% | 187,450 | $3,344,108 | $3,083,553 | -$260,556 | -7.79% | |
| Ntv Asset Management Llc | 0.28% | 173,452 | $3,038,879 | $2,853,285 | -$185,594 | -6.11% | |
| Equitable Holdings, Inc. | 0.02% | 168,557 | $3,007,061 | $2,772,763 | -$234,298 | -7.79% | |
| Sanctuary Advisors, Llc | 0.01% | 162,371 | $2,896,699 | $2,671,003 | -$225,696 | -7.79% | |
| Truist Financial Corp | 0.00% | 163,979 | $2,872,906 | $2,697,455 | -$175,451 | -6.11% | |
| Rockefeller Capital Management L.P. | 0.00% | 149,059 | $2,659,218 | $2,452,021 | -$207,197 | -7.79% | |
| Jpmorgan Chase & Co | 0.00% | 146,989 | $2,620,814 | $2,417,969 | -$202,845 | -7.74% | |
| Mezzasalma Advisors, Llc | 0.53% | 148,911 | $2,608,924 | $2,449,586 | -$159,338 | -6.11% | |
| Assuredpartners Investment Advisors, Llc | 0.25% | 146,160 | $2,607,491 | $2,404,332 | -$203,159 | -7.79% | |
| Kestra Advisory Services, Llc | 0.01% | 148,161 | $2,595,784 | $2,437,248 | -$158,536 | -6.11% | |
| Castlekeep Investment Advisors Llc | 1.22% | 136,655 | $2,437,925 | $2,247,975 | -$189,950 | -7.79% | |
| Merit Financial Group, Llc | 0.02% | 135,637 | $2,419,765 | $2,231,229 | -$188,536 | -7.79% | |
| Measured Risk Portfolios, Inc. | 2.50% | 133,876 | $2,345,512 | $2,202,260 | -$143,252 | -6.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 133,023 | $2,337,213 | $2,188,228 | -$148,985 | -6.37% |
Frequently asked questions about PFXF
Who are the largest institutional holders of PFXF?
The largest institutional holders of PFXF reported in the latest SEC Form 13F filings include Treasurer Of The State Of North Carolina, Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported PFXF position.
What is PFXF institutional ownership?
This page tracks PFXF positions reported by institutional investment managers through SEC Form 13F. VANECK PREF SEC X-FINANCIALS (PFXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFXF?
InsiderSet currently tracks 216 institutional managers reporting PFXF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFXF shareholders.
How much PFXF stock do institutions own?
Institutional investment managers disclosed approximately $854.83M in PFXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFXF institutional ownership last updated?
The latest PFXF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFXF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFXF position after the reporting date.
Are institutions buying or selling PFXF?
Institutional buying and selling can be analyzed by comparing PFXF positions across consecutive 13F reporting periods. InsiderSet's PFXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFXF ownership changes.
How has PFXF institutional ownership changed over time?
InsiderSet tracks PFXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.