VANECK PREF SEC X-FINANCIALS (PFX%2520F) Institutional Shareholders
VANECK PREF SEC X-FINANCIALS (PFX%2520F) 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 $694.28M in PFX%2520F holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PFX%2520F tracked by InsiderSet, reporting ownership valued at approximately $108.98M 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 $109.29M, representing an estimated gain of +0.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed PFX%2520F value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANECK PREF SEC X-FINANCIALS (PFX%2520F).
This page ranks the largest institutional PFX%2520F 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
$694.28M
Largest Holder
Bank Of America Corp
Largest Position
$108.98M
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 |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 6,108,970 | $108,984,024 | $109,289,473 | +$305,449 | +0.28% | |
| Lpl Financial Llc | 0.01% | 3,401,334 | $60,679,790 | $60,849,865 | +$170,075 | +0.28% | |
| Morgan Stanley | 0.00% | 3,310,082 | $59,051,873 | $59,217,367 | +$165,494 | +0.28% | |
| Raymond James Financial Inc | 0.01% | 1,875,142 | $33,452,520 | $33,546,290 | +$93,770 | +0.28% | |
| Wells Fargo & Company/Mn | 0.01% | 1,859,806 | $33,178,929 | $33,271,929 | +$93,000 | +0.28% | |
| Mml Investors Services, Llc | 0.06% | 1,680,246 | $29,975,592 | $30,059,601 | +$84,009 | +0.28% | |
| Tanager Wealth Management Llp | 2.38% | 1,530,332 | $27,301,116 | $27,377,639 | +$76,523 | +0.28% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 17.81% | 1,525,220 | $27,209,925 | $27,286,186 | +$76,261 | +0.28% | |
| Parkway Wealth Management Group, Llc | 1.69% | 819,373 | $14,617,614 | $14,658,583 | +$40,969 | +0.28% | |
| Envestnet Asset Management Inc | 0.00% | 725,100 | $12,935,779 | $12,972,039 | +$36,260 | +0.28% | |
| Ubs Group Ag | 0.00% | 707,243 | $12,617,215 | $12,652,577 | +$35,362 | +0.28% | |
| Good Steward Wealth Advisors,Llc | 6.42% | 596,179 | $10,635,840 | $10,665,642 | +$29,802 | +0.28% | |
| Royal Bank Of Canada | 0.00% | 563,094 | $10,046,000 | $10,073,752 | +$27,752 | +0.28% | |
| Wealth Intelligence, Llc | 4.53% | 546,751 | $9,754,038 | $9,781,375 | +$27,337 | +0.28% | |
| Dougherty & Associates, Llc | 7.27% | 509,426 | $9,088,171 | $9,113,631 | +$25,460 | +0.28% | |
| Goldstone Financial Group, Llc | 0.78% | 479,602 | $8,556,108 | $8,580,080 | +$23,972 | +0.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 479,349 | $8,551,587 | $8,575,554 | +$23,967 | +0.28% | |
| Inspire Advisors, Llc | 0.57% | 455,118 | $8,119,303 | $8,142,061 | +$22,758 | +0.28% | |
| Osaic Holdings, Inc. | 0.01% | 398,553 | $7,110,155 | $7,130,113 | +$19,958 | +0.28% | |
| Level Four Advisory Services, Llc | 0.19% | 383,649 | $6,844,302 | $6,863,481 | +$19,179 | +0.28% | |
| Concurrent Investment Advisors, Llc | 0.05% | 344,948 | $6,153,870 | $6,171,120 | +$17,250 | +0.28% | |
| Quadrature Capital Ltd | 0.05% | 333,871 | $5,956,259 | $5,972,952 | +$16,693 | +0.28% | |
| Larch Capital Partners Llc | 0.84% | 329,960 | $5,886,486 | $5,902,984 | +$16,498 | +0.28% | |
| Investors Research Corp | 1.00% | 313,386 | $5,590,806 | $5,606,476 | +$15,670 | +0.28% | |
| Mezzasalma Advisors, Llc | 1.09% | 303,219 | $5,409,431 | $5,424,588 | +$15,157 | +0.28% | |
| Silver Coast Investments Llc | 1.61% | 302,566 | $5,397,778 | $5,412,906 | +$15,128 | +0.28% | |
| Jones Financial Companies Lllp | 0.00% | 303,551 | $5,375,889 | $5,430,527 | +$54,638 | +1.02% | |
| Carmel Capital Partners, Llc | 1.75% | 296,250 | $5,285,100 | $5,299,913 | +$14,813 | +0.28% | |
| Cetera Investment Advisers | 0.00% | 279,191 | $4,980,782 | $4,994,727 | +$13,945 | +0.28% | |
| Ameriprise Financial Inc | 0.00% | 264,810 | $4,721,534 | $4,737,451 | +$15,917 | +0.34% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 249,761 | $4,455,735 | $4,468,224 | +$12,489 | +0.28% | |
| Sound Income Strategies, Llc | 0.20% | 243,898 | $4,351,143 | $4,363,335 | +$12,192 | +0.28% | |
| Apella Capital, Llc | 0.06% | 243,819 | $4,330,218 | $4,361,922 | +$31,704 | +0.73% | |
| Capital Square, Llc | 1.83% | 233,334 | $4,158,021 | $4,174,345 | +$16,324 | +0.39% | |
| Wealthcare Advisory Partners Llc | 0.08% | 232,180 | $4,142,085 | $4,153,700 | +$11,615 | +0.28% | |
| Susquehanna International Group, Llp | 0.00% | 206,717 | $3,687,832 | $3,698,167 | +$10,335 | +0.28% | |
| Opus Investment Management Inc | 1.83% | 187,450 | $3,344,108 | $3,353,481 | +$9,373 | +0.28% | |
| Ntv Asset Management Llc | 0.31% | 178,572 | $3,185,724 | $3,194,653 | +$8,929 | +0.28% | |
| Equitable Holdings, Inc. | 0.02% | 168,557 | $3,007,061 | $3,015,485 | +$8,424 | +0.28% | |
| Truist Financial Corp | 0.00% | 164,121 | $2,927,916 | $2,936,125 | +$8,209 | +0.28% | |
| Sanctuary Advisors, Llc | 0.01% | 162,371 | $2,896,699 | $2,904,817 | +$8,118 | +0.28% | |
| Rockefeller Capital Management L.P. | 0.00% | 149,059 | $2,659,218 | $2,666,666 | +$7,448 | +0.28% | |
| Jpmorgan Chase & Co | 0.00% | 146,989 | $2,620,814 | $2,629,633 | +$8,819 | +0.34% | |
| Assuredpartners Investment Advisors, Llc | 0.25% | 146,160 | $2,607,491 | $2,614,802 | +$7,311 | +0.28% | |
| Kestra Advisory Services, Llc | 0.01% | 143,109 | $2,553,064 | $2,560,220 | +$7,156 | +0.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 139,457 | $2,485,126 | $2,494,886 | +$9,760 | +0.39% | |
| Castlekeep Investment Advisors Llc | 1.22% | 136,655 | $2,437,925 | $2,444,758 | +$6,833 | +0.28% | |
| Merit Financial Group, Llc | 0.02% | 135,637 | $2,419,765 | $2,426,546 | +$6,781 | +0.28% | |
| Measured Risk Portfolios, Inc. | 2.00% | 126,044 | $2,248,625 | $2,254,927 | +$6,302 | +0.28% | |
| Lido Advisors, Llc | 0.01% | 111,320 | $1,985,964 | $1,991,515 | +$5,551 | +0.28% |
Frequently asked questions about PFX%2520F
Who owns the most PFX%2520F stock?
The largest holders of PFX%2520F 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 (PFX%2520F).
Is PFX%2520F widely held by superinvestors?
Many widely followed stocks like PFX%2520F appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFX%2520F 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.