VANECK PREF SEC X-FINANCIALS (PFX%252520F) Top Institutional Shareholders
VANECK PREF SEC X-FINANCIALS (PFX%252520F) 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 $623.59M in PFX%252520F holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PFX%252520F tracked by InsiderSet, reporting ownership valued at approximately $93.86M in its March 31, 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 $95.36M, representing an estimated gain of +1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed PFX%252520F value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VANECK PREF SEC X-FINANCIALS (PFX%252520F).
This page ranks the largest institutional PFX%252520F 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
213
Total Reported Value
$623.59M
Largest Holder
Bank Of America Corp
Largest Position
$93.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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% | 5,351,204 | $93,860,115 | $95,358,455 | +$1,498,340 | +1.60% | |
| Morgan Stanley | 0.00% | 3,266,167 | $57,288,586 | $58,203,096 | +$914,510 | +1.60% | |
| Lpl Financial Llc | 0.01% | 3,216,238 | $56,412,815 | $57,313,361 | +$900,546 | +1.60% | |
| Raymond James Financial Inc | 0.01% | 1,917,692 | $33,636,305 | $34,173,271 | +$536,966 | +1.60% | |
| Wells Fargo & Company/Mn | 0.01% | 1,814,226 | $31,821,524 | $32,329,507 | +$507,983 | +1.60% | |
| Tanager Wealth Management Llp | 2.69% | 1,587,632 | $27,847,057 | $28,291,602 | +$444,545 | +1.60% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 17.61% | 1,525,220 | $26,752,359 | $27,179,420 | +$427,061 | +1.60% | |
| Mml Investors Services, Llc | 0.06% | 1,148,172 | $20,138,945 | $20,460,425 | +$321,480 | +1.60% | |
| Envestnet Asset Management Inc | 0.00% | 660,091 | $11,577,995 | $11,762,822 | +$184,827 | +1.60% | |
| Tradewinds Capital Management, Llc | 2.20% | 631,540 | $11,077,212 | $11,254,043 | +$176,831 | +1.60% | |
| Good Steward Wealth Advisors,Llc | 6.77% | 600,022 | $10,524,382 | $10,692,392 | +$168,010 | +1.60% | |
| Ubs Group Ag | 0.00% | 556,951 | $9,768,920 | $9,924,867 | +$155,947 | +1.60% | |
| Wealth Intelligence, Llc | 4.59% | 544,001 | $9,541,778 | $9,694,098 | +$152,320 | +1.60% | |
| Dougherty & Associates, Llc | 8.26% | 512,478 | $8,988,876 | $9,132,358 | +$143,482 | +1.60% | |
| Royal Bank Of Canada | 0.00% | 484,045 | $8,491,000 | $8,625,682 | +$134,682 | +1.59% | |
| Commonwealth Equity Services, Llc | 0.01% | 476,908 | $8,364,967 | $8,498,501 | +$133,534 | +1.60% | |
| Carmel Capital Partners, Llc | 2.50% | 394,621 | $6,921,653 | $7,032,146 | +$110,493 | +1.60% | |
| Osaic Holdings, Inc. | 0.01% | 367,773 | $6,450,681 | $6,553,715 | +$103,034 | +1.60% | |
| Level Four Advisory Services, Llc | 0.21% | 365,583 | $6,412,343 | $6,514,689 | +$102,346 | +1.60% | |
| Concurrent Investment Advisors, Llc | 0.07% | 341,258 | $5,985,663 | $6,081,218 | +$95,555 | +1.60% | |
| Independent Financial Group, Llc | 0.07% | 284,838 | $5,614,583 | $5,075,813 | -$538,770 | -9.60% | |
| Investors Research Corp | 1.00% | 313,386 | $5,590,806 | $5,584,539 | -$6,267 | -0.11% | |
| Silver Coast Investments Llc | 1.70% | 303,819 | $5,328,986 | $5,414,055 | +$85,069 | +1.60% | |
| Capital Square, Llc | 2.32% | 271,190 | $5,033,288 | $4,832,606 | -$200,682 | -3.99% | |
| Sound Income Strategies, Llc | 0.21% | 251,262 | $4,415,927 | $4,477,489 | +$61,562 | +1.39% | |
| Apella Capital, Llc | 0.06% | 243,819 | $4,330,218 | $4,344,855 | +$14,637 | +0.34% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 243,501 | $4,271,009 | $4,339,188 | +$68,179 | +1.60% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 242,957 | $4,261,470 | $4,329,494 | +$68,024 | +1.60% | |
| Jones Financial Companies Lllp | 0.00% | 242,550 | $4,222,798 | $4,322,241 | +$99,443 | +2.35% | |
| Wealthcare Advisory Partners Llc | 0.08% | 232,180 | $4,142,085 | $4,137,448 | -$4,637 | -0.11% | |
| Ameriprise Financial Inc | 0.00% | 216,648 | $3,796,047 | $3,860,667 | +$64,620 | +1.70% | |
| Goldstone Financial Group, Llc | 0.34% | 179,898 | $3,155,417 | $3,205,782 | +$50,365 | +1.60% | |
| Ntv Asset Management Llc | 0.34% | 177,272 | $3,109,351 | $3,158,987 | +$49,636 | +1.60% | |
| Larch Capital Partners Llc | 0.45% | 176,444 | $3,094,828 | $3,144,232 | +$49,404 | +1.60% | |
| Private Advisor Group, Llc | 0.01% | 173,424 | $3,041,861 | $3,090,416 | +$48,555 | +1.60% | |
| Kestra Advisory Services, Llc | 0.01% | 167,222 | $2,933,073 | $2,979,896 | +$46,823 | +1.60% | |
| Equitable Holdings, Inc. | 0.02% | 164,154 | $2,879,264 | $2,925,224 | +$45,960 | +1.60% | |
| Blair William & Co/Il | 0.01% | 161,661 | $2,835,534 | $2,880,799 | +$45,265 | +1.60% | |
| Sanctuary Advisors, Llc | 0.01% | 157,933 | $2,770,147 | $2,814,366 | +$44,219 | +1.60% | |
| Truist Financial Corp | 0.00% | 156,776 | $2,749,858 | $2,793,748 | +$43,890 | +1.60% | |
| Rockefeller Capital Management L.P. | 0.00% | 156,240 | $2,740,453 | $2,784,197 | +$43,744 | +1.60% | |
| Assuredpartners Investment Advisors, Llc | 0.27% | 139,754 | $2,466,657 | $2,490,416 | +$23,759 | +0.96% | |
| Castlekeep Investment Advisors Llc | 1.28% | 134,528 | $2,359,621 | $2,397,289 | +$37,668 | +1.60% | |
| Measured Risk Portfolios, Inc. | 2.53% | 131,003 | $2,297,793 | $2,334,473 | +$36,680 | +1.60% | |
| Sigma Planning Corp | 0.06% | 124,872 | $2,190,253 | $2,225,219 | +$34,966 | +1.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 114,952 | $2,024,310 | $2,048,445 | +$24,135 | +1.19% | |
| Lido Advisors, Llc | 0.01% | 114,223 | $2,003,475 | $2,035,454 | +$31,979 | +1.60% | |
| Chicago Partners Investment Group Llc | 0.04% | 103,094 | $1,909,294 | $1,837,135 | -$72,159 | -3.78% | |
| Meridian Financial Partners Llc | 0.72% | 107,529 | $1,895,736 | $1,916,167 | +$20,431 | +1.08% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 107,105 | $1,878,622 | $1,908,611 | +$29,989 | +1.60% |
Frequently asked questions about PFX%252520F
Who owns the most PFX%252520F stock?
The largest holders of PFX%252520F 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%252520F).
Is PFX%252520F widely held by superinvestors?
Many widely followed stocks like PFX%252520F appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFX%252520F 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.