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Vaneck Pref SEC X-Financials (PFXF)

CUSIP: 92189F429 | NYSE | 551 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

State of Wisconsin - Board of Commissioners of Public Lands1,525,220
15.7% of portfolio›$26.7M
Tanager Wealth Management LLP1,284,689
1.9% of portfolio›$22.5M
Parkway Wealth Management Group, LLC839,267
1.7% of portfolio›$14.7M
Wealth Intelligence, LLC531,609
4.5% of portfolio›$9.3M
Commonwealth Equity Services, LLC520,561
0.0% of portfolio›$9.1M
Concurrent Investment Advisors, LLC382,705
0.0% of portfolio›$6.7M
Investors Research Corp337,664
1.0% of portfolio›$5.9M
Carmel Capital Partners, LLC286,697
1.8% of portfolio›$5.0M
Park Avenue Securities LLC253,369
0.0% of portfolio›$4.4K
Wealthcare Advisory Partners LLC244,252
0.1% of portfolio›$4.3M
Sound Income Strategies, LLC237,168
0.2% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.228,604
0.0% of portfolio›$4.0K
Apella Capital, LLC228,038
0.1% of portfolio›$4.0M
Capital Square, LLC223,571
1.7% of portfolio›$3.9M
NTV Asset Management LLC173,452
0.3% of portfolio›$3.0M
Truist Financial Corp163,979
0.0% of portfolio›$2.9M
Mezzasalma Advisors, LLC148,911
0.5% of portfolio›$2.6M
Kestra Advisory Services, LLC148,161
0.0% of portfolio›$2.6M
Measured Risk Portfolios, Inc.133,876
2.5% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC133,023
0.0% of portfolio›$2.3M
Lido Advisors, LLC123,936
0.0% of portfolio›$2.2M
Independent Financial Group, LLC108,188
0.0% of portfolio›$1.9M
D.A. Davidson & Co.101,700
0.0% of portfolio›$1.8M
Chicago Partners Investment Group LLC100,728
0.0% of portfolio›$1.7M
Brookstone Capital Management99,761
0.0% of portfolio›$1.7M
MSH Capital Advisors LLC99,274
0.3% of portfolio›$1.7M
Howard Wealth Management, LLC92,573
0.6% of portfolio›$1.6M
Integrity Alliance, Llc.86,249
0.0% of portfolio›$1.5M
Sheets Smith Wealth Management84,300
0.2% of portfolio›$1.5M
Atria Investments, Inc84,029
0.0% of portfolio›$1.5M
Joseph P. Lucia & Associates, LLC82,619
0.4% of portfolio›$1.4M
Tassel Capital Management, Inc.81,693
0.7% of portfolio›$1.4M
SAX Wealth Advisors, LLC75,262
0.0% of portfolio›$1.3M
Rhodes Investment Advisors Inc73,644
0.9% of portfolio›$1.3M
Avidian Wealth Enterprises, LLC66,937
0.0% of portfolio›$1.2M
Roman Butler Fullerton & Co57,807
0.2% of portfolio›$981.6K
Perigon Wealth Management, LLC57,243
0.0% of portfolio›$1.0M
Powell Investment Advisors, LLC53,244
0.3% of portfolio›$932.8K
Etesian Wealth Advisors, Inc.48,278
0.2% of portfolio›$845.8K
Creative Planning46,299
0.0% of portfolio›$811.2K
Sowell Financial Services LLC44,779
0.0% of portfolio›$784.5K
Sumitomo Mitsui Trust Group, Inc.43,683
0.0% of portfolio›$765.3K
Meridian Financial Partners LLC41,392
0.2% of portfolio›$715.3K
Mirae Asset Global Investments Co., Ltd.40,000
0.0% of portfolio›$700.8K
Delta Capital Management LLC38,350
0.0% of portfolio›$672
OpenArc Corporate Advisory, LLC37,494
0.0% of portfolio›$656.9K
Sigma Planning Corp36,190
0.0% of portfolio›$634.3K
Stableford Capital II LLC32,253
0.2% of portfolio›$565.1K
Diesslin Group, Inc.31,066
0.2% of portfolio›$544.3K
Beam Wealth Advisors, Inc.29,191
0.1% of portfolio›$511.4K
Simplicity Wealth,LLC29,185
0.0% of portfolio›$511.3K
Accurate Wealth Management, LLC28,012
0.0% of portfolio›$491.6K
Altium Investment Strategies LLC28,012
0.6% of portfolio›$491.6K
Beaumont Financial Advisors, LLC27,552
0.0% of portfolio›$482.7K
Plimoth Trust Co LLC27,476
0.1% of portfolio›$481.4K
StoneX Group Inc.26,987
0.0% of portfolio›$475.5K
Bank & Trust Co25,264
0.3% of portfolio›$442.6K
Accredited Investor Services, LLC22,719
0.2% of portfolio›$398.0K
Tandem Investment Partners LLC22,515
0.3% of portfolio›$394.5K
IFP Advisors, Inc22,009
0.0% of portfolio›$385.6K
AlphaCore Capital LLC21,929
0.0% of portfolio›$384.2K
Tcfg Investment Advisors, LLC20,084
0.1% of portfolio›$351.9K
Oppenheimer & Co Inc17,749
0.0% of portfolio›$311.0K
RFG Advisory, LLC16,611
0.0% of portfolio›$291.0K
Kelleher Financial Advisors16,511
0.1% of portfolio›$289.3K
Sovran Advisors, LLC16,396
0.0% of portfolio›$276.6K
John Boyer, Inc.16,137
0.2% of portfolio›$282.7K
Procyon Advisors, LLC15,100
0.0% of portfolio›$264.6K
1834 Investment Advisors Co14,890
0.0% of portfolio›$260.9K
Prospera Financial Services Inc14,250
0.0% of portfolio›$237.4K
Acorn Wealth Advisors, LLC13,456
0.1% of portfolio›$235.7K
Apollon Wealth Management, LLC13,131
0.0% of portfolio›$230.1K
Rainey & Randall Wealth Advisors Inc.12,390
0.0% of portfolio›$217.1K
Creekside Partners12,249
0.1% of portfolio›$214.6K
Register Financial Advisors LLC11,888
0.1% of portfolio›$208.3K
Private Trust Co NA11,427
0.0% of portfolio›$200.2K
Accel Wealth Management11,399
0.0% of portfolio›$199.7K
Pathway Financial Advisers, LLC10,784
0.0% of portfolio›$188.9K
Core Wealth Partners LLC10,685
0.1% of portfolio›$187.2K
SeaCrest Wealth Management, LLC10,276
0.0% of portfolio›$180.0K
Evergreen Capital Management LLC10,200
0.0% of portfolio›$178.7K
Farther Finance Advisors, LLC9,139
0.0% of portfolio›$160.1K
MeadowBrook Investment Advisors LLC6,815
0.1% of portfolio›$115.4K
Bokf, NA6,313
0.0% of portfolio›$110.6K
Hyposwiss Advisors SA5,700
0.1% of portfolio›$99.9K
Networth Advisors, LLC5,225
0.1% of portfolio›$91.5K
Capital Investment Advisory Services, LLC4,608
0.0% of portfolio›$80.7K
Capital Advisors, Ltd. LLC4,347
0.0% of portfolio›$76
Lanark Financial, Inc.3,597
0.0% of portfolio›$63.0K
Godsey & Gibb, Inc2,318
0.0% of portfolio›$40.6K
High Point Wealth Management, LLC1,942
0.0% of portfolio›$34.0K
Kingdom Financial Group Llc.1,120
0.0% of portfolio›$19.6K
Provenance Wealth Advisors, LLC1,000
0.0% of portfolio›$17.5K
Signature Resources Capital Management, LLC1,000
0.0% of portfolio›$17.5K
Compass Financial Management LLC951
0.0% of portfolio›$16.7K
CoreCap Advisors, LLC845
0.0% of portfolio›$14.8K
Parallel Advisors, LLC826
0.0% of portfolio›$14.5K
Wolff Wiese Magana LLC735
0.0% of portfolio›$12.9K
West Branch Capital LLC698
0.0% of portfolio›$12.2K
Hickory Point Bank & Trust671
0.0% of portfolio›$11.8K
Fortitude Financial, LLC645
0.5% of portfolio›$1.1M
Princeton Global Asset Management LLC396
0.0% of portfolio›$6.9K
Vision Financial Markets LLC350
0.0% of portfolio›$6.1K
Latitude Advisors, LLC304
0.0% of portfolio›$5.3K
Root Financial Partners, LLC304
0.0% of portfolio›$5.3K
EverSource Wealth Advisors, LLC280
0.0% of portfolio›$4.9K
Buck Wealth Strategies, LLC222
0.0% of portfolio›$3.9K
Markowski Investments200
0.0% of portfolio›$3.5K
Citigroup Inc180
0.0% of portfolio›$3.2K
Sfam, LLC34
0.0% of portfolio›$596
Key Capital Management, Inc12
0.0% of portfolio›$210
Tradewinds Capital Management, LLC11
0.0% of portfolio›$193
Spire Wealth Management2
0.0% of portfolio›$31
StyleTurnoverLocationFiled
State of Wisconsin - Board of Commissioners of Public Lands
1,525,220$26.7M15.7%N/AVery LowMadison, WI2026-10-26
Tanager Wealth Management LLP
1,284,689$22.5M1.9%ETFLowGoring On Thames, United Kingdom2026-10-19
Parkway Wealth Management Group, LLC
839,267$14.7M1.7%ETFHighPlano, TX2026-10-20
Wealth Intelligence, LLC
531,609$9.3M4.5%ValueLowColumbus, GA2026-10-16
Commonwealth Equity Services, LLC
520,561$9.1M0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
382,705$6.7M0.0%GrowthMediumTampa, FL2026-10-16
Investors Research Corp
337,664$5.9M1.0%ETFLowAtlanta, GA2026-10-07
Carmel Capital Partners, LLC
286,697$5.0M1.8%ValueMediumSan Diego, CA2026-11-03
Park Avenue Securities LLC
253,369$4.4K0.0%ETFMediumNew York, NY2026-10-26
Wealthcare Advisory Partners LLC
244,252$4.3M0.1%ETFLowWest Chester, PA2026-10-21
Sound Income Strategies, LLC
237,168$4.2M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Cambridge Investment Research Advisors, Inc.
228,604$4.0K0.0%ETFLowFairfield, IA2026-11-02
Apella Capital, LLC
228,038$4.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Capital Square, LLC
223,571$3.9M1.7%YieldMediumAthens, TN2026-10-19
NTV Asset Management LLC
173,452$3.0M0.3%GrowthLowCharleston, WV2026-10-23
Truist Financial Corp
163,979$2.9M0.0%CoreLowCharlotte, NC2026-10-30
Mezzasalma Advisors, LLC
148,911$2.6M0.5%GrowthLowTinton Falls, NJ2026-10-14
Kestra Advisory Services, LLC
148,161$2.6M0.0%CoreLowAustin, TX2026-11-02
Measured Risk Portfolios, Inc.
133,876$2.3M2.5%YieldMediumSan Diego, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
133,023$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Lido Advisors, LLC
123,936$2.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Independent Financial Group, LLC
108,188$1.9M0.0%GrowthLowSan Diego, CA2026-10-13
D.A. Davidson & Co.
101,700$1.8M0.0%CoreLowGreat Falls, MT2026-10-28
Chicago Partners Investment Group LLC
100,728$1.7M0.0%GARPLowChicago, IL2026-10-27
Brookstone Capital Management
99,761$1.7M0.0%ETFMediumWheaton, IL2026-10-22
MSH Capital Advisors LLC
99,274$1.7M0.3%CoreLowScottsdale, AZ2026-11-03
Howard Wealth Management, LLC
92,573$1.6M0.6%ETFVery LowMadison, CT2026-10-28
Integrity Alliance, Llc.
86,249$1.5M0.0%ETFMediumUrbandale, IA2026-10-29
Sheets Smith Wealth Management
84,300$1.5M0.2%CoreLowWinston-Salem, NC2026-10-16
Atria Investments, Inc
84,029$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Joseph P. Lucia & Associates, LLC
82,619$1.4M0.4%ETFVery LowYorktown Heights, NY2026-10-30
Tassel Capital Management, Inc.
81,693$1.4M0.7%ETFLowMatthews, NC2026-10-20
SAX Wealth Advisors, LLC
75,262$1.3M0.0%ETFVery LowParsippany, NJ2026-10-13
Rhodes Investment Advisors Inc
73,644$1.3M0.9%CoreMediumFort Worth, TX2026-10-07
Avidian Wealth Enterprises, LLC
66,937$1.2M0.0%ETFLowHouston, TX2026-10-08
Roman Butler Fullerton & Co
57,807$981.6K0.2%GrowthMediumSt Louis, MO2026-10-27
Perigon Wealth Management, LLC
57,243$1.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Powell Investment Advisors, LLC
53,244$932.8K0.3%ETFVery LowMiami, FL2026-10-22
Etesian Wealth Advisors, Inc.
48,278$845.8K0.2%ETFLowWest Linn, OR2026-10-27
Creative Planning
46,299$811.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Sowell Financial Services LLC
44,779$784.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Sumitomo Mitsui Trust Group, Inc.
43,683$765.3K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Meridian Financial Partners LLC
41,392$715.3K0.2%GrowthLowWarrenton, VA2026-10-23
Mirae Asset Global Investments Co., Ltd.
40,000$700.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Delta Capital Management LLC
38,350$6720.0%CoreLowRed Bank, NJ2026-10-16
OpenArc Corporate Advisory, LLC
37,494$656.9K0.0%GrowthLowAtlanta, GA2026-10-21
Sigma Planning Corp
36,190$634.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Stableford Capital II LLC
32,253$565.1K0.2%CoreHighScottsdale, AZ2026-10-09
Diesslin Group, Inc.
31,066$544.3K0.2%ETFMediumFort Worth, TX2026-10-14
Beam Wealth Advisors, Inc.
29,191$511.4K0.1%ETFMediumCovington, LA2026-11-03
Simplicity Wealth,LLC
29,185$511.3K0.0%ETFLowSummit, NJ2026-10-23
Accurate Wealth Management, LLC
28,012$491.6K0.0%CoreMediumWesley Chapel, FL2026-10-20
Altium Investment Strategies LLC
28,012$491.6K0.6%ETFLowWesley Chapel, FL2026-10-20
Beaumont Financial Advisors, LLC
27,552$482.7K0.0%GrowthMediumNeedham, MA2026-10-22
Plimoth Trust Co LLC
27,476$481.4K0.1%CoreLowSwansea, MA2026-10-26
StoneX Group Inc.
26,987$475.5K0.0%ETFMediumNew York, NY2026-11-03
Bank & Trust Co
25,264$442.6K0.3%ValueVery LowLitchfield, IL2026-10-07
Accredited Investor Services, LLC
22,719$398.0K0.2%ETFVery LowSt. Cloud, MN2026-10-22
Tandem Investment Partners LLC
22,515$394.5K0.3%ETFLowBordentown, NJ2026-10-16
IFP Advisors, Inc
22,009$385.6K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
21,929$384.2K0.0%ETFLowLa Jolla, CA2026-11-04
Tcfg Investment Advisors, LLC
20,084$351.9K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Oppenheimer & Co Inc
17,749$311.0K0.0%CoreLowNew York, NY2026-10-26
RFG Advisory, LLC
16,611$291.0K0.0%ETFMediumBirmingham, AL2026-11-03
Kelleher Financial Advisors
16,511$289.3K0.1%CoreMediumNew York, NY2026-10-30
Sovran Advisors, LLC
16,396$276.6K0.0%ETFMediumSan Diego, CA2026-11-02
John Boyer, Inc.
16,137$282.7K0.2%ETFMediumTampa, FL2026-10-27
Procyon Advisors, LLC
15,100$264.6K0.0%CoreVery LowShelton, CT2026-10-21
1834 Investment Advisors Co
14,890$260.9K0.0%ValueLowMilwaukee, WI2026-10-16
Prospera Financial Services Inc
14,250$237.4K0.0%CoreMediumDallas, TX2026-11-04
Acorn Wealth Advisors, LLC
13,456$235.7K0.1%ETFLowGrand Blanc, MI2026-10-19
Apollon Wealth Management, LLC
13,131$230.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Rainey & Randall Wealth Advisors Inc.
12,390$217.1K0.0%ETFVery LowCelebration, FL2026-10-26
Creekside Partners
12,249$214.6K0.1%ETFVery LowPetaluma, CA2026-11-04
Register Financial Advisors LLC
11,888$208.3K0.1%GARPLowAtlanta, GA2026-10-23
Private Trust Co NA
11,427$200.2K0.0%CoreLowCleveland, OH2026-10-20
Accel Wealth Management
11,399$199.7K0.0%ETFLowWaverly, IA2026-10-13
Pathway Financial Advisers, LLC
10,784$188.9K0.0%CoreLowAuburn, IN2026-10-27
Core Wealth Partners LLC
10,685$187.2K0.1%GrowthLowSanta Rosa, CA2026-11-02
SeaCrest Wealth Management, LLC
10,276$180.0K0.0%GrowthLowPurchase, NY2026-10-21
Evergreen Capital Management LLC
10,200$178.7K0.0%GARPMediumBellevue, WA2026-10-23
Farther Finance Advisors, LLC
9,139$160.1K0.0%IndexLowSan Francisco, CA2026-10-08
MeadowBrook Investment Advisors LLC
6,815$115.4K0.1%CoreLowLivonia, MI2026-10-29
Bokf, NA
6,313$110.6K0.0%CoreLowTulsa, OK2026-10-27
Hyposwiss Advisors SA
5,700$99.9K0.1%ETFLowGeneva, Switzerland2026-10-26
Networth Advisors, LLC
5,225$91.5K0.1%ETFMediumCanonsburg, PA2026-11-03
Capital Investment Advisory Services, LLC
4,608$80.7K0.0%CoreMediumRaleigh, NC2026-10-30
Capital Advisors, Ltd. LLC
4,347$760.0%ETFLowShaker Heights, OH2026-10-27
Lanark Financial, Inc.
3,597$63.0K0.0%CoreMediumBirmingham, AL2026-10-26
Godsey & Gibb, Inc
2,318$40.6K0.0%CoreLowRichmond, VA2026-10-14
High Point Wealth Management, LLC
1,942$34.0K0.0%ETFLowChester, NJ2026-11-05
Kingdom Financial Group Llc.
1,120$19.6K0.0%ETFMediumPeoria, AZ2026-11-04
Provenance Wealth Advisors, LLC
1,000$17.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signature Resources Capital Management, LLC
1,000$17.5K0.0%ETFLowNewport Beach, CA2026-10-16
Compass Financial Management LLC
951$16.7K0.0%CoreN/ATampa, FL2026-10-30
CoreCap Advisors, LLC
845$14.8K0.0%ETFMediumSouthfield, MI2026-10-08
Parallel Advisors, LLC
826$14.5K0.0%IndexLowSan Francisco, CA2026-11-03
Wolff Wiese Magana LLC
735$12.9K0.0%GrowthLowCarslbad, CA2026-10-15
West Branch Capital LLC
698$12.2K0.0%GrowthVery LowAmherst, MA2026-10-20
Hickory Point Bank & Trust
671$11.8K0.0%CoreVery LowDecatur, IL2026-10-01
Fortitude Financial, LLC
645$1.1M0.5%ETFHighSpokane, WA2026-10-19
Princeton Global Asset Management LLC
396$6.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Vision Financial Markets LLC
350$6.1K0.0%CoreLowStamford, CT2026-10-22
Latitude Advisors, LLC
304$5.3K0.0%ETFLowYorkville, IL2026-10-27
Root Financial Partners, LLC
304$5.3K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
280$4.9K0.0%CoreMediumBirmingham, AL2026-11-04
Buck Wealth Strategies, LLC
222$3.9K0.0%ValueMediumDenver, CO2026-10-28
Markowski Investments
200$3.5K0.0%ETFN/ATampa, FL2026-10-30
Citigroup Inc
180$3.2K0.0%CoreMediumNew York, NY2026-11-04
Sfam, LLC
34$5960.0%ETFVery LowElmhurst, IL2026-11-03
Key Capital Management, Inc
12$2100.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Tradewinds Capital Management, LLC
11$1930.0%ETFVery HighBellingham, WA2026-10-23
Spire Wealth Management
2$310.0%GrowthMediumMclean, VA2026-10-30