Vault-13

VANECK ETF TRUST PFXF

PREFERRED SECURT · ETP · CUSIP 92189F429

231 institutional holders +16 vs Q1 2026
49,661,24849.7m shares reported held*
$885.8mreported value*
32 new 93 added 63 reduced 16 sold out net bought ≈ $244.4m (+13.7m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $17.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 129Q4 22: 139Q1 23: 145Q2 23: 144Q3 23: 150Q4 23: 169Q1 24: 174Q2 24: 180Q3 24: 183Q4 24: 192Q1 25: 193Q2 25: 184Q3 25: 191Q4 25: 210Q1 26: 215Q2 26: 231231Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022129
Q4 2022139
Q1 2023145
Q2 2023144
Q3 2023150
Q4 2023169
Q1 2024174
Q2 2024180
Q3 2024183
Q4 2024192
Q1 2025193
Q2 2025184
Q3 2025191
Q4 2025210
Q1 2026215
Q2 2026231

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 91 bought or addedQ3 24: 69 cut or sold outQ4 24: 95 bought or addedQ4 24: 66 cut or sold outQ4 24Q1 25: 96 bought or addedQ1 25: 76 cut or sold outQ2 25: 87 bought or addedQ2 25: 86 cut or sold outQ2 25Q3 25: 108 bought or addedQ3 25: 64 cut or sold outQ4 25: 105 bought or addedQ4 25: 72 cut or sold outQ4 25Q1 26: 118 bought or addedQ1 26: 81 cut or sold outQ2 26: 125 bought or addedQ2 26: 79 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20249169
Q4 20249566
Q1 20259676
Q2 20258786
Q3 202510864
Q4 202510572
Q1 202611881
Q2 202612579

Biggest buyers

Treasurer of the State of North Carolina New +9,351,150+9.4m
Parkway Wealth Management Group, LLC New +819,373+819.4k
BANK OF AMERICA CORP /DE/ Added +757,766+757.8k
MML INVESTORS SERVICES, LLC Added +532,074+532.1k
Cambridge Investment Research Advisors, Inc. Added +400,502+400.5k
Inspire Advisors, LLC Added +395,679+395.7k
Quadrature Capital Ltd Added +322,783+322.8k
Goldstone Financial Group, LLC Added +299,704+299.7k
Mezzasalma Advisors, LLC Added +289,134+289.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +206,717+206.7k

Biggest sellers

Tradewinds Capital Management, LLC Reduced -630,341-630.3k
BLAIR WILLIAM & CO/IL Reduced -149,167-149.2k
Private Advisor Group, LLC Reduced -134,823-134.8k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -123,698-123.7k
Carmel Capital Partners, LLC Reduced -98,371-98.4k
Sigma Planning Corp Reduced -89,402-89.4k
Proficio Capital Partners LLC Sold out -70,150-70.2k
Creative Planning Reduced -61,701-61.7k
Tanager Wealth Management LLP Reduced -57,300-57.3k
OneDigital Investment Advisors LLC Reduced -47,232-47.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Treasurer of the State of North Carolina 0.43% of their portfolio RALEIGH, NC 9,351,1509.4m $166.8m $166.8m 0.43% New
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 6,108,9706.1m $109.0m $109.0m 0.01% Added +757.8k +757,766
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 3,401,3343.4m $60.7m $60.7m 0.01% Added +185.1k +185,096
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,310,0823.3m $59.1m $59.1m 0.00% Added +43.9k +43,915
5 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,875,1421.9m $33.5m $33.5m 0.01% Reduced -42.5k -42,550
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,859,8061.9m $33.2m $33.2m 0.01% Added +45.6k +45,580
7 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 1,680,2461.7m $30.0m $30.0m 0.06% Added +532.1k +532,074
8 Tanager Wealth Management LLP 2.38% of their portfolio Goring On Thames, X0 1,530,3321.5m $27.3m $27.3m 2.38% Reduced -57.3k -57,300
9 State of Wisconsin - Board of Commissioners of Public Lands 17.81% of their portfolio MADISON, WI 1,525,2201.5m $27.2m $27.2m 17.81% Unchanged
10 Parkway Wealth Management Group, LLC 1.69% of their portfolio Plano, TX 819,373819.4k $14.6m $14.6m 1.69% New
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 725,100725.1k $12.9m $12.9m 0.00% Added +65.0k +65,009
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 707,243707.2k $12.6m $12.6m 0.00% Added +150.3k +150,292
13 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 607,666607.7k $10.8m $10.8m 0.01% Added +400.5k +400,502
14 Good Steward Wealth Advisors,LLC 6.42% of their portfolio CLARKSVILLE, TN 596,179596.2k $10.6m $10.6m 6.42% Reduced -3.8k -3,843
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 563,094563.1k $10.0m $10.0m 0.00% Added +79.0k +79,049
16 Wealth Intelligence, LLC 4.53% of their portfolio COLUMBUS, GA 546,751546.8k $9.8m $9.8m 4.53% Added +2.8k +2,750
17 Dougherty & Associates, LLC 7.27% of their portfolio Spring Hill, FL 509,426509.4k $9.1m $9.1m 7.27% Reduced -3.1k -3,052
18 Goldstone Financial Group, LLC 0.78% of their portfolio OAKBROOK TERRACE, IL 479,602479.6k $8.6m $8.6m 0.78% Added +299.7k +299,704
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 479,349479.3k $8.6m $8.6m 0.01% Added +2.4k +2,441
20 Inspire Advisors, LLC 0.57% of their portfolio Meridian, ID 455,118455.1k $8.1m $8.1m 0.57% Added +395.7k +395,679
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 398,553398.6k $7.1m $7.1m 0.01% Added +30.8k +30,780
22 LEVEL FOUR ADVISORY SERVICES, LLC 0.19% of their portfolio DALLAS, TX 383,649383.6k $6.8m $6.8m 0.19% Added +18.1k +18,066
23 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 344,948344.9k $6.2m $6.2m 0.05% Added +3.7k +3,690
24 Quadrature Capital Ltd 0.05% of their portfolio LONDON, X0 333,871333.9k $6.0m $6.0m 0.05% Added +322.8k +322,783
25 LARCH CAPITAL PARTNERS LLC 0.84% of their portfolio MIAMI, FL 329,960330.0k $5.9m $5.9m 0.84% Added +153.5k +153,516
26 Investors Research Corp 1.00% of their portfolio ATLANTA, GA 313,386313.4k $5.6m $5.6m 1.00% Added +19.2k +19,225
27 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 303,551303.6k $5.4m $5.4m 0.00% Added +61.0k +61,001
28 Mezzasalma Advisors, LLC 1.09% of their portfolio TINTON FALLS, NJ 303,219303.2k $5.4m $5.4m 1.09% Added +289.1k +289,134
29 Silver Coast Investments LLC 1.61% of their portfolio SAN DIEGO, X1 302,566302.6k $5.4m $5.4m 1.61% Reduced -1.3k -1,253
30 Carmel Capital Partners, LLC 1.75% of their portfolio SAN DIEGO, CA 296,250296.2k $5.3m $5.3m 1.75% Reduced -98.4k -98,371
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 279,191279.2k $5.0m $5.0m 0.00% Added +186.4k +186,370
32 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 277,314277.3k $4.9m $4.9m 0.03% Reduced -18.5k -18,487
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 264,810264.8k $4.7m $4.7m 0.00% Added +48.2k +48,162
34 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 249,761249.8k $4.5m $4.5m 0.02% Added +6.8k +6,804
35 Sound Income Strategies, LLC 0.20% of their portfolio FT LAUDERDALE, FL 243,898243.9k $4.4m $4.4m 0.20% Reduced -7.4k -7,364
36 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 243,819243.8k $4.3m $4.3m 0.06% Reduced -4.2k -4,174
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 242,204242.2k $4.3m $4.3m 0.00% Reduced -1.3k -1,297
38 Capital Square, LLC 1.83% of their portfolio ATHENS, TN 233,334233.3k $4.2m $4.2m 1.83% Reduced -37.9k -37,856
39 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 232,180232.2k $4.1m $4.1m 0.08% Added +13.5k +13,495
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 206,717206.7k $3.7m $3.7m 0.00% New
41 OPUS INVESTMENT MANAGEMENT INC 1.83% of their portfolio WORCESTER, MA 187,450187.4k $3.3m $3.3m 1.83% New
42 NTV Asset Management LLC 0.31% of their portfolio Charleston, WV 178,572178.6k $3.2m $3.2m 0.31% Added +1.3k +1,300
43 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 168,557168.6k $3.0m $3.0m 0.02% Added +4.4k +4,403
44 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 164,121164.1k $2.9m $2.9m 0.00% Added +7.3k +7,345
45 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 162,371162.4k $2.9m $2.9m 0.01% Added +4.4k +4,438
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 149,059149.1k $2.7m $2.7m 0.00% Reduced -7.2k -7,181
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 146,989147.0k $2.6m $2.6m 0.00% Added +146.8k +146,849
48 AssuredPartners Investment Advisors, LLC 0.25% of their portfolio Tampa, FL 146,160146.2k $2.6m $2.6m 0.25% Added +6.4k +6,406
49 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 143,109143.1k $2.6m $2.6m 0.01% Reduced -24.1k -24,113
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 139,457139.5k $2.5m $2.5m 0.00% Added +24.5k +24,505
51 CASTLEKEEP INVESTMENT ADVISORS LLC 1.22% of their portfolio WESTPORT, CT 136,655136.7k $2.4m $2.4m 1.22% Added +2.1k +2,127
52 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 135,637135.6k $2.4m $2.4m 0.02% New
53 Measured Risk Portfolios, Inc. 2.00% of their portfolio SAN DIEGO, CA 126,044126.0k $2.2m $2.2m 2.00% Reduced -5.0k -4,959
54 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 111,320111.3k $2.0m $2.0m 0.01% Reduced -2.9k -2,903
55 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 110,694110.7k $2.0m $2.0m 0.04% Reduced -6.3k -6,267
56 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 110,614110.6k $2.0m $2.0m 0.01% Added +7.8k +7,840
57 Meridian Financial Partners LLC 0.67% of their portfolio WARRENTON, VA 110,458110.5k $2.0m $2.0m 0.67% Added +2.9k +2,929
58 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 102,870102.9k $1.8m $1.8m 0.01% Added +15.2k +15,246
59 MSH Capital Advisors LLC 0.31% of their portfolio SCOTTSDALE, AZ 100,447100.4k $1.8m $1.8m 0.31% Reduced -151 -151
60 Chicago Partners Investment Group LLC 0.03% of their portfolio CHICAGO, IL 99,969100.0k $1.7m $1.7m 0.03% Reduced -3.1k -3,125
61 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 97,65797.7k $1.7m $1.7m 0.00% Reduced -9.4k -9,448
62 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 93,26893.3k $1.7m $1.7m 0.00% Added +4.7k +4,716
63 INSIGNEO ADVISORY SERVICES, LLC 0.06% of their portfolio MIAMI, FL 89,94489.9k $1.6m $1.6m 0.06% Added +6.7k +6,744
64 HOWARD WEALTH MANAGEMENT, LLC 0.59% of their portfolio Madison, CT 89,66389.7k $1.6m $1.6m 0.59% Added +1.3k +1,277
65 SHEETS SMITH WEALTH MANAGEMENT 0.16% of their portfolio WINSTON-SALEM, NC 88,61888.6k $1.6m $1.6m 0.16% Added +10.5k +10,473
66 INTEGRITY ALLIANCE, LLC. 0.05% of their portfolio Urbandale, IA 87,78587.8k $1.6m $1.6m 0.05% Added +7.8k +7,824
67 Cassady Wealth & Retirement Planning, LLC 0.72% of their portfolio HENDERSON, NV 87,36387.4k $1.6m $1.6m 0.72% Added +13.8k +13,758
68 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 86,22786.2k $1.5m $1.5m 0.00% Added +28.4k +28,374
69 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 84,13284.1k $1.5m $1.5m 0.00% Reduced -882 -882
70 Joseph P. Lucia & Associates, LLC 0.44% of their portfolio Yorktown Heights, NY 82,81982.8k $1.5m $1.5m 0.44% Reduced -3.1k -3,065
71 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 79,68979.7k $1.4m $1.4m 0.01% Added +1.1k +1,055
72 Avidian Wealth Enterprises, LLC 0.04% of their portfolio Houston, TX 77,58077.6k $1.4m $1.4m 0.04% Added +2.3k +2,252
73 RHODES INVESTMENT ADVISORS INC /ADV 1.02% of their portfolio FORT WORTH, TX 77,46977.5k $1.4m $1.4m 1.02% Reduced -2.8k -2,800
74 SAX WEALTH ADVISORS, LLC 0.05% of their portfolio PARSIPPANY, NJ 74,48174.5k $1.3m $1.3m 0.05% Reduced -1.1k -1,141
75 Tandem Financial, LLC 0.39% of their portfolio GREENWOOD VILLAGE, CO 67,94667.9k $1.2m $1.2m 0.39% Added +889 +889
76 Tassel Capital Management, Inc. 0.56% of their portfolio MATTHEWS, NC 67,64867.6k $1.2m $1.2m 0.56% New
77 Fortis Capital Management LLC 0.12% of their portfolio BELLEVUE, WA 61,69161.7k $1.1m $1.1m 0.12% Added +502 +502
78 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 59,94059.9k $1.1m $1.1m 0.02% Reduced -335 -335
79 ROMAN BUTLER FULLERTON & CO 0.24% of their portfolio ST LOUIS, MO 57,41257.4k $1.0m $1.0m 0.24% Added +9.4k +9,445
80 Powell Investment Advisors, LLC 0.30% of their portfolio MIAMI, FL 53,24453.2k $949.9k $949.9k 0.30% Unchanged
81 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 51,98352.0k $927.4k $927.4k 0.00% Added +5.5k +5,489
82 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 51,34151.3k $915.9k $915.9k 0.01% Added +3.3k +3,299
83 Stratos Investment Management, LLC 0.03% of their portfolio BEACHWOOD, OH 51,29051.3k $915.0k $915.0k 0.03% Reduced -2.6k -2,620
84 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 50,50050.5k $900.9k $900.9k 0.01% Reduced -47.2k -47,232
85 Etesian Wealth Advisors, Inc. 0.26% of their portfolio West Linn, OR 49,47649.5k $882.7k $882.7k 0.26% Reduced -5.0k -4,973
86 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 49,36749.4k $880.7k $880.7k 0.00% Added +437 +437
87 MPWM ADVISORY SOLUTIONS, LLC 0.40% of their portfolio ALPHARETTA, GA 48,77348.8k $870.1k $870.1k 0.40% Added +1.2k +1,196
88 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 48,72048.7k $869.2k $869.2k 0.03% Reduced -276 -276
89 Guild Investment Management, Inc. 0.55% of their portfolio WESTLAKE VILLAGE, CA 44,83044.8k $799.8k $799.8k 0.55% Reduced -44.4k -44,430
90 SHP Wealth Management 0.05% of their portfolio PLYMOUTH, MA 44,64044.6k $796.4k $796.4k 0.05% Added +30.2k +30,246
91 Brookstone Capital Management 0.01% of their portfolio WHEATON, IL 44,56144.6k $795.0k $795.0k 0.01% New
92 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 43,68343.7k $779.3k $779.3k 0.00% Reduced -2.2k -2,160
93 OpenArc Corporate Advisory, LLC 0.01% of their portfolio ATLANTA, GA 42,63942.6k $760.7k $760.7k 0.01% Added +150 +150
94 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 41,57141.6k $741.6k $741.6k 0.01% Added +2.1k +2,065
95 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,36141.4k $737.9k $737.9k 0.00% Reduced -61.7k -61,701
96 LRI Investments, LLC 0.06% of their portfolio PALM BEACH GARDENS, FL 40,00040.0k $713.6k $713.6k 0.06% New
97 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 38,60138.6k $688.6k $688.6k 0.00% Reduced -134.8k -134,823
98 DELTA CAPITAL MANAGEMENT LLC 0.31% of their portfolio RED BANK, NJ 38,35038.4k $684.0k $684.0k 0.31% Added +1.5k +1,500
99 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 37,78937.8k $674.1k $674.1k 0.00% Added +390 +390
100 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 37,78837.8k $674.1k $674.1k 0.01% New