DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

PFXF

VANECK PREFERRED SECURITIES EX-FIN'L ETF

219 institutions still hold VANECK PREFERRED SECURITIES EX-FIN'L ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92189f429·219 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 8.4%

vs prior quarter

13F value held

$452M

59.0% inst. owned

of float

Holders

219

+20 QoQ

filers reporting

Activity

+8 / −34

+893 added · −904 reduced

this quarter

Concentration

20.77%

BANK OF AMERICA CORP /DE/ #1

top holder share

AI Holders Summary · Q1 2026

219 institutions reported PFXF in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 20.8% of the visible book. +20 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

$94M5.4M0.01%Q1 2026 02

$57M3.3M0.00%Q1 2026 03

LPL Financial LLC

$56M3.2M0.01%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

$34M1.9M0.01%Q1 2026 05

WELLS FARGO & COMPANY/MN

$32M1.8M0.01%Q1 2026 06

Tanager Wealth Management LLP

$28M1.6M2.69%Q1 2026 07

State of Wisconsin - Board of Commissioners of Public Lands

$27M1.5M17.61%Q1 2026 08

MML INVESTORS SERVICES, LLC

$20M1.1M0.06%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

$12M660K0.00%Q1 2026 10

Tradewinds Capital Management, LLC

$11M632K2.20%Q1 2026 11

Good Steward Wealth Advisors,LLC

$11M600K6.77%Q1 2026 12

$10M557K0.00%Q1 2026 13

Wealth Intelligence, LLC

$10M544K4.59%Q1 2026 14

Dougherty & Associates, LLC

$9M512K8.26%Q1 2026 15

ROYAL BANK OF CANADA

$8M484K0.00%Q1 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

$8M477K0.01%Q1 2026 17

Carmel Capital Partners, LLC

$7M395K2.50%Q1 2026 18

OSAIC HOLDINGS, INC.

$6M368K0.01%Q1 2026 19

LEVEL FOUR ADVISORY SERVICES, LLC

$6M366K0.21%Q1 2026 20

Concurrent Investment Advisors, LLC

$6M341K0.07%Q1 2026

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