CDC Institutional Ownership
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
1W: -0.9%
1M: -6.2%
3M: -4.7%
YTD: +8.6%
1Y: +8.9%
3Y: +40.2%
5Y: +28.6%
$71.86
+0.18 (+0.25%)
Weekly Expected Move ±1.1%
$70
$71
$72
$73
$73
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CDC
110
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
472M
Total Invested
12
New Positions
25
Increased
48
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (116 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 950,472 | $68M | -173,132 | -15.4% | 43Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 672,320 | $48M | +84,736 | +14.4% | 15Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 657,463 | $47M | +2,761 | +0.4% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 500,277 | $36M | -20,061 | -3.9% | 43Q | SEC ↗ |
| 5 | SILVER OAK SECURITIES, INCORPORATED | 460,359 | $33M | -6,903 | -1.5% | 18Q | SEC ↗ |
| 6 | ATLANTIC FAMILY WEALTH, LLC | 384,423 | $28M | +3,178 | +0.8% | 7Q | SEC ↗ |
| 7 | CWM, LLC | 303,538 | $22M | -1,533 | -0.5% | 18Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 278,684 | $20M | -5,043 | -1.8% | 35Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 226,141 | $16M | -5,438 | -2.3% | 33Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 214,130 | $15M | -12,731 | -5.6% | 43Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 185,456 | $13M | +7,521 | +4.2% | 42Q | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 162,452 | $12M | -2,313 | -1.4% | 31Q | SEC ↗ |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 146,219 | $11M | -5,994 | -3.9% | 35Q | SEC ↗ |
| 14 | UBS Group AG | 119,744 | $9M | +13,370 | +12.6% | 42Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 110,292 | $8M | +1,387 | +1.3% | 16Q | SEC ↗ |
| 16 | Garrett Wealth Advisory Group, LLC | 107,636 | $8M | -1,985 | -1.8% | 31Q | SEC ↗ |
| 17 | Integrated Wealth Concepts LLC | 106,834 | $8M | -3,266 | -3.0% | 35Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 89,230 | $6M | -5,870 | -6.2% | 37Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 73,767 | $5M | -6,194 | -7.7% | 38Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 71,652 | $5M | +6,820 | +10.5% | 20Q | SEC ↗ |
| 21 | Strategic Blueprint, LLC | 62,092 | $4M | +2,157 | +3.6% | 6Q | SEC ↗ |
| 22 | Vise Technologies, Inc. NEW | 50,995 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,492 | $4M | +4,941 | +10.8% | 26Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 45,125 | $3M | +16,488 | +57.6% | 26Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 37,449 | $3M | +2,148 | +6.1% | 27Q | SEC ↗ |
| 26 | PFG Advisors | 34,847 | $3M | +1,195 | +3.6% | 23Q | SEC ↗ |
| 27 | MATHER GROUP, LLC. | 34,026 | $2M | -2,990 | -8.1% | 19Q | SEC ↗ |
| 28 | HighTower Advisors, LLC | 30,600 | $2M | +830 | +2.8% | 22Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 30,174 | $2M | -5,946 | -16.5% | 30Q | SEC ↗ |
| 30 | Keystone Financial Group | 27,276 | $2M | -5,588 | -17.0% | 8Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 23,839 | $2M | -8,397 | -26.0% | 41Q | SEC ↗ |
| 32 | GOLDMAN SACHS GROUP INC | 23,465 | $2M | -94,473 | -80.1% | 7Q | SEC ↗ |
| 33 | Russell Investments Group, Ltd. | 22,624 | $2M | -4,293 | -15.9% | 5Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 21,425 | $2M | +220 | +1.0% | 2Q | SEC ↗ |
| 35 | Caprock Group, LLC | 20,043 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 36 | Kestra Advisory Services, LLC | 19,591 | $1M | -436 | -2.2% | 24Q | SEC ↗ |
| 37 | CITADEL ADVISORS LLC | 18,614 | $1M | -1,359 | -6.8% | 6Q | SEC ↗ |
| 38 | Salus Financial Advisors, LLC | 17,283 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 39 | J.W. COLE ADVISORS, INC. | 14,960 | $1M | -1,361 | -8.3% | 21Q | SEC ↗ |
| 40 | ZIONS BANCORPORATION, NATIONAL ASSOCIA | 14,397 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 41 | Stratos Wealth Partners, LTD. | 12,581 | $904K | -52 | -0.4% | 32Q | SEC ↗ |
| 42 | MONEY CONCEPTS CAPITAL CORP | 12,334 | $886K | -7,217 | -36.9% | 19Q | SEC ↗ |
| 43 | Western Wealth Management, LLC | 12,173 | $875K | -53 | -0.4% | 3Q | SEC ↗ |
| 44 | Creative Planning | 11,037 | $793K | +2 | +0.0% | 4Q | SEC ↗ |
| 45 | Axis Wealth Partners, LLC | 10,242 | $736K | -653 | -6.0% | 7Q | SEC ↗ |
| 46 | FLAGSHIP HARBOR ADVISORS, LLC | 9,037 | $649K | -49 | -0.5% | 39Q | SEC ↗ |
| 47 | KPP Advisory Services LLC | 8,334 | $599K | -283 | -3.3% | 6Q | SEC ↗ |
| 48 | Smith Thornton Advisors LLC | 8,186 | $588K | -68 | -0.8% | 9Q | SEC ↗ |
| 49 | Simplicity Wealth,LLC | 7,663 | $551K | +2,782 | +57.0% | 4Q | SEC ↗ |
| 50 | Comprehensive Financial Planning, Inc. | 7,556 | $543K | +63 | +0.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 50,995 | $4M |
| StoneX Group Inc. | 4,559 | $328K |
| Global Retirement Partners, LLC | 3,750 | $269K |
| FLOW TRADERS U.S. LLC | 3,178 | $228K |
| Intrua Financial, LLC | 2,760 | $198K |
| Keel Point, LLC | 2,692 | $193K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,576 | $113K |
| Frazier Financial Advisors, LLC | 688 | $49K |
| Arax Advisory Partners | 482 | $35K |
| Spectrum Wealth Advisory Group, LLC | 264 | $19K |
| IFG Advisory, LLC | 214 | $15K |
| JFS WEALTH ADVISORS, LLC | 11 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Alpha, LLC | 4,629 | $333K |
| RPS ADVISORY SOLUTIONS LLC | 4,272 | $307K |
| &PARTNERS | 4,195 | $301K |
| HRT FINANCIAL LP | 4,043 | $291K |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,326 | $239K |
| Independent Advisor Alliance | 3,289 | $236K |
| Geneos Wealth Management Inc. | 2,443 | $176K |
| SageView Advisory Group, LLC | 259 | $19K |
| Sound Income Strategies, LLC | 205 | $15K |
| Aptus Capital Advisors, LLC | 63 | $5K |
| Silver Grove Financial Group, Inc. | 30 | $2K |
| Tower Research Capital LLC (TRC) | 12 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +84,736 | +14.4% | 672,320 |
| OSAIC HOLDINGS, INC. | +16,488 | +57.6% | 45,125 |
| UBS Group AG | +13,370 | +12.6% | 119,744 |
| Cambridge Investment Research Advis | +7,521 | +4.2% | 185,456 |
| JPMORGAN CHASE & CO | +7,194 | +2026.5% | 7,549 |
| Cetera Investment Advisers | +6,820 | +10.5% | 71,652 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,941 | +10.8% | 50,492 |
| ATLANTIC FAMILY WEALTH, LLC | +3,178 | +0.8% | 384,423 |
| Simplicity Wealth,LLC | +2,782 | +57.0% | 7,663 |
| RAYMOND JAMES FINANCIAL INC | +2,761 | +0.4% | 657,463 |
| Strategic Blueprint, LLC | +2,157 | +3.6% | 62,092 |
| TRUIST FINANCIAL CORP | +2,148 | +6.1% | 37,449 |
| AMERIPRISE FINANCIAL INC | +1,387 | +1.3% | 110,292 |
| PFG Advisors | +1,195 | +3.6% | 34,847 |
| HighTower Advisors, LLC | +830 | +2.8% | 30,600 |
| Dynamic Advisor Solutions LLC | +311 | +7.9% | 4,228 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +262 | +4.0% | 6,764 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +220 | +1.0% | 21,425 |
| AE Wealth Management LLC | +219 | +64.2% | 560 |
| Steward Partners Investment Advisor | +81 | +1.6% | 5,300 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -173,132 | -15.4% | 950,472 |
| GOLDMAN SACHS GROUP INC | -94,473 | -80.1% | 23,465 |
| LPL Financial LLC | -20,061 | -3.9% | 500,277 |
| ROYAL BANK OF CANADA | -12,731 | -5.6% | 214,130 |
| STIFEL FINANCIAL CORP | -8,397 | -26.0% | 23,839 |
| JANE STREET GROUP, LLC | -7,982 | -72.7% | 2,996 |
| Patriot Financial Group Insurance A | -7,709 | -52.1% | 7,095 |
| MONEY CONCEPTS CAPITAL CORP | -7,217 | -36.9% | 12,334 |
| SILVER OAK SECURITIES, INCORPORATED | -6,903 | -1.5% | 460,359 |
| Private Advisor Group, LLC | -6,194 | -7.7% | 73,767 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,994 | -3.9% | 146,219 |
| ENVESTNET ASSET MANAGEMENT INC | -5,946 | -16.5% | 30,174 |
| NewEdge Advisors, LLC | -5,870 | -6.2% | 89,230 |
| Keystone Financial Group | -5,588 | -17.0% | 27,276 |
| WELLS FARGO & COMPANY/MN | -5,438 | -2.3% | 226,141 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -5,043 | -1.8% | 278,684 |
| Russell Investments Group, Ltd. | -4,293 | -15.9% | 22,624 |
| Integrated Wealth Concepts LLC | -3,266 | -3.0% | 106,834 |
| MATHER GROUP, LLC. | -2,990 | -8.1% | 34,026 |
| Rockefeller Capital Management L.P. | -2,313 | -1.4% | 162,452 |