CFA Institutional Ownership
VictoryShares US 500 Volatility Wtd ETF
1W: -0.4%
1M: -3.6%
3M: -3.1%
YTD: +5.7%
1Y: +6.7%
3Y: +46.4%
5Y: +40.4%
$96.53
+0.39 (+0.40%)
Weekly Expected Move ±1.2%
$94
$95
$97
$98
$99
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CFA
83
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
329M
Total Invested
13
New Positions
19
Increased
30
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (89 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 614,159 | $59M | -8,928 | -1.4% | 43Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 346,379 | $33M | -5,195 | -1.5% | 15Q | SEC ↗ |
| 3 | FIFTH THIRD BANCORP | 227,887 | $22M | -5,050 | -2.2% | 21Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 206,343 | $20M | -8,173 | -3.8% | 7Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 199,729 | $19M | -1,189 | -0.6% | 37Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 195,819 | $19M | -420 | -0.2% | 35Q | SEC ↗ |
| 7 | UBS Group AG | 193,295 | $19M | -978 | -0.5% | 40Q | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 122,321 | $12M | -99 | -0.1% | 4Q | SEC ↗ |
| 9 | LPL Financial LLC | 118,900 | $11M | -2,010 | -1.7% | 43Q | SEC ↗ |
| 10 | SILVER OAK SECURITIES, INCORPORATED | 112,475 | $11M | -270 | -0.2% | 18Q | SEC ↗ |
| 11 | Summit Financial, LLC | 83,820 | $8M | +5,857 | +7.5% | 6Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 78,785 | $8M | +2,378 | +3.1% | 13Q | SEC ↗ |
| 13 | JONES FINANCIAL COMPANIES LLLP | 59,637 | $6M | +8,688 | +17.1% | 9Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 53,512 | $5M | -754 | -1.4% | 35Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 52,379 | $5M | -41,605 | -44.3% | 41Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 51,001 | $5M | -4,520 | -8.1% | 4Q | SEC ↗ |
| 17 | Vise Technologies, Inc. NEW | 50,010 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 47,741 | $5M | -1,470 | -3.0% | 3Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,483 | $5M | +13,625 | +40.2% | 32Q | SEC ↗ |
| 20 | Larson Financial Group LLC | 46,205 | $4M | -371 | -0.8% | 9Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 36,403 | $4M | +462 | +1.3% | 16Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 34,104 | $3M | -112 | -0.3% | 26Q | SEC ↗ |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | 32,395 | $3M | +923 | +2.9% | 19Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 31,979 | $3M | -91,336 | -74.1% | 39Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 30,784 | $3M | +890 | +3.0% | 41Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 20,633 | $2M | +460 | +2.3% | 32Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC | 18,706 | $2M | -767 | -3.9% | 32Q | SEC ↗ |
| 28 | Keystone Financial Group | 16,806 | $2M | -2,164 | -11.4% | 8Q | SEC ↗ |
| 29 | Allspring Global Investments Holdings, | 13,600 | $1M | — | +0.0% | 9Q | SEC ↗ |
| 30 | Rossmore Private Capital | 12,295 | $1M | -550 | -4.3% | 26Q | SEC ↗ |
| 31 | Golden State Wealth Management, LLC | 10,986 | $1M | -13 | -0.1% | 7Q | SEC ↗ |
| 32 | TBH Global Asset Management, LLC | 10,333 | $997K | — | +0.0% | 14Q | SEC ↗ |
| 33 | Smith Thornton Advisors LLC | 9,893 | $955K | — | +0.0% | 9Q | SEC ↗ |
| 34 | MONEY CONCEPTS CAPITAL CORP | 9,292 | $897K | -430 | -4.4% | 19Q | SEC ↗ |
| 35 | Pathstone Holdings, LLC | 8,744 | $844K | +696 | +8.6% | 11Q | SEC ↗ |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 8,500 | $821K | — | +0.0% | 2Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC NEW | 7,878 | $760K | — | +0.0% | 1Q | SEC ↗ |
| 38 | NWF Advisory Services Inc. | 7,659 | $739K | — | +0.0% | 6Q | SEC ↗ |
| 39 | IHT Wealth Management, LLC | 7,373 | $712K | -1,346 | -15.4% | 23Q | SEC ↗ |
| 40 | Claro Advisors Inc. | 6,706 | $647K | +220 | +3.4% | 5Q | SEC ↗ |
| 41 | Cetera Investment Advisers | 6,059 | $585K | -62 | -1.0% | 10Q | SEC ↗ |
| 42 | NORTHERN TRUST CORP | 5,897 | $569K | — | +0.0% | 24Q | SEC ↗ |
| 43 | GREAT VALLEY ADVISOR GROUP, INC. | 4,960 | $479K | +2 | +0.0% | 28Q | SEC ↗ |
| 44 | Patriot Financial Group Insurance Agen | 4,815 | $465K | -4,645 | -49.1% | 14Q | SEC ↗ |
| 45 | Creative Planning | 4,676 | $451K | — | +0.0% | 21Q | SEC ↗ |
| 46 | Waverly Advisors, LLC NEW | 4,343 | $419K | — | +0.0% | 1Q | SEC ↗ |
| 47 | TruWealth Advisors, LLC | 4,343 | $419K | — | +0.0% | 18Q | SEC ↗ |
| 48 | HighTower Advisors, LLC | 4,235 | $409K | +136 | +3.3% | 8Q | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 3,858 | $372K | +1 | +0.0% | 4Q | SEC ↗ |
| 50 | FMR LLC | 3,751 | $362K | +613 | +19.5% | 30Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 50,010 | $5M |
| Farther Finance Advisors, LLC | 7,878 | $760K |
| Waverly Advisors, LLC | 4,343 | $419K |
| Abel Hall, LLC | 2,400 | $232K |
| First Bancorp, Inc /ME | 1,250 | $121K |
| CENTRAL TRUST Co | 618 | $60K |
| TOP Private Wealth LLC. | 585 | $56K |
| BOKF, NA | 400 | $39K |
| AMERIFLEX GROUP, INC. | 315 | $30K |
| ASSETMARK, INC | 300 | $29K |
| COMPASS FINANCIAL MANAGEMENT LLC | 50 | $5K |
| BlackRock, Inc. | 49 | $5K |
| Qube Research & Technologies Ltd | 9 | $1K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 19,322 | $2M |
| Concurrent Investment Advisors, LLC | 2,707 | $261K |
| Kestra Advisory Services, LLC | 903 | $87K |
| Western Wealth Management, LLC | 657 | $63K |
| FLAGSHIP HARBOR ADVISORS, LLC | 12 | $1K |
| Tower Research Capital LLC (TRC) | 7 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +13,625 | +40.2% | 47,483 |
| JONES FINANCIAL COMPANIES LLLP | +8,688 | +17.1% | 59,637 |
| Summit Financial, LLC | +5,857 | +7.5% | 83,820 |
| GOLDMAN SACHS GROUP INC | +2,378 | +3.1% | 78,785 |
| MAI Capital Management | +1,032 | +65.8% | 2,600 |
| LEVEL FOUR ADVISORY SERVICES, LLC | +923 | +2.9% | 32,395 |
| Cambridge Investment Research Advis | +890 | +3.0% | 30,784 |
| Pathstone Holdings, LLC | +696 | +8.6% | 8,744 |
| FMR LLC | +613 | +19.5% | 3,751 |
| AMERIPRISE FINANCIAL INC | +462 | +1.3% | 36,403 |
| ENVESTNET ASSET MANAGEMENT INC | +460 | +2.3% | 20,633 |
| Claro Advisors Inc. | +220 | +3.4% | 6,706 |
| HighTower Advisors, LLC | +136 | +3.3% | 4,235 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +9 | +0.3% | 3,127 |
| CALTON & ASSOCIATES, INC. | +3 | +0.1% | 2,272 |
| IFP Advisors, Inc | +2 | +0.1% | 1,951 |
| GREAT VALLEY ADVISOR GROUP, INC. | +2 | +0.0% | 4,960 |
| Bank of New York Mellon Corp | +1 | +0.0% | 3,858 |
| LANARK FINANCIAL, INC. | +1 | +0.1% | 960 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -91,336 | -74.1% | 31,979 |
| ROYAL BANK OF CANADA | -41,605 | -44.3% | 52,379 |
| MORGAN STANLEY | -8,928 | -1.4% | 614,159 |
| RAYMOND JAMES FINANCIAL INC | -8,173 | -3.8% | 206,343 |
| BANK OF AMERICA CORP /DE | -5,195 | -1.5% | 346,379 |
| FIFTH THIRD BANCORP | -5,050 | -2.2% | 227,887 |
| Patriot Financial Group Insurance A | -4,645 | -49.1% | 4,815 |
| NewEdge Advisors, LLC | -4,520 | -8.1% | 51,001 |
| Keystone Financial Group | -2,164 | -11.4% | 16,806 |
| Marble Wealth, LLC | -2,150 | -41.1% | 3,077 |
| LPL Financial LLC | -2,010 | -1.7% | 118,900 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -1,470 | -3.0% | 47,741 |
| IHT Wealth Management, LLC | -1,346 | -15.4% | 7,373 |
| WELLS FARGO & COMPANY/MN | -1,189 | -0.6% | 199,729 |
| JPMORGAN CHASE & CO | -991 | -29.4% | 2,376 |
| UBS Group AG | -978 | -0.5% | 193,295 |
| Integrated Wealth Concepts LLC | -767 | -3.9% | 18,706 |
| COMMONWEALTH EQUITY SERVICES, LLC | -754 | -1.4% | 53,512 |
| Rossmore Private Capital | -550 | -4.3% | 12,295 |
| MONEY CONCEPTS CAPITAL CORP | -430 | -4.4% | 9,292 |