CFO Institutional Ownership
VictoryShares US 500 Enhanced Volatility Wtd ETF
1W: -0.5%
1M: -3.6%
3M: -3.1%
YTD: +5.7%
1Y: +6.6%
3Y: +37.8%
5Y: +16.8%
$78.25
+0.33 (+0.42%)
Weekly Expected Move ±1.1%
$76
$77
$78
$79
$80
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CFO
77
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
261M
Total Invested
11
New Positions
14
Increased
33
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (85 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 439,136 | $34M | +3,604 | +0.8% | 10Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 368,630 | $29M | -7,822 | -2.1% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 300,362 | $24M | -7,334 | -2.4% | 43Q | SEC ↗ |
| 4 | SILVER OAK SECURITIES, INCORPORATED NEW | 295,625 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 5 | MORGAN STANLEY | 254,694 | $20M | -1,918 | -0.7% | 43Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 203,383 | $16M | -33,849 | -14.3% | 43Q | SEC ↗ |
| 7 | STIFEL FINANCIAL CORP | 176,454 | $14M | +3,421 | +2.0% | 41Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 164,099 | $13M | -1,573 | -0.9% | 35Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 129,416 | $10M | -7,785 | -5.7% | 15Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC | 102,274 | $8M | +554 | +0.5% | 35Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 94,221 | $7M | -5,722 | -5.7% | 33Q | SEC ↗ |
| 12 | Clearstead Advisors, LLC | 63,476 | $5M | +2,353 | +3.8% | 9Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 58,114 | $5M | -4,799 | -7.6% | 37Q | SEC ↗ |
| 14 | Creative Planning | 55,486 | $4M | -6,139 | -10.0% | 25Q | SEC ↗ |
| 15 | Intrua Financial, LLC | 55,340 | $4M | -535 | -1.0% | 11Q | SEC ↗ |
| 16 | Keystone Financial Group | 54,525 | $4M | -15,182 | -21.8% | 8Q | SEC ↗ |
| 17 | MATHER GROUP, LLC. | 46,039 | $4M | -11,520 | -20.0% | 19Q | SEC ↗ |
| 18 | Vise Technologies, Inc. NEW | 39,785 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 19 | UBS Group AG | 31,900 | $2M | -1,601 | -4.8% | 43Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 27,793 | $2M | -51 | -0.2% | 14Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 24,591 | $2M | +1,192 | +5.1% | 16Q | SEC ↗ |
| 22 | Patriot Financial Group Insurance Agen | 23,171 | $2M | -23,603 | -50.5% | 39Q | SEC ↗ |
| 23 | BridgePort Financial Solutions, LLC | 17,510 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 24 | Family Capital Management, Inc. | 17,295 | $1M | -217 | -1.2% | 15Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 16,607 | $1M | +2,546 | +18.1% | 27Q | SEC ↗ |
| 26 | WORLD EQUITY GROUP, INC. | 15,808 | $1M | +1 | +0.0% | 18Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 15,531 | $1M | +2,310 | +17.5% | 26Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 14,569 | $1M | -323 | -2.2% | 43Q | SEC ↗ |
| 29 | Janney Montgomery Scott LLC | 14,453 | $1M | +1,571 | +12.2% | 35Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,450 | $1M | -41,797 | -74.3% | 7Q | SEC ↗ |
| 31 | Private Advisor Group, LLC | 13,892 | $1M | -183 | -1.3% | 43Q | SEC ↗ |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 11,161 | $873K | -2,482 | -18.2% | 34Q | SEC ↗ |
| 33 | CALTON & ASSOCIATES, INC. | 10,901 | $853K | -1,458 | -11.8% | 6Q | SEC ↗ |
| 34 | Syntegra Private Wealth Group, LLC | 7,819 | $612K | — | +0.0% | 15Q | SEC ↗ |
| 35 | FIFTH THIRD BANCORP | 6,807 | $533K | -865 | -11.3% | 2Q | SEC ↗ |
| 36 | StoneX Group Inc. NEW | 6,634 | $519K | — | +0.0% | 1Q | SEC ↗ |
| 37 | OneDigital Investment Advisors LLC | 6,296 | $493K | +2,805 | +80.3% | 2Q | SEC ↗ |
| 38 | Mutual Advisors, LLC | 5,280 | $413K | +12 | +0.2% | 25Q | SEC ↗ |
| 39 | Dynamic Advisor Solutions LLC | 5,250 | $411K | — | +0.0% | 6Q | SEC ↗ |
| 40 | Advisory Advocates, LLC | 5,205 | $407K | — | +0.0% | 3Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 5,167 | $404K | -820 | -13.7% | 31Q | SEC ↗ |
| 42 | LexAurum Advisors, LLC | 4,865 | $381K | -233 | -4.6% | 2Q | SEC ↗ |
| 43 | Cerity Partners LLC | 4,601 | $360K | — | +0.0% | 4Q | SEC ↗ |
| 44 | BlackRock, Inc. | 4,601 | $360K | — | +0.0% | 4Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 4,085 | $320K | -333 | -7.5% | 5Q | SEC ↗ |
| 46 | AE Wealth Management LLC | 3,653 | $286K | -835 | -18.6% | 3Q | SEC ↗ |
| 47 | MISSION WEALTH MANAGEMENT, LP NEW | 3,073 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 3,023 | $237K | -969 | -24.3% | 24Q | SEC ↗ |
| 49 | LBMC INVESTMENT ADVISORS, LLC | 2,872 | $225K | — | +0.0% | 5Q | SEC ↗ |
| 50 | Western Wealth Management, LLC | 2,771 | $217K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 295,625 | $23M |
| Vise Technologies, Inc. | 39,785 | $3M |
| StoneX Group Inc. | 6,634 | $519K |
| MISSION WEALTH MANAGEMENT, LP | 3,073 | $240K |
| CAP Partners, LLC | 2,684 | $210K |
| First Heartland Consultants, Inc. | 2,544 | $199K |
| JONES FINANCIAL COMPANIES LLLP | 845 | $66K |
| AMERIFLEX GROUP, INC. | 700 | $55K |
| CENTRAL TRUST Co | 637 | $50K |
| Global Retirement Partners, LLC | 316 | $25K |
| MERCER GLOBAL ADVISORS INC /ADV | 185 | $14K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 6,343 | $496K |
| HRT FINANCIAL LP | 3,817 | $299K |
| RPS ADVISORY SOLUTIONS LLC | 3,438 | $269K |
| HighPoint Advisor Group LLC | 3,044 | $238K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,469 | $115K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 396 | $31K |
| SageView Advisory Group, LLC | 317 | $25K |
| HARBOUR INVESTMENTS, INC. | 236 | $18K |
| Sound Income Strategies, LLC | 115 | $9K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +3,604 | +0.8% | 439,136 |
| STIFEL FINANCIAL CORP | +3,421 | +2.0% | 176,454 |
| OneDigital Investment Advisors LLC | +2,805 | +80.3% | 6,296 |
| TRUIST FINANCIAL CORP | +2,546 | +18.1% | 16,607 |
| Clearstead Advisors, LLC | +2,353 | +3.8% | 63,476 |
| OSAIC HOLDINGS, INC. | +2,310 | +17.5% | 15,531 |
| Janney Montgomery Scott LLC | +1,571 | +12.2% | 14,453 |
| AMERIPRISE FINANCIAL INC | +1,192 | +5.1% | 24,591 |
| Integrated Wealth Concepts LLC | +554 | +0.5% | 102,274 |
| JPMORGAN CHASE & CO | +392 | +290.4% | 527 |
| CWM, LLC | +130 | +15.5% | 970 |
| Qube Research & Technologies Ltd | +15 | +29.4% | 66 |
| Mutual Advisors, LLC | +12 | +0.2% | 5,280 |
| Larson Financial Group LLC | +2 | +0.3% | 673 |
| WORLD EQUITY GROUP, INC. | +1 | +0.0% | 15,808 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -41,797 | -74.3% | 14,450 |
| ROYAL BANK OF CANADA | -33,849 | -14.3% | 203,383 |
| Patriot Financial Group Insurance A | -23,603 | -50.5% | 23,171 |
| Keystone Financial Group | -15,182 | -21.8% | 54,525 |
| MATHER GROUP, LLC. | -11,520 | -20.0% | 46,039 |
| RAYMOND JAMES FINANCIAL INC | -7,822 | -2.1% | 368,630 |
| BANK OF AMERICA CORP /DE | -7,785 | -5.7% | 129,416 |
| LPL Financial LLC | -7,334 | -2.4% | 300,362 |
| Creative Planning | -6,139 | -10.0% | 55,486 |
| WELLS FARGO & COMPANY/MN | -5,722 | -5.7% | 94,221 |
| NewEdge Advisors, LLC | -4,799 | -7.6% | 58,114 |
| MONEY CONCEPTS CAPITAL CORP | -4,402 | -61.5% | 2,757 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -2,482 | -18.2% | 11,161 |
| MORGAN STANLEY | -1,918 | -0.7% | 254,694 |
| UBS Group AG | -1,601 | -4.8% | 31,900 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,573 | -0.9% | 164,099 |
| CALTON & ASSOCIATES, INC. | -1,458 | -11.8% | 10,901 |
| Kestra Advisory Services, LLC | -969 | -24.3% | 3,023 |
| FIFTH THIRD BANCORP | -865 | -11.3% | 6,807 |
| AE Wealth Management LLC | -835 | -18.6% | 3,653 |