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ULVM Institutional Ownership

VictoryShares US Value Momentum ETF
1W: -0.8% 1M: -4.4% 3M: -3.5% YTD: +11.8% 1Y: +15.2% 3Y: +75.3% 5Y: +67.6%
$103.25
+1.30 (+1.28%)
 
Weekly Expected Move ±1.2%
$101 $102 $103 $104 $106
ETF NASDAQ · AUM $245.9M

Institutional Ownership — ULVM

16
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
231M
Total Invested
1
New Positions
7
Increased
3
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VICTORY CAPITAL MANAGEMENT INC 2,067,405 213M +10,000 +0.5% 28Q SEC ↗
2 BANK OF AMERICA CORP /DE 26,412 3M +554 +2.1% 12Q SEC ↗
3 Cetera Investment Advisers 22,015 2M -575 -2.5% 5Q SEC ↗
4 MANCHESTER FINANCIAL INC 20,923 2M +1,934 +10.2% 7Q SEC ↗
5 CITADEL ADVISORS LLC 16,871 2M +806 +5.0% 3Q SEC ↗
6 World Investment Advisors 6,449 666K — +0.0% 2Q SEC ↗
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,105 630K -13,859 -69.4% 3Q SEC ↗
8 Western Wealth Management, LLC 4,151 429K -40 -1.0% 19Q SEC ↗
9 HighTower Advisors, LLC 3,869 399K — +0.0% 22Q SEC ↗
10 TWO SIGMA INVESTMENTS, LP NEW 3,200 330K — +0.0% 1Q SEC ↗
11 OSAIC HOLDINGS, INC. 478 49K +2 +0.4% 3Q SEC ↗
12 UBS Group AG 337 35K +191 +130.8% 2Q SEC ↗
13 ASSETMARK, INC 250 26K — +0.0% 6Q SEC ↗
14 MORGAN STANLEY 141 15K +1 +0.7% 5Q SEC ↗
15 Bogart Wealth, LLC 135 14K — +0.0% 19Q SEC ↗
16 INTERNATIONAL ASSETS INVESTMENT MANAGE 75 8K — +0.0% 3Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
TWO SIGMA INVESTMENTS, LP 3,200 330K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (7)
HolderAddedChange %Total Shares
VICTORY CAPITAL MANAGEMENT INC +10,000 +0.5% 2,067,405
MANCHESTER FINANCIAL INC +1,934 +10.2% 20,923
CITADEL ADVISORS LLC +806 +5.0% 16,871
BANK OF AMERICA CORP /DE +554 +2.1% 26,412
UBS Group AG +191 +130.8% 337
OSAIC HOLDINGS, INC. +2 +0.4% 478
MORGAN STANLEY +1 +0.7% 141
Biggest Decreases (3)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -13,859 -69.4% 6,105
Cetera Investment Advisers -575 -2.5% 22,015
Western Wealth Management, LLC -40 -1.0% 4,151

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms