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VFLO Institutional Ownership

VictoryShares Free Cash Flow ETF
1W: +0.4% 1M: -6.7% 3M: +10.6% YTD: +31.5% 1Y: +38.1% 3Y: +106.0%
$51.82
-0.29 (-0.56%)
 
Weekly Expected Move ±2.1%
$50 $51 $52 $53 $54
ETF NASDAQ · AUM $8.1B

Institutional Ownership — VFLO

324
Institutional Holders
+32 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
46
New Positions
152
Increased
95
Reduced
16
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (334 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 16,355,994 $848M +388,526 +2.4% 10Q SEC ↗
2 MORGAN STANLEY 14,967,074 $776M +2,414,902 +19.2% 8Q SEC ↗
3 LPL Financial LLC 14,069,290 $729M +626,717 +4.7% 10Q SEC ↗
4 WELLS FARGO & COMPANY/MN 8,323,610 $431M +472,134 +6.0% 8Q SEC ↗
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 8,117,217 $421M +544,134 +7.2% 8Q SEC ↗
6 RAYMOND JAMES FINANCIAL INC 6,415,921 $332M +662,443 +11.5% 7Q SEC ↗
7 VICTORY CAPITAL MANAGEMENT INC 5,111,150 $265M +100,000 +2.0% 13Q SEC ↗
8 UBS Group AG 4,249,954 $220M +646,573 +17.9% 7Q SEC ↗
9 Merit Financial Group, LLC 3,224,520 $167M +401,983 +14.2% 5Q SEC ↗
10 AMERIPRISE FINANCIAL INC 3,120,465 $162M +566,269 +22.2% 5Q SEC ↗
11 HighTower Advisors, LLC 2,983,417 $155M -38,708 -1.3% 9Q SEC ↗
12 Modern Wealth Management, LLC 2,789,021 $145M +426,025 +18.0% 5Q SEC ↗
13 Allworth Financial LP 2,504,123 $130M -1,012,323 -28.8% 7Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 2,494,324 $129M +94,493 +3.9% 9Q SEC ↗
15 ROYAL BANK OF CANADA 2,414,494 $125M +270,919 +12.6% 10Q SEC ↗
16 Composition Wealth, LLC 2,273,385 $118M +106,833 +4.9% 10Q SEC ↗
17 TRAPHAGEN INVESTMENT ADVISORS LLC 2,167,764 $112M -14,038 -0.6% 12Q SEC ↗
18 GREAT VALLEY ADVISOR GROUP, INC. 1,975,690 $102M +339,844 +20.8% 9Q SEC ↗
19 Parallel Advisors, LLC 1,742,062 $90M +203,615 +13.2% 6Q SEC ↗
20 Krilogy Financial LLC 1,714,245 $89M +24,972 +1.5% 9Q SEC ↗
21 Goldstein Advisors, LLC 1,219,257 $63M -321,548 -20.9% 6Q SEC ↗
22 Sanctuary Advisors, LLC 1,138,388 $59M +30,065 +2.7% 8Q SEC ↗
23 COMMONWEALTH EQUITY SERVICES, LLC 1,119,059 $58M +74,707 +7.2% 11Q SEC ↗
24 Keystone Financial Group 1,112,874 $58M +33,177 +3.1% 8Q SEC ↗
25 StoneX Group Inc. 1,065,482 $55M +8,682 +0.8% 9Q SEC ↗
26 RVW Wealth, LLC 1,018,265 $53M +17,647 +1.8% 9Q SEC ↗
27 Private Advisor Group, LLC 1,008,371 $52M +91,736 +10.0% 9Q SEC ↗
28 Madison Asset Management, LLC 1,003,856 $52M +527,136 +110.6% 8Q SEC ↗
29 TWO SIGMA INVESTMENTS, LP 888,000 $46M +494,800 +125.8% 4Q SEC ↗
30 OSAIC HOLDINGS, INC. 848,053 $44M +9,863 +1.2% 10Q SEC ↗
31 Orion Porfolio Solutions, LLC 611,590 $32M -20,063 -3.2% 6Q SEC ↗
32 Wilkerson Advisory Group LLC 589,559 $31M +4,412 +0.8% 2Q SEC ↗
33 Rockefeller Capital Management L.P. 587,368 $30M +59,215 +11.2% 6Q SEC ↗
34 Cambridge Investment Research Advisors 547,526 $28M +17,794 +3.4% 9Q SEC ↗
35 Sepio Capital, LP 545,660 $28M +3,226 +0.6% 10Q SEC ↗
36 Ledyard National Bank 516,246 $27M +42,129 +8.9% 6Q SEC ↗
37 JONES FINANCIAL COMPANIES LLLP 510,082 $26M +179,792 +54.4% 4Q SEC ↗
38 Marble Wealth, LLC 484,517 $25M +18,390 +3.9% 3Q SEC ↗
39 Financial Enhancement Group LLC 473,000 $25M +4,813 +1.0% 7Q SEC ↗
40 Beacon Capital Management, Inc. 468,265 $24M -61,999 -11.7% 4Q SEC ↗
41 Atlas Wealth LLC 463,243 $24M +10,233 +2.3% 5Q SEC ↗
42 Allen Capital Group, LLC 444,975 $23M +15,928 +3.7% 7Q SEC ↗
43 Landmark Wealth Management, LLC 431,865 $22M -18,842 -4.2% 9Q SEC ↗
44 Cetera Investment Advisers 418,856 $22M -156,633 -27.2% 10Q SEC ↗
45 Summit Financial, LLC 417,093 $22M +56,778 +15.8% 4Q SEC ↗
46 ADAPT WEALTH ADVISORS, LLC 414,220 $21M -6,282 -1.5% 7Q SEC ↗
47 Curry Webb Wealth Management LLC 411,381 $21M +19,828 +5.1% 3Q SEC ↗
48 Kirkwood Financial Services 387,737 $20M +127,111 +48.8% 1Q SEC ↗
49 TRUIST FINANCIAL CORP 383,126 $20M +65,643 +20.7% 9Q SEC ↗
50 STIFEL FINANCIAL CORP 378,775 $20M +35,983 +10.5% 9Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +2,414,902 +19.2% 14,967,074
RAYMOND JAMES FINANCIAL INC +662,443 +11.5% 6,415,921
UBS Group AG +646,573 +17.9% 4,249,954
LPL Financial LLC +626,717 +4.7% 14,069,290
AMERIPRISE FINANCIAL INC +566,269 +22.2% 3,120,465
NORTHWESTERN MUTUAL WEALTH MANAGEME +544,134 +7.2% 8,117,217
Madison Asset Management, LLC +527,136 +110.6% 1,003,856
TWO SIGMA INVESTMENTS, LP +494,800 +125.8% 888,000
WELLS FARGO & COMPANY/MN +472,134 +6.0% 8,323,610
Modern Wealth Management, LLC +426,025 +18.0% 2,789,021
Merit Financial Group, LLC +401,983 +14.2% 3,224,520
BANK OF AMERICA CORP /DE +388,526 +2.4% 16,355,994
GREAT VALLEY ADVISOR GROUP, INC. +339,844 +20.8% 1,975,690
ROYAL BANK OF CANADA +270,919 +12.6% 2,414,494
Parallel Advisors, LLC +203,615 +13.2% 1,742,062
JONES FINANCIAL COMPANIES LLLP +179,792 +54.4% 510,082
Fort Point Capital Partners LLC +161,756 +100.0% 323,512
Kirkwood Financial Services +127,111 +48.8% 387,737
Trademark Financial Management, LLC +121,111 +195.1% 183,185
Composition Wealth, LLC +106,833 +4.9% 2,273,385
Biggest Decreases (20)
HolderReducedChange %Total Shares
Allworth Financial LP -1,012,323 -28.8% 2,504,123
Annex Advisory Services, LLC -455,202 -86.2% 72,965
Goldstein Advisors, LLC -321,548 -20.9% 1,219,257
Mariner, LLC -293,929 -92.9% 22,434
GOLDMAN SACHS GROUP INC -273,089 -66.2% 139,162
KICKSTAND VENTURES, LLC. -207,965 -96.0% 8,557
Cetera Investment Advisers -156,633 -27.2% 418,856
Beacon Capital Management, Inc. -61,999 -11.7% 468,265
Goldstone Financial Group, LLC -47,178 -37.9% 77,182
DDD Partners, LLC -47,025 -65.9% 24,294
HighTower Advisors, LLC -38,708 -1.3% 2,983,417
OneAscent Financial Services LLC -35,924 -10.9% 295,002
EXCHANGE TRADED CONCEPTS, LLC -24,849 -10.6% 209,302
EverSource Wealth Advisors, LLC -24,322 -26.1% 68,915
IHT Wealth Management, LLC -21,870 -30.0% 50,916
Orion Porfolio Solutions, LLC -20,063 -3.2% 611,590
Landmark Wealth Management, LLC -18,842 -4.2% 431,865
Patriot Financial Group Insurance A -15,112 -24.6% 46,362
WHITTIER TRUST CO OF NEVADA INC -14,346 -76.2% 4,490
TRAPHAGEN INVESTMENT ADVISORS LLC -14,038 -0.6% 2,167,764

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