VSDA Institutional Ownership
VictoryShares Dividend Accelerator ETF
1W: -1.2%
1M: -5.2%
3M: -4.4%
YTD: +6.3%
1Y: +6.5%
3Y: +38.2%
5Y: +39.5%
$56.29
+0.18 (+0.33%)
Weekly Expected Move ±1.1%
$55
$56
$56
$57
$58
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — VSDA
54
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
178M
Total Invested
7
New Positions
18
Increased
21
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (58 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | 847,849 | $48M | +23,726 | +2.9% | 27Q | SEC ↗ |
| 2 | Pinnacle Financial Partners, Inc. | 573,111 | $32M | +1,385 | +0.2% | 3Q | SEC ↗ |
| 3 | Investors Research Corp | 297,940 | $17M | -3,096 | -1.0% | 24Q | SEC ↗ |
| 4 | MORGAN STANLEY | 260,634 | $15M | +560 | +0.2% | 28Q | SEC ↗ |
| 5 | Kingsview Wealth Management, LLC NEW | 152,574 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 6 | LPL Financial LLC | 120,296 | $7M | -1,719 | -1.4% | 30Q | SEC ↗ |
| 7 | FIDUCIARY FINANCIAL ADVISORS NEW | 100,074 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 98,261 | $6M | +3,806 | +4.0% | 15Q | SEC ↗ |
| 9 | Gladstone Institutional Advisory LLC | 98,179 | $6M | +887 | +0.9% | 19Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 59,755 | $3M | -151 | -0.3% | 10Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 57,779 | $3M | +1,190 | +2.1% | 19Q | SEC ↗ |
| 12 | MONEY CONCEPTS CAPITAL CORP | 33,847 | $2M | -1,650 | -4.6% | 19Q | SEC ↗ |
| 13 | DDD Partners, LLC | 32,884 | $2M | -78,082 | -70.4% | 13Q | SEC ↗ |
| 14 | Farther Finance Advisors, LLC | 32,550 | $2M | +31,190 | +2293.4% | 3Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 29,241 | $2M | +4,047 | +16.1% | 6Q | SEC ↗ |
| 16 | Keystone Financial Group | 24,137 | $1M | +247 | +1.0% | 8Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 22,808 | $1M | +163 | +0.7% | 7Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 21,978 | $1M | +12,078 | +122.0% | 32Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 16,947 | $954K | +84 | +0.5% | 23Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 16,180 | $911K | +615 | +4.0% | 28Q | SEC ↗ |
| 21 | Apella Capital, LLC | 15,225 | $857K | -227 | -1.5% | 13Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 14,592 | $821K | -124 | -0.8% | 13Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 14,579 | $821K | +590 | +4.2% | 25Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 13,029 | $733K | -123 | -0.9% | 26Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 12,788 | $720K | +1,044 | +8.9% | 24Q | SEC ↗ |
| 26 | Global Retirement Partners, LLC NEW | 11,530 | $649K | — | +0.0% | 1Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,459 | $645K | — | +0.0% | 3Q | SEC ↗ |
| 28 | Landmark Wealth Management, LLC | 10,793 | $607K | +582 | +5.7% | 14Q | SEC ↗ |
| 29 | Allworth Financial LP | 8,217 | $462K | — | +0.0% | 12Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC NEW | 7,350 | $414K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Strategic Blueprint, LLC | 6,739 | $379K | -1,535 | -18.6% | 6Q | SEC ↗ |
| 32 | Athena Wealth Management, LLC | 6,730 | $379K | -36 | -0.5% | 3Q | SEC ↗ |
| 33 | QTR Family Wealth, LLC | 6,635 | $373K | -496 | -7.0% | 6Q | SEC ↗ |
| 34 | Hilltop Holdings Inc. | 5,376 | $303K | -558 | -9.4% | 7Q | SEC ↗ |
| 35 | Invariant Investment Management | 5,160 | $290K | — | +0.0% | 3Q | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 4,458 | $251K | -77 | -1.7% | 4Q | SEC ↗ |
| 37 | Focus Financial Network, Inc. | 4,054 | $228K | -117 | -2.8% | 9Q | SEC ↗ |
| 38 | THOROUGHBRED FINANCIAL SERVICES, LLC NEW | 3,489 | $196K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Steward Partners Investment Advisory, | 1,300 | $73K | — | +0.0% | 28Q | SEC ↗ |
| 40 | Sunbelt Securities, Inc. | 575 | $32K | — | +0.0% | 14Q | SEC ↗ |
| 41 | PRIVATE TRUST CO NA | 541 | $30K | — | +0.0% | 17Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 503 | $28K | — | +0.0% | 21Q | SEC ↗ |
| 43 | UBS Group AG NEW | 452 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 250 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 45 | TD Capital Management LLC | 135 | $8K | +1 | +0.7% | 7Q | SEC ↗ |
| 46 | Clearstead Advisors, LLC NEW | 135 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 47 | FMR LLC | 126 | $7K | +42 | +50.0% | 13Q | SEC ↗ |
| 48 | Coston, McIsaac & Partners | 71 | $4K | -20 | -22.0% | 15Q | SEC ↗ |
| 49 | WPG Advisers, LLC | 65 | $4K | — | +0.0% | 7Q | SEC ↗ |
| 50 | Abound Wealth Management | 53 | $3K | -223 | -80.8% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 152,574 | $9M |
| FIDUCIARY FINANCIAL ADVISORS | 100,074 | $6M |
| Global Retirement Partners, LLC | 11,530 | $649K |
| NewEdge Advisors, LLC | 7,350 | $414K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 3,489 | $196K |
| UBS Group AG | 452 | $25K |
| Clearstead Advisors, LLC | 135 | $8K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 2,270 | $128K |
| Advisory Services Network, LLC | 2,195 | $124K |
| Empowered Funds, LLC | 1,837 | $103K |
| Western Wealth Management, LLC | 930 | $52K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 481 | $27K |
| Scarborough Advisors, LLC | 234 | $13K |
| JPMORGAN CHASE & CO | 200 | $11K |
| AE Wealth Management LLC | 82 | $5K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | +31,190 | +2293.4% | 32,550 |
| GREAT VALLEY ADVISOR GROUP, INC. | +23,726 | +2.9% | 847,849 |
| ROYAL BANK OF CANADA | +12,078 | +122.0% | 21,978 |
| CITADEL ADVISORS LLC | +4,047 | +16.1% | 29,241 |
| BANK OF AMERICA CORP /DE | +3,806 | +4.0% | 98,261 |
| Pinnacle Financial Partners, Inc. | +1,385 | +0.2% | 573,111 |
| Cambridge Investment Research Advis | +1,190 | +2.1% | 57,779 |
| WELLS FARGO & COMPANY/MN | +1,044 | +8.9% | 12,788 |
| Gladstone Institutional Advisory LL | +887 | +0.9% | 98,179 |
| COMMONWEALTH EQUITY SERVICES, LLC | +615 | +4.0% | 16,180 |
| STIFEL FINANCIAL CORP | +590 | +4.2% | 14,579 |
| Landmark Wealth Management, LLC | +582 | +5.7% | 10,793 |
| MORGAN STANLEY | +560 | +0.2% | 260,634 |
| Keystone Financial Group | +247 | +1.0% | 24,137 |
| RAYMOND JAMES FINANCIAL INC | +163 | +0.7% | 22,808 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +84 | +0.5% | 16,947 |
| FMR LLC | +42 | +50.0% | 126 |
| TD Capital Management LLC | +1 | +0.7% | 135 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DDD Partners, LLC | -78,082 | -70.4% | 32,884 |
| Investors Research Corp | -3,096 | -1.0% | 297,940 |
| LPL Financial LLC | -1,719 | -1.4% | 120,296 |
| MONEY CONCEPTS CAPITAL CORP | -1,650 | -4.6% | 33,847 |
| Strategic Blueprint, LLC | -1,535 | -18.6% | 6,739 |
| Hilltop Holdings Inc. | -558 | -9.4% | 5,376 |
| QTR Family Wealth, LLC | -496 | -7.0% | 6,635 |
| Apella Capital, LLC | -227 | -1.5% | 15,225 |
| Abound Wealth Management | -223 | -80.8% | 53 |
| Cetera Investment Advisers | -151 | -0.3% | 59,755 |
| Integrated Wealth Concepts LLC | -124 | -0.8% | 14,592 |
| OSAIC HOLDINGS, INC. | -123 | -0.9% | 13,029 |
| Focus Financial Network, Inc. | -117 | -2.8% | 4,054 |
| Rockefeller Capital Management L.P. | -77 | -1.7% | 4,458 |
| Athena Wealth Management, LLC | -36 | -0.5% | 6,730 |
| Coston, McIsaac & Partners | -20 | -22.0% | 71 |