VSMV Institutional Ownership
VictoryShares US Multi-Factor Minimum Volatility ETF
1W: -0.3%
1M: -2.0%
3M: +1.0%
YTD: +8.3%
1Y: +12.0%
3Y: +58.4%
5Y: +65.3%
$60.04
+0.29 (+0.48%)
Weekly Expected Move ±1.2%
$59
$59
$60
$61
$61
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — VSMV
33
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
128M
Total Invested
4
New Positions
6
Increased
15
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | 936,541 | 56M | +32,931 | +3.6% | 11Q | SEC ↗ |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 331,712 | 20M | — | +0.0% | 36Q | SEC ↗ |
| 3 | Tower Wealth Partners, Inc. | 317,448 | 19M | -4,838 | -1.5% | 23Q | SEC ↗ |
| 4 | MORGAN STANLEY | 146,419 | 9M | -325 | -0.2% | 28Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 95,973 | 6M | -498 | -0.5% | 35Q | SEC ↗ |
| 6 | LPL Financial LLC | 66,306 | 4M | -155 | -0.2% | 30Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 57,834 | 3M | +9,201 | +18.9% | 7Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 31,011 | 2M | -3,000 | -8.8% | 15Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 26,630 | 2M | -648 | -2.4% | 15Q | SEC ↗ |
| 10 | Trilogy Capital Inc. | 21,065 | 1M | -2,111 | -9.1% | 15Q | SEC ↗ |
| 11 | Sovereign Financial Group, Inc. | 16,824 | 1M | -707 | -4.0% | 11Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP | 16,754 | 1M | -7,765 | -31.7% | 8Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,786 | 828K | +5,015 | +57.2% | 13Q | SEC ↗ |
| 14 | Dakota Wealth Management | 9,242 | 555K | -1,436 | -13.4% | 3Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC NEW | 9,058 | 544K | — | +0.0% | 1Q | SEC ↗ |
| 16 | One Degree Advisors Inc | 8,169 | 490K | +4 | +0.0% | 11Q | SEC ↗ |
| 17 | LexAurum Advisors, LLC | 6,520 | 391K | -2,314 | -26.2% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 6,433 | 386K | -1,125 | -14.9% | 4Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 6,364 | 382K | -125 | -1.9% | 27Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 5,525 | 332K | — | +0.0% | 13Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 4,556 | 274K | +771 | +20.4% | 4Q | SEC ↗ |
| 22 | Valley Financial Group, Inc. | 3,771 | 226K | — | +0.0% | 4Q | SEC ↗ |
| 23 | Global Retirement Partners, LLC NEW | 2,483 | 149K | — | +0.0% | 1Q | SEC ↗ |
| 24 | UBS Group AG NEW | 1,174 | 70K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 1,111 | 67K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Steward Partners Investment Advisory, | 1,000 | 60K | — | +0.0% | 28Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 915 | 55K | — | +0.0% | 3Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 739 | 44K | — | +0.0% | 26Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC NEW | 514 | 31K | — | +0.0% | 1Q | SEC ↗ |
| 30 | FMR LLC | 203 | 12K | +28 | +16.0% | 9Q | SEC ↗ |
| 31 | Abound Wealth Management | 79 | 5K | -345 | -81.4% | 2Q | SEC ↗ |
| 32 | SUMMIT SECURITIES GROUP LLC | 1 | 0K | — | +0.0% | 4Q | SEC ↗ |
| 33 | SageView Advisory Group, LLC | 0 | 0K | — | — | 1Q | SEC ↗ |
| 34 | Independent Advisor Alliance | 0 | 0K | -9,222 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 9,058 | 544K |
| Global Retirement Partners, LLC | 2,483 | 149K |
| UBS Group AG | 1,174 | 70K |
| Integrated Wealth Concepts LLC | 514 | 31K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 9,222 | 554K |
| SageView Advisory Group, LLC | 0 | 0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | +32,931 | +3.6% | 936,541 |
| RAYMOND JAMES FINANCIAL INC | +9,201 | +18.9% | 57,834 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,015 | +57.2% | 13,786 |
| Cambridge Investment Research Advis | +771 | +20.4% | 4,556 |
| FMR LLC | +28 | +16.0% | 203 |
| One Degree Advisors Inc | +4 | +0.0% | 8,169 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -7,765 | -31.7% | 16,754 |
| Tower Wealth Partners, Inc. | -4,838 | -1.5% | 317,448 |
| GOLDMAN SACHS GROUP INC | -3,000 | -8.8% | 31,011 |
| LexAurum Advisors, LLC | -2,314 | -26.2% | 6,520 |
| Trilogy Capital Inc. | -2,111 | -9.1% | 21,065 |
| Dakota Wealth Management | -1,436 | -13.4% | 9,242 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,125 | -14.9% | 6,433 |
| Sovereign Financial Group, Inc. | -707 | -4.0% | 16,824 |
| BANK OF AMERICA CORP /DE | -648 | -2.4% | 26,630 |
| ROYAL BANK OF CANADA | -498 | -0.5% | 95,973 |
| Abound Wealth Management | -345 | -81.4% | 79 |
| MORGAN STANLEY | -325 | -0.2% | 146,419 |
| LPL Financial LLC | -155 | -0.2% | 66,306 |
| Private Advisor Group, LLC | -125 | -1.9% | 6,364 |