Victoryshares US Eq Income ECDCETF

13F holders, Q1 2024 (March 31)
103holders
1famous investor
$59.51avg. 13F price*

At the end of Q1 2024, 103 institutions reported holding Victoryshares US Eq Income E (CDC) in their 13F filings. The largest holders were Morgan Stanley ($77.8M), Northwestern Mutual Wealth Management Co. ($69.1M) and Raymond James Financial Services Advisors, Inc. ($50.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Victoryshares US Eq Income E
CUSIP
92647N824
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 103Q1 2024Q2 2024: 100Q2 2024Q3 2024: 98Q3 2024Q4 2024: 98Q4 2024Q1 2025: 102Q1 2025Q2 2025: 97Q2 2025Q3 2025: 97Q3 2025Q4 2025: 98Q4 2025Q1 2026: 100Q1 2026Q2 2026: 101Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$3.2M
Exits20$17.1M

Ownership 103 holders

Morgan Stanley 0.01% Reduce -2.8% 1,306,626 $77.8M
Northwestern Mutual Wealth Management Co. 0.07% Add +5.9% 1,160,326 $69.1M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -4.4% 845,984 $50.4M
LPL Financial LLC 0.02% Reduce -29.8% 771,549 $45.9M
Bank of America Corp. 0.00% Reduce -3.9% 649,168 $38.6M
Silver Oak Securities, Incorporated 4.77% Reduce -6.2% 523,879 $31.2M
Ameriprise Financial Inc. 0.01% Reduce -27.2% 518,292 $30.9M
Royal Bank of Canada 0.01% Reduce -36.5% 423,914 $25.2M
Cwm, LLC 0.08% Reduce -2.0% 282,800 $16.8M
UBS Group AG 0.01% Reduce -26.4% 255,582 $15.2M
Avantax Advisory Services, Inc. 0.12% Reduce -26.5% 222,102 $13.2M
Commonwealth Equity Services, LLC 0.02% Reduce -32.2% 200,699 $11.9M
Wells Fargo & Company 0.00% Reduce -4.8% 199,528 $11.9M
Envestnet Asset Management Inc. 0.00% Add +33.8% 185,311 $11.0M
Cambridge Investment Research Advisors, Inc. 0.04% Add +2.9% 176,747 $10.5M
Strategic Planning Group, LLC 2.49% Add +11.1% 167,013 $9.9M
Private Advisor Group, LLC 0.07% Reduce -27.1% 154,190 $9.2M
Integrated Wealth Concepts LLC 0.12% Reduce -5.5% 140,113 $8.3M
Garrett Wealth Advisory Group, LLC 3.14% Reduce -4.0% 128,773 $7.7M
Osaic Holdings, Inc. 0.02% Reduce -26.7% 125,034 $7.4M
Raymond James & Associates 0.00% Reduce -14.0% 107,905 $6.4M
Stifel Financial Corp. 0.01% Reduce -15.9% 95,847 $5.7M
Money Concepts Capital Corp. 0.45% Reduce -16.6% 81,735 $4.9M
Mather Group, Llc. 0.06% Reduce -0.5% 64,461 $3.6M
Cetera Investment Advisers 0.01% Add +1476.0% 55,743 $3.3M
NewEdge Advisors, LLC 0.03% Reduce -8.4% 55,579 $3.3M
Unique Wealth, LLC 0.85% Reduce -37.5% 50,855 $3.0M
Keystone Financial Group 0.40% Reduce -8.6% 46,084 $2.7M
Caprock Group, LLC 0.15% No change 42,840 $2.6M
Truist Financial Corp. 0.00% Reduce -10.3% 40,416 $2.4M
HighTower Advisors, LLC 0.00% Add +9.3% 35,450 $2.1M
WCG Wealth Advisors LLC 0.16% Reduce -9.6% 32,376 $1.9M
Kestra Private Wealth Services, LLC 0.04% Reduce -22.2% 32,360 $1.9M
Flow Traders U.S. LLC 0.10% New 30,833 $1.8M
PFG Advisors 0.11% Add +0.2% 25,976 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -1.5% 23,714 $1.4M
Hilltop Holdings Inc. 0.15% Reduce -30.9% 22,971 $1.4M
Calton & Associates, Inc. 0.58% Reduce -1.7% 19,879 $1.2M
Vantage Financial Partners, LLC 0.29% Reduce -10.5% 18,013 $1.1M
Jane Street Group, LLC 0.00% Add +141.8% 16,481 $981K
StoneX Group Inc. 0.09% Add +20.7% 16,316 $971K
Kestra Advisory Services, LLC 0.01% Add +2.8% 16,248 $967K
Empirical Asset Management, LLC 0.43% Reduce -6.6% 14,807 $881K
Moneco Advisors, LLC 0.13% Reduce -16.8% 14,223 $847K
Great Valley Advisor Group, Inc. 0.03% Reduce -3.0% 14,076 $838K
GPS Wealth Strategies Group, LLC 0.13% Reduce -0.7% 13,740 $818K
Ridgepath Capital Management LLC 0.90% No change 13,485 $803K
Axxcess Wealth Management, LLC 0.02% No change 13,485 $803K
Stratos Wealth Partners, LTD. 0.01% Reduce -13.3% 11,468 $683K
Mariner, LLC 0.00% Add +7.6% 11,253 $670K
Citadel Advisors 0.00% Reduce -70.5% 10,973 $653K
J.W. Cole Advisors, Inc. 0.03% Reduce -12.0% 9,870 $588K
TBH Global Asset Management, LLC 0.11% No change 9,537 $568K
Equitable Holdings, Inc. 0.01% Add +2.5% 8,609 $512K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +1.5% 8,442 $503K
Flagship Harbor Advisors, LLC 0.03% Add +0.6% 8,301 $494K
Alpha Cubed Investments, LLC 0.02% Reduce -50.9% 7,862 $468K
Bison Wealth, LLC 0.07% Reduce -42.6% 7,389 $440K
Prime Capital Investment Advisors, LLC 0.01% Reduce -9.2% 7,176 $427K
Atria Wealth Solutions, Inc. 0.00% Reduce -44.4% 7,157 $426K
KPP Advisory Services LLC 0.11% New 6,929 $413K
EverSource Wealth Advisors, LLC 0.03% Reduce -36.5% 6,846 $396K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.5% 6,442 $384K
Choreo, LLC 0.01% Add +4.5% 5,942 $354K
Global Retirement Partners, LLC 0.01% Reduce -12.2% 5,547 $330K
First Heartland Consultants, Inc. 0.03% Reduce -0.6% 5,474 $326K
Foundations Investment Advisors, LLC 0.01% Reduce -27.6% 4,884 $291K
HRT Financial LP 0.00% New 4,815 $286K
Keel Point, LLC 0.03% Reduce -2.5% 4,693 $279K
Comerica Bank 0.00% Reduce -33.4% 4,646 $277K
Advisory Alpha, LLC 0.01% Reduce -5.7% 4,609 $274K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.5% 4,601 $274K
CoreCap Advisors, LLC 0.01% New 4,456 $265K
Two Sigma Securities, LLC 0.01% New 4,396 $262K
Claro Advisors Inc. 0.04% Reduce -34.6% 4,270 $254K
IFP Advisors, Inc 0.01% Reduce -17.3% 4,016 $239K
Beacon Pointe Advisors, LLC 0.00% Reduce -3.8% 3,905 $232K
MML Investors Services, LLC 0.00% Reduce -56.5% 3,890 $232K
Susquehanna International Group, LLP 0.00% Reduce -96.5% 3,856 $230K
Integrity Financial Corp 0.15% Reduce -10.0% 3,754 $223K
Tower Research Capital LLC (TRC) 0.01% Add +98.7% 3,531 $210K
Private Trust Co. NA 0.02% Reduce -48.5% 2,673 $159K
Qube Research & Technologies Ltd 0.00% Reduce -94.5% 2,654 $158K
Sunbelt Securities, Inc. 0.02% Reduce -64.3% 2,624 $156K
NorthRock Partners, LLC 0.00% No change 2,023 $120K
Aptus Capital Advisors, LLC 0.00% New 1,973 $117K
JPMorgan Chase & Co. 0.00% No change 1,217 $72K
DHJJ Financial Advisors, Ltd. 0.02% No change 901 $54K
Avior Wealth Management, LLC 0.00% Reduce -75.2% 850 $51K
Sanctuary Wealth Management, L.L.C. 0.03% Reduce -13.6% 717 $43K
Lanark Financial, Inc. 0.00% No change 475 $28K
FMR LLC 0.00% Add +6783.3% 413 $25K
CIBC Private Wealth Group LLC 0.00% New 300 $18K
Pacific Center for Financial Services 0.00% Add +548.6% 227 $14K
NFSG Corp 0.01% Reduce -66.7% 200 $12K
Horizons Wealth Management 0.01% No change 191 $11K
Capital Advisors, Ltd. LLC 0.00% No change 162 $10K
Operose Advisors LLC 0.00% Reduce -99.2% 136 $8K
Larson Financial Group LLC 0.00% Reduce -58.2% 118 $7K
Bank of Montreal 0.00% Add +0.0% 48 $3K
Evolution Advisers, Inc. 0.00% No change 27 $2K
Harbour Investments, Inc. 0.00% Reduce -98.4% 11 $655
Highline Wealth Partners LLC 0.00% Reduce -94.5% 9 $507

"% of holder's portfolio" is CDC's weight in each manager's 13F, not the share of Victoryshares US Eq Income E the manager owns.