Victoryshares US Eq Income ECDCETF

13F holders, Q2 2024 (June 30)
100holders −3
6new positions
12sold out
$58.57avg. 13F price*

At the end of Q2 2024, 100 institutions reported holding Victoryshares US Eq Income E (CDC) in their 13F filings, down 3 from Q1 2024. 6 opened new positions and 12 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($137.4M), Morgan Stanley ($72.3M) and Raymond James Financial Services Advisors, Inc. ($49.2M).

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 → Q2 2024

InstitutionsTotal Value
New Positions6$1.3M
Exits12$9.2M

All 13F filers, Q1 2024 → Q2 2024: 1,306,204 shares bought and 1,217,758 shares sold, net +88,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 100 holders

Northwestern Mutual Wealth Management Co. 0.14% Add +102.2% 2,346,388 $137.4M
Morgan Stanley 0.01% Reduce -5.5% 1,234,763 $72.3M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -0.7% 840,023 $49.2M
LPL Financial LLC 0.02% Reduce -6.0% 725,586 $42.5M
Bank of America Corp. 0.00% Reduce -1.0% 642,413 $37.6M
Silver Oak Securities, Incorporated 4.39% Reduce -4.6% 499,810 $29.3M
Royal Bank of Canada 0.01% Reduce -12.3% 371,908 $21.8M
Cwm, LLC 0.08% Add +0.1% 282,991 $16.6M
Wells Fargo & Company 0.00% Add +23.5% 246,450 $14.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.8% 179,885 $10.5M
Envestnet Asset Management Inc. 0.00% Reduce -4.5% 177,044 $10.4M
Strategic Planning Group, LLC 2.25% Add +5.1% 175,598 $10.3M
Commonwealth Equity Services, LLC 0.02% Reduce -14.9% 170,847 $10.0M
Ameriprise Financial Inc. 0.00% Reduce -67.5% 168,341 $9.9M
UBS Group AG 0.00% Reduce -48.7% 131,221 $7.7M
Integrated Wealth Concepts LLC 0.10% Reduce -8.2% 128,687 $7.5M
Garrett Wealth Advisory Group, LLC 2.68% Reduce -3.3% 124,591 $7.3M
Private Advisor Group, LLC 0.05% Reduce -25.3% 115,141 $6.7M
Raymond James & Associates 0.00% Reduce -0.1% 107,845 $6.3M
Stifel Financial Corp. 0.01% Reduce -10.8% 85,468 $5.0M
Osaic Holdings, Inc. 0.01% Reduce -36.9% 78,893 $4.6M
Avantax Advisory Services, Inc. 0.03% Reduce -64.8% 78,066 $4.6M
Money Concepts Capital Corp. 0.34% Reduce -15.3% 69,228 $4.1M
Mather Group, Llc. 0.05% Add +0.1% 64,500 $3.8M
Cetera Investment Advisers 0.01% Reduce -1.0% 55,182 $3.2M
NewEdge Advisors, LLC 0.02% Reduce -6.8% 51,792 $3.0M
Unique Wealth, LLC 0.69% Reduce -10.9% 45,301 $2.7M
Caprock Group, LLC 0.10% No change 42,840 $2.5M
Smith Thornton Advisors LLC 1.80% — 41,831 $2.4M
Truist Financial Corp. 0.00% Reduce -3.1% 39,153 $2.3M
HighTower Advisors, LLC 0.00% Reduce -12.5% 31,028 $1.8M
Susquehanna International Group, LLP 0.00% Add +673.4% 29,821 $1.7M
Rockefeller Capital Management L.P. 0.00% Reduce -1.4% 23,384 $1.4M
PFG Advisors 0.09% Reduce -11.9% 22,885 $1.3M
Kestra Private Wealth Services, LLC 0.02% Reduce -35.1% 21,010 $1.2M
Calton & Associates, Inc. 0.53% Reduce -9.3% 18,039 $1.1M
Kestra Advisory Services, LLC 0.01% Add +8.7% 17,665 $1.0M
Vantage Financial Partners, LLC 0.26% Reduce -6.5% 16,839 $986K
Empirical Asset Management, LLC 0.33% Add +1.1% 14,964 $876K
Moneco Advisors, LLC 0.12% Reduce -3.7% 13,698 $802K
Ridgepath Capital Management LLC 0.77% No change 13,485 $790K
Axxcess Wealth Management, LLC 0.02% No change 13,485 $790K
StoneX Group Inc. 0.06% Reduce -18.4% 13,320 $780K
Great Valley Advisor Group, Inc. 0.02% Reduce -6.3% 13,194 $773K
Equitable Holdings, Inc. 0.01% Add +48.5% 12,783 $749K
Jane Street Group, LLC 0.00% Reduce -28.1% 11,849 $694K
GPS Wealth Strategies Group, LLC 0.10% Reduce -14.7% 11,725 $687K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.5% 11,295 $661K
Hilltop Holdings Inc. 0.07% Reduce -55.9% 10,128 $593K
J.W. Cole Advisors, Inc. 0.03% Add +2.0% 10,072 $590K
Mariner, LLC 0.00% Reduce -15.1% 9,553 $559K
Flagship Harbor Advisors, LLC 0.03% Add +0.6% 8,350 $489K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -3.3% 8,167 $478K
Alpha Cubed Investments, LLC 0.02% No change 7,862 $460K
Bison Wealth, LLC 0.07% No change 7,389 $440K
KPP Advisory Services LLC 0.10% Reduce -3.7% 6,675 $391K
&partners 0.02% New 6,440 $377K
RPS Advisory Solutions LLC 0.34% — 6,280 $368K
CoreCap Advisors, LLC 0.04% Add +36.5% 6,082 $356K
Atria Wealth Solutions, Inc. 0.00% Reduce -18.6% 5,825 $341K
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.1% 5,725 $335K
Kingsview Wealth Management, LLC 0.01% New 5,510 $323K
First Heartland Consultants, Inc. 0.03% No change 5,474 $321K
Atria Investments, Inc 0.00% New 5,481 $321K
Choreo, LLC 0.01% Reduce -7.6% 5,491 $320K
Global Retirement Partners, LLC 0.01% Reduce -2.5% 5,410 $317K
Prime Capital Investment Advisors, LLC 0.00% Reduce -26.7% 5,258 $308K
Tower Research Capital LLC (TRC) 0.01% Add +46.6% 5,175 $303K
Advisory Alpha, LLC 0.01% Reduce -2.0% 4,517 $265K
Allworth Financial LP 0.00% New 4,303 $261K
Claro Advisors Inc. 0.04% Add +0.6% 4,296 $252K
Dynamic Advisor Solutions LLC 0.01% Reduce -11.4% 4,077 $239K
IFP Advisors, Inc 0.01% No change 4,016 $235K
Integrity Financial Corp 0.14% Add +0.9% 3,788 $222K
Comerica Bank 0.00% Reduce -23.3% 3,566 $209K
Foundations Investment Advisors, LLC 0.00% Reduce -29.1% 3,462 $203K
Bank of Montreal 0.00% Add +6695.8% 3,262 $193K
Private Trust Co. NA 0.02% No change 2,673 $157K
Hershey Financial Advisers, LLC 0.13% — 2,533 $148K
NorthRock Partners, LLC 0.00% No change 2,023 $118K
Aptus Capital Advisors, LLC 0.00% Reduce -33.8% 1,307 $77K
DHJJ Financial Advisors, Ltd. 0.02% No change 901 $53K
Avior Wealth Management, LLC 0.00% No change 850 $50K
Sunbelt Securities, Inc. 0.01% Reduce -68.0% 839 $49K
EverSource Wealth Advisors, LLC 0.00% Reduce -88.9% 761 $47K
International Assets Investment Management, LLC 0.00% New 761 $45K
Sanctuary Wealth Management, L.L.C. 0.03% No change 717 $42K
JPMorgan Chase & Co. 0.00% Reduce -57.4% 518 $30K
Lanark Financial, Inc. 0.00% No change 475 $27K
FMR LLC 0.00% Add +1.9% 421 $25K
CIBC Private Wealth Group LLC 0.00% No change 300 $17K
Farther Finance Advisors, LLC 0.00% New 256 $15K
Pacific Center for Financial Services 0.00% No change 227 $13K
NFSG Corp 0.00% No change 200 $12K
Capital Advisors, Ltd. LLC 0.00% No change 162 $9K
Operose Advisors LLC 0.00% No change 136 $8K
Larson Financial Group LLC 0.00% No change 118 $7K
Evolution Advisers, Inc. 0.00% No change 27 $1K
Harbour Investments, Inc. 0.00% No change 11 $644
Highline Wealth Partners LLC 0.00% Reduce -88.9% 1 $69

"% 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.