Victoryshares US Eq Income ECDCETF

13F holders, Q3 2024 (September 30)
98holders −2
7new positions
6sold out
1famous investor
$64.98avg. 13F price*

At the end of Q3 2024, 98 institutions reported holding Victoryshares US Eq Income E (CDC) in their 13F filings, down 2 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($82.1M), Northwestern Mutual Wealth Management Co. ($54.5M) and Raymond James Financial Services Advisors, Inc. ($49.9M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions7$7.9M
Exits6$3.0M

All 13F filers, Q2 2024 → Q3 2024: 284,504 shares bought and 1,903,053 shares sold, net −1,618,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

Morgan Stanley 0.01% Add +2.4% 1,264,015 $82.1M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -64.3% 837,979 $54.5M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -8.5% 768,254 $49.9M
LPL Financial LLC 0.02% Reduce -4.5% 693,118 $45.0M
Bank of America Corp. 0.00% Add +1.4% 651,328 $42.3M
Silver Oak Securities, Incorporated 3.41% Reduce -0.2% 498,837 $32.3M
Royal Bank of Canada 0.00% Reduce -13.8% 320,607 $20.8M
Cwm, LLC 0.08% Add +1.6% 287,610 $18.7M
Wells Fargo & Company 0.00% Add +1.2% 249,328 $16.2M
Commonwealth Equity Services, LLC 0.02% Add +9.9% 187,712 $12.2M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.7% 186,582 $12.1M
Strategic Planning Group, LLC 2.32% Add +3.1% 181,110 $11.8M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 176,928 $11.5M
Ameriprise Financial Inc. 0.00% Reduce -3.9% 161,855 $10.5M
Garrett Wealth Advisory Group, LLC 2.01% Add +0.4% 125,095 $8.1M
Integrated Wealth Concepts LLC 0.10% Reduce -6.6% 120,173 $7.8M
UBS Group AG 0.00% Reduce -13.1% 113,986 $7.4M
Private Advisor Group, LLC 0.04% Reduce -6.0% 108,226 $7.0M
Raymond James & Associates 0.00% Reduce -1.0% 106,804 $6.9M
Stifel Financial Corp. 0.01% Reduce -4.3% 81,814 $5.3M
Osaic Holdings, Inc. 0.01% Reduce -4.7% 75,156 $4.9M
Money Concepts Capital Corp. 0.28% Reduce -16.6% 57,712 $3.8M
Avantax Advisory Services, Inc. 0.02% Reduce -27.7% 56,469 $3.7M
&partners 0.07% Add +770.2% 56,038 $3.6M
Cetera Investment Advisers 0.01% Reduce -4.2% 52,850 $3.4M
Citadel Advisors 0.00% New 50,403 $3.3M
NewEdge Advisors, LLC 0.02% Reduce -4.4% 49,492 $3.2M
Caprock Group, LLC 0.10% No change 42,840 $2.8M
Smith Thornton Advisors LLC 1.76% Reduce -1.5% 41,205 $2.7M
Keystone Financial Group 0.32% New 38,758 $2.5M
Truist Financial Corp. 0.00% Reduce -1.3% 38,649 $2.5M
Jane Street Group, LLC 0.00% Add +174.0% 32,471 $2.1M
Mather Group, Llc. 0.03% Reduce -53.2% 30,179 $2.0M
HighTower Advisors, LLC 0.00% Reduce -6.7% 28,961 $1.9M
Unique Wealth, LLC 0.39% Reduce -41.6% 26,449 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -16.1% 25,032 $1.6M
PFG Advisors 0.10% Add +6.2% 24,308 $1.6M
Rockefeller Capital Management L.P. 0.00% Add +1.0% 23,613 $1.5M
Old Mission Capital LLC 0.03% New 22,607 $1.5M
Kestra Private Wealth Services, LLC 0.02% Reduce -10.4% 18,832 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -12.8% 15,400 $1.0M
StoneX Group Inc. 0.07% Add +7.1% 14,269 $927K
Stratos Wealth Partners, LTD. 0.01% Add +23.4% 13,939 $906K
Ridgepath Capital Management LLC 0.70% No change 13,485 $876K
Axxcess Wealth Management, LLC 0.02% No change 13,485 $876K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.2% 13,035 $847K
Vantage Financial Partners, LLC 0.20% Reduce -27.0% 12,289 $799K
GPS Wealth Strategies Group, LLC 0.10% Reduce -0.2% 11,700 $760K
J.W. Cole Advisors, Inc. 0.03% Add +0.3% 10,097 $656K
Mariner, LLC 0.00% Add +1.5% 9,699 $630K
Equitable Holdings, Inc. 0.01% Reduce -33.5% 8,504 $553K
Flagship Harbor Advisors, LLC 0.03% Add +0.7% 8,404 $546K
EverSource Wealth Advisors, LLC 0.03% Add +998.8% 8,362 $543K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +1.0% 8,248 $536K
CoreCap Advisors, LLC 0.02% Add +23.8% 7,531 $489K
Calton & Associates, Inc. 0.16% Reduce -63.7% 6,556 $426K
Atria Wealth Solutions, Inc. 0.00% No change 5,825 $379K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 5,728 $372K
RPS Advisory Solutions LLC 0.26% Reduce -11.1% 5,586 $363K
Alpha Cubed Investments, LLC 0.02% Reduce -29.3% 5,555 $361K
Atria Investments, Inc 0.00% Add +0.7% 5,518 $359K
Choreo, LLC 0.01% No change 5,491 $357K
First Heartland Consultants, Inc. 0.04% No change 5,474 $356K
Global Retirement Partners, LLC 0.01% Reduce -0.0% 5,408 $351K
IFP Advisors, Inc 0.01% Add +34.1% 5,385 $350K
Prime Capital Investment Advisors, LLC 0.00% Reduce -8.9% 4,791 $311K
Advisory Alpha, LLC 0.01% Reduce -2.7% 4,395 $286K
Allworth Financial LP 0.00% No change 4,303 $280K
Claro Advisors Inc. 0.03% Reduce -5.0% 4,080 $265K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.7% 3,966 $258K
Integrity Financial Corp 0.14% Reduce -0.6% 3,767 $245K
Comerica Bank 0.00% Reduce -0.2% 3,560 $231K
Foundations Investment Advisors, LLC 0.00% Reduce -3.2% 3,352 $218K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,279 $213K
KPP Advisory Services LLC 0.05% Reduce -51.7% 3,225 $210K
Becker Capital Management Inc. 0.01% New 3,120 $203K
Keel Point, LLC 0.02% New 3,091 $201K
Tower Research Capital LLC (TRC) 0.00% Reduce -45.4% 2,826 $184K
International Assets Investment Management, LLC 0.01% Add +206.2% 2,330 $151K
Private Trust Co. NA 0.01% Reduce -17.7% 2,200 $143K
NorthRock Partners, LLC 0.00% No change 2,023 $131K
Aptus Capital Advisors, LLC 0.00% Reduce -11.0% 1,163 $76K
DHJJ Financial Advisors, Ltd. 0.02% No change 901 $59K
Avior Wealth Management, LLC 0.00% No change 850 $55K
Sanctuary Wealth Management, L.L.C. 0.03% No change 717 $47K
FMR LLC 0.00% Add +5.7% 445 $29K
Farther Finance Advisors, LLC 0.00% Add +61.3% 413 $27K
Lanark Financial, Inc. 0.00% Reduce -15.8% 400 $25K
Sunbelt Securities, Inc. 0.00% Reduce -62.7% 313 $20K
CIBC Private Wealth Group LLC 0.00% No change 300 $19K
Pacific Center for Financial Services 0.00% No change 227 $15K
NFSG Corp 0.00% No change 200 $13K
Capital Advisors, Ltd. LLC 0.00% No change 162 $11K
Operose Advisors LLC 0.00% No change 136 $9K
Larson Financial Group LLC 0.00% Reduce -41.5% 69 $4K
Koesten, Hirschmann & Crabtree, INC. 0.00% New 24 $2K
Evolution Advisers, Inc. 0.00% No change 27 $1K
Harbour Investments, Inc. 0.00% No change 11 $715

"% 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.