Victoryshares US Eq Income ECDCETF

13F holders, Q4 2024 (December 31)
98holders
5new positions
13sold out
$62.56avg. 13F price*

At the end of Q4 2024, 98 institutions reported holding Victoryshares US Eq Income E (CDC) in their 13F filings, unchanged from Q3 2024. 5 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($78.5M), Raymond James Financial Inc. ($54.2M) and LPL Financial LLC ($42.5M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$3.2M
Exits13$6.9M

All 13F filers, Q3 2024 → Q4 2024: 127,190 shares bought and 740,834 shares sold, net −613,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 98 holders

Morgan Stanley 0.01% Reduce -0.7% 1,255,081 $78.5M
Raymond James Financial Inc. 0.02% — 865,902 $54.2M
LPL Financial LLC 0.02% Reduce -2.1% 678,854 $42.5M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -26.7% 614,510 $38.5M
Bank of America Corp. 0.00% Reduce -12.1% 572,862 $35.8M
Silver Oak Securities, Incorporated 2.96% Add +2.6% 511,919 $31.9M
Royal Bank of Canada 0.00% Reduce -3.3% 310,123 $19.4M
Cwm, LLC 0.08% Add +3.0% 296,244 $18.5M
Wells Fargo & Company 0.00% Reduce -2.5% 243,063 $15.2M
Cambridge Investment Research Advisors, Inc. 0.05% Add +17.0% 218,365 $13.7M
Commonwealth Equity Services, LLC 0.02% Reduce -1.5% 184,882 $11.6M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 174,064 $10.9M
Ameriprise Financial Inc. 0.00% Reduce -0.6% 160,867 $10.1M
Garrett Wealth Advisory Group, LLC 1.75% Reduce -1.5% 123,208 $7.7M
Integrated Wealth Concepts LLC 0.09% Add +2.1% 122,692 $7.7M
UBS Group AG 0.00% Add +1.4% 115,546 $7.2M
Private Advisor Group, LLC 0.04% Reduce -4.5% 103,358 $6.5M
Stifel Financial Corp. 0.00% Reduce -9.1% 74,342 $4.7M
Osaic Holdings, Inc. 0.01% Reduce -15.8% 63,298 $4.0M
Money Concepts Capital Corp. 0.26% Reduce -3.5% 55,665 $3.5M
Avantax Advisory Services, Inc. 0.02% Reduce -13.8% 48,657 $3.0M
Cetera Investment Advisers 0.01% Reduce -8.3% 48,473 $3.0M
NewEdge Advisors, LLC 0.02% Reduce -4.6% 47,235 $3.0M
&partners 0.03% Reduce -18.7% 45,548 $2.8M
Caprock Group, LLC 0.09% Add +0.4% 43,020 $2.7M
Goldman Sachs Group Inc. 0.00% New 40,908 $2.6M
Atlantic Family Wealth, LLC 2.95% — 39,806 $2.5M
Mather Group, Llc. 0.03% Add +31.8% 39,765 $2.5M
Smith Thornton Advisors LLC 1.57% Reduce -3.6% 39,724 $2.5M
Truist Financial Corp. 0.00% Reduce -0.3% 38,523 $2.4M
Keystone Financial Group 0.23% Reduce -5.8% 36,526 $2.3M
HighTower Advisors, LLC 0.00% Add +0.8% 29,179 $1.8M
Susquehanna International Group, LLP 0.00% Add +14.4% 28,638 $1.8M
PFG Advisors 0.09% Reduce -0.6% 24,154 $1.5M
Rockefeller Capital Management L.P. 0.00% Add +0.8% 23,791 $1.5M
Unique Wealth, LLC 0.26% Reduce -24.9% 19,869 $1.2M
Salus Financial Advisors, LLC 0.96% — 19,635 $1.2M
Kestra Advisory Services, LLC 0.01% Add +18.5% 18,250 $1.1M
Strategic Planning Group, LLC 0.20% Reduce -90.3% 17,612 $1.1M
StoneX Group Inc. 0.05% Add +1.7% 14,509 $908K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.9% 13,681 $856K
Axis Wealth Partners, LLC 0.72% — 13,560 $849K
Great Valley Advisor Group, Inc. 0.02% Reduce -5.2% 12,353 $773K
GPS Wealth Strategies Group, LLC 0.09% Reduce -2.3% 11,429 $715K
Vantage Financial Partners, LLC 0.18% Reduce -7.5% 11,367 $711K
Jane Street Group, LLC 0.00% Reduce -65.2% 11,316 $708K
Mariner, LLC 0.00% Add +0.3% 9,723 $608K
J.W. Cole Advisors, Inc. 0.02% Reduce -4.4% 9,653 $604K
Kestra Private Wealth Services, LLC 0.01% Reduce -54.5% 8,562 $536K
Flagship Harbor Advisors, LLC 0.03% Add +0.6% 8,455 $529K
Equitable Holdings, Inc. 0.01% Reduce -1.5% 8,374 $524K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -1.3% 8,140 $509K
CoreCap Advisors, LLC 0.02% Reduce -0.3% 7,510 $470K
Comprehensive Financial Planning, Inc. 0.38% — 7,199 $451K
Calton & Associates, Inc. 0.18% Add +0.8% 6,609 $414K
Ameriflex Group, Inc. 0.18% — 6,202 $399K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.7% 5,632 $352K
Atria Investments, Inc 0.00% Add +0.9% 5,569 $349K
RPS Advisory Solutions LLC 0.22% Reduce -0.9% 5,538 $347K
Choreo, LLC 0.00% No change 5,491 $344K
First Heartland Consultants, Inc. 0.04% No change 5,474 $343K
Global Retirement Partners, LLC 0.01% No change 5,408 $338K
Alpha Cubed Investments, LLC 0.01% Reduce -7.7% 5,127 $321K
one8zero8, LLC 0.07% — 5,110 $320K
EverSource Wealth Advisors, LLC 0.02% Reduce -43.2% 4,748 $297K
Old Mission Capital LLC 0.01% Reduce -79.7% 4,593 $287K
Prime Capital Investment Advisors, LLC 0.00% Reduce -6.9% 4,460 $279K
Allworth Financial LP 0.00% No change 4,303 $275K
Advisory Alpha, LLC 0.01% Reduce -0.0% 4,394 $275K
Claro Advisors Inc. 0.03% Add +0.8% 4,114 $257K
Independent Advisor Alliance 0.00% New 3,877 $243K
IFP Advisors, Inc 0.01% Reduce -29.3% 3,809 $238K
Integrity Financial Corp 0.13% Reduce -6.1% 3,538 $221K
NWF Advisory Services Inc. 0.03% New 3,264 $204K
Comerica Bank 0.00% Reduce -9.6% 3,217 $201K
Tower Research Capital LLC (TRC) 0.00% Reduce -15.8% 2,379 $149K
Geneos Wealth Management Inc. 0.01% New 2,353 $147K
Private Trust Co. NA 0.01% No change 2,200 $138K
NorthRock Partners, LLC 0.00% No change 2,023 $127K
JPMorgan Chase & Co. 0.00% Add +0.0% 1,465 $92K
Aptus Capital Advisors, LLC 0.00% Reduce -7.7% 1,073 $67K
Noble Wealth Management PBC 0.04% — 1,017 $64K
DHJJ Financial Advisors, Ltd. 0.02% No change 901 $56K
Avior Wealth Management, LLC 0.00% No change 850 $53K
Sanctuary Wealth Management, L.L.C. 0.03% No change 717 $45K
Crewe Advisors LLC 0.00% New 474 $30K
Farther Finance Advisors, LLC 0.00% No change 413 $26K
FMR LLC 0.00% Reduce -14.6% 380 $24K
Sunbelt Securities, Inc. 0.00% No change 313 $20K
CIBC Private Wealth Group LLC 0.00% No change 300 $19K
Larson Financial Group LLC 0.00% Add +289.9% 269 $17K
Pacific Center for Financial Services 0.00% No change 227 $14K
NFSG Corp 0.00% No change 200 $13K
Capital Advisors, Ltd. LLC 0.00% No change 162 $10K
Operose Advisors LLC 0.00% No change 136 $9K
Park Square Financial Group, LLC 0.00% — 34 $2K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 24 $2K
Harbour Investments, Inc. 0.00% No change 11 $688

"% 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.