Victoryshares US 500 VolatilCFAETF
13F holders, Q1 2024 (March 31)65holders
1famous investor
$81.32avg. 13F price*
At the end of Q1 2024, 65 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings. The largest holders were Morgan Stanley ($65.9M), Bank of America Corp. ($39.3M) and UBS Group AG ($25.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victoryshares US 500 Volatil
- CUSIP
- 92647N766
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $796K |
| Exits | 6 | $551K |
Ownership 65 holders
| Morgan Stanley | 0.01% | Reduce -1.8% | 810,316 | $65.9M |
| Bank of America Corp. | 0.00% | Reduce -28.6% | 482,784 | $39.3M |
| UBS Group AG | 0.01% | Reduce -3.5% | 316,387 | $25.7M |
| Wells Fargo & Company | 0.01% | Add +0.3% | 283,228 | $23.0M |
| Comerica Bank | 0.10% | Reduce -4.3% | 277,481 | $22.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +1.1% | 265,604 | $21.6M |
| Yousif Capital Management, LLC | 0.13% | Reduce -12.1% | 141,193 | $11.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -9.9% | 137,099 | $11.2M |
| Silver Oak Securities, Incorporated | 1.60% | Reduce -0.5% | 128,319 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 117,466 | $9.6M |
| LPL Financial LLC | 0.01% | Reduce -76.4% | 117,205 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.8% | 95,946 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +23.9% | 96,862 | $7.9M |
| Stifel Financial Corp. | 0.01% | Reduce -6.5% | 71,729 | $5.8M |
| TAP Consulting, LLC | 1.27% | Reduce -19.0% | 71,110 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 58,592 | $4.8M |
| Intrua Financial, LLC | 0.65% | Reduce -1.0% | 51,541 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.9% | 51,019 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 49,649 | $4.0M |
| Raymond James & Associates | 0.00% | Reduce -10.9% | 47,839 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 35,695 | $2.9M |
| Level Four Advisory Services, LLC | 0.13% | No change | 32,006 | $2.4M |
| Keystone Financial Group | 0.33% | Add +89.6% | 27,327 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -23.7% | 26,581 | $2.2M |
| Rossmore Private Capital | 0.23% | Add +2.4% | 21,262 | $1.7M |
| Money Concepts Capital Corp. | 0.13% | Reduce -3.3% | 17,086 | $1.4M |
| Citadel Advisors | 0.00% | Add +35.6% | 15,457 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +9.9% | 14,039 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +12.4% | 11,795 | $960K |
| TBH Global Asset Management, LLC | 0.18% | No change | 10,897 | $887K |
| IHT Wealth Management, LLC | 0.03% | Add +7.5% | 10,616 | $864K |
| Northern Trust Corp. | 0.00% | No change | 8,387 | $682K |
| Creative Planning | 0.00% | Add +1.3% | 8,366 | $681K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 7,836 | $638K |
| Hibernia Wealth Partners, LLC | 0.43% | Add +1.6% | 7,751 | $631K |
| NWF Advisory Services Inc. | 0.10% | Reduce -0.1% | 7,659 | $623K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +0.4% | 6,491 | $528K |
| Flow Traders U.S. LLC | 0.03% | Reduce -26.4% | 6,209 | $505K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.8% | 5,051 | $411K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,932 | $401K |
| Cetera Investment Advisers | 0.00% | New | 4,565 | $371K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $353K |
| Wedbush Securities Inc. | 0.01% | Add +5.1% | 3,399 | $277K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,276 | $267K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -8.2% | 3,118 | $254K |
| Guidance Capital, Inc. | 0.09% | No change | 3,211 | $248K |
| Cedar Brook Financial Partners, LLC | 0.05% | Add +0.2% | 3,047 | $248K |
| Calton & Associates, Inc. | 0.12% | Reduce -10.8% | 2,918 | $237K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,788 | $227K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,505 | $204K |
| FMR LLC | 0.00% | Add +15.1% | 2,337 | $190K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 1,982 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,268 | $103K |
| Avior Wealth Management, LLC | 0.00% | New | 1,098 | $89K |
| Mather Group, Llc. | 0.00% | New | 1,197 | $89K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -48.5% | 861 | $67K |
| Lanark Financial, Inc. | 0.01% | Reduce -7.0% | 669 | $54K |
| Cwm, LLC | 0.00% | Reduce -9.1% | 642 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 382 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 345 | $28K |
| Qube Research & Technologies Ltd | 0.00% | No change | 215 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 172 | $14K |
| Tyler-Stone Wealth Management | 0.01% | No change | 140 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | New | 131 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 40 | $3K |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.