Victoryshares US 500 VolatilCFAETF
13F holders, Q2 2024 (June 30)65holders
7new positions
9sold out
1famous investor
$79.34avg. 13F price*
At the end of Q2 2024, 65 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings, unchanged from Q1 2024. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($64.8M), Bank of America Corp. ($36.9M) and UBS Group AG ($24.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.9M |
| Exits | 9 | $15.6M |
All 13F filers, Q1 2024 → Q2 2024: 186,649 shares bought and 265,137 shares sold, net −78,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.01% | Add +0.8% | 816,569 | $64.8M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 465,300 | $36.9M |
| UBS Group AG | 0.01% | Reduce -2.5% | 308,515 | $24.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 282,877 | $22.4M |
| Comerica Bank | 0.09% | Add +0.3% | 278,402 | $22.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -0.5% | 264,235 | $21.0M |
| Private Advisor Group, LLC | 0.07% | Reduce -3.3% | 132,562 | $10.5M |
| Silver Oak Securities, Incorporated | 1.52% | Reduce -0.5% | 127,654 | $10.1M |
| LPL Financial LLC | 0.00% | Add +2.7% | 120,367 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 116,478 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +89.8% | 111,204 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.6% | 86,701 | $6.9M |
| TAP Consulting, LLC | 1.30% | Add +9.6% | 77,914 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -26.5% | 71,195 | $5.6M |
| Stifel Financial Corp. | 0.01% | Reduce -2.5% | 69,933 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 52,311 | $4.1M |
| Larson Financial Group LLC | 0.28% | New | 51,420 | $4.1M |
| Intrua Financial, LLC | 0.64% | Reduce -3.1% | 49,921 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 49,587 | $3.9M |
| Raymond James & Associates | 0.00% | Add +0.0% | 47,852 | $3.8M |
| Citadel Advisors | 0.00% | Add +170.3% | 41,787 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 35,695 | $2.8M |
| Level Four Advisory Services, LLC | 0.12% | Add +2.4% | 32,778 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.8% | 27,600 | $2.2M |
| Rossmore Private Capital | 0.23% | Add +3.7% | 22,050 | $1.7M |
| Money Concepts Capital Corp. | 0.11% | Reduce -4.9% | 16,254 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.6% | 16,081 | $1.3M |
| Smith Thornton Advisors LLC | 0.83% | — | 14,267 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +172.0% | 13,739 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 13,600 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +1.5% | 11,967 | $950K |
| Sanctuary Advisors, LLC | 0.01% | — | 11,203 | $877K |
| TBH Global Asset Management, LLC | 0.19% | No change | 10,897 | $865K |
| IHT Wealth Management, LLC | 0.03% | Reduce -7.7% | 9,796 | $779K |
| Creative Planning | 0.00% | Add +3.9% | 8,688 | $689K |
| Northern Trust Corp. | 0.00% | No change | 8,387 | $665K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 7,861 | $624K |
| NWF Advisory Services Inc. | 0.10% | No change | 7,659 | $608K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -1.6% | 6,388 | $507K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,932 | $391K |
| Cetera Investment Advisers | 0.00% | No change | 4,565 | $362K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $345K |
| Jones Financial Companies LLLP | 0.00% | New | 3,605 | $286K |
| Wedbush Securities Inc. | 0.01% | No change | 3,399 | $270K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 3,276 | $260K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.5% | 3,071 | $244K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,055 | $242K |
| Calton & Associates, Inc. | 0.12% | Reduce -0.8% | 2,895 | $230K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,788 | $221K |
| FMR LLC | 0.00% | Add +13.5% | 2,652 | $210K |
| Private Client Services, LLC | 0.13% | New | 2,643 | $210K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 1,984 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,268 | $101K |
| Avior Wealth Management, LLC | 0.00% | Add +13.8% | 1,250 | $99K |
| Mather Group, Llc. | 0.00% | No change | 1,197 | $97K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.1% | 1,077 | $89K |
| Lanark Financial, Inc. | 0.00% | Add +0.1% | 670 | $53K |
| Cwm, LLC | 0.00% | Reduce -9.0% | 584 | $46K |
| Key Financial Inc | 0.01% | New | 400 | $32K |
| NewEdge Advisors, LLC | 0.00% | No change | 345 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -26.2% | 282 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 172 | $14K |
| Tyler-Stone Wealth Management | 0.00% | Add +0.7% | 141 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 131 | $10K |
| JPMorgan Chase & Co. | 0.00% | New | 24 | $2K |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.