Victoryshares US 500 VolatilCFAETF
13F holders, Q4 2024 (December 31)69holders −2
0new positions
3sold out
1famous investor
$84.93avg. 13F price*
At the end of Q4 2024, 69 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings, down 2 from Q3 2024. 0 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($59.0M), Bank of America Corp. ($34.2M) and Raymond James Financial Inc. ($25.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 55,707 shares bought and 171,461 shares sold, net −115,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.00% | Reduce -5.7% | 694,629 | $59.0M |
| Bank of America Corp. | 0.00% | Reduce -9.0% | 402,287 | $34.2M |
| Raymond James Financial Inc. | 0.01% | — | 299,034 | $25.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 282,494 | $24.0M |
| Comerica Bank | 0.10% | Reduce -0.0% | 278,325 | $23.6M |
| UBS Group AG | 0.00% | Reduce -15.4% | 201,270 | $17.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.9% | 150,206 | $12.8M |
| Private Advisor Group, LLC | 0.06% | Add +0.8% | 133,784 | $11.4M |
| Silver Oak Securities, Incorporated | 0.99% | Reduce -0.9% | 124,852 | $10.6M |
| LPL Financial LLC | 0.00% | Add +5.7% | 122,744 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 114,838 | $9.8M |
| TAP Consulting, LLC | 1.41% | Add +0.2% | 81,366 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.5% | 74,482 | $6.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.3% | 63,507 | $5.4M |
| Stifel Financial Corp. | 0.01% | Reduce -6.5% | 61,077 | $5.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +65.3% | 60,930 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.5% | 52,055 | $4.4M |
| Larson Financial Group LLC | 0.22% | Reduce -1.2% | 50,748 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.3% | 50,134 | $4.3M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -2.5% | 34,092 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +32.5% | 31,292 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.1% | 27,563 | $2.3M |
| Keystone Financial Group | 0.22% | Reduce -5.6% | 26,189 | $2.2M |
| Rossmore Private Capital | 0.22% | Reduce -1.6% | 21,350 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +10.8% | 18,260 | $1.6M |
| Money Concepts Capital Corp. | 0.09% | Reduce -5.7% | 14,863 | $1.3M |
| Smith Thornton Advisors LLC | 0.78% | Add +1.9% | 14,627 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +108.3% | 14,338 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 13,600 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +7.2% | 13,091 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 11,256 | $1.0M |
| Golden State Wealth Management, LLC | 0.15% | — | 11,698 | $993K |
| Citadel Advisors | 0.00% | Reduce -40.9% | 10,993 | $933K |
| TBH Global Asset Management, LLC | 0.22% | No change | 10,897 | $925K |
| IHT Wealth Management, LLC | 0.03% | No change | 9,796 | $832K |
| Intrua Financial, LLC | 0.12% | Reduce -23.0% | 8,907 | $756K |
| Creative Planning | 0.00% | Add +1.7% | 8,830 | $750K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 7,921 | $673K |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 7,837 | $665K |
| OneAscent Family Office, LLC | 0.86% | — | 5,610 | $476K |
| MPWM Advisory Solutions, LLC | 0.33% | — | 5,239 | $445K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -18.6% | 5,006 | $425K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 4,932 | $419K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $369K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.2% | 3,412 | $290K |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 3,360 | $285K |
| Cetera Investment Advisers | 0.00% | Reduce -20.1% | 3,324 | $282K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 3,076 | $261K |
| Private Client Services, LLC | 0.14% | Add +6.7% | 3,069 | $261K |
| Jane Street Group, LLC | 0.00% | Reduce -60.6% | 3,018 | $256K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,788 | $237K |
| Calton & Associates, Inc. | 0.10% | Reduce -2.9% | 2,669 | $227K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 2,505 | $213K |
| Wedbush Securities Inc. | 0.01% | No change | 2,435 | $207K |
| IFP Advisors, Inc | 0.01% | Reduce -2.1% | 2,139 | $182K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,348 | $114K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,268 | $108K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 1,256 | $107K |
| Mather Group, Llc. | 0.00% | No change | 1,197 | $102K |
| FMR LLC | 0.00% | Reduce -0.9% | 1,182 | $100K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -65.2% | 1,027 | $91K |
| Cwm, LLC | 0.00% | Add +64.9% | 963 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -49.1% | 728 | $62K |
| JPMorgan Chase & Co. | 0.00% | Add +2875.0% | 714 | $61K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.5% | 450 | $38K |
| Key Financial Inc | 0.01% | No change | 400 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.4% | 284 | $24K |
| Fifth Third Bancorp | 0.00% | No change | 172 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 131 | $11K |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.