Victoryshares US 500 VolatilCFAETF
13F holders, Q1 2025 (March 31)65holders −4
3new positions
6sold out
1famous investor
$84.42avg. 13F price*
At the end of Q1 2025, 65 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings, down 4 from Q4 2024. 3 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($58.7M), Bank of America Corp. ($33.2M) and Raymond James Financial Inc. ($25.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $7.9M |
| Exits | 6 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 280,862 shares bought and 169,961 shares sold, net +110,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.00% | Add +0.1% | 695,224 | $58.7M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 392,592 | $33.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 302,796 | $25.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +88.0% | 282,319 | $23.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.9% | 274,337 | $23.2M |
| Comerica Bank | 0.09% | Reduce -6.4% | 260,454 | $22.0M |
| UBS Group AG | 0.00% | Reduce -16.1% | 168,866 | $14.3M |
| Private Advisor Group, LLC | 0.07% | Add +0.3% | 134,222 | $11.3M |
| Silver Oak Securities, Incorporated | 0.96% | Reduce -1.5% | 122,927 | $10.3M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 120,440 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 111,747 | $9.4M |
| Summit Financial, LLC | 0.20% | New | 83,172 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 63,651 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.2% | 60,203 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 57,767 | $4.9M |
| Stifel Financial Corp. | 0.01% | Reduce -5.5% | 57,722 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +7.5% | 53,889 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.5% | 50,737 | $4.3M |
| Larson Financial Group LLC | 0.20% | Reduce -2.3% | 49,566 | $4.2M |
| Citadel Advisors | 0.00% | Add +261.5% | 39,744 | $3.4M |
| Level Four Advisory Services, LLC | 0.12% | Add +1.4% | 34,579 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 28,555 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +92.6% | 27,621 | $2.3M |
| Keystone Financial Group | 0.20% | Reduce -9.3% | 23,760 | $2.0M |
| Rossmore Private Capital | 0.21% | Reduce -5.2% | 20,250 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.5% | 17,795 | $1.5M |
| Money Concepts Capital Corp. | 0.09% | Reduce -4.5% | 14,201 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 13,600 | $1.2M |
| Smith Thornton Advisors LLC | 0.61% | Reduce -20.9% | 11,573 | $977K |
| Golden State Wealth Management, LLC | 0.14% | Reduce -2.2% | 11,436 | $966K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 11,267 | $951K |
| TBH Global Asset Management, LLC | 0.17% | Reduce -5.2% | 10,333 | $873K |
| Creative Planning | 0.00% | Add +0.9% | 8,911 | $752K |
| IHT Wealth Management, LLC | 0.02% | Reduce -10.2% | 8,793 | $742K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 7,939 | $670K |
| Northern Trust Corp. | 0.00% | No change | 7,837 | $662K |
| NWF Advisory Services Inc. | 0.09% | New | 7,659 | $647K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +9.6% | 5,407 | $457K |
| Cetera Investment Advisers | 0.00% | Add +52.0% | 5,051 | $427K |
| MPWM Advisory Solutions, LLC | 0.31% | Reduce -3.8% | 5,039 | $425K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -6.6% | 4,675 | $395K |
| OneAscent Family Office, LLC | 0.34% | Reduce -22.1% | 4,368 | $369K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $367K |
| HighTower Advisors, LLC | 0.00% | Add +6.8% | 3,587 | $303K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 3,082 | $260K |
| Private Client Services, LLC | 0.13% | Reduce -2.5% | 2,992 | $253K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -13.3% | 2,960 | $250K |
| Good Life Advisors, LLC | 0.02% | New | 2,934 | $248K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.9% | 2,860 | $241K |
| Westside Investment Management, Inc. | 0.05% | No change | 2,788 | $235K |
| Calton & Associates, Inc. | 0.05% | Add +0.1% | 2,672 | $226K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 2,505 | $212K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 2,140 | $181K |
| FMR LLC | 0.00% | Add +19.1% | 1,408 | $119K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 1,350 | $114K |
| Mather Group, Llc. | 0.00% | No change | 1,197 | $101K |
| Cwm, LLC | 0.00% | No change | 963 | $81K |
| Lanark Financial, Inc. | 0.00% | — | 577 | $48K |
| Parallel Advisors, LLC | 0.00% | No change | 450 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -40.1% | 436 | $37K |
| Key Financial Inc | 0.01% | No change | 400 | $34K |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.6% | 317 | $27K |
| Fifth Third Bancorp | 0.00% | No change | 172 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 131 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.6% | 4 | $338 |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.