Victoryshares US 500 VolatilCFAETF
13F holders, Q2 2025 (June 30)68holders +3
6new positions
4sold out
$87.96avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($58.2M), Bank of America Corp. ($33.4M) and Raymond James Financial Inc. ($26.4M).
- Company
- Victoryshares US 500 Volatil
- CUSIP
- 92647N766
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.7M |
| Exits | 4 | $3.9M |
All 13F filers, Q1 2025 → Q2 2025: 56,290 shares bought and 138,176 shares sold, net −81,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Reduce -4.8% | 661,840 | $58.2M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 380,214 | $33.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.9% | 300,080 | $26.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.1% | 288,239 | $25.4M |
| Wells Fargo & Company | 0.01% | Reduce -1.5% | 270,283 | $23.8M |
| Comerica Bank | 0.09% | Reduce -1.7% | 255,932 | $22.5M |
| UBS Group AG | 0.00% | Reduce -0.3% | 168,385 | $14.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.3% | 133,771 | $11.8M |
| Silver Oak Securities, Incorporated | 0.89% | Reduce -1.2% | 121,488 | $10.7M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 119,159 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 111,614 | $9.8M |
| Summit Financial, LLC | 0.17% | Add +3.7% | 86,218 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.5% | 66,718 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 66,342 | $5.8M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 57,022 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 50,192 | $4.4M |
| Larson Financial Group LLC | 0.17% | Reduce -0.6% | 49,279 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.7% | 48,151 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.4% | 45,541 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +30.0% | 35,895 | $3.1M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -0.4% | 34,426 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.0% | 28,566 | $2.5M |
| Keystone Financial Group | 0.18% | Reduce -4.9% | 22,603 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +6.9% | 19,018 | $1.7M |
| Rossmore Private Capital | 0.18% | Reduce -11.8% | 17,850 | $1.6M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 13,600 | $1.2M |
| Money Concepts Capital Corp. | 0.08% | Reduce -4.7% | 13,538 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 11,287 | $993K |
| Golden State Wealth Management, LLC | 0.12% | Reduce -2.7% | 11,123 | $978K |
| TBH Global Asset Management, LLC | 0.19% | No change | 10,333 | $909K |
| Smith Thornton Advisors LLC | 0.50% | Reduce -14.5% | 9,899 | $871K |
| Creative Planning | 0.00% | Add +0.7% | 8,977 | $790K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.8% | 8,719 | $767K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 7,967 | $701K |
| Northern Trust Corp. | 0.00% | No change | 7,837 | $689K |
| NWF Advisory Services Inc. | 0.08% | No change | 7,659 | $674K |
| Susquehanna International Group, LLP | 0.00% | Add +143.0% | 6,949 | $611K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.0% | 5,351 | $471K |
| MPWM Advisory Solutions, LLC | 0.28% | No change | 5,039 | $443K |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 4,857 | $427K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | No change | 4,675 | $411K |
| Claro Advisors Inc. | 0.07% | New | 4,652 | $409K |
| OneAscent Family Office, LLC | 0.36% | No change | 4,368 | $384K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $382K |
| HighTower Advisors, LLC | 0.00% | Add +18.9% | 4,265 | $375K |
| PNC Financial Services Group, Inc. | 0.00% | New | 3,743 | $329K |
| Quantinno Capital Management LP | 0.00% | New | 3,361 | $296K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,339 | $294K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.3% | 3,091 | $272K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 2,960 | $260K |
| Good Life Advisors, LLC | 0.02% | No change | 2,934 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 2,505 | $220K |
| Seven Springs Wealth Group, LLC | 0.05% | New | 2,277 | $200K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 2,143 | $188K |
| JPMorgan Chase & Co. | 0.00% | Add +571.9% | 2,130 | $187K |
| Financial Management Professionals, Inc. | 0.02% | New | 1,711 | $151K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 1,352 | $119K |
| FMR LLC | 0.00% | Reduce -14.6% | 1,203 | $106K |
| Westside Investment Management, Inc. | 0.02% | Reduce -61.4% | 1,077 | $95K |
| Cwm, LLC | 0.00% | No change | 963 | $85K |
| Lanark Financial, Inc. | 0.01% | Add +65.7% | 956 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 437 | $38K |
| Key Financial Inc | 0.01% | No change | 400 | $35K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.4% | 250 | $22K |
| Fifth Third Bancorp | 0.00% | No change | 172 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 131 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 60 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +75.0% | 7 | $616 |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.