Victoryshares US 500 VolatilCFAETF
13F holders, Q4 2025 (December 31)72holders +4
7new positions
4sold out
1famous investor
$91.04avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings, up 4 from Q3 2025. 7 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($58.2M), Bank of America Corp. ($33.1M) and Comerica Bank ($22.9M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.0M |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 255,415 shares bought and 241,385 shares sold, net +14,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 639,747 | $58.2M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 364,215 | $33.1M |
| Comerica Bank | 0.09% | Reduce -0.5% | 251,800 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 240,762 | $21.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.3% | 213,624 | $19.4M |
| Wells Fargo & Company | 0.00% | Reduce -20.4% | 208,250 | $19.0M |
| UBS Group AG | 0.00% | Reduce -2.1% | 167,306 | $15.2M |
| Private Advisor Group, LLC | 0.06% | Reduce -1.3% | 131,641 | $12.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1928.6% | 120,500 | $11.0M |
| LPL Financial LLC | 0.00% | Add +1.0% | 117,370 | $10.7M |
| Silver Oak Securities, Incorporated | 0.70% | Reduce -0.4% | 113,311 | $10.4M |
| Royal Bank of Canada | 0.00% | Add +51.6% | 95,648 | $8.7M |
| Summit Financial, LLC | 0.10% | Reduce -3.4% | 76,159 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.8% | 73,476 | $6.7M |
| NewEdge Advisors, LLC | 0.02% | Add +11.3% | 57,181 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.8% | 52,848 | $4.8M |
| Nations Financial Group Inc, /Ia/ | 0.25% | New | 51,431 | $4.7M |
| Larson Financial Group LLC | 0.14% | Reduce -2.2% | 47,184 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +10.2% | 46,643 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.0% | 38,056 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.7% | 36,337 | $3.3M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -2.4% | 32,625 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 29,597 | $2.7M |
| Keystone Financial Group | 0.14% | Reduce -5.0% | 20,963 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -81.7% | 20,110 | $1.8M |
| Citadel Advisors | 0.00% | Add +220.0% | 19,322 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.2% | 19,193 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +540.1% | 18,154 | $1.7M |
| Rossmore Private Capital | 0.14% | Reduce -1.1% | 16,695 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 13,600 | $1.3M |
| Golden State Wealth Management, LLC | 0.11% | Reduce -0.4% | 11,107 | $1.0M |
| Money Concepts Capital Corp. | 0.06% | Reduce -11.4% | 11,037 | $1.0M |
| TBH Global Asset Management, LLC | 0.16% | No change | 10,333 | $940K |
| Smith Thornton Advisors LLC | 0.46% | No change | 9,899 | $901K |
| IHT Wealth Management, LLC | 0.02% | No change | 8,719 | $796K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 8,028 | $731K |
| NWF Advisory Services Inc. | 0.06% | Reduce -19.2% | 6,189 | $563K |
| Cetera Investment Advisers | 0.00% | Reduce -8.5% | 6,115 | $557K |
| Claro Advisors Inc. | 0.07% | No change | 5,936 | $540K |
| Northern Trust Corp. | 0.00% | Reduce -24.8% | 5,897 | $537K |
| Marble Wealth, LLC | 0.07% | — | 5,216 | $475K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -9.4% | 4,956 | $451K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +3.3% | 4,830 | $440K |
| Creative Planning | 0.00% | Reduce -48.1% | 4,676 | $426K |
| HighTower Advisors, LLC | 0.00% | Add +14.1% | 4,674 | $425K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $395K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 3,858 | $351K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.2% | 3,804 | $346K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,743 | $341K |
| MPWM Advisory Solutions, LLC | 0.17% | Reduce -32.3% | 3,410 | $310K |
| OneAscent Family Office, LLC | 0.20% | Reduce -24.4% | 3,303 | $301K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 3,112 | $283K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -10.0% | 2,707 | $246K |
| Sei Investments Co. | 0.00% | New | 2,669 | $243K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 2,277 | $207K |
| Calton & Associates, Inc. | 0.03% | Add +0.1% | 2,267 | $206K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 2,107 | $192K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 1,947 | $177K |
| FMR LLC | 0.00% | No change | 1,729 | $157K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,500 | $137K |
| Cwm, LLC | 0.00% | No change | 963 | $88K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 958 | $87K |
| Kestra Advisory Services, LLC | 0.00% | New | 903 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 439 | $40K |
| Key Financial Inc | 0.01% | No change | 400 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 172 | $16K |
| Harbour Investments, Inc. | 0.00% | New | 108 | $10K |
| AE Wealth Management LLC | 0.00% | New | 48 | $4K |
| Inspire Investing, LLC | 0.00% | New | 21 | $2K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 12 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -91.6% | 11 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.3% | 7 | $637 |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.