Victoryshares US 500 VolatilCFAETF
13F holders, Q1 2026 (March 31)71holders −1
3new positions
4sold out
$91.46avg. 13F price*
At the end of Q1 2026, 71 institutions reported holding Victoryshares US 500 Volatil (CFA) in their 13F filings, down 1 from Q4 2025. 3 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($57.0M), Bank of America Corp. ($32.2M) and Fifth Third Bancorp ($21.3M).
- Company
- Victoryshares US 500 Volatil
- CUSIP
- 92647N766
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 4 | $2.1M |
All 13F filers, Q4 2025 → Q1 2026: 313,677 shares bought and 132,574 shares sold, net +181,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Morgan Stanley | 0.00% | Reduce -2.6% | 623,087 | $57.0M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 351,574 | $32.2M |
| Fifth Third Bancorp | 0.04% | Add +135328.5% | 232,937 | $21.3M |
| Raymond James Financial Inc. | 0.01% | Add +0.4% | 214,516 | $19.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 200,918 | $18.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -18.5% | 196,239 | $18.0M |
| UBS Group AG | 0.00% | Add +16.1% | 194,273 | $17.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -6.3% | 123,315 | $11.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.6% | 122,420 | $11.2M |
| LPL Financial LLC | 0.00% | Add +3.0% | 120,910 | $11.1M |
| Silver Oak Securities, Incorporated | 0.75% | Reduce -0.5% | 112,745 | $10.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 93,984 | $8.6M |
| Summit Financial, LLC | 0.09% | Add +2.4% | 77,963 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.0% | 76,407 | $7.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.9% | 55,521 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.7% | 54,266 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 50,949 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Reduce -4.3% | 49,211 | $4.5M |
| Larson Financial Group LLC | 0.14% | Reduce -1.3% | 46,576 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.6% | 35,941 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.8% | 34,216 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +86.5% | 33,858 | $3.1M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -3.5% | 31,472 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 29,894 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 20,173 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.5% | 19,473 | $1.8M |
| Keystone Financial Group | 0.12% | Reduce -9.5% | 18,970 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 13,600 | $1.3M |
| Rossmore Private Capital | 0.10% | Reduce -23.1% | 12,845 | $1.2M |
| Golden State Wealth Management, LLC | 0.11% | Reduce -1.0% | 10,999 | $1.0M |
| TBH Global Asset Management, LLC | 0.19% | No change | 10,333 | $945K |
| Smith Thornton Advisors LLC | 0.46% | Reduce -0.1% | 9,893 | $905K |
| Money Concepts Capital Corp. | 0.05% | Reduce -11.9% | 9,722 | $889K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +95.9% | 9,460 | $865K |
| IHT Wealth Management, LLC | 0.02% | No change | 8,719 | $798K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,500 | $782K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 8,048 | $736K |
| NWF Advisory Services Inc. | 0.08% | Add +23.8% | 7,659 | $701K |
| Claro Advisors Inc. | 0.07% | Add +9.3% | 6,486 | $593K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 6,121 | $560K |
| Northern Trust Corp. | 0.00% | No change | 5,897 | $539K |
| Marble Wealth, LLC | 0.08% | Add +0.2% | 5,227 | $478K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.0% | 4,958 | $454K |
| Creative Planning | 0.00% | No change | 4,676 | $428K |
| TruWealth Advisors, LLC | 0.02% | No change | 4,343 | $397K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.3% | 4,099 | $375K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 3,857 | $353K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,743 | $342K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.1% | 3,611 | $330K |
| MPWM Advisory Solutions, LLC | 0.17% | No change | 3,410 | $312K |
| JPMorgan Chase & Co. | 0.00% | Add +59.8% | 3,367 | $303K |
| OneAscent Family Office, LLC | 0.21% | No change | 3,303 | $302K |
| FMR LLC | 0.00% | Add +81.5% | 3,138 | $287K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 3,118 | $285K |
| Sei Investments Co. | 0.00% | No change | 2,669 | $244K |
| Seven Springs Wealth Group, LLC | 0.05% | No change | 2,277 | $208K |
| Calton & Associates, Inc. | 0.03% | Add +0.1% | 2,269 | $208K |
| IFP Advisors, Inc | 0.00% | Add +0.1% | 1,949 | $178K |
| MAI Capital Management | 0.00% | New | 1,568 | $143K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,500 | $137K |
| Mather Group, Llc. | 0.00% | New | 1,197 | $109K |
| Cwm, LLC | 0.00% | No change | 963 | $88K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 959 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 440 | $40K |
| Key Financial Inc | 0.01% | No change | 400 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +143.5% | 263 | $24K |
| Vanguard Advisers Inc. | 0.00% | — | 133 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Inspire Investing, LLC | 0.00% | No change | 21 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 11 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 7 | $640 |
"% of holder's portfolio" is CFA's weight in each manager's 13F, not the share of Victoryshares US 500 Volatil the manager owns.