Victoryshares US 500 EnhanceCFOETF

13F holders, Q1 2024 (March 31)
70holders
1famous investor
$65.75avg. 13F price*

At the end of Q1 2024, 70 institutions reported holding Victoryshares US 500 Enhance (CFO) in their 13F filings. The largest holders were LPL Financial LLC ($26.6M), Morgan Stanley ($24.4M) and Royal Bank of Canada ($23.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Victoryshares US 500 Enhance
CUSIP
92647N782
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 70Q1 2024Q2 2024: 71Q2 2024Q3 2024: 70Q3 2024Q4 2024: 67Q4 2024Q1 2025: 68Q1 2025Q2 2025: 70Q2 2025Q3 2025: 67Q3 2025Q4 2025: 69Q4 2025Q1 2026: 67Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$23.0M
Exits7$5.1M

Ownership 70 holders

LPL Financial LLC 0.01% Reduce -19.0% 402,761 $26.6M
Morgan Stanley 0.00% Reduce -19.1% 370,723 $24.4M
Royal Bank of Canada 0.01% Reduce -4.4% 359,811 $23.7M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -1.8% 352,649 $23.3M
Cetera Investment Advisers 0.05% New 334,955 $22.1M
Commonwealth Equity Services, LLC 0.02% Reduce -6.3% 214,702 $14.2M
Bank of America Corp. 0.00% Reduce -4.0% 188,572 $12.4M
Stifel Financial Corp. 0.01% Reduce -1.2% 182,678 $12.0M
Wells Fargo & Company 0.00% Add +0.2% 132,692 $8.8M
Mather Group, Llc. 0.14% Reduce -2.2% 141,223 $8.6M
Integrated Wealth Concepts LLC 0.12% Reduce -3.5% 128,602 $8.5M
UBS Group AG 0.00% Reduce -4.2% 110,573 $7.3M
Keystone Financial Group 1.05% Add +0.6% 108,590 $7.2M
Creative Planning 0.01% Reduce -6.1% 92,070 $6.1M
Intrua Financial, LLC 0.66% Reduce -26.2% 64,335 $4.2M
Money Concepts Capital Corp. 0.33% Reduce -21.5% 54,926 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -27.7% 47,987 $3.2M
Ameriprise Financial Inc. 0.00% Reduce -58.7% 46,471 $3.1M
Wilbanks Smith & Thomas Asset Management LLC 0.08% Add +0.8% 45,670 $3.0M
Private Advisor Group, LLC 0.01% Reduce -9.9% 31,468 $2.1M
NewEdge Advisors, LLC 0.02% Reduce -4.6% 30,331 $2.0M
Atria Wealth Solutions, Inc. 0.02% Reduce -4.0% 29,068 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.29% Add +0.1% 27,744 $1.8M
Citadel Advisors 0.00% Reduce -54.3% 27,019 $1.8M
Harbour Investments, Inc. 0.06% Reduce -2.8% 26,452 $1.7M
Raymond James & Associates 0.00% Reduce -20.2% 25,877 $1.7M
Family Capital Management, Inc. 1.04% No change 22,647 $1.5M
Calton & Associates, Inc. 0.72% Reduce -1.6% 22,447 $1.5M
World Equity Group, Inc. 0.27% Reduce -33.8% 20,122 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -57.3% 18,458 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +9.5% 17,404 $1.1M
Truist Financial Corp. 0.00% Reduce -8.4% 17,031 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -36.8% 16,250 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -12.3% 12,553 $828K
Janney Montgomery Scott LLC 0.00% Reduce -2.5% 12,000 $791K
Goldman Sachs Group Inc. 0.00% No change 10,049 $663K
Vantage Financial Partners, LLC 0.18% Reduce -9.6% 9,956 $657K
Comerica Bank 0.00% Reduce -2.6% 9,877 $651K
Syntegra Private Wealth Group, LLC 0.08% Reduce -8.1% 8,943 $590K
LexAurum Advisors, LLC 0.15% Reduce -9.1% 8,694 $573K
Tower Research Capital LLC (TRC) 0.01% Add +44.0% 8,170 $539K
Mutual Advisors, LLC 0.02% Reduce -2.3% 8,124 $536K
Guidance Capital, Inc. 0.20% Reduce -25.6% 8,463 $531K
Jane Street Group, LLC 0.00% New 5,968 $394K
Kestra Advisory Services, LLC 0.00% Add +25.1% 5,823 $384K
Barnes Pettey Financial Advisors, LLC 0.27% No change 4,707 $310K
Significant Wealth Partners LLC 0.19% Reduce -14.9% 4,402 $290K
Aptus Capital Advisors, LLC 0.01% New 4,123 $272K
Hibernia Wealth Partners, LLC 0.17% Reduce -13.6% 3,740 $247K
Avantax Advisory Services, Inc. 0.00% Reduce -6.3% 3,690 $243K
Cedar Brook Financial Partners, LLC 0.04% New 3,090 $204K
JPMorgan Chase & Co. 0.00% Add +8.4% 2,965 $196K
EverSource Wealth Advisors, LLC 0.02% Reduce -37.4% 3,072 $193K
NorthRock Partners, LLC 0.01% Reduce -14.4% 2,434 $161K
IFP Advisors, Inc 0.01% Reduce -41.9% 2,421 $160K
Horizons Wealth Management 0.10% No change 2,432 $148K
Steward Partners Investment Advisory, LLC 0.00% Reduce -60.5% 1,825 $120K
Gen-Wealth Partners Inc 0.06% — 1,699 $112K
Sound Income Strategies, LLC 0.01% Add +349.6% 1,169 $77K
Lanark Financial, Inc. 0.01% No change 1,060 $69K
Cwm, LLC 0.00% Reduce -30.5% 785 $52K
DHJJ Financial Advisors, Ltd. 0.02% No change 529 $35K
Qube Research & Technologies Ltd 0.00% No change 368 $24K
FMR LLC 0.00% No change 357 $24K
Global Retirement Partners, LLC 0.00% No change 316 $21K
Private Trust Co. NA 0.00% Reduce -96.0% 113 $7K
Capital Advisors, Ltd. LLC 0.00% No change 60 $4K
CoreCap Advisors, LLC 0.00% New 35 $2K
Sunbelt Securities, Inc. 0.00% No change 32 $2K
Aspire Wealth Management Corp 0.00% Reduce -92.3% 15 $1K

"% of holder's portfolio" is CFO's weight in each manager's 13F, not the share of Victoryshares US 500 Enhance the manager owns.