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Get Institutions for : 
Victory Cemp US Small Cap High Div Volatility Weighted IndexA (CSB)  
$52.16 0.77 (1.45%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    6
Total shares held : 
 1,682,198  
% of shares held : 
 9.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -300,984  
% of shares held change : 
   -1.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.97  
Last Quarter's Ending Price : 
 $56.04  
Last Quarter's Average Price : 
 $53.90  
Change from last quarter's     
avg. price to the last closing  : 
1.74 (3.23%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 11,567
 0.69%
 
Increased Positions :
14
 46,525
 2.77%
 
Unchanged Positions :
7
 3,222
 0.19%
 
Decreased Positions :
29
-291,044
-17.3%
 
Closed Positions :
10
-68,032
-4.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2232 - 2024-03-31 237,011 $13,282,000 5,531
   UBS Group AG 1619 - 2024-03-31 175,227 $9,820,000 639
   CWM LLC 327 - 2024-03-31 142,470 $7,984,000 2,727
   LPL FINANCIAL CORP 1535 - 2024-03-31 127,526 $7,147,000 6,473
   ENVESTNET ASSET MANAGEMENT INC 2055 - 2024-03-31 79,110 $4,433,000 2,487
   STIFEL FINANCIAL CORP 1246 - 2024-03-31 74,547 $4,178,000 40,380
   Cetera Investment Advisers 1177 - 2024-03-31 62,617 $3,509,000 9,073
   Dynamic Advisors Solutions LLC 267 - 2024-03-31 45,094 $2,527,000 2,088
   IAG Wealth Partners LLC 39 - 2024-03-31 30,613 $1,716,000 2,835
   PFG FINANCIAL ADVISORS 76 - 2024-03-31 26,953 $1,510,000 911
   GTS SECURITIES LLC 438 - 2024-03-31 24,984 $1,400,000 24,984
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1368 - 2024-03-31 5,705 $320,000 139
   TWO SIGMA INVESTMENTS LLC 2438 - 2024-03-31 5,500 $308,000 5,500
   Oxinas Partners Wealth Management LLC 94 - 2024-03-31 5,407 $303,000 974
   Farther Finance Advisors LLC 1103 - 2024-03-31 1,110 $62,000 196
   MORGAN STANLEY 6537 - 2024-03-31 147 $8,000 90
  16 Records found
  1    
  Page 1 of 1
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