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Get Institutions for : 
Victory Cemp US Large Cap High Div Volatility Weighted IndexA (CDL)  
$62.23 1.15 (1.88%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    5
Total shares held : 
 2,498,838  
% of shares held : 
 62.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -54,702  
% of shares held change : 
   -1.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.09  
Last Quarter's Ending Price : 
 $58.46  
Last Quarter's Average Price : 
 $55.06  
Change from last quarter's     
avg. price to the last closing  : 
7.17 (13.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 8,247
 0.33%
 
Increased Positions :
12
 105,310
 4.21%
 
Unchanged Positions :
12
 92,759
 3.71%
 
Decreased Positions :
28
-106,579
-4.27%
 
Closed Positions :
8
-61,680
-2.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   MORGAN STANLEY 2388 - 2024-03-31 422,820 $26,283,000 -15,378
   HIGHTOWER ADVISORS, LLC 684 - 2024-03-31 164,352 $10,208,000 -5,052
   AMERIPRISE FINANCIAL INC 2117 - 2024-03-31 102,075 $6,345,000 -14,852
   TAP Consulting LLC 17 - 2024-03-31 92,187 $5,730,000 -19,731
   LPL FINANCIAL CORP 1911 - 2024-03-31 66,798 $4,152,000 -6,342
   STIFEL FINANCIAL CORP 1263 - 2024-03-31 65,394 $4,065,000 -4,010
   COMMONWEALTH EQUITY SERVICES LLC. 1444 - 2024-03-31 50,950 $3,167,000 -3,332
   Members Advisory Group LLC 10 - 2024-03-31 49,770 $3,094,000 -9,321
   Private Advisor Group LLC 633 - 2024-03-31 49,179 $3,057,000 -67,522
   WELLS FARGO & CO/MN 2378 - 2024-03-31 43,162 $2,683,000 -1,255
   ROYAL BANK OF CANADA 2373 - 2024-03-31 40,079 $2,491,000 -1,935
   BB&T CORP 1225 - 2024-03-31 35,101 $2,182,000 -5,524
   RAYMOND JAMES & ASSOCIATES 2396 - 2024-03-31 21,407 $1,331,000 -5,927
   ENVESTNET ASSET MANAGEMENT INC 2831 - 2024-03-31 20,917 $1,300,000 -3,611
   Investors Research Corp 72 - 2024-03-31 20,100 $1,249,000 -288
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1698 - 2024-03-31 16,681 $1,037,000 -383
   INTL FCSTONE INC. 197 - 2024-03-31 10,097 $628,000 -2,123
   Integrated Wealth Concepts LLC 948 - 2024-03-31 9,839 $611,000 -187
   Patriot Financial Group Insurance Agency LLC 253 - 2024-03-31 8,970 $558,000 -67,564
   Stratos Wealth Partners LTD. 914 - 2024-03-31 7,474 $465,000 -400
   Advisor Group Holdings Inc. 3106 - 2024-03-31 6,390 $396,000 -164
   COMERICA BANK 2008 - 2024-03-31 6,112 $380,000 -159
   PRIVATE TRUST CO NA 554 - 2024-03-31 4,217 $262,000 -426
   FMR LLC 3457 - 2024-03-31 746 $46,000 -1,137
   Winch Advisory Services LLC 298 - 2024-03-31 91 $6,000 -90
  25 Records found
  1    
  Page 1 of 1
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