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Get Institutions for : 
Victory Cemp US Small Cap High Div Volatility Weighted IndexA (CSB)  
$52.74 0.07 (0.13%) as of 4:30 Tue 6/18


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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  : 
1.16 (2.15%)  




 
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
   COMMONWEALTH EQUITY SERVICES LLC. 1508 - 2024-03-31 51,628 $2,893,000 -9,941
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1472 - 2024-03-31 48,449 $2,715,000 -3,936
   HANSON MCCLAIN, INC. 292 - 2024-03-31 42,618 $2,388,000 -11,554
   Investors Research Corp 31 - 2024-03-31 42,081 $2,358,000 -1,226
   Accel Wealth Management 48 - 2024-03-31 22,633 $1,268,000 -1,893
   CoreCap Advisors LLC 241 - 2023-12-31 20,073 $1,123,000 -1,892
   RAYMOND JAMES & ASSOCIATES 2639 - 2024-03-31 16,088 $902,000 -707
   PACIFIC SUN FINANCIAL CORP 56 - 2024-03-31 15,875 $890,000 -115
   Kestra Advisory Services LLC 1763 - 2024-03-31 7,452 $418,000 -50
   Advisor Group Holdings Inc. 3088 - 2024-03-31 7,236 $406,000 -2,231
   ROYAL BANK OF CANADA 3617 - 2024-03-31 7,009 $393,000 -3,199
   Western Wealth Management LLC 446 - 2024-03-31 6,492 $364,000 -11,416
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1820 - 2024-03-31 6,051 $339,000 -41,037
   Kingsview Wealth Management LLC 784 - 2024-03-31 5,877 $329,000 -788
   FLAGSHIP HARBOR ADVISORS LLC 513 - 2024-03-31 5,517 $309,000 -235
   H D Vest Advisory Services 1302 - 2024-03-31 5,237 $293,000 -961
   Whitaker-Myers Wealth Managers LTD. 80 - 2024-03-31 4,924 $276,000 -283
   WILLNER & HELLER LLC 116 - 2023-12-31 4,337 $243,000 -7,991
   PFG Advisors 597 - 2024-03-31 4,012 $225,000 -328
   CITADEL ADVISORS LLC 4508 - 2024-03-31 3,834 $215,000 -1,494
   Integrity Financial Corp /WA 131 - 2024-03-31 2,073 $116,000 -781
   AdvisorNet Financial Inc 979 - 2024-03-31 496 $28,000 -39
   FMR LLC 3901 - 2024-03-31 306 $17,000 -116
   BENJAMIN F. EDWARDS & COMPANY INC. 1700 - 2024-03-31 173 $10,000 -197
   MOTCO 462 - 2024-03-31 126 $7,000 -86
   J P MORGAN CHASE & CO 5075 - 2024-03-31 119 $7,000 -38
  26 Records found
  1    
  Page 1 of 1
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