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Get Institutions for : 
Victory CEMP US EQ Inc Enh Vol Wtd ETF (CDC)  
$58.96 0.95 (1.59%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    1
Total shares held : 
 11,567,263  
% of shares held : 
 12.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -59  
Amount of shares held : 
 -1,939,730  
% of shares held change : 
   -2.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $55.52  
Last Quarter's Ending Price : 
 $56.57  
Last Quarter's Average Price : 
 $55.89  
Change from last quarter's     
avg. price to the last closing  : 
3.07 (5.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 21,549
 0.19%
 
Increased Positions :
18
 368,455
 3.19%
 
Unchanged Positions :
13
 86,977
 0.75%
 
Decreased Positions :
76
-2,255,176
-19.5%
 
Closed Positions :
8
-74,558
-0.64%
 
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 1360 - 2024-03-31 1,306,626 $77,784,000 -37,819
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 131 - 2024-03-31 1,160,326 $69,074,000 64,385
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 252 - 2024-03-31 845,984 $50,361,000 -39,022
   LPL FINANCIAL CORP 570 - 2024-03-31 771,549 $45,930,000 -327,945
   BANK OF AMERICA CORP /DE/ 1447 - 2024-03-31 649,168 $38,645,000 -25,959
   SILVER OAK SECURITIES Inc 2 - 2024-03-31 523,879 $31,187,000 -34,404
   AMERIPRISE FINANCIAL INC 1034 - 2024-03-31 518,292 $30,904,000 -193,965
   ROYAL BANK OF CANADA 1015 - 2024-03-31 423,914 $25,236,000 -243,141
   CWM LLC 216 - 2024-03-31 282,800 $16,835,000 -5,910
   UBS Group AG 1353 - 2024-03-31 255,582 $15,215,000 -91,925
   H D Vest Advisory Services 132 - 2024-03-31 222,102 $13,222,000 -80,046
   COMMONWEALTH EQUITY SERVICES LLC. 697 - 2024-03-31 200,699 $11,948,000 -95,353
   WELLS FARGO & CO/MN 1426 - 2024-03-31 199,528 $11,878,000 -9,977
   ENVESTNET ASSET MANAGEMENT INC 1463 - 2024-03-31 185,311 $11,032,000 46,758
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 443 - 2024-03-31 176,747 $10,522,000 4,949
   STRATEGIC PLANNING GROUP LLC 12 - 2024-03-31 167,013 $9,942,000 16,701
   Private Advisor Group LLC 285 - 2024-03-31 154,190 $9,179,000 -57,269
   Integrated Wealth Concepts LLC 182 - 2024-03-31 140,113 $8,341,000 -8,097
   Garrett Wealth Advisory Group LLC 13 - 2024-03-31 128,773 $7,666,000 -5,349
   Advisor Group Holdings Inc. 823 - 2024-03-31 125,034 $7,443,000 -45,456
   RAYMOND JAMES & ASSOCIATES 1410 - 2024-03-31 107,905 $6,424,000 -17,582
   STIFEL FINANCIAL CORP 1070 - 2024-03-31 95,847 $5,706,000 -18,091
   MONEY CONCEPTS CAPITAL CORP 60 - 2024-03-31 81,735 $4,866,000 -16,323
   PALLADIEM LLC 8 - 2023-09-30 75,379 $4,211,000 -1,031
   MATHER GROUP, INC. 112 - 2024-03-31 64,461 $3,647,000 -312
   TITLEIST ASSET MANAGEMENT LTD. 28 - 2022-12-31 56,075 $3,481,000 6,861
   Goss Wealth Management LLC 513 - 2024-03-31 55,579 $3,309,000 -5,094
   UNIQUE WEALTH LLC 23 - 2024-03-31 50,855 $3,023,000 -30,566
   FINANCIAL NETWORK 852 - 2024-03-31 49,053 $2,920,000 -20,555
   Lumature Wealth Partners LLC 11 - 2023-06-30 49,424 $2,847,000 -62,471
   Keystone Financial Group 54 - 2024-03-31 46,084 $2,743,000 -4,349
   CAPROCK Group Inc. 100 - 2024-03-31 42,840 $2,550,000 0
   BB&T CORP 1180 - 2024-03-31 40,416 $2,406,000 -4,651
   HIGHTOWER ADVISORS, LLC 1381 - 2024-03-31 35,450 $2,112,000 3,013
   WCG Wealth Advisors LLC 125 - 2024-03-31 32,376 $1,927,000 -3,437
   KESTRA PRIVATE WEALTH SERVICES LLC 380 - 2024-03-31 32,360 $1,926,000 -9,257
   FLOW TRADERS U.S. LLC 193 *New 2024-03-31 30,833 $1,835,000 30,833
   PFG Advisors 212 - 2024-03-31 25,976 $1,546,000 51
   Rockefeller Capital Management L.P. 1134 - 2024-03-31 23,714 $1,412,000 -356
   HILLTOP HOLDINGS INC. 170 - 2024-03-31 22,971 $1,367,000 -10,293
   Calton & Associates Inc. 43 - 2024-03-31 19,879 $1,183,000 -346
   Vantage Financial Partners LLC 45 - 2024-03-31 18,013 $1,072,000 -2,109
   JANE STREET GROUP LLC 3092 - 2024-03-31 16,481 $981,000 9,665
   Kestra Advisory Services LLC 1255 - 2024-03-31 16,248 $967,000 441
   Empirical Asset Management LLC 63 - 2024-03-31 14,807 $881,000 -1,047
   MONECO Advisors LLC 169 - 2024-03-31 14,223 $847,000 -2,869
   GREAT VALLEY ADVISOR GROUP INC. 402 - 2024-03-31 14,076 $838,000 -439
   GPS Wealth Strategies Group LLC 113 - 2024-03-31 13,740 $818,000 -90
   Ridgepath Capital Management LLC 21 - 2024-03-31 13,485 $803,000 0
   AXXCESS WEALTH MANAGEMENT LLC 421 - 2024-03-31 13,485 $803,000 0
   INTL FCSTONE INC. 180 - 2024-03-31 13,210 $786,000 -304
   FOCUS FINANCIAL NETWORK INC /ADV 375 - 2023-12-31 12,884 $729,000 0
   Stratos Wealth Partners LTD. 760 - 2024-03-31 11,468 $683,000 -1,760
   Claraphi Advisory Network LLC 101 - 2022-12-31 10,986 $682,000 4,936
   MARINER WEALTH ADVISORS, LLC 1806 - 2024-03-31 11,253 $670,000 797
   CITADEL ADVISORS LLC 3465 - 2024-03-31 10,973 $653,000 -26,181
   EverSource Wealth Advisors LLC 224 - 2024-03-31 10,785 $610,000 0
   J.W. COLE ADVISORS INC. 488 - 2024-03-31 9,870 $588,000 -1,344
   TBH Global Asset Management LLC 139 - 2024-03-31 9,537 $568,000 0
   Equitable Holdings Inc. 791 - 2024-03-31 8,609 $512,000 212
   Patriot Financial Group Insurance Agency LLC 271 - 2024-03-31 8,442 $503,000 128
   FLAGSHIP HARBOR ADVISORS LLC 387 - 2024-03-31 8,301 $494,000 45
   Alpha Cubed Investments LLC 160 - 2024-03-31 7,862 $468,000 -8,150
   Lakeview Capital Partners LLC 262 - 2024-03-31 7,389 $440,000 -5,481
   Prime Capital Investment Advisors LLC 664 - 2024-03-31 7,176 $427,000 -730
   Atria Wealth Solutions Inc. 1332 - 2024-03-31 7,157 $426,000 -5,704
   KPP Advisory Services LLC 142 - 2024-03-31 6,929 $413,000 6,929
   Steward Partners Investment Advisory LLC 1158 - 2024-03-31 6,442 $384,000 -233
   RSM US WEALTH MANAGEMENT LLC 489 - 2024-03-31 5,942 $354,000 255
   MULTIFINANCIAL SECURITIES CORP 1825 - 2024-03-31 5,861 $349,000 -606
   Global Retirement Partners LLC 625 - 2024-03-31 5,547 $330,000 -774
   FIRST HEARTLAND CONSULTANTS INC 318 - 2024-03-31 5,474 $326,000 -32
   Foundations Investment Advisors LLC 580 - 2024-03-31 4,884 $291,000 -1,860
   HRT FINANCIAL LLC 1487 *New 2024-03-31 4,815 $286,000 4,815
   BLUE CREEK INVESTMENT PARTNERS LLC 298 - 2024-03-31 4,693 $279,000 -123
   COMERICA BANK 2149 - 2024-03-31 4,646 $277,000 -2,327
   IFP Advisors Inc 793 - 2023-12-31 4,856 $275,000 -97,649
   Dynamic Advisors Solutions LLC 782 - 2024-03-31 4,601 $274,000 -23
   Advisory Alpha LLC 319 - 2024-03-31 4,609 $274,000 -277
   TWO SIGMA SECURITIES LLC 714 *New 2024-03-31 4,396 $262,000 4,396
   Claro Advisors LLC 349 - 2024-03-31 4,270 $254,000 -2,261
   MML INVESTORS SERVICES LLC 2266 - 2024-03-31 3,890 $232,000 -5,043
   Beacon Pointe Advisors LLC 1180 - 2024-03-31 3,905 $232,000 -156
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4364 - 2024-03-31 3,856 $230,000 -105,782
   Integrity Financial Corp /WA 102 - 2024-03-31 3,754 $223,000 -416
   TOWER RESEARCH CAPITAL LLC 1381 - 2024-03-31 3,531 $210,000 1,754
   PRIVATE TRUST CO NA 722 - 2024-03-31 2,673 $159,000 -2,519
   Qube Research & Technologies Ltd 2665 - 2024-03-31 2,654 $158,000 -45,816
   Sunbelt Securities Inc. 592 - 2024-03-31 2,624 $156,000 -4,729
   Aptus Capital Advisors LLC 785 *New 2024-03-31 1,973 $117,000 1,973
   J P MORGAN CHASE & CO 4581 - 2024-03-31 1,217 $72,000 0
   DHJJ Financial Advisors Ltd. 255 - 2024-03-31 901 $54,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1225 - 2024-03-31 850 $51,000 -2,575
   Sanctuary Wealth Management L.L.C. 96 - 2024-03-31 717 $43,000 -113
   HARBOUR INVESTMENTS INC. 1575 - 2023-12-31 674 $38,000 -391
   NBC SECURITIES INC. 1321 - 2024-03-31 475 $28,000 0
   FMR LLC 3747 - 2024-03-31 413 $25,000 407
   Atlantic Trust Group LLC 2075 - 2024-03-31 300 $18,000 300
   Newbridge Financial Services Group Inc. 717 - 2024-03-31 200 $12,000 -400
   Horizons Wealth Management 129 - 2024-03-31 191 $11,000 0
  100 Records found
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