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Get Institutions for : 
Victory CEMP US 500 Volatility Wtd ETF (CFA)  
$80.87 0.01 (0.01%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    4
Total shares held : 
 4,637,612  
% of shares held : 
 41.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -84,142  
% of shares held change : 
   -0.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $67.39  
Last Quarter's Ending Price : 
 $74.63  
Last Quarter's Average Price : 
 $69.71  
Change from last quarter's     
avg. price to the last closing  : 
11.16 (16.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 442
 0.01%
 
Increased Positions :
17
 119,992
 2.59%
 
Unchanged Positions :
17
 250,754
 5.41%
 
Decreased Positions :
27
-188,954
-4.07%
 
Closed Positions :
5
-15,622
-0.34%
 
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 1504 - 2024-03-31 810,316 $65,927,000 -14,556
   BANK OF AMERICA CORP /DE/ 1436 - 2024-03-31 482,784 $39,279,000 -193,858
   UBS Group AG 1061 - 2024-03-31 316,387 $25,741,000 -11,372
   WELLS FARGO & CO/MN 1046 - 2024-03-31 283,228 $23,043,000 969
   COMERICA BANK 187 - 2024-03-31 277,481 $22,576,000 -12,613
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 477 - 2024-03-31 265,604 $21,610,000 2,873
   YOUSIF CAPITAL MANAGEMENT LLC 148 - 2024-03-31 141,193 $11,487,000 -19,502
   Private Advisor Group LLC 236 - 2024-03-31 137,099 $11,154,000 -15,071
   SILVER OAK SECURITIES Inc 9 - 2024-03-31 128,319 $10,440,000 -629
   ENVESTNET ASSET MANAGEMENT INC 1547 - 2024-03-31 117,466 $9,557,000 -4,253
   LPL FINANCIAL CORP 1360 - 2024-03-31 117,205 $9,536,000 -379,484
   AMERIPRISE FINANCIAL INC 1947 - 2024-03-31 95,946 $7,898,000 -22,137
   ROYAL BANK OF CANADA 1638 - 2024-03-31 96,862 $7,881,000 18,670
   STIFEL FINANCIAL CORP 1055 - 2024-03-31 71,729 $5,836,000 -4,945
   TAP Consulting LLC 14 - 2024-03-31 71,110 $5,785,000 -16,637
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 572 - 2024-03-31 58,592 $4,767,000 -6,358
   Advisor Group Holdings Inc. 1166 - 2024-03-31 51,019 $4,132,000 -3,781
   COMMONWEALTH EQUITY SERVICES LLC. 1304 - 2024-03-31 49,649 $4,039,000 -2,855
   RAYMOND JAMES & ASSOCIATES 1751 - 2024-03-31 47,839 $3,892,000 -5,835
   Intrua Financial LLC 33 - 2023-03-31 51,911 $3,511,000 -352
   GOLDMAN SACHS GROUP INC/ 2923 - 2024-03-31 35,695 $2,904,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 173 - 2024-03-31 32,006 $2,389,000 0
   Keystone Financial Group 64 - 2024-03-31 27,327 $2,223,000 12,914
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1204 - 2024-03-31 26,581 $2,163,000 -8,246
   Rossmore Private Capital 85 - 2024-03-31 21,262 $1,730,000 500
   MONEY CONCEPTS CAPITAL CORP 183 - 2024-03-31 17,086 $1,390,000 -588
   CITADEL ADVISORS LLC 2832 - 2024-03-31 15,457 $1,258,000 4,060
   Integrated Wealth Concepts LLC 694 - 2024-03-31 14,039 $1,142,000 1,270
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 263 - 2024-03-31 11,795 $960,000 1,302
   TBH Global Asset Management LLC 93 - 2024-03-31 10,897 $887,000 0
   IHT Wealth Management LLC 469 - 2024-03-31 10,616 $864,000 741
   NORTHERN TRUST CORP 3455 - 2024-03-31 8,387 $682,000 0
   CREATIVE PLANNING 1617 - 2024-03-31 8,366 $681,000 109
   Pathstone Holdings LLC 1553 - 2024-03-31 7,836 $638,000 22
   Hibernia Wealth Partners LLC 34 - 2024-03-31 7,751 $631,000 126
   PATHSTONE FAMILY OFFICE, LLC 1010 *New 2023-09-30 7,769 $529,000 7,769
   Patriot Financial Group Insurance Agency LLC 265 - 2024-03-31 6,491 $528,000 24
   FLOW TRADERS U.S. LLC 448 - 2024-03-31 6,209 $505,000 -2,221
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3670 - 2024-03-31 5,051 $411,000 -11,137
   GREAT VALLEY ADVISOR GROUP INC. 540 - 2024-03-31 4,932 $401,000 0
   TruWealth Advisors LLC 122 - 2024-03-31 4,343 $353,000 0
   MULTIFINANCIAL SECURITIES CORP 1829 - 2024-03-31 4,261 $347,000 -230
   WEDBUSH MORGAN SECURITIES INC 917 - 2024-03-31 3,399 $277,000 166
   Atria Wealth Solutions Inc. 1621 - 2024-03-31 3,276 $267,000 0
   PROEQUITIES INC. 608 - 2024-03-31 3,118 $254,000 -278
   Cedar Brook Financial Partners LLC 361 - 2024-03-31 3,047 $248,000 7
   GUIDANCE CAPITAL INC 158 - 2024-03-31 3,211 $248,000 0
   Calton & Associates Inc. 162 - 2024-03-31 2,918 $237,000 -355
   Westside Investment Management Inc. 204 - 2024-03-31 2,788 $227,000 0
   H D Vest Advisory Services 1521 *New 2024-03-31 2,505 $204,000 2,505
   FMR LLC 2885 - 2024-03-31 2,337 $190,000 307
   IFP Advisors Inc 1076 - 2023-12-31 1,981 $148,000 -1,246
   EverSource Wealth Advisors LLC 571 - 2024-03-31 1,673 $125,000 0
   PNC FINANCIAL SERVICES GROUP INC 2595 - 2024-03-31 1,268 $103,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1012 *New 2024-03-31 1,098 $89,000 1,098
   MATHER GROUP, INC. 732 *New 2024-03-31 1,197 $89,000 1,197
   NBC SECURITIES INC. 1111 - 2024-03-31 669 $54,000 -50
   CWM LLC 2254 - 2024-03-31 642 $52,000 -64
   TOWER RESEARCH CAPITAL LLC 2617 - 2024-03-31 382 $31,000 382
   Goss Wealth Management LLC 2478 - 2024-03-31 345 $28,000 0
   Qube Research & Technologies Ltd 3214 - 2024-03-31 215 $17,000 0
   FIFTH THIRD BANCORP 1761 - 2024-03-31 172 $14,000 0
   Aptus Capital Advisors LLC 1007 *New 2024-03-31 131 $11,000 131
   Tyler-Stone Wealth Management 629 - 2024-03-31 140 $11,000 0
   Steward Partners Investment Advisory LLC 3220 - 2024-03-31 40 $3,000 0
   Tradition Wealth Management LLC 437 *Closed 2024-03-31 0 $0 -2,120
   HANSON MCCLAIN, INC. 3425 *Closed 2024-03-31 0 $0 -44
   PRIVATE TRUST CO NA 2285 *Closed 2024-03-31 0 $0 -442
   Newbridge Financial Services Group Inc. 1244 *Closed 2024-03-31 0 $0 -204
   VERITABLE LP 489 *Closed 2023-09-30 0 $0 -7,745
   BB&T CORP 2683 *Closed 2024-03-31 0 $0 -4,556
  71 Records found
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