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Get Institutions for : 
Victoryshares Dividend Accelerator (VSDA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    2
Total shares held : 
2,361,006  
% of shares held : 
30.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
7,621  
% of shares held change : 
  0.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 2,621
 0.11%
 
Increased Positions :
16
 114,784
 4.86%
 
Unchanged Positions :
6
 12,109
 0.51%
 
Decreased Positions :
19
-80,099
-3.39%
 
Closed Positions :
3
-29,685
-1.26%
 
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
   PINNACLE FINANCIAL PARTNERS INC 68 - 2024-03-31 385,980 $19,425,000 31,252
   GREAT VALLEY ADVISOR GROUP INC. 50 - 2024-03-31 319,089 $16,059,000 27,339
   MORGAN STANLEY 2998 - 2024-03-31 285,484 $14,367,000 -12,826
   LPL FINANCIAL CORP 1150 - 2024-03-31 262,107 $13,191,000 -42,274
   Investors Research Corp 9 - 2024-03-31 188,839 $9,504,000 5,194
   BANK OF AMERICA CORP /DE/ 2986 - 2024-03-31 95,710 $4,817,000 13,261
   COMMONWEALTH EQUITY SERVICES LLC. 1200 - 2024-03-31 93,763 $4,719,000 -19,071
   DDD Partners LLC 41 - 2024-03-31 85,173 $4,286,000 7,332
   Gladstone Institutional Advisory LLC 122 - 2024-03-31 82,217 $4,138,000 4,003
   STIFEL FINANCIAL CORP 1330 - 2024-03-31 71,700 $3,608,000 1,628
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 681 - 2024-03-31 59,970 $3,018,000 1,116
   MONEY CONCEPTS CAPITAL CORP 101 - 2024-03-31 56,670 $2,852,000 -1,133
   RAYMOND JAMES & ASSOCIATES 2079 - 2024-03-31 44,162 $2,223,000 -86,173
   WELLS FARGO & CO/MN 2743 - 2024-03-31 30,377 $1,529,000 -7,181
   GTS SECURITIES LLC 421 *New 2024-03-31 29,805 $1,500,000 29,805
   Advisor Group Holdings Inc. 1947 - 2024-03-31 29,148 $1,463,000 -3,620
   Keystone Financial Group 85 - 2024-03-31 28,190 $1,419,000 -412
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2378 *New 2024-03-31 22,723 $1,144,000 22,723
   CITADEL ADVISORS LLC 2981 *New 2024-03-31 21,604 $1,087,000 21,604
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1695 - 2024-03-31 20,671 $1,040,000 4
   ROYAL BANK OF CANADA 3100 - 2024-03-31 16,815 $847,000 12,295
   Apella Capital LLC 155 - 2024-03-31 16,611 $824,000 -2,960
   FINANCIAL NETWORK 1607 - 2024-03-31 15,665 $788,000 2,572
   ENVESTNET ASSET MANAGEMENT INC 3171 *New 2024-03-31 15,197 $765,000 15,197
   KLR INVESTMENT ADVISORS LLC 43 *New 2024-03-31 15,660 $754,000 15,660
   ADVISORY SERVICES NETWORK, LLC 902 - 2024-03-31 11,395 $573,000 -400
   Integrated Wealth Concepts LLC 992 - 2024-03-31 11,212 $564,000 645
   Baird Financial Group Inc. 1396 - 2024-03-31 9,551 $481,000 -446
   Lakeview Capital Partners LLC 261 - 2024-03-31 8,834 $445,000 812
   HANSON MCCLAIN, INC. 588 - 2024-03-31 8,217 $414,000 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 41 - 2023-03-31 8,501 $385,000 -1,000
   STEPHENS INC /AR/ 927 - 2024-03-31 7,497 $377,000 29
   THOROUGHBRED FINANCIAL SERVICES LLC 336 - 2024-03-31 7,238 $364,000 461
   Western Wealth Management LLC 467 - 2024-03-31 6,783 $341,000 -4,802
   Landmark Wealth Management LLC 58 - 2024-03-31 6,742 $339,000 5
   Scarborough Advisors LLC 60 - 2024-03-31 2,630 $132,000 9
   Steward Partners Investment Advisory LLC 1971 - 2024-03-31 1,300 $65,000 0
   Sunbelt Securities Inc. 829 - 2024-03-31 1,135 $57,000 -780
   PRIVATE TRUST CO NA 1285 - 2024-03-31 623 $31,000 -1,094
   Geneos Wealth Management Inc. 1244 - 2024-03-31 600 $30,000 -125
   FIFTH THIRD BANCORP 1598 - 2024-03-31 503 $25,000 -364
   COMERICA BANK 3003 - 2024-03-31 411 $21,000 0
   Ahrens Investment Partners LLC 651 *New 2023-03-31 200 $9,000 200
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 631 - 2024-03-31 150 $8,000 0
   TOWER RESEARCH CAPITAL LLC 4432 *New 2024-03-31 127 $6,000 127
   Coston McIsaac & Partners 481 - 2024-03-31 87 $4,000 0
   FMR LLC 4593 - 2024-03-31 12 $1,000 0
   PROEQUITIES INC. 3523 - 2024-03-31 0 $0 0
   IFP Advisors Inc 2993 *Closed 2023-12-31 0 $0 -1,385
   Newbridge Financial Services Group Inc. 1247 *Closed 2024-03-31 0 $0 -2,070
   CENTAURUS FINANCIAL INC. 852 *Closed 2024-03-31 0 $0 -9,971

  51 Records found
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