Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Victoryshares Us Multi Factor Minimum Volatility (VSMV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    2
Total shares held : 
 2,746,658  
% of shares held : 
 63.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 400,999  
% of shares held change : 
   9.33%  
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 :
5
 492,687
 17.94%
 
Increased Positions :
9
 33,424
 1.22%
 
Unchanged Positions :
4
 1,212,257
 44.14%
 
Decreased Positions :
9
-64,328
-2.34%
 
Closed Positions :
3
-60,784
-2.21%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VICTORY CAPITAL MANAGEMENT INC 474 - 2024-03-31 1,036,367 $46,885,000 -157,000
   Tower Wealth Partners Inc. 1 - 2024-03-31 396,486 $17,937,000 4,677
   GREAT VALLEY ADVISOR GROUP INC. 67 - 2024-03-31 292,780 $13,246,000 115,342
   MORGAN STANLEY 3295 - 2024-03-31 224,961 $10,177,000 -20,777
   ROYAL BANK OF CANADA 1984 - 2024-03-31 98,141 $4,440,000 -6,230
   LPL FINANCIAL CORP 2116 - 2024-03-31 70,282 $3,180,000 1,650
   Trilogy Capital Inc. 118 - 2024-03-31 59,426 $2,688,000 -15,620
   BANK OF AMERICA CORP /DE/ 3714 - 2024-03-31 36,733 $1,662,000 10,822
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1857 - 2024-03-31 30,146 $1,364,000 -2,610
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2196 - 2024-03-31 29,909 $1,353,000 22,526
   Sovereign Financial Group Inc. 78 - 2024-03-31 21,820 $987,000 9,099
   Advisor Group Holdings Inc. 2490 - 2024-03-31 18,650 $844,000 -2,600
   One Degree Advisors Inc 33 - 2024-03-31 17,657 $799,000 17
   LexAurum Advisors LLC 124 - 2024-03-31 14,434 $653,000 6
   RAYMOND JAMES & ASSOCIATES 2926 - 2024-03-31 13,106 $593,000 -2,376
   GOLDMAN SACHS GROUP INC/ 3889 - 2024-03-31 12,053 $545,000 -17,695
   Private Advisor Group LLC 1600 - 2024-03-31 9,602 $434,000 -245
   Atria Wealth Solutions Inc. 1366 - 2024-03-31 8,716 $394,000 24
   ENVESTNET ASSET MANAGEMENT INC 3634 - 2024-03-31 7,376 $334,000 0
   BB&T CORP 2274 - 2024-03-31 6,349 $287,000 -94
   MULTIFINANCIAL SECURITIES CORP 2028 *New 2024-03-31 5,755 $260,000 5,755
   Lindenwold Advisors 109 - 2024-03-31 5,188 $235,000 -598
   Clear Point Advisors Inc. 144 - 2024-03-31 2,359 $107,000 8
   Steward Partners Investment Advisory LLC 2039 - 2024-03-31 1,250 $57,000 0
   UBS Group AG 6342 - 2024-03-31 117 $5,000 -3,590
   TWO SIGMA INVESTMENTS LLC 2867 *Closed 2024-03-31 0 $0 -6,000
   PROEQUITIES INC. 7760 - 2024-03-31 0 $0 0
   SYKON CAPITAL LLC 94 *Closed 2024-03-31 0 $0 -263,772
   TOWER RESEARCH CAPITAL LLC 6033 *Closed 2024-03-31 0 $0 -65
  29 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us