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Get Institutions for : 
Victory CEMP US EQ Inc Enh Vol Wtd ETF (CDC)  
$58.94 0.29 (0.49%) as of 4:30 Tue 5/7


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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  : 
3.05 (5.46%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1354 - 2023-12-31 1,344,445 $76,055,000 -201,807
   LPL FINANCIAL CORP 428 - 2023-12-31 1,099,494 $62,198,000 -161,868
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 135 - 2023-12-31 1,095,941 $61,997,000 91,733
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 252 - 2024-03-31 845,984 $50,361,000 -39,022
   AMERIPRISE FINANCIAL INC 868 - 2023-12-31 712,257 $40,282,000 -263,940
   BANK OF AMERICA CORP /DE/ 1331 - 2023-12-31 675,127 $38,192,000 -42,202
   ROYAL BANK OF CANADA 802 - 2023-12-31 667,055 $37,736,000 -73,016
   SILVER OAK SECURITIES Inc 2 - 2023-12-31 558,283 $31,582,000 -66,128
   UBS Group AG 1100 - 2023-12-31 347,507 $19,658,000 -114,528
   H D Vest Advisory Services 101 - 2023-12-31 302,148 $17,093,000 -80,434
   CWM LLC 216 - 2024-03-31 282,800 $16,835,000 -5,910
   COMMONWEALTH EQUITY SERVICES LLC. 697 - 2024-03-31 200,699 $11,948,000 -95,353
   WELLS FARGO & CO/MN 1380 - 2023-12-31 209,505 $11,852,000 -64,139
   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
   Advisor Group Holdings Inc. 828 - 2023-12-31 170,490 $9,645,000 -74,533
   Private Advisor Group LLC - 2024-03-31 154,190 $9,179,000 -57,269
   Integrated Wealth Concepts LLC 164 - 2023-12-31 148,210 $8,384,000 -10,297
   ENVESTNET ASSET MANAGEMENT INC 1589 - 2023-12-31 138,553 $7,838,000 -46,665
   Garrett Wealth Advisory Group LLC 13 - 2024-03-31 128,773 $7,666,000 -5,349
   STIFEL FINANCIAL CORP 970 - 2023-12-31 113,938 $6,446,000 -6,193
   RAYMOND JAMES & ASSOCIATES 1410 - 2024-03-31 107,905 $6,424,000 -17,582
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 974 - 2023-12-31 109,638 $6,202,000 73,372
   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
   FINANCIAL NETWORK 683 - 2023-12-31 69,608 $3,938,000 10,299
   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 455 - 2023-12-31 60,673 $3,432,000 -1,299
   UNIQUE WEALTH LLC 23 - 2024-03-31 50,855 $3,023,000 -30,566
   Keystone Financial Group 45 - 2023-12-31 50,433 $2,853,000 -69,370
   Lumature Wealth Partners LLC 11 - 2023-06-30 49,424 $2,847,000 -62,471
   Qube Research & Technologies Ltd 1156 - 2023-12-31 48,470 $2,742,000 45,816
   RENAISSANCE TECHNOLOGIES LLC 1765 - 2023-12-31 47,000 $2,659,000 47,000
   CAPROCK Group Inc. - 2024-03-31 42,840 $2,550,000 0
   BB&T CORP 1133 - 2023-12-31 45,067 $2,549,000 -7,912
   CITADEL ADVISORS LLC 2270 - 2023-12-31 37,154 $2,102,000 31,553
   WCG Wealth Advisors LLC 135 - 2023-12-31 35,813 $2,026,000 -13,138
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 32,360 $1,926,000 -9,257
   HILLTOP HOLDINGS INC. 140 - 2023-12-31 33,264 $1,882,000 110
   HIGHTOWER ADVISORS, LLC 1453 - 2023-12-31 32,437 $1,836,000 -62,594
   PFG Advisors 204 - 2023-12-31 25,925 $1,467,000 -753
   Rockefeller Capital Management L.P. 1038 - 2023-12-31 24,070 $1,362,000 718
   Calton & Associates Inc. 43 - 2024-03-31 19,879 $1,183,000 -346
   Vantage Financial Partners LLC - 2024-03-31 18,013 $1,072,000 -2,109
   Operose Advisors LLC 29 - 2023-12-31 16,586 $938,000 16,450
   Empirical Asset Management LLC 41 - 2023-12-31 15,854 $897,000 869
   Kestra Advisory Services LLC 1178 - 2023-12-31 15,807 $894,000 -3,428
   MONECO Advisors LLC 169 - 2024-03-31 14,223 $847,000 -2,869
   GREAT VALLEY ADVISOR GROUP INC. 366 - 2023-12-31 14,515 $821,000 -1,499
   GPS Wealth Strategies Group LLC - 2024-03-31 13,740 $818,000 -90
   INTL FCSTONE INC. 180 - 2024-03-31 13,210 $786,000 -304
   Ridgepath Capital Management LLC 15 - 2023-12-31 13,485 $763,000 0
   AXXCESS WEALTH MANAGEMENT LLC 410 - 2023-12-31 13,485 $763,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 375 - 2023-12-31 12,884 $729,000 0
   Atria Wealth Solutions Inc. 1002 - 2023-12-31 12,861 $728,000 3,490
   Lakeview Capital Partners LLC 177 - 2023-12-31 12,870 $728,000 -8,399
   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
   EverSource Wealth Advisors LLC 223 - 2023-12-31 10,785 $610,000 -8,680
   MARINER WEALTH ADVISORS, LLC 1831 *New 2023-12-31 10,456 $592,000 10,456
   J.W. COLE ADVISORS INC. - 2024-03-31 9,870 $588,000 -1,344
   TBH Global Asset Management LLC 138 - 2023-12-31 9,537 $540,000 0
   D E SHAW & CO INC 2182 *New 2023-12-31 9,536 $539,000 9,536
   MML INVESTORS SERVICES LLC 1742 - 2023-12-31 8,933 $505,000 -3,729
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 8,442 $503,000 128
   DAVIDSON D A & CO 945 - 2023-12-31 8,880 $502,000 -12,345
   FLAGSHIP HARBOR ADVISORS LLC 387 - 2024-03-31 8,301 $494,000 45
   Equitable Holdings Inc. 788 - 2023-12-31 8,397 $475,000 -31,960
   Alpha Cubed Investments LLC 160 - 2024-03-31 7,862 $468,000 -8,150
   Prime Capital Investment Advisors LLC - 2023-12-31 7,906 $447,000 -24,795
   COMERICA BANK 1965 - 2023-12-31 6,973 $394,000 -394
   JANE STREET GROUP LLC 4201 - 2023-12-31 6,816 $386,000 6,816
   Foundations Investment Advisors LLC 488 - 2023-12-31 6,744 $379,000 -3,186
   Steward Partners Investment Advisory LLC 1118 - 2023-12-31 6,675 $378,000 -194
   REGIMEN WEALTH LLC 43 - 2023-12-31 250,478 $373,000 19,721
   MULTIFINANCIAL SECURITIES CORP 1298 - 2023-12-31 6,467 $366,000 -3,388
   RSM US WEALTH MANAGEMENT LLC 489 - 2024-03-31 5,942 $354,000 255
   SMITH MOORE & CO. 314 - 2023-12-31 5,870 $332,000 -142,468
   Global Retirement Partners LLC 625 - 2024-03-31 5,547 $330,000 -774
   FIRST HEARTLAND CONSULTANTS INC 280 - 2023-12-31 5,506 $311,000 -347
   BLUE CREEK INVESTMENT PARTNERS LLC 298 - 2024-03-31 4,693 $279,000 -123
   Advisory Alpha LLC - 2023-12-31 4,886 $276,000 -719
   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
   Claro Advisors LLC 349 - 2024-03-31 4,270 $254,000 -2,261
   Beacon Pointe Advisors LLC 1139 - 2023-12-31 4,061 $230,000 -434
   Integrity Financial Corp /WA 102 - 2024-03-31 3,754 $223,000 -416
   Cetera Investment Advisers 2032 - 2023-12-31 3,537 $200,000 -1,881
   PRIVATE TRUST CO NA 722 - 2024-03-31 2,673 $159,000 -2,519
   Sunbelt Securities Inc. 592 - 2024-03-31 2,624 $156,000 -4,729
   TOWER RESEARCH CAPITAL LLC 2637 - 2023-12-31 1,777 $101,000 182
   J P MORGAN CHASE & CO 4634 - 2023-12-31 1,217 $69,000 -50
   ADVISORY SERVICES NETWORK, LLC 1899 *New 2023-12-31 1,030 $58,000 1,030
   DHJJ Financial Advisors Ltd. 255 - 2024-03-31 901 $54,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 850 $51,000 -2,575
   Sanctuary Wealth Management L.L.C. 87 - 2023-12-31 830 $47,000 96
   HARBOUR INVESTMENTS INC. 1575 - 2023-12-31 674 $38,000 -391
   NBC SECURITIES INC. 1321 - 2024-03-31 475 $28,000 0
   Newbridge Financial Services Group Inc. 717 - 2024-03-31 200 $12,000 -400
  100 Records found
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