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Get Institutions for : 
Victory CEMP US 500 Enhanced Vol Wtd ETF (CFO)  
$64.32 0.20 (0.31%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    1
Total shares held : 
 4,235,581  
% of shares held : 
 36.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -34  
Amount of shares held : 
 -1,351,504  
% of shares held change : 
   -11.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $58.23  
Last Quarter's Ending Price : 
 $60.68  
Last Quarter's Average Price : 
 $58.37  
Change from last quarter's     
avg. price to the last closing  : 
5.95 (10.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 23,620
 0.56%
 
Increased Positions :
11
 290,572
 6.86%
 
Unchanged Positions :
10
 23,147
 0.55%
 
Decreased Positions :
44
-1,110,040
-26.21%
 
Closed Positions :
6
-555,656
-13.12%
 
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
   LPL FINANCIAL CORP 691 - 2023-12-31 497,087 $30,163,000 -113,917
   MORGAN STANLEY 2318 - 2023-12-31 458,313 $27,810,000 -42,605
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 453 - 2024-03-31 352,649 $23,257,000 -6,479
   ROYAL BANK OF CANADA 1066 - 2023-12-31 376,494 $22,845,000 -101,168
   FINANCIAL NETWORK 220 - 2023-12-31 281,451 $17,078,000 219,561
   COMMONWEALTH EQUITY SERVICES LLC. 632 - 2024-03-31 214,702 $14,160,000 -14,397
   BANK OF AMERICA CORP /DE/ 2214 - 2023-12-31 196,341 $11,914,000 -11,783
   STIFEL FINANCIAL CORP 729 - 2023-12-31 184,850 $11,217,000 13,975
   MATHER GROUP, INC. 66 - 2024-03-31 141,223 $8,569,000 -3,233
   Integrated Wealth Concepts LLC 169 - 2023-12-31 133,232 $8,084,000 -8,275
   WELLS FARGO & CO/MN 1628 - 2023-12-31 132,476 $8,039,000 -154,158
   UBS Group AG 1692 - 2023-12-31 115,434 $7,005,000 -24,118
   AMERIPRISE FINANCIAL INC 2038 - 2023-12-31 112,547 $6,829,000 -18,441
   Keystone Financial Group 15 - 2023-12-31 107,941 $6,550,000 -96,051
   CREATIVE PLANNING 518 - 2023-12-31 98,011 $5,947,000 -11,401
   FREEDOM WEALTH ALLIANCE LLC 4 - 2023-09-30 86,447 $5,093,000 -6,523
   MONEY CONCEPTS CAPITAL CORP 81 - 2024-03-31 54,926 $3,622,000 -15,063
   CITADEL ADVISORS LLC 1829 - 2023-12-31 59,161 $3,590,000 4,330
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 999 - 2024-03-31 47,987 $3,165,000 -18,403
   Lumature Wealth Partners LLC 10 - 2023-06-30 47,016 $2,897,000 -61,584
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1550 - 2023-12-31 46,685 $2,833,000 9,812
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 136 - 2023-12-31 45,293 $2,748,000 -3,341
   Advisor Group Holdings Inc. 1646 - 2023-12-31 43,251 $2,625,000 -45,426
   Private Advisor Group LLC - 2024-03-31 31,468 $2,075,000 -3,457
   Goss Wealth Management LLC 667 - 2023-12-31 31,806 $1,930,000 4,183
   Atria Wealth Solutions Inc. 621 - 2023-12-31 30,263 $1,836,000 -2,518
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 27,744 $1,830,000 40
   RAYMOND JAMES & ASSOCIATES 2245 - 2024-03-31 25,877 $1,707,000 -6,552
   HARBOUR INVESTMENTS INC. 266 - 2023-12-31 27,216 $1,651,000 -446
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 838 - 2023-12-31 25,693 $1,559,000 -231,451
   Paul Damon & Associates Inc. 23 - 2024-03-31 22,647 $1,494,000 0
   Calton & Associates Inc. 31 - 2024-03-31 22,447 $1,480,000 -371
   Dynamic Advisors Solutions LLC 413 - 2024-03-31 17,404 $1,148,000 1,508
   BB&T CORP 1507 - 2023-12-31 18,588 $1,128,000 -148
   ENVESTNET ASSET MANAGEMENT INC 3009 - 2023-12-31 14,306 $868,000 -6,446
   FLOW TRADERS U.S. LLC 381 *New 2023-12-31 13,494 $819,000 13,494
   Baird Financial Group Inc. 1200 - 2023-12-31 13,105 $795,000 -1,010
   JANNEY MONTGOMERY SCOTT LLC 1648 - 2024-03-31 12,000 $791,000 -309
   Vantage Financial Partners LLC - 2024-03-31 9,956 $657,000 -1,060
   COMERICA BANK 1773 - 2023-12-31 10,141 $615,000 6,006
   GOLDMAN SACHS GROUP INC/ 3739 - 2023-12-31 10,049 $610,000 0
   Syntegra Private Wealth Group LLC 56 - 2023-12-31 9,729 $590,000 -570
   LexAurum Advisors LLC 136 - 2024-03-31 8,694 $573,000 -870
   Mutual Advisors LLC - 2024-03-31 8,124 $536,000 -193
   GUIDANCE CAPITAL INC 112 - 2024-03-31 8,463 $531,000 -2,914
   TWO SIGMA SECURITIES LLC 507 *New 2023-12-31 6,228 $378,000 6,228
   TOWER RESEARCH CAPITAL LLC 1673 - 2023-12-31 5,675 $344,000 3,345
   Significant Wealth Partners LLC 113 - 2023-12-31 5,171 $314,000 0
   EverSource Wealth Advisors LLC 340 - 2023-12-31 4,907 $298,000 -6,118
   BARNES PETTEY FINANCIAL ADVISORS LLC 72 - 2023-12-31 4,707 $286,000 -2,124
   Kestra Advisory Services LLC 1866 - 2023-12-31 4,655 $282,000 -3,244
   Steward Partners Investment Advisory LLC 1239 - 2023-12-31 4,625 $281,000 -575
   Hibernia Wealth Partners LLC 52 - 2023-12-31 4,327 $263,000 -3,287
   IFP Advisors Inc 830 - 2023-12-31 4,164 $253,000 -43,576
   H D Vest Advisory Services 1352 - 2023-12-31 3,940 $239,000 0
   Cedar Brook Financial Partners LLC 419 - 2024-03-31 3,090 $204,000 3,090
   HRT FINANCIAL LLC 1623 *New 2023-12-31 3,338 $202,000 3,338
   J P MORGAN CHASE & CO 4274 - 2023-12-31 2,736 $166,000 -266
   Horizons Wealth Management 66 - 2024-03-31 2,432 $148,000 0
   Sound Income Strategies LLC 354 - 2024-03-31 1,169 $77,000 909
   NBC SECURITIES INC. 1042 - 2024-03-31 1,060 $69,000 0
   CWM LLC 2258 - 2024-03-31 785 $52,000 -344
   DHJJ Financial Advisors Ltd. 304 - 2024-03-31 529 $35,000 0
   Qube Research & Technologies Ltd 3040 - 2023-12-31 368 $22,000 -40
   FMR LLC 3745 - 2023-12-31 357 $22,000 1
   Global Retirement Partners LLC 1766 - 2024-03-31 316 $21,000 0
   Ahrens Investment Partners LLC 577 *New 2023-03-31 200 $12,000 200
   Goodman Advisory Group LLC 122 *New 2023-12-31 160 $10,000 160
   PRIVATE TRUST CO NA 1786 - 2024-03-31 113 $7,000 -2,677
   Capital Advisors Ltd. LLC 920 - 2024-03-31 60 $4,000 0
   Sunbelt Securities Inc. 1486 - 2024-03-31 32 $2,000 0
   Aspire Wealth Management Corp - 2024-03-31 15 $1,000 -179
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Atlantic Trust Group LLC 1141 *Closed 2023-12-31 0 $0 -5,933
   MARINER WEALTH ADVISORS, LLC 3120 *Closed 2023-12-31 0 $0 -4,023
   SILVER OAK SECURITIES Inc 539 *Closed 2023-12-31 0 $0 -528,587
   HIGHTOWER ADVISORS, LLC 3475 *Closed 2023-12-31 0 $0 -9,676
   FTB Advisors Inc. 2495 *Closed 2024-03-31 0 $0 -400
  78 Records found
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  Page 1 of 1
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