Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Victoryshares Us Small Cap Volatility Wtd Etf (CSA)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    4
Total shares held : 
447,927  
% of shares held : 
5.27%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
22,683  
% of shares held change : 
  0.27%  
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
 59,848
 13.36%
 
Increased Positions :
5
 51,519
 11.5%
 
Unchanged Positions :
6
 122,070
 27.25%
 
Decreased Positions :
6
-49,001
-10.94%
 
Closed Positions :
1
-39,683
-8.86%
 
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 1538 - 2023-12-31 93,614 $6,254,000 -6,057
   TAP Consulting LLC 15 - 2024-03-31 83,099 $5,747,000 -17,695
   COMERICA BANK 808 - 2023-12-31 59,202 $3,955,000 0
   YOUSIF CAPITAL MANAGEMENT LLC 488 - 2024-03-31 51,302 $3,548,000 -4,400
   UBS Group AG 2638 - 2023-12-31 36,579 $2,444,000 22,705
   MONEY CONCEPTS CAPITAL CORP 164 *New 2023-12-31 23,269 $1,554,000 23,269
   JANE STREET GROUP LLC 3079 *New 2023-12-31 16,511 $1,103,000 16,511
   Rossmore Private Capital 137 - 2023-12-31 11,325 $757,000 4,000
   BANK OF AMERICA CORP /DE/ 4262 - 2023-12-31 10,400 $695,000 -319
   WELLS FARGO & CO/MN 3416 - 2023-12-31 6,508 $435,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2535 - 2024-03-31 5,284 $365,000 1
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2783 - 2024-03-31 4,587 $317,000 1,436
   ENVESTNET ASSET MANAGEMENT INC 3692 - 2023-12-31 3,718 $248,000 -17
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4647 - 2023-12-31 3,678 $246,000 -42,412
   COMMONWEALTH EQUITY SERVICES LLC. 3385 *New 2023-12-31 3,167 $212,000 3,167
   Advisor Group Holdings Inc. 5219 - 2023-12-31 421 $28,000 1
   Aspire Wealth Management Corp - 2023-12-31 266 $18,000 0
   MORGAN STANLEY 6421 - 2023-12-31 150 $10,000 -80
   Farther Finance Advisors LLC 2204 - 2023-12-31 47 $3,000 -116
   PRIVATE TRUST CO NA 2271 *Closed 2024-03-31 0 $0 -392
   PROEQUITIES INC. 6263 - 2023-12-31 0 $0 0
   CITADEL ADVISORS LLC 6300 *Closed 2023-12-31 0 $0 -39,683
   Wealthcare Advisory Partners LLC 833 *Closed 2024-03-31 0 $0 -13,750

  23 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results