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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 - 2024-03-31 385,980 $19,425,000 31,252
   LPL FINANCIAL CORP 1030 - 2023-12-31 304,381 $14,482,000 -8,618
   MORGAN STANLEY 3004 - 2023-12-31 298,310 $14,194,000 789
   GREAT VALLEY ADVISOR GROUP INC. 54 - 2023-12-31 291,750 $13,881,000 38,951
   Investors Research Corp 8 - 2023-12-31 183,645 $8,738,000 6,744
   COMMONWEALTH EQUITY SERVICES LLC. 1200 - 2024-03-31 93,763 $4,719,000 -19,071
   BANK OF AMERICA CORP /DE/ 3020 - 2023-12-31 82,449 $3,923,000 3,933
   Gladstone Institutional Advisory LLC 128 - 2023-12-31 78,214 $3,721,000 800
   DDD Partners LLC 43 - 2023-12-31 77,841 $3,704,000 20,511
   STIFEL FINANCIAL CORP 1336 - 2023-12-31 70,072 $3,334,000 -15,172
   MONEY CONCEPTS CAPITAL CORP 101 - 2024-03-31 56,670 $2,852,000 -1,133
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 680 - 2023-12-31 58,854 $2,800,000 5,825
   RAYMOND JAMES & ASSOCIATES 2079 - 2024-03-31 44,162 $2,223,000 -86,173
   WELLS FARGO & CO/MN 2577 - 2023-12-31 37,558 $1,787,000 12,605
   Advisor Group Holdings Inc. 2067 - 2023-12-31 32,768 $1,559,000 -13,595
   Keystone Financial Group 76 - 2023-12-31 28,602 $1,361,000 -638
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1695 - 2024-03-31 20,671 $1,040,000 4
   Apella Capital LLC 155 - 2024-03-31 16,611 $824,000 -2,960
   KLR INVESTMENT ADVISORS LLC 43 *New 2024-03-31 15,660 $754,000 15,660
   FINANCIAL NETWORK 1695 - 2023-12-31 13,093 $623,000 2,044
   ADVISORY SERVICES NETWORK, LLC 847 - 2023-12-31 11,795 $561,000 -1,000
   Integrated Wealth Concepts LLC 993 - 2023-12-31 10,567 $503,000 76
   Baird Financial Group Inc. 1365 - 2023-12-31 9,997 $476,000 -84
   CENTAURUS FINANCIAL INC. 382 - 2023-12-31 9,971 $474,000 -173
   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
   Lakeview Capital Partners LLC 276 - 2023-12-31 8,022 $382,000 21
   STEPHENS INC /AR/ 868 - 2023-12-31 7,468 $355,000 -539
   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
   THOROUGHBRED FINANCIAL SERVICES LLC 450 - 2023-12-31 6,777 $322,000 -200
   ROYAL BANK OF CANADA 4411 - 2023-12-31 4,520 $215,000 345
   Scarborough Advisors LLC 98 *New 2023-12-31 2,621 $125,000 2,621
   Steward Partners Investment Advisory LLC 1881 - 2023-12-31 1,300 $62,000 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. - 2024-03-31 600 $30,000 -125
   FIFTH THIRD BANCORP 1598 - 2024-03-31 503 $25,000 -364
   COMERICA BANK 2938 - 2023-12-31 411 $20,000 -23
   Ahrens Investment Partners LLC 651 *New 2023-03-31 200 $9,000 200
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 595 - 2023-12-31 150 $7,000 0
   Coston McIsaac & Partners 481 - 2024-03-31 87 $4,000 0
   FMR LLC 4591 - 2023-12-31 12 $1,000 -69
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   IFP Advisors Inc 2993 *Closed 2023-12-31 0 $0 -1,385
   Atria Wealth Solutions Inc. 1925 *Closed 2023-12-31 0 $0 -28,212
   Newbridge Financial Services Group Inc. 1247 *Closed 2024-03-31 0 $0 -2,070
   UBS Group AG 7867 *Closed 2023-12-31 0 $0 -88
  48 Records found
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