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Get Institutions for : 
Victoryshares Us Multi Factor Minimum Volatility (VSMV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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 - 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
   SYKON CAPITAL LLC 4 *New 2023-12-31 263,772 $11,097,000 263,772
   MORGAN STANLEY 3285 - 2023-12-31 245,738 $10,338,000 -15,723
   GREAT VALLEY ADVISOR GROUP INC. 99 *New 2023-12-31 177,438 $7,465,000 177,438
   ROYAL BANK OF CANADA 1990 - 2023-12-31 104,371 $4,391,000 -7,420
   LPL FINANCIAL CORP 2085 - 2023-12-31 68,632 $2,887,000 2,663
   Trilogy Capital Inc. 118 - 2024-03-31 59,426 $2,688,000 -15,620
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1857 - 2024-03-31 30,146 $1,364,000 -2,610
   GOLDMAN SACHS GROUP INC/ 3407 - 2023-12-31 29,748 $1,252,000 17,695
   BANK OF AMERICA CORP /DE/ 3949 - 2023-12-31 25,911 $1,090,000 8,644
   Sovereign Financial Group Inc. 78 - 2024-03-31 21,820 $987,000 9,099
   Advisor Group Holdings Inc. 2624 - 2023-12-31 21,250 $894,000 -9,865
   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
   Private Advisor Group LLC - 2024-03-31 9,602 $434,000 -245
   Atria Wealth Solutions Inc. 1346 - 2023-12-31 8,692 $366,000 495
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4373 - 2023-12-31 7,383 $311,000 -18,256
   ENVESTNET ASSET MANAGEMENT INC 3580 - 2023-12-31 7,376 $310,000 -1,474
   BB&T CORP 2317 - 2023-12-31 6,443 $271,000 -120
   TWO SIGMA INVESTMENTS LLC 2616 *New 2023-12-31 6,000 $252,000 6,000
   Lindenwold Advisors 106 - 2023-12-31 5,786 $243,000 339
   UBS Group AG 4697 - 2023-12-31 3,707 $156,000 3,510
   Steward Partners Investment Advisory LLC 1960 - 2023-12-31 1,250 $53,000 0
   TOWER RESEARCH CAPITAL LLC 5127 - 2023-12-31 65 $3,000 65
   COMERICA BANK 3590 *Closed 2023-12-31 0 $0 -578
   SMITH MOORE & CO. 412 *Closed 2023-12-31 0 $0 -18,998
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6298 *Closed 2023-12-31 0 $0 -41,208
  30 Records found
  1    
  Page 1 of 1
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