VICTORYSHARES US 500 VOLATIL CFA
$99.54
+0.7% 52w: $84.46 – $99.54
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data84.4692.0099.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
71
-1 QoQ
13F value
$312.6M
-1.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CFA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 623.1K | $57.0M | 0.0% | -2.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 351.6K | $32.2M | 0.0% | -3.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 232.9K | $21.3M | 0.0% | +135328.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 214.5K | $19.6M | 0.0% | +0.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 200.9K | $18.4M | 0.0% | -3.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 196.2K | $18.0M | 0.0% | -18.5% |
| UBS Group AG | Bank broker | 194.3K | $17.8M | 0.0% | +16.1% |
| Private Advisor Group, LLC | Wealth advisor | 123.3K | $11.3M | 0.1% | -6.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 122.4K | $11.2M | 0.0% | +1.6% |
| LPL Financial LLC | Bank broker | 120.9K | $11.1M | 0.0% | +3.0% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 112.7K | $10.3M | 0.8% | -0.5% |
| ROYAL BANK OF CANADA | Bank broker | 94.0K | $8.6M | 0.0% | -1.7% |
| Summit Financial, LLC | Wealth advisor | 78.0K | $7.1M | 0.1% | +2.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 76.4K | $7.0M | 0.0% | +4.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 55.5K | $5.1M | 0.0% | -2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 54.3K | $5.0M | 0.0% | +2.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 50.9K | $4.6M | 0.0% | +9.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 49.2K | $4.5M | 0.2% | -4.3% |
| Larson Financial Group LLC | Wealth advisor | 46.6K | $4.3M | 0.1% | -1.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 35.9K | $3.3M | 0.0% | -5.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 34.2K | $3.1M | 0.0% | -5.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 33.9K | $3.1M | 0.0% | +86.5% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 31.5K | $2.9M | 0.1% | -3.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 29.9K | $2.7M | 0.0% | +1.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 20.2K | $1.8M | 0.0% | +0.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 19.5K | $1.8M | 0.0% | +1.5% |
| Keystone Financial Group | Wealth advisor | 19.0K | $1.7M | 0.1% | -9.5% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 13.6K | $1.3M | 0.0% | Held |
| Rossmore Private Capital | Other | 12.8K | $1.2M | 0.1% | -23.1% |
| Golden State Wealth Management, LLC | Wealth advisor | 11.0K | $1.0M | 0.1% | -1.0% |
| TBH Global Asset Management, LLC | Other | 10.3K | $945K | 0.2% | Held |
| Smith Thornton Advisors LLC | Wealth advisor | 9.9K | $905K | 0.5% | -0.1% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 9.7K | $889K | 0.0% | -11.9% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 9.5K | $865K | 0.0% | +95.9% |
| IHT Wealth Management, LLC | Wealth advisor | 8.7K | $798K | 0.0% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 8.5K | $782K | 0.0% | New |
| Pathstone Holdings, LLC | Diversified mechanical | 8.0K | $736K | 0.0% | +0.2% |
| NWF Advisory Services Inc. | Other | 7.7K | $701K | 0.1% | +23.8% |
| Claro Advisors Inc. | Wealth advisor | 6.5K | $593K | 0.1% | +9.3% |
| Cetera Investment Advisers | Wealth advisor | 6.1K | $560K | 0.0% | +0.1% |
| NORTHERN TRUST CORP | Index provider | 5.9K | $539K | 0.0% | Held |
| Marble Wealth, LLC | Wealth advisor | 5.2K | $478K | 0.1% | +0.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 5.0K | $454K | 0.0% | 0.0% |
| Creative Planning | Wealth advisor | 4.7K | $428K | 0.0% | Held |
| TruWealth Advisors, LLC | Wealth advisor | 4.3K | $397K | 0.0% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 4.1K | $375K | 0.0% | -12.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.9K | $353K | 0.0% | 0.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.7K | $342K | 0.0% | Held |
| Quantinno Capital Management LP | Diversified mechanical | 3.6K | $330K | 0.0% | -5.1% |
| MPWM ADVISORY SOLUTIONS, LLC | Wealth advisor | 3.4K | $312K | 0.2% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.