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VictoryShares US 500 Volatility Wtd ETF (CFA) Institutional Ownership

VictoryShares US 500 Volatility Wtd ETF logo

Institutional Ownership Changes (13F Filings) for VictoryShares US 500 Volatility Wtd ETF (NASDAQ:CFA)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$90.48M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$11.63M
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CFA Institutional Buying and Selling by Quarter

VictoryShares US 500 Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.57,767$4.88M0.0%-5.2%0.947%
5/16/2025Goldman Sachs Group Inc.57,767$4.88M0.0%-5.2%0.939%
5/16/2025Jones Financial Companies Lllp384$32K0.0%-97.3%0.006%
5/16/2025Integrated Wealth Concepts LLC17,795$1.50M0.0%-2.5%0.289%
5/15/2025Royal Bank of Canada63,651$5.38M0.0%+0.2%1.035%
5/14/2025Comerica Bank260,454$21.99M0.1%-6.4%4.235%
5/14/2025Northwestern Mutual Wealth Management Co.282,319$23.84M0.0%+88.0%4.591%
5/14/2025Summit Financial LLC83,172$7.02M0.2%N/A1.352%
5/14/2025Level Four Advisory Services LLC34,579$2.92M0.1%+1.4%0.562%
5/13/2025Raymond James Financial Inc.302,796$25.57M0.0%+1.3%4.924%
5/13/2025Rossmore Private Capital20,250$1.71M0.2%-5.2%0.329%
5/13/2025HighTower Advisors LLC3,587$303K0.0%+6.8%0.058%
5/9/2025Atria Wealth Solutions Inc.2,960$250K0.0%-13.2%0.048%
5/7/2025LPL Financial LLC120,440$10.17M0.0%-1.9%1.958%
5/6/2025Cetera Investment Advisers5,051$427K0.0%+52.0%0.082%
5/5/2025OneAscent Family Office LLC4,368$369K0.3%-22.1%0.071%
5/5/2025Calton & Associates Inc.663$56K0.0%-75.2%0.011%
5/5/2025Private Advisor Group LLC134,222$11.33M0.1%+0.3%2.182%
5/2/2025Larson Financial Group LLC49,566$4.19M0.2%-2.3%0.806%
5/1/2025Smith Thornton Advisors LLC11,573$977K0.6%-20.9%0.188%
4/29/2025Envestnet Asset Management Inc.111,747$9.44M0.0%-2.7%1.817%
4/29/2025Silver Oak Securities Incorporated122,927$10.30M0.9%-1.5%1.999%
4/25/2025TBH Global Asset Management LLC10,333$873K0.1%-5.2%0.168%
4/24/2025Golden State Wealth Management LLC11,436$966K0.1%-2.2%0.186%
4/24/2025Money Concepts Capital Corp14,201$1.20M0.1%-4.5%0.231%
4/23/2025Golden State Wealth Management LLC12,249$1.03M0.1%+4.7%0.199%
4/22/2025Cambridge Investment Research Advisors Inc.28,555$2.41M0.0%+3.6%0.464%
4/14/2025Patriot Financial Group Insurance Agency LLC4,675$395K0.1%-6.6%0.076%
4/9/2025NBC Securities Inc.577$48K0.0%N/A0.009%
2/18/2025Mpwm Advisory Solutions LLC5,239$445K0.3%N/A0.081%
2/17/2025Cetera Investment Advisers3,324$282K0.0%-20.1%0.051%
2/17/2025Bank of America Corp DE402,287$34.16M0.0%-9.0%6.189%
2/17/2025Ameriprise Financial Inc.74,482$6.32M0.0%-3.5%1.146%
2/14/2025Jane Street Group LLC3,018$256K0.0%-60.6%0.046%
2/14/2025Northern Trust Corp7,837$665K0.0%-6.6%0.121%
2/14/2025Integrated Wealth Concepts LLC18,260$1.55M0.0%+10.8%0.281%
2/14/2025Susquehanna International Group LLP31,292$2.66M0.0%+32.5%0.481%
2/14/2025Stifel Financial Corp61,077$5.19M0.0%-6.5%0.940%
2/14/2025Concourse Financial Group Securities Inc.1,027$91K0.0%-65.2%0.016%
2/13/2025Keystone Financial Group26,189$2.22M0.2%N/A0.403%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

2/13/2025Raymond James Financial Inc.299,034$25.39M0.0%N/A4.601%
2/13/2025Envestnet Asset Management Inc.114,838$9.75M0.0%-1.5%1.767%
2/13/2025Wells Fargo & Company MN282,494$23.99M0.0%-0.2%4.346%
2/12/2025Level Four Advisory Services LLC34,092$2.90M0.1%-2.5%0.524%
2/12/2025JPMorgan Chase & Co.714$61K0.0%+2,875.0%0.011%
2/11/2025LPL Financial LLC122,744$10.42M0.0%+5.7%1.888%
2/11/2025TAP Consulting LLC81,366$6.91M1.4%+0.2%1.252%
2/10/2025Commonwealth Equity Services LLC52,055$4.42M0.0%+5.5%0.801%
2/10/2025EverSource Wealth Advisors LLC728$62K0.0%-49.1%0.011%
2/7/2025HighTower Advisors LLC3,360$285K0.0%+4.3%0.052%
2/7/2025Larson Financial Group LLC50,748$4.31M0.2%-1.2%0.781%
2/6/2025Raymond James Financial Inc.299,034$25.39M0.0%N/A4.601%
2/6/2025Jones Financial Companies Lllp14,338$1.22M0.0%+108.2%0.221%
2/3/2025Private Advisor Group LLC133,784$11.36M0.1%+0.8%2.058%
1/31/2025Atria Wealth Solutions Inc.3,412$290K0.0%+4.2%0.052%
1/30/2025Nations Financial Group Inc. IA ADV13,091$1.11M0.1%+7.2%0.201%
1/28/2025Golden State Wealth Management LLC11,698$993K0.1%N/A0.180%
1/27/2025Silver Oak Securities Incorporated124,852$10.62M1.0%-0.9%1.921%
1/27/2025Money Concepts Capital Corp14,863$1.26M0.1%-5.7%0.229%
1/22/2025Patriot Financial Group Insurance Agency LLC5,006$425K0.1%-18.6%0.077%
1/14/2025Smith Thornton Advisors LLC14,627$1.24M0.8%+1.9%0.225%
1/8/2025 Private Client Services LLC3,069$261K0.1%+6.7%0.047%
11/15/2024Jane Street Group LLC7,660$660K0.0%N/A0.118%
11/15/2024Stifel Financial Corp65,314$5.63M0.0%-6.6%1.005%
11/15/2024Integrated Wealth Concepts LLC16,482$1.42M0.0%+2.5%0.254%
11/15/2024HighTower Advisors LLC3,221$278K0.0%N/A0.050%
11/13/2024FMR LLC1,193$103K0.0%-55.0%0.018%
11/6/2024Rossmore Private Capital21,700$1.87M0.2%-1.6%0.334%
11/5/2024Nations Financial Group Inc. IA ADV12,207$1.05M0.1%+2.0%0.188%
10/24/2024Patriot Financial Group Insurance Agency LLC6,151$530K0.1%-3.7%0.095%
10/24/2024Hibernia Wealth Partners LLC7,615$656K0.2%N/A0.117%
10/23/2024Silver Oak Securities Incorporated125,988$10.83M1.1%-1.3%1.938%
10/22/2024Private Advisor Group LLC132,755$11.44M0.1%+0.1%2.042%
10/21/2024Calton & Associates Inc.2,748$237K0.1%-5.1%0.042%
10/18/2024Raymond James & Associates45,063$3.88M0.0%-5.8%0.693%
10/10/2024Concourse Financial Group Securities Inc.2,953$254K0.0%-3.8%0.045%
10/9/2024TAP Consulting LLC81,208$7.00M1.4%+4.2%1.249%
10/3/2024 Private Client Services LLC2,877$248K0.1%+8.9%0.044%
9/5/2024Sanctuary Advisors LLC11,203$877K0.0%N/A0.172%
8/16/2024Northwestern Mutual Wealth Management Co.111,204$8.82M0.0%+89.8%1.711%
8/16/2024Creative Planning8,688$689K0.0%+3.8%0.134%
8/15/2024Smith Thornton Advisors LLC14,267$1.13M0.8%N/A0.219%
8/14/2024EverSource Wealth Advisors LLC1,077$89K0.0%+25.1%0.017%
8/8/2024Envestnet Asset Management Inc.116,478$9.24M0.0%-0.8%1.792%
8/6/2024TAP Consulting LLC77,914$6.18M1.3%+9.6%1.199%
8/5/2024Private Advisor Group LLC132,562$10.52M0.1%-3.3%2.039%
8/2/2024Larson Financial Group LLC51,420$4.08M0.3%N/A0.791%
7/30/2024Key Financial Inc400$32K0.0%N/A0.006%
7/29/2024Nations Financial Group Inc. IA ADV11,967$950K0.1%+1.5%0.184%
7/29/2024 Private Client Services LLC2,643$210K0.1%N/A0.041%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

7/26/2024Cambridge Investment Research Advisors Inc.27,600$2.19M0.0%+3.8%0.425%
7/26/2024Signature Estate & Investment Advisors LLC3,055$242K0.0%N/A0.047%
7/26/2024Allspring Global Investments Holdings LLC13,600$1.08M0.0%N/A0.209%
7/20/2024Raymond James Financial Services Advisors Inc.264,235$20.97M0.0%-0.5%4.065%
6/11/2024EverSource Wealth Advisors LLC861$67K0.0%-48.5%0.013%
5/24/2024Cetera Advisors LLC4,261$347K0.0%-5.1%0.066%
5/17/2024Comerica Bank277,481$22.58M0.1%-4.3%4.269%
5/8/2024Avantax Advisory Services Inc.2,505$204K0.0%N/A0.039%
5/1/2024Concourse Financial Group Securities Inc.3,118$254K0.0%-8.2%0.048%
4/30/2024Private Advisor Group LLC137,099$11.15M0.1%-9.9%2.093%
(Data available from 1/1/2016 forward)

CFA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CFA shares?

During the previous two years, 68 institutional investors and hedge funds held shares of VictoryShares US 500 Volatility Wtd ETF. The most heavily invested institutionals were Bank of America Corp DE ($34.16M), Raymond James Financial Inc. ($25.57M), UBS Group AG ($24.46M), Wells Fargo & Company MN ($23.99M), Northwestern Mutual Wealth Management Co. ($23.84M), Comerica Bank ($21.99M), and Raymond James Financial Services Advisors Inc. ($20.97M).Learn more on VictoryShares US 500 Volatility Wtd ETF's institutional investors.

Which institutional investors have been buying VictoryShares US 500 Volatility Wtd ETF's stock?

Of the 49 institutional investors that purchased VictoryShares US 500 Volatility Wtd ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($601.83K), Comerica Bank ($290.17K), Northwestern Mutual Wealth Management Co. ($184.73K), Yousif Capital Management LLC ($160.70K), Summit Financial LLC ($83.17K), Larson Financial Group LLC ($51.42K), and Keystone Financial Group ($44.17K).

How much institutional buying is happening at VictoryShares US 500 Volatility Wtd ETF?

Institutional investors have bought a total of 1,075,697 shares in the last 24 months. This purchase volume represents approximately $90.48M in transactions.

Which of VictoryShares US 500 Volatility Wtd ETF's major shareholders have been selling company stock?

Of the 31 institutional investors that sold VictoryShares US 500 Volatility Wtd ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($39.66K), Comerica Bank ($17.87K), Jones Financial Companies Lllp ($13.95K), Stifel Financial Corp ($8.86K), Goldman Sachs Group Inc. ($6.33K), Envestnet Asset Management Inc. ($5.89K), and Silver Oak Securities Incorporated ($4.73K).

How much institutional selling is happening at VictoryShares US 500 Volatility Wtd ETF?

Institutional investors have sold a total of 137,522 shares in the last 24 months. This volume of shares sold represents approximately $11.63M in transactions.



This page (NASDAQ:CFA) was last updated on 7/5/2025 by MarketBeat.com Staff
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