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VictoryShares US 500 Volatility Wtd ETF (CFA) Institutional Ownership

VictoryShares US 500 Volatility Wtd ETF logo
$103.00 +0.01 (+0.01%)
As of 09:36 AM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares US 500 Volatility Wtd ETF (NASDAQ:CFA)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$48.81M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$49.56M
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CFA Institutional Buying and Selling by Quarter

VictoryShares US 500 Volatility Wtd ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC55,521$5.08M0.0%-2.9%1.000%
5/19/2026Western Wealth Management LLC657$60K0.0%N/A0.012%
5/19/2026 NewEdge Advisors LLC55,521$56K0.0%-2.9%1.000%
5/19/2026Bank of America Corp DE351,574$32.16M0.0%-3.5%6.335%
5/18/2026Royal Bank of Canada93,984$8.60M0.0%-1.7%1.693%
5/16/2026Quantinno Capital Management LP3,611$330K0.0%-5.1%0.065%
5/4/2026 NWF Advisory Services Inc.7,659$701K0.1%+23.8%0.138%
5/1/2026 Fifth Third Bancorp232,937$21.31M0.0%+135,328.5%4.197%
5/1/2026 Rossmore Private Capital12,845$1.18M0.1%-23.1%0.231%
4/30/2026 Money Concepts Capital Corp9,722$889K0.0%-11.9%0.175%
4/27/2026 Private Advisor Group LLC123,315$11.28M0.1%-6.3%2.222%
4/22/2026 Patriot Financial Group Insurance Agency LLC9,460$865K0.0%+95.9%0.170%
4/21/2026 Silver Oak Securities Incorporated112,745$10.31M0.8%-0.5%2.031%
4/15/2026 Nations Financial Group Inc. IA ADV49,211$4.50M0.2%-4.3%0.879%
3/17/2026Rockefeller Capital Management L.P.120,500$10.97M0.0%+1,928.6%1.992%
3/3/2026 NWF Advisory Services Inc.6,189$563K0.1%-19.2%0.102%
2/18/2026 NewEdge Advisors LLC57,181$5.20M0.0%+11.3%0.945%
2/17/2026 Cetera Investment Advisers6,115$557K0.0%-8.5%0.101%
2/17/2026Osaic Holdings Inc.36,337$3.31M0.0%-22.7%0.601%
2/17/2026 Private Advisor Group LLC131,641$11.98M0.1%-1.3%2.176%
2/17/2026Royal Bank of Canada95,648$8.71M0.0%+51.6%1.581%
2/13/2026 Kestra Advisory Services LLC903$82K0.0%N/A0.015%
2/13/2026Morgan Stanley639,747$58.22M0.0%-1.0%10.574%
2/13/2026 Integrated Wealth Concepts LLC19,193$1.75M0.0%+2.2%0.317%
2/13/2026Wells Fargo & Company MN208,250$18.95M0.0%-20.4%3.442%
2/13/2026 Summit Financial LLC76,159$6.93M0.1%-3.4%1.259%
2/12/2026 Commonwealth Equity Services LLC52,848$4.81M0.0%+4.8%0.874%
2/12/2026 Great Valley Advisor Group Inc.4,956$451K0.0%-9.4%0.082%
2/11/2026 LPL Financial LLC117,370$10.68M0.0%+1.0%1.940%
2/11/2026 OneAscent Family Office LLC3,303$301K0.2%-24.4%0.055%
2/10/2026 Marble Wealth LLC5,216$475K0.1%N/A0.086%
2/10/2026Goldman Sachs Group Inc.73,476$6.69M0.0%-28.8%1.214%
2/10/2026 Northwestern Mutual Wealth Management Co.240,762$21.91M0.0%+3.7%3.980%
2/6/2026 Keystone Financial Group20,963$1.91M0.1%-5.0%0.346%
2/6/2026Larson Financial Group LLC47,184$4.29M0.1%-2.2%0.780%
2/6/2026 HighTower Advisors LLC4,674$425K0.0%+14.1%0.077%
2/5/2026 Rossmore Private Capital16,695$1.52M0.1%-1.1%0.276%
2/5/2026 Northwestern Mutual Wealth Management Co.47,307$4.31M0.0%-79.6%0.782%
2/4/2026 Money Concepts Capital Corp11,037$1.00M0.1%-11.4%0.182%
1/29/2026Comerica Bank251,800$22.92M0.1%-0.5%4.162%
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1/29/2026UBS Group AG167,306$15.23M0.0%-2.1%2.765%
1/29/2026 Concurrent Investment Advisors LLC2,707$246K0.0%-10.0%0.045%
1/26/2026 Patriot Financial Group Insurance Agency LLC4,830$440K0.1%+3.3%0.080%
1/26/2026 Nations Financial Group Inc. IA ADV51,431$4.68M0.2%N/A0.850%
1/15/2026 Silver Oak Securities Incorporated113,311$10.40M0.7%-0.4%1.873%
12/2/2025 IFP Advisors Inc1,945$177K0.0%-9.2%0.032%
11/17/2025 Keystone Financial Group22,056$2.01M0.2%-2.4%0.365%
11/17/2025 NewEdge Advisors LLC51,369$4.67M0.0%N/A0.849%
11/17/2025Susquehanna International Group LLP2,836$258K0.0%-59.2%0.047%
11/17/2025 Northwestern Mutual Wealth Management Co.232,248$21.13M0.0%-19.4%3.839%
11/17/2025Larson Financial Group LLC48,253$4.39M0.2%-2.1%0.798%
11/17/2025 Integrated Wealth Concepts LLC18,781$1.71M0.0%-1.2%0.310%
11/17/2025Citadel Advisors LLC6,038$549K0.0%N/A0.100%
11/17/2025Bank of America Corp DE364,657$33.18M0.0%-4.1%6.027%
11/17/2025Ameriprise Financial Inc.40,076$3.65M0.0%-12.0%0.662%
11/14/2025Raymond James Financial Inc.223,204$20.31M0.0%-25.6%3.689%
11/14/2025Comerica Bank252,971$23.02M0.1%-1.2%4.181%
11/13/2025UBS Group AG170,979$15.56M0.0%+1.5%2.826%
11/13/2025 Private Advisor Group LLC133,414$12.14M0.1%-0.3%2.205%
11/12/2025 Claro Advisors LLC5,936$540K0.1%+27.6%0.098%
11/12/2025 Level Four Advisory Services LLC33,434$3.04M0.1%-2.9%0.553%
11/7/2025 Calton & Associates Inc.2,264$206K0.0%N/A0.037%
11/5/2025 Envestnet Asset Management Inc.109,953$10.00M0.0%-1.5%1.817%
11/4/2025 Westside Investment Management Inc.1,500$136K0.0%+39.3%0.025%
11/4/2025 Money Concepts Capital Corp12,451$1.13M0.1%-8.0%0.206%
11/4/2025Jones Financial Companies Lllp42,318$3.83M0.0%+17.9%0.699%
10/30/2025 Rossmore Private Capital16,875$1.54M0.2%-5.5%0.279%
10/27/2025 Concurrent Investment Advisors LLC3,007$274K0.0%-9.9%0.050%
10/21/2025 Silver Oak Securities Incorporated113,730$10.35M0.8%-6.4%1.880%
10/21/2025 Mather Group LLC.1,197$109K0.0%N/A0.020%
9/4/2025Osaic Holdings Inc.48,151$4.24M0.0%-10.6%0.796%
8/15/2025Bank of America Corp DE380,214$33.44M0.0%-3.2%6.285%
8/15/2025Ameriprise Financial Inc.45,541$4.01M0.0%-24.4%0.753%
8/14/2025Raymond James Financial Inc.300,080$26.40M0.0%-0.9%4.960%
8/14/2025Quantinno Capital Management LP3,361$296K0.0%N/A0.056%
8/13/2025 Seven Springs Wealth Group LLC2,277$200K0.0%N/A0.038%
8/13/2025 Level Four Advisory Services LLC34,426$3.03M0.1%-0.4%0.569%
8/13/2025 Northwestern Mutual Wealth Management Co.288,239$25.35M0.0%+2.1%4.764%
8/12/2025 JPMorgan Chase & Co.2,130$187K0.0%+571.9%0.035%
8/8/2025 Cetera Investment Advisers4,857$427K0.0%-3.8%0.080%
8/8/2025 PNC Financial Services Group Inc.3,743$329K0.0%N/A0.062%
8/6/2025 Golden State Wealth Management LLC11,123$978K0.1%-2.7%0.184%
8/5/2025 Claro Advisors LLC4,652$409K0.1%N/A0.077%
8/5/2025 Westside Investment Management Inc.1,077$95K0.0%-61.4%0.018%
8/1/2025 Envestnet Asset Management Inc.111,614$9.82M0.0%-0.1%1.845%
7/30/2025 Smith Thornton Advisors LLC9,899$871K0.5%-14.5%0.164%
7/25/2025 Concurrent Investment Advisors LLC3,339$294K0.0%N/A0.055%
7/15/2025 Financial Management Professionals Inc.1,711$150K0.0%N/A0.028%
7/11/2025 Silver Oak Securities Incorporated121,488$10.69M0.9%-1.2%2.008%
6/27/2025Goldman Sachs Group Inc.57,767$4.88M0.0%-5.2%0.947%
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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%


CFA Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 institutional investors and hedge funds held shares of VictoryShares US 500 Volatility Wtd ETF. The most heavily invested institutionals were Morgan Stanley ($58.22M), Bank of America Corp DE ($32.16M), Comerica Bank ($22.92M), Northwestern Mutual Wealth Management Co. ($21.91M), Fifth Third Bancorp ($21.31M), Raymond James Financial Inc. ($20.31M), and Wells Fargo & Company MN ($18.95M).Learn more on VictoryShares US 500 Volatility Wtd ETF's institutional investors.

Of the 48 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), Fifth Third Bancorp ($232.77K), Northwestern Mutual Wealth Management Co. ($199.16K), Rockefeller Capital Management L.P. ($114.56K), Summit Financial LLC ($83.17K), NewEdge Advisors LLC ($57.18K), and Nations Financial Group Inc. IA ADV ($52.56K).

Institutional investors have bought a total of 534,875 shares in the last 24 months. This purchase volume represents approximately $48.81M in transactions.

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: Northwestern Mutual Wealth Management Co. ($240.93K), Raymond James Financial Inc. ($76.88K), Wells Fargo & Company MN ($53.43K), Bank of America Corp DE ($40.58K), Goldman Sachs Group Inc. ($29.72K), Ameriprise Financial Inc. ($20.13K), and Osaic Holdings Inc. ($16.40K).

Institutional investors have sold a total of 545,568 shares in the last 24 months. This volume of shares sold represents approximately $49.56M in transactions.


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Institutional ownership data for NASDAQ:CFA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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