VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) Institutional Ownership

$43.53
+0.05 (+0.11%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$23.79M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.81M
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VSMV Institutional Buying and Selling by Quarter

VictoryShares US Multi-Factor Minimum Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Raymond James Financial Services Advisors Inc.30,146$1.36M0.0%-8.0%1.005%
4/18/2024 Tower Wealth Partners Inc.396,486$17.94M11.6%+1.2%13.216%
4/17/2024 Trilogy Capital Inc.59,426$2.69M0.2%-20.8%1.981%
4/15/2024 Sovereign Financial Group Inc.21,820$987K0.3%+71.5%0.727%
2/8/2024Lindenwold Advisors INC5,786$243K0.1%+6.2%0.187%
2/7/2024One Degree Advisors Inc17,640$762K0.4%N/A0.569%
2/6/2024 Sovereign Financial Group Inc.12,721$535K0.2%N/A0.410%
2/6/2024Sykon Capital LLC263,772$11.10M4.4%N/A8.509%
2/6/2024Great Valley Advisor Group Inc.177,438$7.47M0.3%N/A5.724%
2/2/2024Atria Wealth Solutions Inc.8,692$366K0.0%+6.0%0.276%
1/22/2024 Tower Wealth Partners Inc.391,809$16.48M11.6%-0.5%12.438%
1/16/2024 Raymond James Financial Services Advisors Inc.32,756$1.38M0.0%N/A1.040%
1/16/2024 Raymond James & Associates15,482$651K0.0%-3.4%0.491%
1/12/2024 Trilogy Capital Inc.75,046$3.16M0.2%-10.6%2.274%
11/6/2023Victory Capital Management Inc.1,193,367$46.91M0.1%-2.9%40.453%
10/25/2023 Tower Wealth Partners Inc.393,870$15.48M12.7%+0.3%13.352%
10/16/2023 Trilogy Capital Inc.83,903$3.30M0.2%-1.7%2.844%
10/16/2023 LexAurum Advisors LLC14,417$567K0.2%-17.3%0.489%
8/10/2023Private Advisor Group LLC9,843$400K0.0%-11.3%0.328%
8/3/2023Atria Wealth Solutions Inc.7,971$324K0.0%+17.0%0.266%
8/1/2023Truist Financial Corp7,353$299K0.0%N/A0.245%
7/31/2023 Tower Wealth Partners Inc.392,644$15.97M12.8%-8.8%13.088%
7/27/2023Victory Capital Management Inc.1,229,518$50.02M0.1%-0.1%40.312%
7/25/2023 Raymond James & Associates16,017$652K0.0%+2.2%0.525%
7/24/2023 Trilogy Capital Inc.85,358$3.54M0.2%-7.6%2.799%
5/10/2023Atria Investments Inc45,680$1.77M0.0%+5.3%1.474%
5/10/2023Private Advisor Group LLC11,101$430K0.0%N/A0.358%
5/10/2023LPL Financial LLC68,529$2.65M0.0%+1.2%2.211%
5/4/2023 Tower Wealth Partners Inc.430,654$16.67M13.9%+1.2%13.892%
4/17/2023 Trilogy Capital Inc.92,405$3.58M0.3%-5.2%2.981%
3/10/2023Victory Capital Management Inc.1,230,148$46.94M0.1%-0.2%37.851%
2/28/2023Trust Investment Advisors5,329$203K0.1%N/A0.169%
2/13/2023Smith Moore & CO.21,211$809K0.1%+85.9%0.653%
2/10/2023Advisor Group Holdings Inc.53,597$2.04M0.0%+5.7%1.649%
2/9/2023Victory Capital Management Inc.1,230,148$47.77M0.1%-0.2%37.851%
2/9/2023 Trilogy Capital Inc.97,504$3.72M0.3%N/A3.000%
2/7/2023LPL Financial LLC67,718$2.58M0.0%-3.5%2.084%
2/7/2023IFP Advisors Inc105,864$2.93M0.1%+3.1%3.257%
1/31/2023Atria Investments Inc43,388$1.66M0.0%-0.9%1.335%
1/31/2023 Tower Wealth Partners Inc.425,418$16.23M14.1%+1.1%13.090%
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1/25/2023 Fifth Third Bancorp752$29K0.0%N/A0.023%
1/18/2023Private Advisor Group LLC11,413$435K0.0%-6.3%0.351%
11/14/2022Smith Moore & CO.11,412$394K0.1%+79.0%0.346%
11/8/2022IFP Advisors Inc102,646$2.84M0.1%+1.0%3.110%
11/2/2022Victory Capital Management Inc.1,232,308$42.57M0.0%-0.3%37.343%
11/1/2022Atria Investments LLC43,766$1.51M0.0%+2.5%1.326%
8/15/2022 Tower Wealth Partners Inc.447,204$16.41M21.8%+7.9%13.760%
8/12/2022LPL Financial LLC180,277$6.61M0.0%-2.5%5.547%
8/11/2022Atria Investments LLC42,703$1.57M0.0%-2.2%1.314%
8/4/2022 Cornerstone Wealth Management LLC6,095$224K0.0%-98.5%0.188%
8/1/2022Victory Capital Management Inc.1,236,498$45.36M0.1%-5.4%38.046%
7/13/2022Private Advisor Group LLC12,172$447K0.0%+4.0%0.375%
5/12/2022Smith Moore & CO.6,375$265K0.0%-12.8%0.170%
5/4/2022Advisor Group Holdings Inc.36,425$1.52M0.0%-20.7%0.971%
5/4/2022 LexAurum Advisors LLC17,557$731K0.2%-5.4%0.468%
5/4/2022Victory Capital Management Inc.1,306,678$51.60M0.1%-11.5%34.845%
5/2/2022Atria Investments LLC43,655$1.82M0.0%-9.1%1.164%
5/2/2022Steward Partners Investment Advisory LLC1,000$42K0.0%-28.6%0.027%
4/21/2022 Cornerstone Wealth Management LLC415,949$17.31M1.7%+1.3%11.092%
4/15/2022 Tower Wealth Partners Inc.414,495$17.25M18.7%+0.3%8.459%
2/15/2022Lindenwold Advisors5,226$220K0.1%N/A0.134%
2/15/2022 Cornerstone Wealth Management LLC410,687$17.29M1.6%+3.5%10.530%
2/14/2022LPL Financial LLC202,660$8.53M0.0%+5.5%5.196%
2/10/2022Private Advisor Group LLC11,698$492K0.0%-2.9%0.300%
2/7/2022Victory Capital Management Inc.1,476,680$62.17M0.1%-6.6%37.864%
2/4/2022Envestnet Asset Management Inc.7,477$315K0.0%N/A0.192%
2/4/2022Atria Investments LLC48,026$2.02M0.0%-4.0%1.231%
2/3/2022Advisor Group Holdings Inc.45,924$1.93M0.0%-1.0%1.178%
1/24/2022 LexAurum Advisors LLC18,551$781K0.3%-6.2%0.470%
11/16/2021Atria Investments LLC50,035$1.91M0.0%-0.9%1.235%
11/16/2021Jane Street Group LLC113,466$4.34M0.0%N/A2.802%
11/16/2021 Tower Wealth Partners Inc.398,541$15.23M16.1%+22.1%9.841%
11/16/2021LPL Financial LLC192,113$7.34M0.0%+0.5%4.744%
11/15/2021Royal Bank of Canada266,086$10.17M0.0%-2.0%6.570%
11/15/2021Morgan Stanley316,556$12.10M0.0%+0.2%7.816%
11/15/2021 Cornerstone Wealth Management LLC396,987$15.17M1.6%+7,251.6%9.802%
11/5/2021Advisor Group Holdings Inc.46,400$1.78M0.0%+12.0%1.146%
11/3/2021 LexAurum Advisors LLC19,787$756K0.2%-12.4%0.489%
11/2/2021Cambridge Investment Research Advisors Inc.8,185$313K0.0%N/A0.202%
11/2/2021Victory Capital Management Inc.1,581,733$60.45M0.1%-30.1%39.055%
10/15/2021 AdvisorNet Financial Inc8,023$307K0.0%+7.5%0.165%
8/24/2021 Bouchey Financial Group Ltd326,443$12.45M1.8%N/A7.097%
8/16/2021Royal Bank of Canada271,466$10.36M0.0%+2.4%5.901%
8/16/2021Morgan Stanley316,051$12.06M0.0%-0.4%6.871%
8/13/2021LPL Financial LLC191,251$7.30M0.0%+4.5%4.158%
8/12/2021Private Advisor Group LLC11,803$450K0.0%+6.6%0.257%
8/12/2021 Tower Wealth Partners Inc.326,443$12.45M13.7%+13.7%6.946%
8/10/2021Atria Investments LLC50,509$1.93M0.0%+1.7%1.075%
8/9/2021Security National Trust Co.1,493$57K0.0%N/A0.032%
8/9/2021 Cornerstone Wealth Management LLC5,400$206K0.0%-8.9%0.115%
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8/3/2021Victory Capital Management Inc.2,262,189$86.31M0.1%-2.3%51.413%
8/2/2021Advisor Group Holdings Inc.41,437$1.58M0.0%-1.7%0.942%
7/31/2021 LexAurum Advisors LLC22,583$862K0.3%-3.0%0.513%
5/18/2021Morgan Stanley317,224$11.42M0.0%+21.5%7.377%
5/17/2021 Tower Wealth Partners Inc.287,136$10.34M13.3%-0.6%6.678%
5/17/2021Royal Bank of Canada265,049$9.54M0.0%-28.7%6.164%
5/12/2021UBS Group AG2,711$98K0.0%+35.4%0.063%
5/11/2021Atria Investments LLC49,643$1.79M0.0%+15.5%1.168%
5/4/2021Victory Capital Management Inc.2,315,741$83.37M0.1%+0.1%54.488%
4/30/2021 Cornerstone Wealth Management LLC5,926$213K0.0%N/A0.139%
(Data available from 1/1/2016 forward)

VSMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VSMV shares?

During the previous two years, 24 institutional investors and hedge funds held shares of VictoryShares US Multi-Factor Minimum Volatility ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($46.91M), Tower Wealth Partners Inc. ($17.94M), Sykon Capital LLC ($11.10M), Great Valley Advisor Group Inc. ($7.47M), IFP Advisors Inc ($2.93M), Trilogy Capital Inc. ($2.69M), and LPL Financial LLC ($2.65M).Learn more on VSMV's institutional investors.

Which institutional investors have been buying VictoryShares US Multi-Factor Minimum Volatility ETF stock?

Of the 20 institutional investors that purchased VictoryShares US Multi-Factor Minimum Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sykon Capital LLC ($263.77K), Great Valley Advisor Group Inc. ($177.44K), Trilogy Capital Inc. ($97.50K), Tower Wealth Partners Inc. ($48.39K), Raymond James Financial Services Advisors Inc. ($32.76K), Sovereign Financial Group Inc. ($21.82K), and One Degree Advisors Inc ($17.64K).

How much institutional buying is happening at VictoryShares US Multi-Factor Minimum Volatility ETF?

Institutional investors have bought a total of 712,749 shares in the last 24 months. This purchase volume represents approximately $36.18M in transactions.

Which VictoryShares US Multi-Factor Minimum Volatility ETF major shareholders have been selling company stock?

Of the 14 institutional investors that sold VictoryShares US Multi-Factor Minimum Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Wealth Management LLC ($409.85K), Victory Capital Management Inc. ($285.47K), Tower Wealth Partners Inc. ($40.07K), Trilogy Capital Inc. ($38.08K), Advisor Group Holdings Inc. ($9.50K), LPL Financial LLC ($7.12K), and Atria Investments LLC ($5.32K).

How much institutional selling is happening at VictoryShares US Multi-Factor Minimum Volatility ETF?

Institutional investors have sold a total of 806,329 shares in the last 24 months. This volume of shares sold represents approximately $57.23M in transactions.


This page (NASDAQ:VSMV) was last updated on 4/25/2024 by MarketBeat.com Staff

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