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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) Institutional Ownership

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$60.45
+0.17 (+0.28%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for VictoryShares US EQ Income Enhanced Volatility Wtd ETF (NASDAQ:CDC)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$14.72M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$39.56M
Skip Chart & View Institutional Buying and Selling Data

CDC Institutional Buying and Selling by Quarter

VictoryShares US EQ Income Enhanced Volatility Wtd ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank4,646$277K0.0%-33.4%0.031%
5/2/2024 Vantage Financial Partners LLC18,013$1.07M0.3%-10.5%0.122%
4/25/2024 Cambridge Investment Research Advisors Inc.176,747$10.52M0.0%+2.9%1.182%
4/15/2024 Sunbelt Securities Inc.2,624$156K0.0%-64.3%0.017%
2/9/2024 Cambridge Investment Research Advisors Inc.171,798$9.72M0.0%-4.2%1.008%
2/9/2024 EverSource Wealth Advisors LLC10,785$610K0.1%-44.6%0.063%
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2/9/2024 Keystone Financial Group50,433$2.85M0.5%-57.9%0.296%
2/5/2024 Vantage Financial Partners LLC20,122$1.14M0.3%-72.7%0.118%
1/30/2024 Avior Wealth Management LLC3,425$194K0.0%-30.6%0.020%
1/24/2024 Prime Capital Investment Advisors LLC7,906$447K0.0%-75.8%0.045%
1/24/2024 Private Trust Co. NA5,192$294K0.0%-15.9%0.030%
12/11/2023 Sunbelt Securities Inc.10,689$597K0.1%-9.8%0.052%
12/8/2023Palladiem LLC75,379$4.21M4.5%-1.3%0.370%
11/15/2023 Integrated Wealth Concepts LLC158,507$8.85M0.2%-0.8%0.777%
11/15/2023 KPP Advisory Services LLC28,793$1.61M0.5%N/A0.141%
11/15/2023 Ameriprise Financial Inc.976,197$54.56M0.0%-14.1%4.785%
11/9/2023 Prime Capital Investment Advisors LLC32,701$1.83M0.0%+5.1%0.160%
11/6/2023 Keystone Financial Group119,803$6.69M1.1%-44.3%0.587%
11/4/2023 NBC Securities Inc.475$26K0.0%N/A0.002%
11/4/2023 EverSource Wealth Advisors LLC19,465$1.09M0.1%-34.8%0.095%
11/2/2023 Vantage Financial Partners LLC73,825$4.12M1.6%-53.1%0.362%
10/24/2023 Cambridge Investment Research Advisors Inc.179,330$10.02M0.0%-10.7%0.866%
10/18/2023 Private Trust Co. NA6,170$345K0.0%+8.3%0.029%
10/17/2023 Newbridge Financial Services Group Inc.600$34K0.0%-37.5%0.003%
10/17/2023 Avior Wealth Management LLC4,935$276K0.0%-56.8%0.024%
10/12/2023 Horizons Wealth Management5,592$312K0.2%-3.3%0.027%
8/8/2023 Vantage Financial Partners LLC157,562$9.08M3.4%+3.3%0.597%
8/7/2023 Keystone Financial Group214,990$12.38M2.1%N/A0.814%
8/4/2023 EverSource Wealth Advisors LLC29,859$1.72M0.2%-33.5%0.113%
7/28/2023 Private Trust Co. NA5,697$328K0.0%-17.9%0.021%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC11,415$658K0.0%-6.9%0.042%
7/13/2023 Cambridge Investment Research Advisors Inc.200,740$11.56M0.1%-38.6%0.730%
7/3/2023 Horizons Wealth Management5,782$333K0.2%-4.4%0.021%
5/18/2023 Titleist Asset Management LLC63,850$3.87M0.8%N/A0.207%
5/15/2023 Flow Traders U.S. LLC29,305$1.78M0.1%N/A0.095%
5/12/2023 NewEdge Advisors LLC68,668$4.16M0.1%-0.5%0.222%
5/11/2023 Cambridge Investment Research Advisors Inc.327,034$19.83M0.1%-27.3%1.058%
5/11/2023 EverSource Wealth Advisors LLC44,881$2.72M0.3%+10.2%0.145%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC12,265$744K0.1%-2.4%0.040%
5/8/2023 Vantage Financial Partners LLC152,521$9.25M3.7%+6.1%0.494%
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5/5/2023 Silver Oak Securities Incorporated669,910$40.61M6.7%+3.4%2.168%
5/3/2023 Integrated Wealth Concepts LLC156,717$9.50M0.2%-1.7%0.506%
4/17/2023 GPS Wealth Strategies Group LLC13,986$848K0.2%-1.7%0.044%
4/6/2023 Horizons Wealth Management6,051$367K0.3%+6.4%0.019%
2/22/2023 Kovack Advisors Inc.17,078$1.06M0.2%-55.6%0.053%
2/13/2023 Integrated Wealth Concepts LLC159,499$9.90M0.3%+2.7%0.494%
2/9/2023 EverSource Wealth Advisors LLC40,721$2.53M0.4%+3.1%0.126%
2/8/2023 Vantage Financial Partners LLC143,686$8.92M5.3%+18.5%0.445%
2/8/2023 Prime Capital Investment Advisors LLC40,085$2.49M0.1%N/A0.124%
2/8/2023 Cambridge Investment Research Advisors Inc.449,976$27.93M0.1%-1.1%1.393%
2/7/2023 Toronto Dominion Bank1,320$82K0.0%N/A0.004%
2/7/2023 Keystone Financial Group239,189$14.85M2.9%+3.9%0.741%
2/2/2023 Silver Oak Securities Incorporated647,656$40.20M7.5%+11.2%1.990%
1/31/2023 Clearview Wealth Advisors LLC1,502$93K0.1%-14.3%0.005%
1/27/2023 GPS Wealth Strategies Group LLC14,223$883K0.3%-5.6%0.044%
1/12/2023Titleist Asset Management LTD.56,075$3.48M0.8%+13.9%0.172%
11/15/2022Titleist Asset Management LTD.49,214$2.92M0.7%N/A0.150%
11/14/2022 Kovack Advisors Inc.38,482$2.28M0.3%+4.7%0.118%
11/7/2022 EverSource Wealth Advisors LLC39,501$2.35M0.5%+5.4%0.121%
10/31/2022 Calton & Associates Inc.65,739$3.90M2.2%+59.7%0.202%
10/31/2022 Vantage Financial Partners LLC121,239$7.20M4.8%N/A0.372%
10/20/2022 Silver Oak Securities Incorporated582,491$34.58M7.7%+2.2%1.812%
10/17/2022 Cambridge Investment Research Advisors Inc.454,956$27.01M0.2%+196.8%1.428%
10/12/2022 Accel Wealth Management2,592$160K0.1%+30.3%0.008%
9/16/2022 Private Trust Co. NA6,939$459K0.1%N/A0.023%
8/19/2022 Horizons Wealth Management5,685$397K0.3%N/A0.019%
8/13/2022 NewEdge Advisors LLC69,765$4.61M0.1%-2.1%0.231%
8/11/2022CoreCap Advisors LLC19,417$1.28M0.1%N/A0.064%
8/8/2022James Reed Financial Services Inc.300,631$19.87M27.5%N/A0.994%
8/8/2022 Baird Financial Group Inc.27,376$1.81M0.0%N/A0.090%
8/8/2022 Integrated Wealth Concepts LLC152,920$10.11M0.3%+2.7%0.506%
8/5/2022 Keystone Financial Group225,990$14.94M3.0%+8.0%0.747%
8/3/2022 Accel Wealth Management1,990$133K0.1%+10.6%0.007%
8/1/2022 EverSource Wealth Advisors LLC37,492$2.48M0.6%+34.6%0.125%
7/29/2022 Patriot Financial Group Insurance Agency LLC8,205$542K0.1%-8.3%0.027%
7/19/2022 GPS Wealth Strategies Group LLC14,942$988K0.3%+2.3%0.051%
7/15/2022 Westside Investment Management Inc.399$26K0.0%N/A0.001%
7/13/2022 Cambridge Investment Research Advisors Inc.153,291$10.13M0.1%-9.6%0.530%
7/12/2022 Calton & Associates Inc.41,170$2.72M1.5%+125.5%0.142%
5/25/2022 EverSource Wealth Advisors LLC27,861$2.00M0.5%+64.8%0.107%
5/17/2022 Eudaimonia Partners LLC32,478$2.33M0.4%N/A0.128%
5/12/2022 Integrated Wealth Concepts LLC148,880$10.70M0.3%+4.8%0.611%
5/12/2022 Cambridge Investment Research Advisors Inc.169,496$12.18M0.1%+170.7%0.696%
5/11/2022 Patriot Financial Group Insurance Agency LLC8,952$643K0.1%+2.6%0.037%
4/29/2022 Clearview Wealth Advisors LLC1,883$135K0.1%N/A0.008%
4/29/2022 Accel Wealth Management1,800$130K0.1%N/A0.008%
4/20/2022 GPS Wealth Strategies Group LLC14,612$1.05M0.2%+18.4%0.064%
2/15/2022 Integrated Wealth Concepts LLC142,053$9.89M0.3%+1.2%0.794%
2/3/2022 Cambridge Investment Research Advisors Inc.62,621$4.36M0.0%+7.1%0.356%
1/18/2022 Kovack Advisors Inc.6,763$471K0.0%+24.1%0.041%
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1/13/2022 Calton & Associates Inc.18,291$1.27M0.3%-3.2%0.110%
1/12/2022IFP Advisors Inc62,529$4.35M0.1%+1.0%0.376%
1/10/2022 Patriot Financial Group Insurance Agency LLC8,728$607K0.1%+9.8%0.054%
11/15/2021 Flow Traders U.S. LLC12,208$786K0.0%+142.8%0.082%
11/12/2021 Keystone Financial Group173,140$11.15M2.0%+5.8%1.158%
11/5/2021 Calton & Associates Inc.18,895$1.22M0.3%+3.5%0.127%
11/3/2021 Kovack Advisors Inc.5,451$351K0.0%-18.0%0.037%
11/2/2021 Cambridge Investment Research Advisors Inc.58,458$3.76M0.0%-27.1%0.394%
10/29/2021 GWM Advisors LLC76,833$4.95M0.1%-0.3%0.517%
10/27/2021 Advisors Preferred LLC4,855$315K0.0%N/A0.033%
(Data available from 1/1/2016 forward)

CDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDC shares?

During the previous two years, 33 institutional investors and hedge funds held shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($54.56M), Silver Oak Securities Incorporated ($40.61M), James Reed Financial Services Inc. ($19.87M), Cambridge Investment Research Advisors Inc. ($10.52M), Integrated Wealth Concepts LLC ($8.85M), Palladiem LLC ($4.21M), and NewEdge Advisors LLC ($4.16M).Learn more on CDC's institutional investors.

Which institutional investors have been buying VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock?

Of the 23 institutional investors that purchased VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($306.61K), James Reed Financial Services Inc. ($300.63K), Keystone Financial Group ($240.71K), Vantage Financial Partners LLC ($157.56K), Silver Oak Securities Incorporated ($100.06K), Titleist Asset Management LLC ($63.85K), and Titleist Asset Management LTD. ($56.08K).

How much institutional buying is happening at VictoryShares US EQ Income Enhanced Volatility Wtd ETF?

Institutional investors have bought a total of 1,474,266 shares in the last 24 months. This purchase volume represents approximately $166.31M in transactions.

Which VictoryShares US EQ Income Enhanced Volatility Wtd ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($299.36K), Keystone Financial Group ($164.56K), Ameriprise Financial Inc. ($160.37K), Vantage Financial Partners LLC ($139.55K), EverSource Wealth Advisors LLC ($34.10K), Prime Capital Investment Advisors LLC ($24.80K), and Kovack Advisors Inc. ($21.40K).

How much institutional selling is happening at VictoryShares US EQ Income Enhanced Volatility Wtd ETF?

Institutional investors have sold a total of 873,559 shares in the last 24 months. This volume of shares sold represents approximately $60.76M in transactions.


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This page (NASDAQ:CDC) was last updated on 5/20/2024 by MarketBeat.com Staff

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