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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)
25
Total
Institutional Inflows
(last 12 months)
$17.63M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$10.06M
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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
1/14/2025 Smith 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%
8/15/2024 Smith 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%
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%
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4/29/2024Commonwealth Equity Services LLC49,649$4.04M0.0%-5.4%0.758%
4/26/2024Yousif Capital Management LLC141,193$11.49M0.1%-12.1%2.156%
4/25/2024Cambridge Investment Research Advisors Inc.26,581$2.16M0.0%-23.7%0.406%
4/23/2024Nations Financial Group Inc. IA ADV11,795$960K0.1%+12.4%0.180%
4/23/2024TAP Consulting LLC71,110$5.79M1.3%-19.0%1.086%
4/23/2024Raymond James Financial Services Advisors Inc.265,604$21.61M0.0%+1.1%4.055%
4/16/2024Calton & Associates Inc.2,918$237K0.1%-10.8%0.038%
4/9/2024Mather Group LLC.1,197$89K0.0%N/A0.016%
2/12/2024Stifel Financial Corp76,674$5.72M0.0%-5.7%1.009%
2/9/2024Nations Financial Group Inc. IA ADV10,493$783K0.1%+6.9%0.138%
2/9/2024Cambridge Investment Research Advisors Inc.34,827$2.60M0.0%-7.3%0.458%
2/9/2024EverSource Wealth Advisors LLC1,673$125K0.0%-61.9%0.022%
2/9/2024Keystone Financial Group14,413$1.08M0.2%-19.8%0.190%
2/9/2024Wells Fargo & Company MN282,259$21.07M0.0%-2.5%3.714%
2/9/2024UBS Group AG327,759$24.46M0.0%-1.6%4.313%
2/8/2024Level Four Advisory Services LLC32,006$2.39M0.1%+1.5%0.421%
2/7/2024Rossmore Private Capital20,762$1.57M0.2%+37.1%0.273%
2/7/2024Calton & Associates Inc.3,273$244K0.1%N/A0.043%
2/6/2024Private Advisor Group LLC152,170$11.36M0.1%-0.5%2.002%
2/5/2024Silver Oak Securities Incorporated128,948$9.62M1.3%-2.5%1.697%
2/2/2024TAP Consulting LLC87,747$6.55M1.6%+34.5%1.155%
2/1/2024CWM LLC706$53K0.0%-50.1%0.009%
1/24/2024Private Trust Co. NA442$33K0.0%N/A0.006%
1/19/2024Hibernia Wealth Partners LLC7,625$569K0.4%-21.9%0.100%
1/16/2024Raymond James Financial Services Advisors Inc.262,731$19.61M0.0%-1.9%3.457%
12/5/2023TAP Consulting LLC65,248$4.44M1.1%+13.9%0.859%
11/21/2023Comerica Bank290,167$19.76M0.1%N/A3.818%
11/20/2023Silver Oak Securities Incorporated132,225$9.00M1.7%-0.1%1.740%
11/15/2023Stonebridge Capital Advisors LLC1,742$119K0.0%N/A0.023%
11/13/2023Stifel Financial Corp81,298$5.54M0.0%-1.4%1.070%
11/13/2023LPL Financial LLC429,598$29.25M0.0%-1.2%5.653%
11/9/2023UBS Group AG332,991$22.67M0.0%+2.0%4.381%
11/8/2023Pathstone Family Office LLC7,769$529K0.0%N/A0.102%
11/8/2023Atria Wealth Solutions Inc.3,276$223K0.0%-21.9%0.043%
11/6/2023Keystone Financial Group17,980$1.22M0.2%+5.0%0.237%
11/4/2023NBC Securities Inc.783$53K0.0%N/A0.010%
11/4/2023EverSource Wealth Advisors LLC4,391$299K0.0%+13.3%0.058%
11/3/2023Private Advisor Group LLC152,910$10.41M0.1%-8.8%2.012%
10/30/2023Yousif Capital Management LLC160,695$10.94M0.1%N/A2.114%
10/27/2023Planning Directions Inc.3,515$239K0.2%-6.8%0.046%
10/24/2023Raymond James Financial Services Advisors Inc.267,864$18.24M0.0%-0.3%3.525%
10/24/2023Cambridge Investment Research Advisors Inc.37,561$2.56M0.0%-0.6%0.494%
10/23/2023Commonwealth Equity Services LLC50,537$3.44M0.0%+3.9%0.665%
10/12/2023IFP Advisors Inc3,227$220K0.0%-5.8%0.042%
10/12/2023Hibernia Wealth Partners LLC9,759$664K0.5%N/A0.128%
8/14/2023Guidance Capital Inc.3,211$231K0.1%N/A0.042%
8/10/2023Osaic Holdings Inc.57,380$4.08M0.0%-3.1%0.755%
8/10/2023Commonwealth Equity Services LLC48,636$3.46M0.0%+5.0%0.640%
8/10/2023Private Advisor Group LLC167,716$11.92M0.1%-21.7%2.207%
8/9/2023Flow Traders U.S. LLC7,837$557K0.0%N/A0.103%
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8/7/2023Keystone Financial Group17,122$1.22M0.2%N/A0.225%
8/4/2023Envestnet Asset Management Inc.119,960$8.53M0.0%+1.8%1.454%
8/4/2023EverSource Wealth Advisors LLC3,874$275K0.0%N/A0.047%
8/2/2023Silver Oak Securities Incorporated132,391$9.41M1.5%-3.2%1.605%
8/1/2023Truist Financial Corp4,556$324K0.0%+9.1%0.055%
8/1/2023Money Concepts Capital Corp18,632$1.32M0.1%-90.0%0.226%
7/31/2023LPL Financial LLC434,832$30.91M0.0%-11.7%5.271%
7/25/2023Raymond James Financial Services Advisors Inc.268,561$19.09M0.0%+5.1%3.255%
7/25/2023Raymond James & Associates53,675$3.82M0.0%-6.8%0.651%
7/21/2023Creative Planning7,904$562K0.0%-3.5%0.096%
(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, 64 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 ($51.43M), LPL Financial LLC ($29.25M), UBS Group AG ($24.46M), Comerica Bank ($22.58M), Wells Fargo & Company MN ($21.07M), Raymond James Financial Services Advisors Inc. ($20.97M), and Yousif Capital Management LLC ($11.49M).Learn more on CFA's institutional investors.

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

Of the 48 institutional investors that purchased VictoryShares US 500 Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Comerica Bank ($290.17K), Private Advisor Group LLC ($214.39K), Money Concepts Capital Corp ($163.25K), Yousif Capital Management LLC ($160.70K), LPL Financial LLC ($94.11K), Northwestern Mutual Wealth Management Co. ($53.50K), and Larson Financial Group LLC ($51.42K).

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

Institutional investors have bought a total of 1,365,933 shares in the last 24 months. This purchase volume represents approximately $137.24M in transactions.

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

Of the 39 institutional investors that sold VictoryShares US 500 Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($167.31K), Private Advisor Group LLC ($81.63K), LPL Financial LLC ($62.76K), Victory Capital Management Inc. ($33K), Silver Oak Securities Incorporated ($30.70K), TAP Consulting LLC ($26.68K), and Yousif Capital Management LLC ($19.50K).

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

Institutional investors have sold a total of 526,759 shares in the last 24 months. This volume of shares sold represents approximately $43.54M in transactions.



This page (NASDAQ:CFA) was last updated on 1/20/2025 by MarketBeat.com Staff
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