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VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) Institutional Ownership

VictoryShares US 500 Enhanced Volatility Wtd ETF logo
$70.95 +0.35 (+0.50%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$51.37M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$39.17M
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CFO Institutional Buying and Selling by Quarter

VictoryShares US 500 Enhanced Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC12,287$847K0.0%-4.5%0.200%
11/15/2024Stifel Financial Corp190,895$13.32M0.0%+2.7%3.030%
11/15/2024Integrated Wealth Concepts LLC113,359$7.91M0.1%-4.6%1.799%
11/7/2024Peterson Financial Group Inc.596$42K0.2%N/A0.009%
11/6/2024Signature Estate & Investment Advisors LLC3,104$217K0.0%N/A0.049%
11/5/2024Harbour Investments Inc.22,583$1.58M0.0%-13.7%0.358%
10/24/2024Patriot Financial Group Insurance Agency LLC27,088$1.89M0.3%-0.7%0.430%
10/24/2024Hibernia Wealth Partners LLC3,407$238K0.1%N/A0.054%
10/22/2024Private Advisor Group LLC20,248$1.41M0.0%-2.4%0.321%
10/21/2024Calton & Associates Inc.22,278$1.56M0.6%-0.7%0.354%
10/11/2024Creative Planning84,363$5.89M0.0%-4.4%1.339%
10/8/2024 Lbmc Investment Advisors LLC2,872$200K0.0%N/A0.046%
10/8/2024Dynamic Advisor Solutions LLC5,665$395K0.0%-3.5%0.090%
10/8/2024Mather Group LLC.59,279$4.14M0.1%-52.6%0.941%
8/22/2024Cetera Investment Advisers377,438$24.25M0.1%+12.7%5.719%
8/21/2024Truist Financial Corp17,283$1.11M0.0%+1.5%0.262%
8/16/2024Northwestern Mutual Wealth Management Co.16,085$1.03M0.0%-1.0%0.244%
8/16/2024NewEdge Advisors LLC28,066$1.80M0.0%-7.5%0.425%
8/16/2024Creative Planning88,274$5.67M0.0%-4.1%1.337%
8/7/2024Vantage Financial Partners LLC9,271$596K0.2%-6.9%0.140%
8/5/2024Private Advisor Group LLC20,746$1.33M0.0%-34.1%0.314%
8/2/2024Larson Financial Group LLC656$42K0.0%N/A0.010%
7/31/2024Commonwealth Equity Services LLC205,503$13.21M0.0%-4.3%3.114%
7/30/2024 International Assets Investment Management LLC763$49K0.0%N/A0.012%
7/26/2024Harbour Investments Inc.26,182$1.68M0.1%-1.0%0.397%
7/26/2024Patriot Financial Group Insurance Agency LLC27,269$1.75M0.3%-1.7%0.413%
7/26/2024Cambridge Investment Research Advisors Inc.44,615$2.87M0.0%-7.0%0.676%
7/25/2024RPS Advisory Solutions LLC5,673$365K0.3%N/A0.085%
7/22/2024Atria Wealth Solutions Inc.19,629$1.26M0.0%-32.5%0.295%
7/22/2024 Horizons Wealth Management1,599$105K0.1%-34.3%0.024%
7/20/2024Raymond James Financial Services Advisors Inc.322,202$20.71M0.0%-8.6%4.845%
7/19/2024Raymond James & Associates19,623$1.26M0.0%-24.2%0.295%
7/19/2024World Equity Group Inc.19,854$1.28M0.4%-1.3%0.299%
7/15/2024Dynamic Advisor Solutions LLC5,868$377K0.0%-66.3%0.088%
7/9/2024Mather Group LLC.125,140$8.25M0.1%-11.4%1.882%
6/11/2024EverSource Wealth Advisors LLC3,072$193K0.0%-37.4%0.044%
5/24/2024Cetera Advisor Networks LLC334,427$22.06M0.1%+18.8%4.778%
5/24/2024Cetera Investment Advisers334,955$22.09M0.1%N/A4.785%
5/17/2024Comerica Bank9,877$651K0.0%-2.6%0.141%
5/8/2024Avantax Advisory Services Inc.3,690$243K0.0%-6.3%0.053%
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5/7/2024Significant Wealth Partners LLC4,402$290K0.2%-14.9%0.063%
5/2/2024Vantage Financial Partners LLC9,956$657K0.2%-9.6%0.142%
5/1/2024 Janney Montgomery Scott LLC12,000$791K0.0%-2.5%0.171%
4/30/2024Private Advisor Group LLC31,468$2.08M0.0%-9.9%0.450%
4/29/2024Commonwealth Equity Services LLC214,702$14.16M0.0%-6.3%3.067%
4/25/2024Cambridge Investment Research Advisors Inc.47,987$3.17M0.0%-27.7%0.681%
4/23/2024Raymond James Financial Services Advisors Inc.352,649$23.26M0.0%-1.8%5.002%
4/17/2024Guidance Capital Inc.8,463$531K0.2%-25.6%0.120%
4/16/2024Calton & Associates Inc.22,447$1.48M0.7%-1.6%0.318%
4/15/2024Sound Income Strategies LLC1,169$77K0.0%+349.6%0.017%
4/10/2024LexAurum Advisors LLC8,694$573K0.1%-9.1%0.123%
4/9/2024Mather Group LLC.141,223$8.57M0.1%-2.2%2.003%
2/13/2024Cetera Advisor Networks LLC281,451$17.08M0.1%+354.8%3.655%
2/12/2024Stifel Financial Corp184,850$11.22M0.0%+8.2%2.401%
2/12/2024Steward Partners Investment Advisory LLC4,625$281K0.0%-11.1%0.060%
2/9/2024Cambridge Investment Research Advisors Inc.66,390$4.03M0.0%-15.8%0.862%
2/9/2024EverSource Wealth Advisors LLC4,907$298K0.0%-55.5%0.064%
2/9/2024Keystone Financial Group107,941$6.55M1.1%-47.1%1.402%
2/9/2024Wells Fargo & Company MN132,476$8.04M0.0%-53.8%1.720%
2/9/2024UBS Group AG115,434$7.01M0.0%-17.3%1.499%
2/8/2024 Janney Montgomery Scott LLC12,309$747K0.0%-2.3%0.160%
2/7/2024Calton & Associates Inc.22,818$1.39M0.6%N/A0.296%
2/6/2024Private Advisor Group LLC34,925$2.12M0.0%-39.6%0.454%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC45,293$2.75M0.1%-6.9%0.588%
2/5/2024Mather Group LLC.144,456$8.77M0.1%-10.9%1.876%
2/5/2024Vantage Financial Partners LLC11,016$668K0.2%-78.4%0.143%
2/2/2024Atria Wealth Solutions Inc.30,263$1.84M0.0%-7.7%0.386%
2/1/2024Significant Wealth Partners LLC5,171$314K0.2%N/A0.066%
1/31/2024Family Capital Management Inc.22,647$1.37M1.0%-6.5%0.288%
1/25/2024 International Assets Investment Management LLC46,269$2.81M0.0%N/A0.582%
1/24/2024 International Assets Investment Management LLC46,269$2.81M0.0%N/A0.582%
1/19/2024Hibernia Wealth Partners LLC4,327$263K0.2%-43.2%0.054%
1/19/2024Patriot Financial Group Insurance Agency LLC27,704$1.68M0.3%-3.4%0.344%
1/18/2024Syntegra Private Wealth Group LLC9,729$590K0.1%-5.5%0.121%
1/16/2024Raymond James Financial Services Advisors Inc.359,128$21.79M0.0%-1.8%4.461%
1/16/2024Raymond James & Associates32,429$1.97M0.0%-53.5%0.403%
1/11/2024LexAurum Advisors LLC9,564$580K0.2%-10.0%0.119%
1/11/2024Dynamic Advisor Solutions LLC15,896$954K0.0%+69.9%0.197%
1/8/2024 Horizons Wealth Management2,432$148K0.1%-85.8%0.030%
11/20/2023Silver Oak Securities Incorporated528,587$31.14M5.9%-5.6%5.653%
11/16/2023Creative Planning109,412$6.45M0.0%-19.6%1.170%
11/16/2023Harbour Investments Inc.27,662$1.63M0.1%-4.1%0.296%
11/15/2023Integrated Wealth Concepts LLC141,507$8.34M0.1%-1.6%1.513%
11/14/2023Mather Group LLC.162,082$9.55M0.2%-0.9%1.733%
11/14/2023 Mutual Advisors LLC8,477$499K0.0%-2.6%0.091%
11/13/2023Stifel Financial Corp170,875$10.07M0.0%+2.8%1.828%
11/13/2023LPL Financial LLC611,004$36M0.0%-9.9%6.535%
11/13/2023Kestra Advisory Services LLC7,899$465K0.0%+2.6%0.084%
11/9/2023UBS Group AG139,552$8.22M0.0%-14.7%1.493%
11/8/2023HighTower Advisors LLC9,676$568K0.0%-64.6%0.103%
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11/8/2023 Janney Montgomery Scott LLC12,593$742K0.0%+4.0%0.135%
11/8/2023Atria Wealth Solutions Inc.32,781$1.93M0.0%-16.2%0.351%
11/6/2023Keystone Financial Group203,992$12.02M2.0%-35.1%2.182%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC48,634$2.87M0.1%+33.6%0.520%
11/4/2023NBC Securities Inc.1,160$68K0.0%N/A0.012%
11/4/2023EverSource Wealth Advisors LLC11,025$650K0.1%-16.1%0.118%
11/3/2023Private Advisor Group LLC57,776$3.40M0.0%-63.0%0.618%
11/2/2023Vantage Financial Partners LLC50,938$3.00M1.2%-53.9%0.545%
11/1/2023Money Concepts Capital Corp79,089$4.66M0.5%-3.1%0.846%
10/30/2023Freedom Wealth Alliance LLC86,447$5.09M8.4%-7.0%0.925%
(Data available from 1/1/2016 forward)

CFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CFO shares?

During the previous two years, 69 institutional investors and hedge funds held shares of VictoryShares US 500 Enhanced Volatility Wtd ETF. The most heavily invested institutionals were LPL Financial LLC ($36M), Silver Oak Securities Incorporated ($31.14M), Cetera Investment Advisers ($24.25M), Cetera Advisor Networks LLC ($22.06M), Raymond James Financial Services Advisors Inc. ($20.71M), FDx Advisors Inc. ($18.18M), and Stifel Financial Corp ($13.32M).Learn more on CFO's institutional investors.

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

Of the 47 institutional investors that purchased VictoryShares US 500 Enhanced Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($377.44K), Keystone Financial Group ($321.14K), Cetera Advisor Networks LLC ($272.54K), Private Advisor Group LLC ($156.16K), Freedom Wealth Alliance LLC ($98.59K), International Assets Investment Management LLC ($93.30K), and Gladstone Institutional Advisory LLC ($72.29K).

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

Institutional investors have bought a total of 1,757,106 shares in the last 24 months. This purchase volume represents approximately $145.60M in transactions.

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

Of the 52 institutional investors that sold VictoryShares US 500 Enhanced Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sweet Financial Partners LLC ($432.96K), LPL Financial LLC ($293.90K), Keystone Financial Group ($206.28K), Creative Planning ($162.03K), Silver Oak Securities Incorporated ($157.73K), Wells Fargo & Company MN ($154.16K), and Raymond James & Associates ($149.03K).

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

Institutional investors have sold a total of 2,647,710 shares in the last 24 months. This volume of shares sold represents approximately $217.80M in transactions.



This page (NASDAQ:CFO) was last updated on 1/21/2025 by MarketBeat.com Staff
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