This company has been marked as potentially delisted and may not be actively trading. VictoryShares Protect America ETF (SHLD) Institutional Ownership Add Compare Share Share Ownership Stock AnalysisHeadlinesHoldingsOwnershipRatingsTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for VictoryShares Protect America ETF (NASDAQ:SHLD)CurrentInstitutional OwnershipPercentage57.57%Number ofInstitutional Buyers(last 12 months)20TotalInstitutional Inflows(last 12 months)$31.83MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$4.03M Get SHLD Insider Trade Alerts Want to know when executives and insiders are buying or selling VictoryShares Protect America ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SHLD Institutional Buying and Selling by Quarter VictoryShares Protect America ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails7/17/2025 Oak Family Advisors LLC153,014$9.22M2.9%+140.3%0.304% 7/17/2025 Janney Montgomery Scott LLC14,073$848K0.0%+6.6%0.028% 7/16/2025 Highline Wealth Partners LLC3,425$206K0.1%+1,270.0%0.007% 7/15/2025 North Star Investment Management Corp.800$48K0.0%N/A0.002% 7/14/2025 AdvisorNet Financial Inc2,209$133K0.0%N/A0.004% 7/11/2025 Farther Finance Advisors LLC15,585$939K0.0%N/A0.031% 7/8/2025 Parallel Advisors LLC1,702$103K0.0%N/A0.003% 7/1/2025 Confluence Investment Management LLC160,759$9.69M0.1%-26.7%0.380% 5/15/2025OLD Mission Capital LLC98,118$4.57M0.1%+175.7%0.302% 5/7/2025Pinnacle Wealth Management Advisory Group LLC5,000$233K0.0%N/A0.015% Get the Latest News and Ratings for SHLD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for VictoryShares Protect America ETF and its competitors with MarketBeat's FREE daily newsletter. 5/7/2025Alteri Wealth LLC4,303$200K0.1%N/A0.013% 5/7/2025Valley Wealth Managers Inc.108,807$5.07M0.4%N/A0.334% 5/5/2025Migdal Insurance & Financial Holdings Ltd.6,315$294K0.0%N/A0.019% 4/29/2025Bank of New York Mellon Corp5,316$247K0.0%N/A0.019% 4/17/2025 Janney Montgomery Scott LLC13,205$615K0.0%+93.9%0.046% 4/15/2025 Oak Family Advisors LLC63,666$2.96M1.0%+5.4%0.223% 4/1/2025 Confluence Investment Management LLC219,370$10.21M0.1%N/A0.855% 2/17/2025Ameriprise Financial Inc.6,815$255K0.0%N/A0.385% 2/14/2025Beck Capital Management LLC101,350$3.79M1.0%+45.9%5.726% 2/12/2025OLD Mission Capital LLC35,585$1.33M0.0%-29.3%2.010% 2/6/2025Ethos Financial Group LLC58,171$2.18M0.3%+3.3%3.286% 1/29/2025Comprehensive Financial Planning Inc. PA8,986$336K0.3%N/A0.508% 1/24/2025 Oak Family Advisors LLC60,381$2.26M0.8%+5.6%3.411% 1/17/2025 Janney Montgomery Scott LLC6,810$255K0.0%N/A0.385% 11/15/2024Continuum Advisory LLC2,517$99K0.0%N/A0.142% 11/15/2024Beck Capital Management LLC69,488$2.59M0.7%N/A3.926% 11/4/2024Migdal Insurance & Financial Holdings Ltd.5,000$186K0.0%N/A0.282% 10/25/2024Strategic Blueprint LLC9,988$372K0.0%N/A0.564% 8/16/2021Royal Bank of Canada11,233$374K0.0%-9.2%11.233% 8/11/2021Susquehanna International Group LLP63,178$2.10M0.0%+2.9%63.178% 5/17/2021Royal Bank of Canada12,372$400K0.0%-86.0%0.000% (Data available from 1/1/2016 forward) SHLD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SHLD shares? During the previous two years, 20 institutional investors and hedge funds held shares of VictoryShares Protect America ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($9.69M), Oak Family Advisors LLC ($9.22M), Valley Wealth Managers Inc. ($5.07M), OLD Mission Capital LLC ($4.57M), Beck Capital Management LLC ($3.79M), Ethos Financial Group LLC ($2.18M), and Farther Finance Advisors LLC ($939K).Learn more on VictoryShares Protect America ETF's institutional investors. What percentage of VictoryShares Protect America ETF's stock is owned by institutional investors? 57.57% of VictoryShares Protect America ETF's stock is owned by institutional investors. Learn more on SHLD's institutional investor holdings. Which institutional investors have been buying VictoryShares Protect America ETF's stock? Of the 20 institutional investors that purchased VictoryShares Protect America ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Confluence Investment Management LLC ($219.37K), Valley Wealth Managers Inc. ($108.81K), Beck Capital Management LLC ($101.35K), Oak Family Advisors LLC ($95.85K), OLD Mission Capital LLC ($62.53K), Farther Finance Advisors LLC ($15.59K), and Janney Montgomery Scott LLC ($14.07K). How much institutional buying is happening at VictoryShares Protect America ETF? Institutional investors have bought a total of 681,561 shares in the last 24 months. This purchase volume represents approximately $31.83M in transactions. Which of VictoryShares Protect America ETF's major shareholders have been selling company stock? The following institutional investors have sold VictoryShares Protect America ETF stock in the last 24 months: Confluence Investment Management LLC ($58.61K), and OLD Mission Capital LLC ($14.76K). How much institutional selling is happening at VictoryShares Protect America ETF? Institutional investors have sold a total of 73,372 shares in the last 24 months. This volume of shares sold represents approximately $4.03M in transactions. 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