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)33TotalInstitutional Inflows(last 12 months)$73.77MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$8.71M 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. 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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 CompanyDetails10/23/2025Oak Family Advisors LLC134,624$9.46M2.4%-12.0%0.267% 10/23/2025Ethos Financial Group LLC36,934$2.59M0.2%-33.5%0.073% 10/23/2025Strategic Blueprint LLC55,315$3.89M0.2%N/A0.110% 10/22/2025 CoreCap Advisors LLC38,918$2.73M0.1%+59,773.8%0.077% 10/21/2025 MN Wealth Advisors LLC3,609$253K0.1%N/A0.007% 10/17/2025 Worth Asset Management LLC4,260$299K0.1%N/A0.008% 10/16/2025 Nvwm LLC8,955$629K0.1%N/A0.018% 10/14/2025 Highline Wealth Partners LLC12,752$896K0.2%+272.3%0.025% 10/14/2025 Farther Finance Advisors LLC16,673$1.17M0.0%+7.0%0.033% 10/14/2025 Confluence Investment Management LLC133,223$9.36M0.1%-17.1%0.265% 10/9/2025 AdvisorNet Financial Inc1,212$85K0.0%-45.1%0.002% 10/7/2025 Lbmc Investment Advisors LLC3,995$281K0.0%N/A0.008% 9/12/2025Valeo Financial Advisors LLC3,838$231K0.0%N/A0.008% 8/22/2025Carter Financial Group INC.26,842$1.62M1.1%N/A0.053% 8/12/2025JPMorgan Chase & Co.291,846$17.58M0.0%+202.1%0.580% 8/11/2025Alteri Wealth LLC4,827$291K0.1%+12.2%0.010% 8/8/2025Parker Investment Management LLC319,966$19.28M2.7%N/A0.636% 8/8/2025SBI Securities Co. Ltd.9,633$580K0.0%N/A0.019% 8/6/2025Ethos Financial Group LLC55,561$3.35M0.3%-4.5%0.110% 8/1/2025First Command Advisory Services Inc.539$32K0.0%N/A0.001% 7/28/2025Copia Wealth Management1,383$83K0.1%N/A0.003% 7/25/2025LRI Investments LLC750$45K0.0%N/A0.001% 7/22/2025Valeo Financial Advisors LLC3,838$231K0.0%N/A0.008% 7/17/2025Oak Family Advisors LLC153,014$9.22M2.9%+140.3%0.304% 7/17/2025Janney 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% 7/8/2025Parallel 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% 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% 4/17/2025Janney Montgomery Scott LLC13,205$615K0.0%+93.9%0.046% 4/15/2025Oak Family Advisors LLC63,666$2.96M1.0%+5.4%0.223% 4/1/2025Confluence 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% 1/24/2025Oak Family Advisors LLC60,381$2.26M0.8%+5.6%3.411% 1/17/2025Janney 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% (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, 33 institutional investors and hedge funds held shares of VictoryShares Protect America ETF. The most heavily invested institutionals were Parker Investment Management LLC ($19.28M), JPMorgan Chase & Co. ($17.58M), Oak Family Advisors LLC ($9.46M), Confluence Investment Management LLC ($9.36M), Valley Wealth Managers Inc. ($5.07M), OLD Mission Capital LLC ($4.57M), and Strategic Blueprint LLC ($3.89M).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 33 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: Parker Investment Management LLC ($319.97K), Confluence Investment Management LLC ($219.37K), JPMorgan Chase & Co. ($195.25K), Valley Wealth Managers Inc. ($108.81K), Beck Capital Management LLC ($101.35K), Oak Family Advisors LLC ($95.85K), and Strategic Blueprint LLC ($65.30K). How much institutional buying is happening at VictoryShares Protect America ETF? Institutional investors have bought a total of 1,369,522 shares in the last 24 months. This purchase volume represents approximately $73.77M 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 ($86.15K), Ethos Financial Group LLC ($21.24K), Oak Family Advisors LLC ($18.39K), OLD Mission Capital LLC ($14.76K), and AdvisorNet Financial Inc ($997.00). How much institutional selling is happening at VictoryShares Protect America ETF? Institutional investors have sold a total of 141,532 shares in the last 24 months. This volume of shares sold represents approximately $8.71M in transactions. Related Companies Global X Wind Energy ETF Major Shareholders Global X PropTech ETF Major Shareholders Themes Cybersecurity ETF Major Shareholders First Trust Indxx Metaverse ETF Major Shareholders First Trust Nasdaq Lux Digital Health Solutions ETF Major Shareholders SPDR Galaxy Transformative Tech Accelerators ETF Major Shareholders SPDR MSCI USA Climate Paris Aligned ETF Major Shareholders ProShares Ultra Nasdaq Cybersecurity ETF Major Shareholders Xtrackers US Green Infrastructure Select Equity ETF Major Shareholders Invesco ESG NASDAQ Next Gen 100 ETF Major Shareholders This page (NASDAQ:SHLD) was last updated on 10/24/2025 by MarketBeat.com Staff From Our PartnersNEW LAW: Congress Approves Setup For Digital Dollar?Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. 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