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VictoryShares Protect America ETF (SHLD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for VictoryShares Protect America ETF (NASDAQ:SHLD)

Current
Institutional Ownership
Percentage
57.57%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$64.89M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.18M
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SHLD Institutional Buying and Selling by Quarter

VictoryShares Protect America ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2025 Carter Financial Group INC.26,842$1.62M1.1%N/A0.053%
8/12/2025 JPMorgan Chase & Co.291,846$17.58M0.0%+202.1%0.580%
8/11/2025 Alteri Wealth LLC4,827$291K0.1%+12.2%0.010%
8/8/2025 Parker Investment Management LLC319,966$19.28M2.7%N/A0.636%
8/8/2025 SBI Securities Co. Ltd.9,633$580K0.0%N/A0.019%
8/6/2025 Ethos Financial Group LLC55,561$3.35M0.3%-4.5%0.110%
8/1/2025 First Command Advisory Services Inc.539$32K0.0%N/A0.001%
7/28/2025 Copia Wealth Management1,383$83K0.1%N/A0.003%
7/25/2025 LRI Investments LLC750$45K0.0%N/A0.001%
7/22/2025 Valeo Financial Advisors LLC3,838$231K0.0%N/A0.008%
7/17/2025 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%
5/15/2025 OLD Mission Capital LLC98,118$4.57M0.1%+175.7%0.302%
5/7/2025 Pinnacle Wealth Management Advisory Group LLC5,000$233K0.0%N/A0.015%
5/7/2025 Alteri Wealth LLC4,303$200K0.1%N/A0.013%
5/7/2025 Valley Wealth Managers Inc.108,807$5.07M0.4%N/A0.334%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.6,315$294K0.0%N/A0.019%
4/29/2025 Bank 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%
2/17/2025 Ameriprise Financial Inc.6,815$255K0.0%N/A0.385%
2/14/2025 Beck Capital Management LLC101,350$3.79M1.0%+45.9%5.726%
2/12/2025 OLD Mission Capital LLC35,585$1.33M0.0%-29.3%2.010%
2/6/2025 Ethos Financial Group LLC58,171$2.18M0.3%+3.3%3.286%
1/29/2025 Comprehensive 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%
11/15/2024 Continuum Advisory LLC2,517$99K0.0%N/A0.142%
11/15/2024 Beck Capital Management LLC69,488$2.59M0.7%N/A3.926%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.5,000$186K0.0%N/A0.282%
10/25/2024 Strategic Blueprint LLC9,988$372K0.0%N/A0.564%
8/16/2021 Royal Bank of Canada11,233$374K0.0%-9.2%11.233%
8/11/2021 Susquehanna International Group LLP63,178$2.10M0.0%+2.9%63.178%
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(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, 28 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), Confluence Investment Management LLC ($9.69M), Oak Family Advisors LLC ($9.22M), Valley Wealth Managers Inc. ($5.07M), OLD Mission Capital LLC ($4.57M), and Beck Capital Management LLC ($3.79M).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 28 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 OLD Mission Capital LLC ($62.53K).

How much institutional buying is happening at VictoryShares Protect America ETF?

Institutional investors have bought a total of 1,240,282 shares in the last 24 months. This purchase volume represents approximately $64.89M 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), OLD Mission Capital LLC ($14.76K), and Ethos Financial Group LLC ($2.61K).

How much institutional selling is happening at VictoryShares Protect America ETF?

Institutional investors have sold a total of 75,982 shares in the last 24 months. This volume of shares sold represents approximately $4.18M in transactions.



This page (NASDAQ:SHLD) was last updated on 8/30/2025 by MarketBeat.com Staff
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