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VictoryShares Protect America ETF (SHLD) Institutional Ownership

VictoryShares Protect America ETF logo

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)
15
Total
Institutional Inflows
(last 12 months)
$25.10M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$559.15K
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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
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%
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, 15 institutional investors and hedge funds held shares of VictoryShares Protect America ETF. The most heavily invested institutionals were Confluence Investment Management LLC ($9.69M), Valley Wealth Managers Inc. ($5.07M), OLD Mission Capital LLC ($4.57M), Beck Capital Management LLC ($3.79M), Oak Family Advisors LLC ($2.96M), Ethos Financial Group LLC ($2.18M), and Janney Montgomery Scott LLC ($615K).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 15 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), OLD Mission Capital LLC ($62.53K), Janney Montgomery Scott LLC ($13.21K), Migdal Insurance & Financial Holdings Ltd. ($11.32K), and Strategic Blueprint LLC ($9.99K).

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

Institutional investors have bought a total of 567,874 shares in the last 24 months. This purchase volume represents approximately $25.10M 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.



This page (NASDAQ:SHLD) was last updated on 7/1/2025 by MarketBeat.com Staff
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