Victoryshares US MIN VOL ETF (VSMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Great Valley Advisor Group, Inc.

INCREASED

Shares950,768 from 936,541

Change+14,227 (+2%)

Value$56.7M (+$671.6K)

Filed 2026-11-09

LPL Financial LLC

INCREASED

Shares69,493 from 66,306

Change+3,187 (+5%)

Value$4.1M (+$177.5K)

Filed 2026-11-06

Trilogy Capital Inc.

DECREASED

Shares21,027 from 21,065

Change-38 (0%)

Value$1.3M (-$6.3K)

Filed 2026-10-20

One Degree Advisors Inc

DECREASED

Shares7,919 from 8,169

Change-250 (-3%)

Value$475.2K (+$474.7K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

INCREASED

Shares6,466 from 6,433

Change+33 (+1%)

Value$385.5K (+$780)

Filed 2026-11-02

LexAurum Advisors, LLC

DECREASED

Shares5,953 from 6,520

Change-567 (-9%)

Value$354.9K (-$35.0K)

Filed 2026-10-19

Truist Financial Corp

UNCHANGED

Shares5,525 from 5,525

Change0 (0%)

Value$329.3K (-$1.0K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,474 from 4,556

Change-82 (-2%)

Value$267 (-$271.7K)

Filed 2026-11-02

HighTower Advisors, LLC

NEW

Shares3,759

Change+3,759

Value$224.1K

Filed 2026-11-10

Farther Finance Advisors, LLC

NEW

Shares634

Change+634

Value$37.8K

Filed 2026-10-08

Summit Securities Group LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$60 ($0)

Filed 2026-11-05

Abound Wealth Management

CLOSED

Shares0 from 79

Change-79 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-26

Victory Capital Management Inc

N/A

Shares— from 331,712

Change-331,712 (-100%)

Value—

Tower Wealth Partners, Inc.

N/A

Shares— from 317,448

Change-317,448 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 146,419

Change-146,419 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 95,973

Change-95,973 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 57,834

Change-57,834 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 31,011

Change-31,011 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 26,630

Change-26,630 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 16,824

Change-16,824 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 16,754

Change-16,754 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 13,786

Change-13,786 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 9,242

Change-9,242 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,058

Change-9,058 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,364

Change-6,364 (-100%)

Value—

Valley Financial Group, Inc.

N/A

Shares— from 3,771

Change-3,771 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,483

Change-2,483 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,174

Change-1,174 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,111

Change-1,111 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 915

Change-915 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 739

Change-739 (-100%)

Value—

FMR LLC

N/A

Shares— from 203

Change-203 (-100%)

Value—

	Status
Great Valley Advisor Group, Inc.	INCREASED	950,768	936,541	+14,227	+2%	$56.0M	$56.7M	+$671.6K	2026-11-09
LPL Financial LLC	INCREASED	69,493	66,306	+3,187	+5%	$4.0M	$4.1M	+$177.5K	2026-11-06
Trilogy Capital Inc.	DECREASED	21,027	21,065	-38	0%	$1.3M	$1.3M	-$6.3K	2026-10-20
One Degree Advisors Inc	DECREASED	7,919	8,169	-250	-3%	$483	$475.2K	+$474.7K	2026-11-06
Commonwealth Equity Services, LLC	INCREASED	6,466	6,433	+33	+1%	$384.7K	$385.5K	+$780	2026-11-02
LexAurum Advisors, LLC	DECREASED	5,953	6,520	-567	-9%	$389.9K	$354.9K	-$35.0K	2026-10-19
Truist Financial Corp	UNCHANGED	5,525	5,525	0	0%	$330.4K	$329.3K	-$1.0K	2026-10-30
Cambridge Investment Research Advisors, Inc.	DECREASED	4,474	4,556	-82	-2%	$272.0K	$267	-$271.7K	2026-11-02
HighTower Advisors, LLC	NEW	3,759	—	+3,759	—	—	$224.1K	—	2026-11-10
Farther Finance Advisors, LLC	NEW	634	—	+634	—	—	$37.8K	—	2026-10-08
Summit Securities Group LLC	UNCHANGED	1	1	0	0%	$60	$60	$0	2026-11-05
Abound Wealth Management	CLOSED	0	79	-79	-100%	$4.7K	$0	-$4.7K	2026-10-26
Victory Capital Management Inc	N/A	—	331,712	-331,712	-100%	$19.8M	—	—	—
Tower Wealth Partners, Inc.	N/A	—	317,448	-317,448	-100%	$19.0M	—	—	—
Morgan Stanley	N/A	—	146,419	-146,419	-100%	$8.8M	—	—	—
Royal Bank of Canada	N/A	—	95,973	-95,973	-100%	$5.7M	—	—	—
Raymond James Financial Inc	N/A	—	57,834	-57,834	-100%	$3.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	31,011	-31,011	-100%	$1.9M	—	—	—
Bank of America Corp	N/A	—	26,630	-26,630	-100%	$1.6M	—	—	—
Sovereign Financial Group, Inc.	N/A	—	16,824	-16,824	-100%	$1.0M	—	—	—
Two Sigma Investments, LP	N/A	—	16,754	-16,754	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	13,786	-13,786	-100%	$824.4K	—	—	—
Dakota Wealth Management	N/A	—	9,242	-9,242	-100%	$552.7K	—	—	—
Citadel Advisors LLC	N/A	—	9,058	-9,058	-100%	$541.7K	—	—	—
Private Advisor Group, LLC	N/A	—	6,364	-6,364	-100%	$380.6K	—	—	—
Valley Financial Group, Inc.	N/A	—	3,771	-3,771	-100%	$225.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,483	-2,483	-100%	$148.5K	—	—	—
UBS Group AG	N/A	—	1,174	-1,174	-100%	$70.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,111	-1,111	-100%	$66.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	1,000	-1,000	-100%	$59.8K	—	—	—
Wells Fargo & Company	N/A	—	915	-915	-100%	$54.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	739	-739	-100%	$44.2K	—	—	—
FMR LLC	N/A	—	203	-203	-100%	$12.2K	—	—	—

Showing 33 of 33 institutions