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Victoryshares US 500 Volatil (CFA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fifth Third Bancorp
DECREASED
Shares226,176 from 227,887
Change-1,711 (-1%)
Value$21.6M (-$872.2K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares123,511 from 118,900
Change+4,611 (+4%)
Value$11.8M (+$71.5K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares52,484 from 53,512
Change-1,028 (-2%)
Value$5.0M (-$264.8K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares46,285 from 50,010
Change-3,725 (-7%)
Value$4.4M (-$511.9K)
Filed 2026-10-29
Larson Financial Group LLC
DECREASED
Shares45,963 from 46,205
Change-242 (-1%)
Value$4.4M (-$166.9K)
Filed 2026-11-05
Nations Financial Group Inc,
DECREASED
Shares45,241 from 47,741
Change-2,500 (-5%)
Value$4.3M (-$387.6K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares28,577 from 32,395
Change-3,818 (-12%)
Value$2.7M (-$466.1K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares26,283 from 30,784
Change-4,501 (-15%)
Value$2.5K (-$3.0M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares13,600 from 13,600
Change0 (0%)
Value$1.3M (-$34.5K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares10,978 from 10,986
Change-8 (0%)
Value$1.1M (-$35.0K)
Filed 2026-11-02
Rossmore Private Capital
DECREASED
Shares10,645 from 12,295
Change-1,650 (-13%)
Value$1.0M (-$196.1K)
Filed 2026-10-27
TBH Global Asset Management, LLC
UNCHANGED
Shares10,333 from 10,333
Change0 (0%)
Value$988.8K (-$32.1K)
Filed 2026-11-03
Smith Thornton Advisors LLC
DECREASED
Shares9,891 from 9,893
Change-2 (0%)
Value$946.5K (-$36.7K)
Filed 2026-10-16
Money Concepts Capital Corp
DECREASED
Shares9,146 from 9,292
Change-146 (-2%)
Value$875.2K (-$42.8K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$828.9K (-$16.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares7,913 from 7,878
Change+35 (+0%)
Value$757.2K (-$21.1K)
Filed 2026-10-08
NWF Advisory Services Inc.
UNCHANGED
Shares7,659 from 7,659
Change0 (0%)
Value$732.9K (-$23.8K)
Filed 2026-10-19
Claro Advisors Inc.
UNCHANGED
Shares6,706 from 6,706
Change0 (0%)
Value$641.7K (-$20.8K)
Filed 2026-11-02
Silver OAK Securities, Incorporated
DECREASED
Shares4,870 from 112,475
Change-107,605 (-96%)
Value$487.2K (-$10.6M)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,800 from 4,815
Change-15 (0%)
Value$459.3K (-$16.4K)
Filed 2026-10-14
Creative Planning
UNCHANGED
Shares4,676 from 4,676
Change0 (0%)
Value$447.4K (-$14.5K)
Filed 2026-11-02
Great Valley Advisor Group, Inc.
DECREASED
Shares4,462 from 4,960
Change-498 (-10%)
Value$427.0K (-$63.1K)
Filed 2026-11-09
HighTower Advisors, LLC
INCREASED
Shares4,417 from 4,235
Change+182 (+4%)
Value$422.6K (+$4.2K)
Filed 2026-11-10
Bank of New York Mellon Corp
UNCHANGED
Shares3,858 from 3,858
Change0 (0%)
Value$369.2K (-$12.0K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares3,743 from 3,743
Change0 (0%)
Value$358.2K (-$11.6K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,135 from 3,127
Change+8 (+0%)
Value$300.0K (-$8.9K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares2,396 from 2,400
Change-4 (0%)
Value$229.3K (-$7.8K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares1,953 from 1,951
Change+2 (+0%)
Value$186.9K (-$5.9K)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$119.6K (-$3.9K)
Filed 2026-10-26
Mather Group, Llc.
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$114.5K (-$3.7K)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares961 from 960
Change+1 (+0%)
Value$92.0K (-$2.9K)
Filed 2026-10-26
Bank of Montreal
NEW
Shares652
Change+652
Value$62.4K
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares411 from 440
Change-29 (-7%)
Value$39.3K (-$4.2K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$38.3K (-$1.2K)
Filed 2026-11-02
Bokf, NA
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$38.3K (-$1.2K)
Filed 2026-10-27
Central Trust Co
DECREASED
Shares318 from 618
Change-300 (-49%)
Value$30.4K (-$30.6K)
Filed 2026-11-05
J. R. Prunier Capital Management LLC
INCREASED
Shares276 from 275
Change+1 (+0%)
Value$26.4K (-$772)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares155 from 263
Change-108 (-41%)
Value$14.8K (-$11.2K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares124
Change+124
Value$11.9K
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares59 from 300
Change-241 (-80%)
Value$5.6K (-$24.0K)
Filed 2026-10-21
Compass Financial Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.8K (-$311)
Filed 2026-10-30
Signature Equity Partners, LLC
NEW
Shares40
Change+40
Value$3.8K
Filed 2026-10-29
Inspire Investing, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.0K (-$65)
Filed 2026-10-22
Westside Investment Management, Inc.
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$148.2K)
Filed 2026-11-02
Morgan Stanley
N/A
Shares— from 614,159
Change-614,159 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 346,379
Change-346,379 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 206,343
Change-206,343 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 199,729
Change-199,729 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 195,819
Change-195,819 (-100%)
Value—
UBS Group AG
N/A
Shares— from 193,295
Change-193,295 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 122,321
Change-122,321 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 83,820
Change-83,820 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 78,785
Change-78,785 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 59,637
Change-59,637 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 52,379
Change-52,379 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 51,001
Change-51,001 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,483
Change-47,483 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 36,403
Change-36,403 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 34,104
Change-34,104 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,979
Change-31,979 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,633
Change-20,633 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,706
Change-18,706 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Fifth Third Bancorp
DECREASED226,176227,887-1,711-1%$22.5M$21.6M-$872.2K2026-11-05
LPL Financial LLC
INCREASED123,511118,900+4,611+4%$11.7M$11.8M+$71.5K2026-11-06
Commonwealth Equity Services, LLC
DECREASED52,48453,512-1,028-2%$5.3M$5.0M-$264.8K2026-11-02
Vise Technologies, Inc.
DECREASED46,28550,010-3,725-7%$4.9M$4.4M-$511.9K2026-10-29
Larson Financial Group LLC
DECREASED45,96346,205-242-1%$4.6M$4.4M-$166.9K2026-11-05
Nations Financial Group Inc,
DECREASED45,24147,741-2,500-5%$4.7M$4.3M-$387.6K2026-11-05
Level Four Advisory Services, LLC
DECREASED28,57732,395-3,818-12%$3.2M$2.7M-$466.1K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED26,28330,784-4,501-15%$3.0M$2.5K-$3.0M2026-11-02
Allspring Global Investments Holdings, LLC
UNCHANGED13,60013,60000%$1.3M$1.3M-$34.5K2026-11-04
Golden State Wealth Management, LLC
DECREASED10,97810,986-80%$1.1M$1.1M-$35.0K2026-11-02
Rossmore Private Capital
DECREASED10,64512,295-1,650-13%$1.2M$1.0M-$196.1K2026-10-27
TBH Global Asset Management, LLC
UNCHANGED10,33310,33300%$1.0M$988.8K-$32.1K2026-11-03
Smith Thornton Advisors LLC
DECREASED9,8919,893-20%$983.1K$946.5K-$36.7K2026-10-16
Money Concepts Capital Corp
DECREASED9,1469,292-146-2%$918.0K$875.2K-$42.8K2026-11-06
Wealth Enhancement Advisory Services, LLC
UNCHANGED8,5008,50000%$844.9K$828.9K-$16.0K2026-10-13
Farther Finance Advisors, LLC
INCREASED7,9137,878+35+0%$778.3K$757.2K-$21.1K2026-10-08
NWF Advisory Services Inc.
UNCHANGED7,6597,65900%$756.7K$732.9K-$23.8K2026-10-19
Claro Advisors Inc.
UNCHANGED6,7066,70600%$662.6K$641.7K-$20.8K2026-11-02
Silver OAK Securities, Incorporated
DECREASED4,870112,475-107,605-96%$11.1M$487.2K-$10.6M2026-11-09
Patriot Financial Group Insurance Agency, LLC
DECREASED4,8004,815-150%$475.7K$459.3K-$16.4K2026-10-14
Creative Planning
UNCHANGED4,6764,67600%$462.0K$447.4K-$14.5K2026-11-02
Great Valley Advisor Group, Inc.
DECREASED4,4624,960-498-10%$490.0K$427.0K-$63.1K2026-11-09
HighTower Advisors, LLC
INCREASED4,4174,235+182+4%$418.4K$422.6K+$4.2K2026-11-10
Bank of New York Mellon Corp
UNCHANGED3,8583,85800%$381.2K$369.2K-$12.0K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED3,7433,74300%$369.8K$358.2K-$11.6K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED3,1353,127+8+0%$308.9K$300.0K-$8.9K2026-10-13
Abel Hall, LLC
DECREASED2,3962,400-40%$237.1K$229.3K-$7.8K2026-10-19
IFP Advisors, Inc
INCREASED1,9531,951+2+0%$192.8K$186.9K-$5.9K2026-10-16
First Bancorp, Inc
UNCHANGED1,2501,25000%$123.5K$119.6K-$3.9K2026-10-26
Mather Group, Llc.
UNCHANGED1,1971,19700%$118.2K$114.5K-$3.7K2026-10-14
Lanark Financial, Inc.
INCREASED961960+1+0%$94.9K$92.0K-$2.9K2026-10-26
Bank of Montreal
NEW652—+652——$62.4K—2026-11-09
EverSource Wealth Advisors, LLC
DECREASED411440-29-7%$43.5K$39.3K-$4.2K2026-11-04
Key FInancial Inc
UNCHANGED40040000%$39.5K$38.3K-$1.2K2026-11-02
Bokf, NA
UNCHANGED40040000%$39.5K$38.3K-$1.2K2026-10-27
Central Trust Co
DECREASED318618-300-49%$61.1K$30.4K-$30.6K2026-11-05
J. R. Prunier Capital Management LLC
INCREASED276275+1+0%$27.2K$26.4K-$7722026-11-09
Harbour Investments, Inc.
DECREASED155263-108-41%$26.0K$14.8K-$11.2K2026-11-09
Root Financial Partners, LLC
NEW124—+124——$11.9K—2026-10-21
Assetmark, Inc
DECREASED59300-241-80%$29.6K$5.6K-$24.0K2026-10-21
Compass Financial Management LLC
UNCHANGED505000%$5.1K$4.8K-$3112026-10-30
Signature Equity Partners, LLC
NEW40—+40——$3.8K—2026-10-29
Inspire Investing, LLC
UNCHANGED212100%$2.1K$2.0K-$652026-10-22
Westside Investment Management, Inc.
CLOSED01,500-1,500-100%$148.2K$0-$148.2K2026-11-02
Morgan Stanley
N/A—614,159-614,159-100%$60.7M———
Bank of America Corp
N/A—346,379-346,379-100%$34.2M———
Raymond James Financial Inc
N/A—206,343-206,343-100%$20.4M———
Wells Fargo & Company
N/A—199,729-199,729-100%$19.7M———
Northwestern Mutual Wealth Management Co
N/A—195,819-195,819-100%$19.3M———
UBS Group AG
N/A—193,295-193,295-100%$19.1M———
Rockefeller Capital Management L.P.
N/A—122,321-122,321-100%$12.1M———
Summit Financial, LLC
N/A—83,820-83,820-100%$8.3M———
Goldman Sachs Group Inc
N/A—78,785-78,785-100%$7.8M———
Jones Financial Companies Lllp
N/A—59,637-59,637-100%$5.9M———
Royal Bank of Canada
N/A—52,379-52,379-100%$5.2M———
NewEdge Advisors, LLC
N/A—51,001-51,001-100%$5.0M———
Susquehanna International Group, LLP
N/A—47,483-47,483-100%$4.7M———
Ameriprise Financial Inc
N/A—36,403-36,403-100%$3.6M———
Osaic Holdings, Inc.
N/A—34,104-34,104-100%$3.4M———
Private Advisor Group, LLC
N/A—31,979-31,979-100%$3.2M———
Envestnet Asset Management Inc
N/A—20,633-20,633-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—18,706-18,706-100%$1.8M———
Keystone Financial Group
N/A—16,806-16,806-100%$1.7M———
Pathstone Holdings, LLC
N/A—8,744-8,744-100%$863.9K———
IHT Wealth Management, LLC
N/A—7,373-7,373-100%$728.4K———
Cetera Investment Advisers
N/A—6,059-6,059-100%$598.7K———
Northern Trust Corp
N/A—5,897-5,897-100%$582.6K———
Waverly Advisors, LLC
N/A—4,343-4,343-100%$429.1K———
FMR LLC
N/A—3,751-3,751-100%$370.6K———
Mpwm Advisory Solutions, LLC
N/A—3,410-3,410-100%$336.9K———
OneAscent Family Office, LLC
N/A—3,303-3,303-100%$326.3K———
Quantinno Capital Management LP
N/A—3,271-3,271-100%$323.2K———
Marble Wealth, LLC
N/A—3,077-3,077-100%$304.0K———
SEI Investments Co
N/A—2,669-2,669-100%$263.7K———
MAI Capital Management
N/A—2,600-2,600-100%$256.9K———
JPMorgan Chase & Co
N/A—2,376-2,376-100%$234.5K———
Seven Springs Wealth Group, LLC
N/A—2,277-2,277-100%$225.0K———
Calton & Associates, Inc.
N/A—2,272-2,272-100%$224.4K———
Top Private Wealth Llc.
N/A—585-585-100%$57.8K———
Ameriflex Group, Inc.
N/A—315-315-100%$31.1K———
Vanguard Advisers Inc
N/A—133-133-100%$13.1K———
BlackRock, Inc.
N/A—49-49-100%$4.9K———
AE Wealth Management LLC
N/A—48-48-100%$4.7K———
Aptus Capital Advisors, LLC
N/A—11-11-100%$1.1K———
Qube Research & Technologies Ltd
N/A—9-9-100%$889———
Showing 85 of 85 institutions