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Victoryshares US 500 Enhance (CFO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares293,088 from 300,362
Change-7,274 (-2%)
Value$22.7M (-$1.3M)
Filed 2026-11-06
Clearstead Advisors, LLC
INCREASED
Shares64,237 from 63,476
Change+761 (+1%)
Value$5.0M (-$100.7K)
Filed 2026-11-06
Intrua Financial, LLC
INCREASED
Shares55,636 from 55,340
Change+296 (+1%)
Value$4.3M (-$116.3K)
Filed 2026-10-28
Creative Planning
DECREASED
Shares52,917 from 55,486
Change-2,569 (-5%)
Value$4.1M (-$339.0K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares46,027 from 46,039
Change-12 (0%)
Value$3.6M (-$116.8K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares43,886 from 164,099
Change-120,213 (-73%)
Value$3.4M (-$9.7M)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares36,972 from 39,785
Change-2,813 (-7%)
Value$2.9M (-$318.3K)
Filed 2026-10-29
WealthCare Investment Partners, LLC
NEW
Shares33,086
Change+33,086
Value$33.1K
Filed 2026-11-05
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares22,702 from 23,171
Change-469 (-2%)
Value$1.8M (-$94.7K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares18,055 from 2,344
Change+15,711 (+670%)
Value$1.5M (+$1.3M)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
DECREASED
Shares17,285 from 17,510
Change-225 (-1%)
Value$1.3M (-$61.5K)
Filed 2026-11-02
Family Capital Management, Inc.
DECREASED
Shares17,251 from 17,295
Change-44 (0%)
Value$1.3M (-$47.0K)
Filed 2026-11-03
World Equity Group, Inc.
DECREASED
Shares15,563 from 15,808
Change-245 (-2%)
Value$1.2M (-$58.8K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares14,562 from 14,569
Change-7 (0%)
Value$1.1K (-$1.2M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares13,394 from 16,607
Change-3,213 (-19%)
Value$1.0M (-$291.0K)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares7,951 from 6,807
Change+1,144 (+17%)
Value$616.7K (+$71.6K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares7,819 from 7,819
Change0 (0%)
Value$606.4K (-$19.7K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$407.2K (-$13.2K)
Filed 2026-10-13
Advisory Advocates, LLC
UNCHANGED
Shares5,205 from 5,205
Change0 (0%)
Value$403.7K (-$13.1K)
Filed 2026-11-05
LexAurum Advisors, LLC
DECREASED
Shares4,752 from 4,865
Change-113 (-2%)
Value$368.5K (-$21.0K)
Filed 2026-10-19
Kestra Advisory Services, LLC
DECREASED
Shares2,780 from 3,023
Change-243 (-8%)
Value$215.6K (-$26.5K)
Filed 2026-11-02
Western Wealth Management, LLC
UNCHANGED
Shares2,771 from 2,771
Change0 (0%)
Value$214.9K (-$7.0K)
Filed 2026-11-09
Money Concepts Capital Corp
UNCHANGED
Shares2,757 from 2,757
Change0 (0%)
Value$213.8K (-$6.9K)
Filed 2026-11-06
Cap Partners, LLC
INCREASED
Shares2,691 from 2,684
Change+7 (+0%)
Value$208.8K (-$6.1K)
Filed 2026-10-19
IFP Advisors, Inc
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$150.4K (-$4.9K)
Filed 2026-10-16
Gen-Wealth Partners Inc
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$83.6K (-$2.7K)
Filed 2026-11-04
Horizons Wealth Management
NEW
Shares900
Change+900
Value$69.8K
Filed 2026-10-05
Larson Financial Group LLC
INCREASED
Shares676 from 673
Change+3 (+0%)
Value$52.4K (-$1.5K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$41.0K (-$1.3K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$36.3K (-$1.2K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares337 from 637
Change-300 (-47%)
Value$26.1K (-$24.9K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5 ($0)
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.0K (-$65)
Filed 2026-10-21
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 295,625
Change-295,625 (-100%)
Value$0 (-$23.7M)
Filed 2026-11-09
StoneX Group Inc.
CLOSED
Shares0 from 6,634
Change-6,634 (-100%)
Value$0 (-$519.3K)
Filed 2026-11-03
Mission Wealth Management, LP
CLOSED
Shares0 from 3,073
Change-3,073 (-100%)
Value$0 (-$246.1K)
Filed 2026-10-15
First Heartland Consultants, Inc.
CLOSED
Shares0 from 2,544
Change-2,544 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$15.6K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$12)
Filed 2026-11-04
Cetera Investment Advisers
N/A
Shares— from 439,136
Change-439,136 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 368,630
Change-368,630 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 254,694
Change-254,694 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 203,383
Change-203,383 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 176,454
Change-176,454 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 129,416
Change-129,416 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 102,274
Change-102,274 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 94,221
Change-94,221 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 58,114
Change-58,114 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 54,525
Change-54,525 (-100%)
Value—
UBS Group AG
N/A
Shares— from 31,900
Change-31,900 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,793
Change-27,793 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 24,591
Change-24,591 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,531
Change-15,531 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 14,453
Change-14,453 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
FMR LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 845
Change-845 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 527
Change-527 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 66
Change-66 (-100%)
Value—
Status
LPL Financial LLC
DECREASED293,088300,362-7,274-2%$24.1M$22.7M-$1.3M2026-11-06
Clearstead Advisors, LLC
INCREASED64,23763,476+761+1%$5.1M$5.0M-$100.7K2026-11-06
Intrua Financial, LLC
INCREASED55,63655,340+296+1%$4.4M$4.3M-$116.3K2026-10-28
Creative Planning
DECREASED52,91755,486-2,569-5%$4.4M$4.1M-$339.0K2026-11-02
Mather Group, Llc.
DECREASED46,02746,039-120%$3.7M$3.6M-$116.8K2026-10-14
Commonwealth Equity Services, LLC
DECREASED43,886164,099-120,213-73%$13.1M$3.4M-$9.7M2026-11-02
Vise Technologies, Inc.
DECREASED36,97239,785-2,813-7%$3.2M$2.9M-$318.3K2026-10-29
WealthCare Investment Partners, LLC
NEW33,086—+33,086——$33.1K—2026-11-05
Patriot Financial Group Insurance Agency, LLC
DECREASED22,70223,171-469-2%$1.9M$1.8M-$94.7K2026-10-14
Key Capital Management, Inc
INCREASED18,0552,344+15,711+670%$187.7K$1.5M+$1.3M2026-11-03
BridgePort Financial Solutions, LLC
DECREASED17,28517,510-225-1%$1.4M$1.3M-$61.5K2026-11-02
Family Capital Management, Inc.
DECREASED17,25117,295-440%$1.4M$1.3M-$47.0K2026-11-03
World Equity Group, Inc.
DECREASED15,56315,808-245-2%$1.3M$1.2M-$58.8K2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED14,56214,569-70%$1.2M$1.1K-$1.2M2026-11-02
Truist Financial Corp
DECREASED13,39416,607-3,213-19%$1.3M$1.0M-$291.0K2026-10-30
Fifth Third Bancorp
INCREASED7,9516,807+1,144+17%$545.1K$616.7K+$71.6K2026-11-05
Syntegra Private Wealth Group, LLC
UNCHANGED7,8197,81900%$626.1K$606.4K-$19.7K2026-10-13
Dynamic Advisor Solutions LLC
UNCHANGED5,2505,25000%$420.4K$407.2K-$13.2K2026-10-13
Advisory Advocates, LLC
UNCHANGED5,2055,20500%$416.8K$403.7K-$13.1K2026-11-05
LexAurum Advisors, LLC
DECREASED4,7524,865-113-2%$389.6K$368.5K-$21.0K2026-10-19
Kestra Advisory Services, LLC
DECREASED2,7803,023-243-8%$242.1K$215.6K-$26.5K2026-11-02
Western Wealth Management, LLC
UNCHANGED2,7712,77100%$221.9K$214.9K-$7.0K2026-11-09
Money Concepts Capital Corp
UNCHANGED2,7572,75700%$220.8K$213.8K-$6.9K2026-11-06
Cap Partners, LLC
INCREASED2,6912,684+7+0%$214.9K$208.8K-$6.1K2026-10-19
IFP Advisors, Inc
UNCHANGED1,9391,93900%$155.3K$150.4K-$4.9K2026-10-16
Gen-Wealth Partners Inc
UNCHANGED1,0781,07800%$86.3K$83.6K-$2.7K2026-11-04
Horizons Wealth Management
NEW900—+900——$69.8K—2026-10-05
Larson Financial Group LLC
INCREASED676673+3+0%$53.9K$52.4K-$1.5K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED52952900%$42.4K$41.0K-$1.3K2026-10-23
Lanark Financial, Inc.
UNCHANGED46846800%$37.5K$36.3K-$1.2K2026-10-26
Central Trust Co
DECREASED337637-300-47%$51.0K$26.1K-$24.9K2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED606000%$5$5$02026-10-27
Assetmark, Inc
UNCHANGED262600%$2.1K$2.0K-$652026-10-21
Silver OAK Securities, Incorporated
CLOSED0295,625-295,625-100%$23.7M$0-$23.7M2026-11-09
StoneX Group Inc.
CLOSED06,634-6,634-100%$519.3K$0-$519.3K2026-11-03
Mission Wealth Management, LP
CLOSED03,073-3,073-100%$246.1K$0-$246.1K2026-10-15
First Heartland Consultants, Inc.
CLOSED02,544-2,544-100%$203.7K$0-$203.7K2026-10-08
International Assets Investment Management, LLC
CLOSED0194-194-100%$15.6K$0-$15.6K2026-11-02
EverSource Wealth Advisors, LLC
CLOSED000—$12$0-$122026-11-04
Cetera Investment Advisers
N/A—439,136-439,136-100%$35.2M———
Raymond James Financial Inc
N/A—368,630-368,630-100%$29.5M———
Morgan Stanley
N/A—254,694-254,694-100%$20.4M———
Royal Bank of Canada
N/A—203,383-203,383-100%$16.3M———
Stifel Financial Corp
N/A—176,454-176,454-100%$14.1M———
Bank of America Corp
N/A—129,416-129,416-100%$10.4M———
Integrated Wealth Concepts LLC
N/A—102,274-102,274-100%$8.2M———
Wells Fargo & Company
N/A—94,221-94,221-100%$7.5M———
NewEdge Advisors, LLC
N/A—58,114-58,114-100%$4.7M———
Keystone Financial Group
N/A—54,525-54,525-100%$4.4M———
UBS Group AG
N/A—31,900-31,900-100%$2.6M———
Goldman Sachs Group Inc
N/A—27,793-27,793-100%$2.2M———
Ameriprise Financial Inc
N/A—24,591-24,591-100%$2.0M———
Osaic Holdings, Inc.
N/A—15,531-15,531-100%$1.2M———
Janney Montgomery Scott LLC
N/A—14,453-14,453-100%$1.2M———
Susquehanna International Group, LLP
N/A—14,450-14,450-100%$1.2M———
Private Advisor Group, LLC
N/A—13,892-13,892-100%$1.1M———
Northwestern Mutual Wealth Management Co
N/A—11,161-11,161-100%$893.8K———
Calton & Associates, Inc.
N/A—10,901-10,901-100%$872.9K———
OneDigital Investment Advisors LLC
N/A—6,296-6,296-100%$504.2K———
Mutual Advisors, LLC
N/A—5,280-5,280-100%$422.9K———
Envestnet Asset Management Inc
N/A—5,167-5,167-100%$413.8K———
BlackRock, Inc.
N/A—4,601-4,601-100%$368.4K———
Cerity Partners LLC
N/A—4,601-4,601-100%$368.4K———
Citadel Advisors LLC
N/A—4,085-4,085-100%$327.1K———
AE Wealth Management LLC
N/A—3,653-3,653-100%$292.6K———
Lbmc Investment Advisors, LLC
N/A—2,872-2,872-100%$230.0K———
Aptus Capital Advisors, LLC
N/A—2,651-2,651-100%$212.3K———
FMR LLC
N/A—911-911-100%$72.9K———
Jones Financial Companies Lllp
N/A—845-845-100%$67.5K———
Ameriflex Group, Inc.
N/A—700-700-100%$56.1K———
JPMorgan Chase & Co
N/A—527-527-100%$42.2K———
Global Retirement Partners, LLC
N/A—316-316-100%$25.3K———
Vanguard Advisers Inc
N/A—99-99-100%$7.9K———
Smartleaf Asset Management LLC
N/A—69-69-100%$5.5K———
Qube Research & Technologies Ltd
N/A—66-66-100%$5.3K———
Showing 75 of 75 institutions