Who owns VictoryShares US 500 Volatility Wtd ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CFA from SEC Form 13F filings across 81 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 81 institutions disclosed 3.3M shares of VictoryShares US 500 Volatility Wtd ETF worth $327.9M — about 62.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
81
13F holders
$327.9M
value, 2026 filers
62.6%
of shares outstanding (3.3M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CFA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 614,159 | $60.7M | 0.0% | 11.5% | -1.4% |
| 2 | BANK OF AMERICA CORP /DE/ | 346,379 | $34.2M | 0.0% | 6.5% | -1.5% |
| 3 | FIFTH THIRD BANCORP | 227,887 | $22.5M | 0.0% | 4.3% | -2.2% |
| 4 | RAYMOND JAMES FINANCIAL INC | 206,343 | $20.4M | 0.0% | 3.9% | -3.8% |
| 5 | WELLS FARGO & COMPANY/MN | 199,729 | $19.7M | 0.0% | 3.7% | -0.6% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 195,819 | $19.3M | 0.0% | 3.7% | -0.2% |
| 7 | UBS Group AG | 193,295 | $19.1M | 0.0% | 3.6% | -0.5% |
| 8 | Rockefeller Capital Management L.P. | 122,321 | $12.1M | 0.0% | 2.3% | -0.1% |
| 9 | LPL Financial LLC | 118,900 | $11.7M | 0.0% | 2.2% | -1.7% |
| 10 | SILVER OAK SECURITIES, INCORPORATED | 112,475 | $11.1M | 0.7% | 2.1% | -0.2% |
| 11 | Summit Financial, LLC | 83,820 | $8.3M | 0.1% | 1.6% | +7.5% |
| 12 | GOLDMAN SACHS GROUP INC | 78,785 | $7.8M | 0.0% | 1.5% | +3.1% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 59,637 | $5.9M | 0.0% | 1.1% | +17.1% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 53,512 | $5.3M | 0.0% | 1% | -1.4% |
| 15 | ROYAL BANK OF CANADA | 52,379 | $5.2M | 0.0% | 1% | -44.3% |
| 16 | NewEdge Advisors, LLC | 51,001 | $5.0M | 0.0% | 1% | -8.1% |
| 17 | Vise Technologies, Inc.NEW | 50,010 | $4.9M | 0.1% | 0.9% | new |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 47,741 | $4.7M | 0.2% | 0.9% | -3.0% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,483 | $4.7M | 0.0% | 0.9% | +40.2% |
| 20 | Larson Financial Group LLC | 46,205 | $4.6M | 0.1% | 0.9% | -0.8% |
| 21 | Integrated Wealth Concepts LLC | 37,410 | $3.7M | 0.0% | 0.7% | +92.1% |
| 22 | AMERIPRISE FINANCIAL INC | 36,403 | $3.6M | 0.0% | 0.7% | +1.3% |
| 23 | OSAIC HOLDINGS, INC. | 34,104 | $3.4M | 0.0% | 0.6% | -0.3% |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | 32,395 | $3.2M | 0.1% | 0.6% | +2.9% |
| 25 | Private Advisor Group, LLC | 31,979 | $3.2M | 0.0% | 0.6% | -74.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.