VictoryShares US Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 05/07/2025 | 61.18 K | $3.15 M | -28.51% | 10.16% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 48.44 K | $2.50 M | 1.90% | 8.05% |
| CWM, LLC | 05/01/2025 | 44.80 K | $2.31 M | -2.50% | 7.44% |
| ROYAL BANK OF CANADA | 11/21/2025 | 43.44 K | $2.24 M | 79.18% | 7.22% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 42.73 K | $2.20 M | -12.95% | 7.10% |
| MORGAN STANLEY | 05/15/2025 | 33.09 K | $1.71 M | -11.09% | 5.50% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 21.03 K | $1.08 M | -78.07% | 3.49% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 12.55 K | $647.06 K | -7.79% | 2.08% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 12.10 K | $623.71 K | -15.89% | 2.01% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 12.00 K | $618.61 K | 100.00% | 1.99% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 10.03 K | $517.10 K | -53.90% | 1.67% |
| CITADEL ADVISORS LLC | 05/15/2025 | 7.34 K | $378.48 K | -83.07% | 1.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 7.09 K | $365.00 K | -11.81% | 1.18% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 04/14/2025 | 4.50 K | $232.07 K | 0.11% | 0.75% |
| KEYSTONE FINANCIAL GROUP | 05/13/2025 | 4.03 K | $207.80 K | -5.80% | 0.67% |
| UBS GROUP AG | 05/13/2025 | 1.45 K | $74.85 K | 100.00% | 0.24% |
| ALLWORTH FINANCIAL LP | 04/30/2025 | 1.12 K | $57.15 K | 0.00% | 0.19% |
| SUNBELT SECURITIES, INC. | 04/24/2025 | 893 | $46.04 K | 0.00% | 0.15% |
| GEN-WEALTH PARTNERS INC | 05/13/2025 | 691 | $35.62 K | 0.00% | 0.11% |
| NOVA WEALTH MANAGEMENT, INC. | 05/29/2025 | 333 | $17.17 K | -22.38% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 319 | $16.46 K | 118.49% | 0.05% |
| GOODMAN ADVISORY GROUP, LLC | 05/15/2025 | 310 | $15.98 K | 100.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 72 | $3.71 K | 100.00% | 0.01% |
VictoryShares US institutional Ownership - FAQ's
During the previous two years, 10 institutional investors and hedge funds held shares of VictoryShares US. The most heavily invested institutionals were:
Raymond James Financial Services Advisors, Inc.: 99,123
Cetera Advisor Networks LLC: 40,528
Lumature Wealth Partners, LLC: 16,991
NEXT Financial Group, Inc: 1,644
Carroll Financial Associates, Inc.: 364
LADENBURG THALMANN FINANCIAL SERVICES INC.: 2,981
61.38% of VictoryShares US stock is owned by institutional investors.
Institutional investors have bought a total of 166.41 K shares in the last 24 months. This purchase volume represents approximately $8.49 M in transactions.