Who Owns VictoryShares US 500 Volatility Wtd ETF (CFA)?Hedge Fund & Institutional Holders

$91.78+0.18 (+0.20%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.6000229162100015e+187T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$75.06$80.52$85.98$91.44$96.90Jul 24May 25Mar 26

CFA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SILVER OAK SECURITIES, INCORPORATEDNew Position+113K+$10.4M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+51K+$4.7M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+53K+$4.0M
JONES FINANCIAL COMPANIES LLLPNew Position+47K+$4.0M
Sanctuary Advisors, LLCNew Position+45K+$3.9M
Allspring Global Investments Holdings, LLCNew Position+14K+$1.3M
Golden State Wealth Management, LLCNew Position+11K+$1.0M
MONEY CONCEPTS CAPITAL CORPNew Position+11K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+20K+$1.0M
Rossmore Private CapitalNew Position+17K+$1.0M
TBH Global Asset Management, LLCNew Position+10K+$940K
Smith Thornton Advisors LLCNew Position+10K+$900K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+3K+$283K
Concurrent Investment Advisors, LLCNew Position+3K+$246K
Westside Investment Management, Inc.New Position+2K+$136K

CFA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-6K-$58.7B
BANK OF AMERICA CORP /DE/Decreased-442-$33.1B
WELLS FARGO & COMPANY/MNDecreased-53K-$23.8B
COMERICA BANKDecreased-1K-$23.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-185K-$21.1B
RAYMOND JAMES FINANCIAL INCDecreased-10K-$20.3B
UBS Group AGDecreased-4K-$15.5B
Private Advisor Group, LLCDecreased-2K-$12.1B
GOLDMAN SACHS GROUP INCDecreased-30K-$9.4B
Summit Financial, LLCDecreased-3K-$7.2B
Larson Financial Group LLCDecreased-1K-$4.4B
OSAIC HOLDINGS, INC.Decreased-11K-$4.3B
NWF Advisory Services Inc.Decreased-47K-$4.1B
AMERIPRISE FINANCIAL INCDecreased-2K-$3.6B
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-809-$3.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY622,101$56.0M0.00%Share
2COMERICA BANK251,800$22.9M0.09%Share
3BANK OF AMERICA CORP /DE/233,989$21.0M0.00%Share
4UBS Group AG167,306$15.2M0.00%Share
5RAYMOND JAMES FINANCIAL INC166,188$15.0M0.00%Share
6WELLS FARGO & COMPANY/MN156,322$14.0M0.00%Share
7Private Advisor Group, LLC131,641$11.0M0.05%Share
8BANK OF AMERICA CORP /DE/130,026$11.0M0.00%Share
9SILVER OAK SECURITIES, INCORPORATED113,311$10.4M0.70%Share
10LPL Financial LLC117,370$10.0M0.00%Share
11Rockefeller Capital Management L.P.120,500$10.0M0.02%Share
12ROYAL BANK OF CANADA95,648$8.0M0.00%Share
13GOLDMAN SACHS GROUP INC73,476$6.0M0.00%Share
14Summit Financial, LLC76,159$6.0M0.09%Share
15NewEdge Advisors, LLC57,181$5.0M0.02%Share
16NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,431$4.7M0.25%Share
17RAYMOND JAMES FINANCIAL INC47,436$4.0M0.00%Share
18Larson Financial Group LLC47,184$4.0M0.13%Share
19JONES FINANCIAL COMPANIES LLLP46,643$4.0M0.00%Share
20WELLS FARGO & COMPANY/MN51,928$4.0M0.00%Share
21COMMONWEALTH EQUITY SERVICES, LLC52,848$4.0M0.01%Share
22AMERIPRISE FINANCIAL INC37,836$3.0M0.00%Share
23LEVEL FOUR ADVISORY SERVICES, LLC32,625$2.0M0.07%Share
24OSAIC HOLDINGS, INC.22,545$2.0M0.00%Share
25Cambridge Investment Research Advisors, Inc.29,597$2.0M0.01%Share
26Keystone Financial Group20,963$1.9M0.14%Share
27NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO47,307$1.7M0.00%Share
28Allspring Global Investments Holdings, LLC13,600$1.3M0.00%Share
29MONEY CONCEPTS CAPITAL CORP11,037$1.0M0.06%Share
30Integrated Wealth Concepts LLC19,193$1.0M0.01%Share
31MORGAN STANLEY15,787$1.0M0.00%Share
32Rossmore Private Capital16,695$1.0M0.09%Share
33ENVESTNET ASSET MANAGEMENT INC20,110$1.0M0.00%Share
34CITADEL ADVISORS LLC19,322$1.0M0.00%Share
35OSAIC HOLDINGS, INC.13,792$1.0M0.00%Share
36SUSQUEHANNA INTERNATIONAL GROUP, LLP18,154$1.0M0.00%Share
37Sanctuary Advisors, LLC11,287$992K0.01%Share
38Sanctuary Advisors, LLC11,287$992K0.01%Share
39Golden State Wealth Management, LLC10,645$968K0.10%Share
40Sanctuary Advisors, LLC11,267$951K0.01%Share
41Sanctuary Advisors, LLC11,267$951K0.01%Share
42TBH Global Asset Management, LLC10,333$940K0.16%Share
43Smith Thornton Advisors LLC9,899$900K0.46%Share
44NWF Advisory Services Inc.6,189$563K0.06%Share
45Claro Advisors Inc.5,936$540K0.07%Share
46Patriot Financial Group Insurance Agency, LLC4,830$439K0.05%Share
47TruWealth Advisors, LLC4,343$395K0.02%Share
48MPWM ADVISORY SOLUTIONS, LLC3,410$310K0.17%Share
49SIGNATURE ESTATE & INVESTMENT ADVISORS LLC3,112$283K0.01%Share
50Concurrent Investment Advisors, LLC2,707$246K0.00%Share

CFA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202573$278.5M+24
Q3 202549$278.4B-7
Q2 202556$177.9B-7
Q1 202563$309.7B-4
Q4 202467$15.1T+9
Q3 202458$199.4T+4
Q2 202454$199.6T+4
Q1 202450$212.8T—

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As of Q4 2025, 50 institutional investors hold CFA (VictoryShares US 500 Volatility Wtd ETF). The largest holder is MORGAN STANLEY with $56.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CFA?

As of Q4 2025, 50 institutional investors report holding CFA (VictoryShares US 500 Volatility Wtd ETF) in their 13F filings.

Who is the largest institutional holder of CFA?

The largest institutional holder of CFA is MORGAN STANLEY with $56.0M in shares.

Is institutional ownership of CFA increasing or decreasing?

This quarter, 15 institutions opened new positions in CFA and 0 closed their positions.