VICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #57 | $48.1M | 620,371 | $40.1M | 577,101 | +43,270+7.50% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #59 | $35.0M | 485,513 | $34.1M | 496,290 | -10,777-2.17% | Reduce | |
| ATLANTIC FAMILY WEALTH, LLC | 18.91% | 20.18% | #1 | $29.6M | 381,018 | $27.9M | 374,972 | +6,046+1.61% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #39 | $17.1M | 221,437 | $15.7M | 212,026 | +9,411+4.44% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #49 | $17.0M | 230,373 | $17.1M | 245,630 | -15,257-6.21% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #66 | $8.9M | 132,958 | $8.7M | 137,603 | -4,645-3.38% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #68 | $8.7M | 124,905 | $7.3M | 110,515 | +14,390+13.02% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #42 | $8.3M | 106,787 | $8.4M | 112,753 | -5,966-5.29% | Reduce | |
| Summit Financial, LLC | 0.09% | 0.09% | #19 | $8.3M | 106,380 | $7.3M | 98,539 | +7,841+7.96% | Add | |
| Integrated Wealth Concepts LLC | 0.04% | 0.02% | #27 | $7.7M | 99,086 | $3.1M | 41,978 | +57,108+136.04% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #53 | $7.5M | 95,636 | $6.4M | 86,427 | +9,209+10.66% | Add | |
| Nvest Financial, LLC | 2.3% | 2.55% | #2 | $7.3M | 111,105 | $6.9M | 111,016 | +89+0.08% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #62 | $7.3M | 93,806 | $7.5M | 101,218 | -7,412-7.32% | Reduce | |
| Rockefeller Capital Management L.P. | 0.01% | 0.01% | #37 | $6.8M | 100,398 | $6.4M | 100,857 | -459-0.46% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #81 | $4.3M | 59,294 | $3.3M | 50,822 | +8,472+16.67% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #46 | $4.3M | 57,135 | $4.1M | 57,900 | -765-1.32% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #67 | $4.1M | 56,328 | $4.4M | 63,691 | -7,363-11.56% | Reduce | |
| MPWM ADVISORY SOLUTIONS, LLC | 1.67% | 1.97% | #3 | $3.8M | 48,395 | $3.7M | 49,838 | -1,443-2.90% | Reduce | |
| Dynamic Advisor Solutions LLC | 0.1% | 0.11% | #17 | $3.6M | 54,918 | $3.4M | 55,021 | -103-0.19% | Reduce | |
| NewEdge Advisors, LLC | 0.01% | 0.01% | #38 | $3.5M | 44,591 | $3.6M | 49,000 | -4,409-9.00% | Reduce | |
| Vise Technologies, Inc. | 0.04% | — | #26 | $3.4M | 44,354 | $0 | 0 | +44,354 | New Buy | |
| IAG Wealth Partners, LLC | 0.34% | 0.36% | #6 | $3.4M | 51,901 | $3.2M | 51,513 | +388+0.75% | Add | |
| Eagle Strategies LLC | 0.3% | 0.35% | #8 | $3.0M | 45,382 | $2.9M | 47,045 | -1,663-3.53% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #55 | $2.9M | 42,898 | $2.2M | 35,288 | +7,610+21.57% | Add | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #36 | $2.5M | 33,669 | $2.3M | 31,960 | +1,709+5.35% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #77 | $2.4M | 30,914 | $2.4M | 32,359 | -1,445-4.47% | Reduce | |
| Investors Research Corp | 0.42% | 0.54% | #5 | $2.4M | 33,680 | $2.8M | 42,150 | -8,470-20.09% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #73 | $2.2M | 29,250 | $1.9M | 27,051 | +2,199+8.13% | Add | |
| TRUIST FINANCIAL CORP | <0.01% | <0.01% | #56 | $2.1M | 27,506 | $2.1M | 27,699 | -193-0.70% | Reduce | |
| CoreCap Advisors, LLC | 0.05% | 0.05% | #23 | $1.5M | 23,574 | $1.5M | 23,495 | +79+0.34% | Add | |
| Fifth Third Wealth Advisors LLC | 0.04% | 0.04% | #24 | $1.5M | 19,521 | $1.2M | 16,528 | +2,993+18.11% | Add | |
| Allworth Financial LP | 0.01% | 0.01% | #44 | $1.5M | 22,985 | $1.8M | 29,022 | -6,037-20.80% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #87 | $1.4M | 17,842 | $1.4M | 18,911 | -1,069-5.65% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #51 | $1.4M | 18,303 | $1.4M | 19,002 | -699-3.68% | Reduce | |
| Sloy Dahl & Holst, LLC | 0.17% | 0.18% | #13 | $1.4M | 17,674 | $1.3M | 17,671 | +3+0.02% | Add | |
| VICUS CAPITAL | 0.08% | 0.08% | #21 | $1.2M | 16,576 | $1.1M | 16,455 | +121+0.74% | Add | |
| Smith Thornton Advisors LLC | 0.5% | 0.56% | #4 | $1.1M | 14,344 | $1.1M | 14,855 | -511-3.44% | Reduce | |
| TWO SIGMA INVESTMENTS, LP | <0.01% | <0.01% | #70 | $898,617 | 13,700 | $852,186 | 13,800 | -100-0.72% | Reduce | |
| FIFTH THIRD SECURITIES, INC. | 0.05% | 0.05% | #22 | $842,470 | 12,844 | $727,754 | 11,785 | +1,059+8.99% | Add | |
| Accel Wealth Management | 0.17% | 0.2% | #12 | $768,259 | 11,713 | $765,562 | 12,397 | -684-5.52% | Reduce | |
| Western Wealth Management, LLC | 0.02% | 0.03% | #29 | $741,045 | 10,360 | $704,865 | 10,355 | +5+0.05% | Add | |
| PACIFIC SUN FINANCIAL CORP | 0.29% | 0.32% | #9 | $697,576 | 10,635 | $661,370 | 10,710 | -75-0.70% | Reduce | |
| Kestra Advisory Services, LLC | <0.01% | <0.01% | #58 | $695,719 | 10,607 | $611,077 | 9,896 | +711+7.18% | Add | |
| Creative Planning | <0.01% | <0.01% | #78 | $606,171 | 7,814 | $626,494 | 8,408 | -594-7.06% | Reduce | |
| Huntleigh Advisors, Inc. | 0.08% | 0.09% | #20 | $590,072 | 8,996 | $548,425 | 8,881 | +115+1.29% | Add | |
| Sovran Advisors, LLC | 0.04% | 0.04% | #25 | $563,960 | 8,325 | $543,232 | 8,361 | -36-0.43% | Reduce | |
| Investment Planning Advisors, Inc. | 0.12% | 0.13% | #15 | $527,626 | 8,044 | $478,150 | 7,743 | +301+3.89% | Add | |
| one8zero8, LLC | 0.09% | 0.1% | #18 | $474,627 | 7,236 | $438,814 | 7,106 | +130+1.83% | Add | |
| YARGER WEALTH STRATEGIES, LLC | 0.17% | 0.17% | #14 | $464,283 | 5,874 | $434,462 | 5,830 | +44+0.75% | Add | |
| Mariner, LLC | <0.01% | <0.01% | #75 | $459,814 | 7,010 | $432,793 | 7,009 | +1+0.01% | Add |