13FBOX
VICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETF · 13F Institutional Holdings
Options Calculator Rankings
V

VICTORYSHARES US SMCP HIGH DIV VOL WTD IDX ETF

CDL
Institutions
99
Combined AUM (Q2 2026)
$162.2M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+147,958
41 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-258,800
43 · 6 Exit · ≈
⚖️ Net
-110,842
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$162.2M
Institutions
99
New Buys
8
Adds
33
Reduces
37
Exits
6
Unchanged
21
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ATLANTIC FAMILY WEALTH, LLC
18.91%20.18%#1$29.6M381,018$27.9M374,972+6,046+1.61%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#61$14.6M223,148$14.1M228,259-5,111-2.24%Reduce
HighTower Advisors, LLC
0.01%0.01%#37$8.3M106,787$8.4M112,753-5,966-5.29%Reduce
Summit Financial, LLC
0.09%0.09%#19$8.3M106,380$7.3M98,539+7,841+7.96%Add
UBS Group AG
<0.01%<0.01%#60$7.6M115,226$7.4M119,800-4,574-3.82%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#45$7.5M95,636$6.4M86,427+9,209+10.66%Add
Nvest Financial, LLC
2.3%2.55%#2$7.3M111,105$6.9M111,016+89+0.08%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#53$7.3M93,806$7.5M101,218-7,412-7.32%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#67$5.5M84,594$4.3M70,204+14,390+20.50%Add
Rockefeller Capital Management L.P.
0.01%0.01%#36$5.5M83,717$5.2M83,645+72+0.09%Add
LPL Financial LLC
<0.01%<0.01%#58$4.8M73,692$5.8M93,184-19,492-20.92%Reduce
MPWM ADVISORY SOLUTIONS, LLC
1.67%1.97%#3$3.8M48,395$3.7M49,838-1,443-2.90%Reduce
Dynamic Advisor Solutions LLC
0.1%0.11%#17$3.6M54,918$3.4M55,021-103-0.19%Reduce
Vise Technologies, Inc.
0.04%#25$3.4M44,354$00+44,354New Buy
IAG Wealth Partners, LLC
0.34%0.36%#5$3.4M51,901$3.2M51,513+388+0.75%Add
Eagle Strategies LLC
0.3%0.35%#7$3.0M45,382$2.9M47,045-1,663-3.53%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#71$2.4M30,914$30,596495+30,419+6,145.25%Add
Cetera Investment Advisers
<0.01%<0.01%#51$2.4M36,473$2.2M35,288+1,185+3.36%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#48$2.1M27,506$2.1M27,699-193-0.70%Reduce
CoreCap Advisors, LLC
0.05%0.05%#22$1.5M23,574$1.5M23,495+79+0.34%Add
Fifth Third Wealth Advisors LLC
0.04%0.04%#23$1.5M19,521$1.2M16,528+2,993+18.11%Add
Allworth Financial LP
0.01%0.01%#39$1.5M22,985$1.8M29,022-6,037-20.80%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#70$1.5M22,352$1.7M27,647-5,295-19.15%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#86$1.4M21,680$2.3M37,771-16,091-42.60%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#81$1.4M17,842$1.4M18,911-1,069-5.65%Reduce
Sloy Dahl & Holst, LLC
0.17%0.18%#13$1.4M17,674$1.3M17,671+3+0.02%Add
Investors Research Corp
0.24%0.31%#10$1.3M20,294$1.6M26,334-6,040-22.94%Reduce
Smith Thornton Advisors LLC
0.5%0.56%#4$1.1M14,344$1.1M14,855-511-3.44%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#57$941,63514,356$902,86314,621-265-1.81%Reduce
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#63$898,61713,700$852,18613,800-100-0.72%Reduce
FIFTH THIRD SECURITIES, INC.
0.05%0.05%#21$842,47012,844$727,75411,785+1,059+8.99%Add
Accel Wealth Management
0.17%0.2%#12$768,25911,713$765,56212,397-684-5.52%Reduce
PACIFIC SUN FINANCIAL CORP
0.29%0.32%#8$697,57610,635$661,37010,710-75-0.70%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#49$695,71910,607$611,0779,896+711+7.18%Add
Creative Planning
<0.01%<0.01%#73$606,1717,814$626,4948,408-594-7.06%Reduce
Huntleigh Advisors, Inc.
0.08%0.09%#20$590,0728,996$548,4258,881+115+1.29%Add
Private Advisor Group, LLC
<0.01%<0.01%#47$569,1108,676$367,0545,944+2,732+45.96%Add
Sovran Advisors, LLC
0.04%0.04%#24$563,9608,325$543,2328,361-36-0.43%Reduce
VICUS CAPITAL
0.03%0.04%#26$535,2208,160$490,9627,950+210+2.64%Add
Investment Planning Advisors, Inc.
0.12%0.13%#15$527,6268,044$478,1507,743+301+3.89%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#77$521,0677,944$295,1164,779+3,165+66.23%Add
one8zero8, LLC
0.09%0.1%#18$474,6277,236$438,8147,106+130+1.83%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#85$470,5727,174$442,3067,163+11+0.15%Add
YARGER WEALTH STRATEGIES, LLC
0.17%0.17%#14$464,2835,874$434,4625,830+44+0.75%Add
Mariner, LLC
<0.01%<0.01%#68$459,8147,010$432,7937,009+1+0.01%Add
Stratos Wealth Partners, LTD.
<0.01%0.01%#42$459,7245,926$441,3485,922+4+0.07%Add
StoneX Group Inc.
0.02%#28$410,1496,360$00+6,360New Buy
SageView Advisory Group, LLC
0.01%#31$402,8515,193$00+5,193New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#64$365,6054,713$358,6444,813-100-2.08%Reduce
Medallion Wealth Advisors, LLC
0.11%0.11%#16$355,1785,415$334,3915,41500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow