VICTORYSHARES US 500 VOLATIL (CFA) Institutional Shareholders
VICTORYSHARES US 500 VOLATIL (CFA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $307.39M in CFA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CFA tracked by InsiderSet, reporting ownership valued at approximately $60.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $62.44M, representing an estimated gain of +2.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CFA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Fifth Third Bancorp, and several other long-term asset managers with concentrated positions in VICTORYSHARES US 500 VOLATIL (CFA).
This page ranks the largest institutional CFA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
76
Total Reported Value
$307.39M
Largest Holder
Morgan Stanley
Largest Position
$60.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 614,159 | $60,678,768 | $62,435,404 | +$1,756,636 | +2.89% | |
| Bank Of America Corp | 0.00% | 346,379 | $34,221,901 | $35,212,889 | +$990,988 | +2.90% | |
| Fifth Third Bancorp | 0.04% | 227,887 | $22,515,122 | $23,166,992 | +$651,870 | +2.90% | |
| Raymond James Financial Inc | 0.01% | 206,343 | $20,386,656 | $20,976,829 | +$590,173 | +2.89% | |
| Wells Fargo & Company/Mn | 0.00% | 199,729 | $19,733,106 | $20,304,450 | +$571,344 | +2.90% | |
| Ubs Group Ag | 0.00% | 193,295 | $19,097,352 | $19,650,370 | +$553,018 | +2.90% | |
| Rockefeller Capital Management L.P. | 0.02% | 122,321 | $12,085,308 | $12,435,153 | +$349,845 | +2.89% | |
| Lpl Financial Llc | 0.00% | 118,900 | $11,747,270 | $12,087,374 | +$340,104 | +2.90% | |
| Silver Oak Securities, Incorporated | 0.67% | 112,475 | $11,112,504 | $11,434,209 | +$321,705 | +2.89% | |
| Summit Financial, Llc | 0.09% | 83,820 | $8,281,388 | $8,521,141 | +$239,753 | +2.90% | |
| Goldman Sachs Group Inc | 0.00% | 78,785 | $7,783,919 | $8,009,283 | +$225,364 | +2.90% | |
| Jones Financial Companies Lllp | 0.00% | 59,637 | $5,876,033 | $6,062,697 | +$186,664 | +3.18% | |
| Commonwealth Equity Services, Llc | 0.01% | 53,512 | $5,286,960 | $5,440,030 | +$153,070 | +2.90% | |
| Royal Bank Of Canada | 0.00% | 52,379 | $5,175,000 | $5,324,849 | +$149,849 | +2.90% | |
| Newedge Advisors, Llc | 0.02% | 51,001 | $5,038,873 | $5,184,762 | +$145,889 | +2.90% | |
| Vise Technologies, Inc. | 0.06% | 50,010 | $4,940,963 | $5,084,017 | +$143,054 | +2.90% | |
| Nations Financial Group Inc | 0.23% | 47,741 | $4,716,787 | $4,853,350 | +$136,563 | +2.90% | |
| Susquehanna International Group, Llp | 0.00% | 47,483 | $4,691,296 | $4,827,122 | +$135,826 | +2.90% | |
| Larson Financial Group Llc | 0.12% | 46,205 | $4,565,061 | $4,697,200 | +$132,139 | +2.89% | |
| Integrated Wealth Concepts Llc | 0.02% | 37,410 | $3,696,342 | $3,803,101 | +$106,759 | +2.89% | |
| Ameriprise Financial Inc | 0.00% | 36,403 | $3,596,639 | $3,700,729 | +$104,090 | +2.89% | |
| Osaic Holdings, Inc. | 0.00% | 34,104 | $3,369,716 | $3,467,013 | +$97,297 | +2.89% | |
| Level Four Advisory Services, Llc | 0.09% | 32,395 | $3,200,690 | $3,293,276 | +$92,586 | +2.89% | |
| Private Advisor Group, Llc | 0.01% | 31,979 | $3,159,533 | $3,250,985 | +$91,452 | +2.89% | |
| Envestnet Asset Management Inc | 0.00% | 20,633 | $2,038,532 | $2,097,551 | +$59,019 | +2.90% | |
| Keystone Financial Group | 0.10% | 16,806 | $1,660,396 | $1,708,498 | +$48,102 | +2.90% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 13,600 | $1,347,896 | $1,382,576 | +$34,680 | +2.57% | |
| Rossmore Private Capital | 0.10% | 12,295 | $1,214,740 | $1,249,910 | +$35,170 | +2.90% | |
| Golden State Wealth Management, Llc | 0.10% | 10,986 | $1,085,458 | $1,116,837 | +$31,379 | +2.89% | |
| Tbh Global Asset Management, Llc | 0.19% | 10,333 | $1,020,928 | $1,050,453 | +$29,525 | +2.89% | |
| Smith Thornton Advisors Llc | 0.43% | 9,893 | $983,140 | $1,005,722 | +$22,582 | +2.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,500 | $844,895 | $864,110 | +$19,215 | +2.27% | |
| Farther Finance Advisors, Llc | 0.01% | 7,878 | $778,343 | $800,877 | +$22,534 | +2.90% | |
| Nwf Advisory Services Inc. | 0.07% | 7,659 | $756,705 | $778,614 | +$21,909 | +2.90% | |
| Pathstone Holdings, Llc | 0.00% | 8,048 | $736,264 | $818,160 | +$81,896 | +11.12% | |
| Iht Wealth Management, Llc | 0.02% | 7,373 | $728,449 | $749,539 | +$21,090 | +2.90% | |
| Claro Advisors Inc. | 0.07% | 6,706 | $662,550 | $681,732 | +$19,182 | +2.90% | |
| Cetera Investment Advisers | 0.00% | 6,059 | $598,668 | $615,958 | +$17,290 | +2.89% | |
| Northern Trust Corp | 0.00% | 5,897 | $582,621 | $599,489 | +$16,868 | +2.90% | |
| Great Valley Advisor Group, Inc. | 0.01% | 4,960 | $490,020 | $504,234 | +$14,214 | +2.90% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 4,815 | $475,720 | $489,493 | +$13,773 | +2.90% | |
| Waverly Advisors, Llc | 0.00% | 4,343 | $429,086 | $441,509 | +$12,423 | +2.90% | |
| Hightower Advisors, Llc | 0.00% | 4,235 | $418,422 | $430,530 | +$12,108 | +2.89% | |
| Truwealth Advisors, Llc | 0.02% | 4,343 | $397,294 | $441,509 | +$44,215 | +11.13% | |
| Bank Of New York Mellon Corp | 0.00% | 3,858 | $381,156 | $392,204 | +$11,048 | +2.90% | |
| Fmr Llc | 0.00% | 3,751 | $370,634 | $381,327 | +$10,693 | +2.88% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,743 | $369,805 | $380,513 | +$10,708 | +2.90% | |
| Mpwm Advisory Solutions, Llc | 0.15% | 3,410 | $336,906 | $346,661 | +$9,755 | +2.90% | |
| Oneascent Family Office, Llc | 0.16% | 3,303 | $326,335 | $335,783 | +$9,448 | +2.90% | |
| Quantinno Capital Management Lp | 0.00% | 3,271 | $323,239 | $332,530 | +$9,291 | +2.87% |
Frequently asked questions about CFA
Who owns the most CFA stock?
The largest holders of CFA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES US 500 VOLATIL (CFA).
Is CFA widely held by superinvestors?
Many widely followed stocks like CFA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CFA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.