VICTORYSHARES US 500 VOLATIL (CFA) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $304.65M 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 $57.00M in its March 31, 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 $60.39M, representing an estimated gain of +5.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
71
Total Reported Value
$304.65M
Largest Holder
Morgan Stanley
Largest Position
$57.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
77
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% | 623,087 | $56,999,547 | $60,393,393 | +$3,393,846 | +5.95% | |
| Bank Of America Corp | 0.00% | 351,574 | $32,161,638 | $34,076,697 | +$1,915,059 | +5.95% | |
| Fifth Third Bancorp | 0.04% | 232,937 | $21,308,867 | $22,577,675 | +$1,268,808 | +5.95% | |
| Raymond James Financial Inc | 0.01% | 214,516 | $19,623,747 | $20,792,199 | +$1,168,452 | +5.95% | |
| Wells Fargo & Company/Mn | 0.00% | 200,918 | $18,379,851 | $19,474,198 | +$1,094,347 | +5.95% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 196,239 | $17,951,760 | $19,020,681 | +$1,068,921 | +5.95% | |
| Ubs Group Ag | 0.00% | 194,273 | $17,771,900 | $18,830,124 | +$1,058,224 | +5.95% | |
| Private Advisor Group, Llc | 0.05% | 123,315 | $11,280,721 | $11,952,442 | +$671,721 | +5.95% | |
| Rockefeller Capital Management L.P. | 0.02% | 122,420 | $11,198,885 | $11,865,693 | +$666,808 | +5.95% | |
| Lpl Financial Llc | 0.00% | 120,910 | $11,060,772 | $11,719,335 | +$658,563 | +5.95% | |
| Silver Oak Securities, Incorporated | 0.75% | 112,745 | $10,313,814 | $10,927,933 | +$614,119 | +5.95% | |
| Royal Bank Of Canada | 0.00% | 93,984 | $8,598,000 | $9,109,503 | +$511,503 | +5.95% | |
| Summit Financial, Llc | 0.09% | 77,963 | $7,132,022 | $7,556,650 | +$424,628 | +5.95% | |
| Goldman Sachs Group Inc | 0.00% | 76,407 | $6,989,644 | $7,405,833 | +$416,189 | +5.95% | |
| Commonwealth Equity Services, Llc | 0.01% | 54,266 | $4,964,210 | $5,259,792 | +$295,582 | +5.95% | |
| Jones Financial Companies Lllp | 0.00% | 50,949 | $4,582,170 | $4,938,288 | +$356,118 | +7.77% | |
| Nations Financial Group Inc | 0.23% | 49,211 | $4,501,778 | $4,769,830 | +$268,052 | +5.95% | |
| Larson Financial Group Llc | 0.14% | 46,576 | $4,260,718 | $4,514,430 | +$253,712 | +5.95% | |
| Ameriprise Financial Inc | 0.00% | 35,941 | $3,287,845 | $3,483,621 | +$195,776 | +5.95% | |
| Osaic Holdings, Inc. | 0.00% | 34,216 | $3,130,061 | $3,316,423 | +$186,362 | +5.95% | |
| Susquehanna International Group, Llp | 0.00% | 33,858 | $3,097,299 | $3,281,724 | +$184,425 | +5.95% | |
| Level Four Advisory Services, Llc | 0.09% | 31,472 | $2,879,066 | $3,050,458 | +$171,392 | +5.95% | |
| Envestnet Asset Management Inc | 0.00% | 20,173 | $1,845,376 | $1,955,290 | +$109,914 | +5.96% | |
| Integrated Wealth Concepts Llc | 0.01% | 19,473 | $1,781,377 | $1,887,442 | +$106,065 | +5.95% | |
| Keystone Financial Group | 0.12% | 18,970 | $1,735,399 | $1,838,688 | +$103,289 | +5.95% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 13,600 | $1,251,472 | $1,318,195 | +$66,723 | +5.33% | |
| Rossmore Private Capital | 0.10% | 12,845 | $1,175,049 | $1,245,016 | +$69,967 | +5.95% | |
| Golden State Wealth Management, Llc | 0.11% | 10,999 | $1,006,174 | $1,066,090 | +$59,916 | +5.95% | |
| Tbh Global Asset Management, Llc | 0.19% | 10,333 | $945,284 | $1,001,537 | +$56,253 | +5.95% | |
| Smith Thornton Advisors Llc | 0.46% | 9,893 | $905,003 | $958,890 | +$53,887 | +5.95% | |
| Money Concepts Capital Corp | 0.05% | 9,722 | $889,402 | $942,316 | +$52,914 | +5.95% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 9,460 | $865,392 | $916,921 | +$51,529 | +5.95% | |
| Iht Wealth Management, Llc | 0.02% | 8,719 | $797,607 | $845,099 | +$47,492 | +5.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,500 | $782,380 | $823,872 | +$41,492 | +5.30% | |
| Pathstone Holdings, Llc | 0.00% | 8,048 | $736,264 | $780,061 | +$43,797 | +5.95% | |
| Nwf Advisory Services Inc. | 0.08% | 7,659 | $700,638 | $742,357 | +$41,719 | +5.95% | |
| Claro Advisors Inc. | 0.07% | 6,486 | $593,334 | $628,663 | +$35,329 | +5.95% | |
| Cetera Investment Advisers | 0.00% | 6,121 | $559,954 | $593,285 | +$33,331 | +5.95% | |
| Northern Trust Corp | 0.00% | 5,897 | $539,452 | $571,573 | +$32,121 | +5.95% | |
| Marble Wealth, Llc | 0.08% | 5,227 | $478,187 | $506,633 | +$28,446 | +5.95% | |
| Great Valley Advisor Group, Inc. | 0.01% | 4,958 | $453,519 | $480,560 | +$27,041 | +5.96% | |
| Creative Planning | 0.00% | 4,676 | $427,756 | $453,226 | +$25,470 | +5.95% | |
| Truwealth Advisors, Llc | 0.02% | 4,343 | $397,294 | $420,950 | +$23,656 | +5.95% | |
| Hightower Advisors, Llc | 0.00% | 4,099 | $375,004 | $397,300 | +$22,296 | +5.95% | |
| Bank Of New York Mellon Corp | 0.00% | 3,857 | $352,836 | $373,844 | +$21,008 | +5.95% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,743 | $342,406 | $362,794 | +$20,388 | +5.95% | |
| Quantinno Capital Management Lp | 0.00% | 3,611 | $330,392 | $350,000 | +$19,608 | +5.93% | |
| Mpwm Advisory Solutions, Llc | 0.17% | 3,410 | $311,944 | $330,518 | +$18,574 | +5.95% | |
| Oneascent Family Office, Llc | 0.21% | 3,303 | $302,155 | $320,147 | +$17,992 | +5.95% | |
| Fmr Llc | 0.00% | 3,138 | $287,097 | $304,154 | +$17,057 | +5.94% |
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.