CFO Institutional Ownership & Shareholders
VICTORYSHARES US 500 ENHANCE (CFO) is currently held by 67 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $248.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cetera Investment Advisers is currently the largest disclosed institutional shareholder of CFO tracked by InsiderSet, reporting ownership valued at approximately $35.17M 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 $35.95M, representing an estimated gain of +2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed CFO value among the investors covered in this analysis. Major shareholders include Cetera Investment Advisers, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VICTORYSHARES US 500 ENHANCE (CFO).
This page ranks the largest institutional CFO 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
67
Total Reported Value
$248.08M
Largest Holder
Cetera Investment Advisers
Largest Position
$35.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 0.03% | 439,136 | $35,165,280 | $35,951,713 | +$786,433 | +2.24% | |
| Raymond James Financial Inc | 0.01% | 368,630 | $29,519,232 | $30,179,443 | +$660,211 | +2.24% | |
| Lpl Financial Llc | 0.01% | 300,362 | $24,052,482 | $24,590,397 | +$537,915 | +2.24% | |
| Silver Oak Securities, Incorporated | 1.44% | 295,625 | $23,673,133 | $24,202,582 | +$529,449 | +2.24% | |
| Morgan Stanley | 0.00% | 254,694 | $20,395,488 | $20,851,594 | +$456,106 | +2.24% | |
| Royal Bank Of Canada | 0.00% | 203,383 | $16,287,000 | $16,650,804 | +$363,804 | +2.23% | |
| Stifel Financial Corp | 0.01% | 176,454 | $14,130,131 | $14,446,148 | +$316,017 | +2.24% | |
| Bank Of America Corp | 0.00% | 129,416 | $10,363,412 | $10,595,184 | +$231,772 | +2.24% | |
| Integrated Wealth Concepts Llc | 0.05% | 102,274 | $8,189,956 | $8,373,091 | +$183,135 | +2.24% | |
| Wells Fargo & Company/Mn | 0.00% | 94,221 | $7,544,968 | $7,713,798 | +$168,830 | +2.24% | |
| Clearstead Advisors, Llc | 0.05% | 63,476 | $5,083,021 | $5,196,729 | +$113,708 | +2.24% | |
| Newedge Advisors, Llc | 0.01% | 58,114 | $4,653,636 | $4,757,747 | +$104,111 | +2.24% | |
| Keystone Financial Group | 0.26% | 54,525 | $4,366,296 | $4,463,918 | +$97,622 | +2.24% | |
| Intrua Financial, Llc | 0.42% | 55,636 | $4,315,194 | $4,554,875 | +$239,681 | +5.55% | |
| Creative Planning | 0.00% | 52,917 | $4,104,242 | $4,332,272 | +$228,030 | +5.56% | |
| Mather Group, Llc. | 0.03% | 46,027 | $3,569,840 | $3,768,194 | +$198,354 | +5.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,886 | $3,403,795 | $3,592,912 | +$189,117 | +5.56% | |
| Vise Technologies, Inc. | 0.02% | 36,972 | $2,867,567 | $3,026,868 | +$159,301 | +5.56% | |
| Ubs Group Ag | 0.00% | 31,900 | $2,554,488 | $2,611,627 | +$57,139 | +2.24% | |
| Goldman Sachs Group Inc | 0.00% | 27,793 | $2,225,613 | $2,275,391 | +$49,778 | +2.24% | |
| Ameriprise Financial Inc | 0.00% | 24,591 | $1,969,169 | $2,013,245 | +$44,076 | +2.24% | |
| Patriot Financial Group Insurance Agency, Llc | 0.17% | 22,702 | $1,760,766 | $1,858,595 | +$97,829 | +5.56% | |
| Family Capital Management, Inc. | 0.54% | 17,295 | $1,384,952 | $1,415,928 | +$30,976 | +2.24% | |
| Bridgeport Financial Solutions, Llc | 0.31% | 17,285 | $1,340,595 | $1,415,109 | +$74,514 | +5.56% | |
| Osaic Holdings, Inc. | 0.00% | 15,531 | $1,244,033 | $1,271,511 | +$27,478 | +2.21% | |
| World Equity Group, Inc. | 0.50% | 15,563 | $1,207,064 | $1,274,130 | +$67,066 | +5.56% | |
| Susquehanna International Group, Llp | 0.00% | 14,450 | $1,157,130 | $1,183,010 | +$25,880 | +2.24% | |
| Janney Montgomery Scott Llc | 0.00% | 14,453 | $1,157,000 | $1,183,256 | +$26,256 | +2.27% | |
| Private Advisor Group, Llc | 0.01% | 13,892 | $1,112,420 | $1,137,327 | +$24,907 | +2.24% | |
| Truist Financial Corp | 0.00% | 13,394 | $1,038,880 | $1,096,556 | +$57,676 | +5.55% | |
| Calton & Associates, Inc. | 0.13% | 10,901 | $872,933 | $892,456 | +$19,523 | +2.24% | |
| Syntegra Private Wealth Group, Llc | 0.05% | 7,819 | $606,446 | $640,135 | +$33,689 | +5.56% | |
| Fifth Third Bancorp | 0.00% | 6,807 | $545,092 | $557,284 | +$12,192 | +2.24% | |
| Stonex Group Inc. | 0.02% | 6,634 | $519,297 | $543,120 | +$23,823 | +4.59% | |
| Onedigital Investment Advisors Llc | 0.00% | 6,296 | $504,172 | $515,448 | +$11,276 | +2.24% | |
| Mutual Advisors, Llc | 0.01% | 5,280 | $422,851 | $432,269 | +$9,418 | +2.23% | |
| Advisory Advocates, Llc | 0.36% | 5,205 | $416,807 | $426,129 | +$9,322 | +2.24% | |
| Envestnet Asset Management Inc | 0.00% | 5,167 | $413,756 | $423,018 | +$9,262 | +2.24% | |
| Dynamic Advisor Solutions Llc | 0.01% | 5,250 | $407,176 | $429,813 | +$22,637 | +5.56% | |
| Lexaurum Advisors, Llc | 0.04% | 4,752 | $368,538 | $389,042 | +$20,504 | +5.56% | |
| Blackrock, Inc. | 0.00% | 4,601 | $368,440 | $376,680 | +$8,240 | +2.24% | |
| Cerity Partners Llc | 0.00% | 4,601 | $368,440 | $376,680 | +$8,240 | +2.24% | |
| Citadel Advisors Llc | 0.00% | 4,085 | $327,119 | $334,436 | +$7,317 | +2.24% | |
| Lbmc Investment Advisors, Llc | 0.01% | 2,872 | $229,985 | $235,128 | +$5,143 | +2.24% | |
| Western Wealth Management, Llc | 0.01% | 2,771 | $221,897 | $226,860 | +$4,963 | +2.24% | |
| Kestra Advisory Services, Llc | 0.00% | 2,780 | $215,624 | $227,596 | +$11,972 | +5.55% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,651 | $212,287 | $217,035 | +$4,748 | +2.24% | |
| Cap Partners, Llc | 0.10% | 2,691 | $208,754 | $220,310 | +$11,556 | +5.54% | |
| Key Capital Management, Inc | 0.10% | 2,344 | $187,703 | $191,901 | +$4,198 | +2.24% | |
| Ifp Advisors, Inc | 0.00% | 1,939 | $150,390 | $158,744 | +$8,354 | +5.56% |
Frequently asked questions about CFO
Who are the largest institutional holders of CFO?
The largest institutional holders of CFO reported in the latest SEC Form 13F filings include Cetera Investment Advisers, Raymond James Financial Inc, Lpl Financial Llc, Silver Oak Securities, Incorporated, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported CFO position.
What is CFO institutional ownership?
This page tracks CFO positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES US 500 ENHANCE (CFO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CFO?
InsiderSet currently tracks 67 institutional managers reporting CFO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CFO shareholders.
How much CFO stock do institutions own?
Institutional investment managers disclosed approximately $248.08M in CFO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CFO institutional ownership last updated?
The latest CFO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CFO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CFO position after the reporting date.
Are institutions buying or selling CFO?
Institutional buying and selling can be analyzed by comparing CFO positions across consecutive 13F reporting periods. InsiderSet's CFO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CFO ownership changes.
How has CFO institutional ownership changed over time?
InsiderSet tracks CFO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.