VSDA Institutional Ownership & Shareholders
VICTORYSHARES DIVIDEND ACCEL (VSDA) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $141.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Great Valley Advisor Group, Inc. is currently the largest disclosed institutional shareholder of VSDA tracked by InsiderSet, reporting ownership valued at approximately $49.33M 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 $52.05M, representing an estimated gain of +5.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VSDA value among the investors covered in this analysis. Major shareholders include Great Valley Advisor Group, Inc., Pinnacle Financial Partners, Inc., Investors Research Corp, and several other long-term asset managers with concentrated positions in VICTORYSHARES DIVIDEND ACCEL (VSDA).
This page ranks the largest institutional VSDA 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
47
Total Reported Value
$141.61M
Largest Holder
Great Valley Advisor Group, Inc.
Largest Position
$49.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 0.78% | 847,849 | $49,325,202 | $52,049,620 | +$2,724,418 | +5.52% | |
| Pinnacle Financial Partners, Inc. | 0.23% | 573,111 | $33,341,824 | $35,183,399 | +$1,841,575 | +5.52% | |
| Investors Research Corp | 2.92% | 296,060 | $16,618,857 | $18,175,183 | +$1,556,326 | +9.36% | |
| Morgan Stanley | 0.00% | 260,634 | $15,162,932 | $16,000,373 | +$837,441 | +5.52% | |
| Kingsview Wealth Management, Llc | 0.11% | 152,574 | $8,876,283 | $9,366,548 | +$490,265 | +5.52% | |
| Lpl Financial Llc | 0.00% | 120,118 | $6,742,627 | $7,374,068 | +$631,441 | +9.36% | |
| Bank Of America Corp | 0.00% | 98,261 | $5,716,527 | $6,032,262 | +$315,735 | +5.52% | |
| Gladstone Institutional Advisory Llc | 0.18% | 98,179 | $5,711,725 | $6,027,228 | +$315,503 | +5.52% | |
| Action Point Financial Planning, Llc | 0.61% | 97,044 | $5,645,609 | $5,957,551 | +$311,942 | +5.53% | |
| Cetera Investment Advisers | 0.00% | 59,755 | $3,476,368 | $3,668,371 | +$192,003 | +5.52% | |
| Money Concepts Capital Corp | 0.09% | 33,337 | $1,871,320 | $2,046,565 | +$175,245 | +9.36% | |
| Farther Finance Advisors, Llc | 0.01% | 31,956 | $1,793,802 | $1,961,785 | +$167,983 | +9.36% | |
| Ddd Partners, Llc | 0.10% | 31,022 | $1,741,376 | $1,904,447 | +$163,071 | +9.36% | |
| Citadel Advisors Llc | 0.00% | 29,241 | $1,701,151 | $1,795,111 | +$93,960 | +5.52% | |
| Keystone Financial Group | 0.08% | 24,137 | $1,404,240 | $1,481,775 | +$77,535 | +5.52% | |
| Raymond James Financial Inc | 0.00% | 22,808 | $1,326,899 | $1,400,188 | +$73,289 | +5.52% | |
| Royal Bank Of Canada | 0.00% | 21,978 | $1,279,000 | $1,349,234 | +$70,234 | +5.49% | |
| Apella Capital, Llc | 0.01% | 15,231 | $855,993 | $935,034 | +$79,041 | +9.23% | |
| Integrated Wealth Concepts Llc | 0.01% | 14,592 | $848,907 | $895,806 | +$46,899 | +5.52% | |
| Stifel Financial Corp | 0.00% | 14,579 | $848,250 | $895,008 | +$46,758 | +5.51% | |
| Osaic Holdings, Inc. | 0.00% | 13,029 | $758,151 | $799,853 | +$41,702 | +5.50% | |
| Wells Fargo & Company/Mn | 0.00% | 12,788 | $743,949 | $785,058 | +$41,109 | +5.53% | |
| Landmark Wealth Management, Llc | 0.17% | 12,290 | $689,853 | $754,486 | +$64,633 | +9.37% | |
| Susquehanna International Group, Llp | 0.00% | 11,459 | $666,649 | $703,470 | +$36,821 | +5.52% | |
| Allworth Financial Lp | 0.00% | 8,217 | $478,040 | $504,443 | +$26,403 | +5.52% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,479 | $475,950 | $520,528 | +$44,578 | +9.37% | |
| Newedge Advisors, Llc | 0.00% | 7,350 | $427,600 | $451,218 | +$23,618 | +5.52% | |
| Athena Wealth Management, Llc | 0.27% | 6,731 | $377,849 | $413,217 | +$35,368 | +9.36% | |
| Strategic Blueprint, Llc | 0.02% | 6,722 | $377,345 | $412,665 | +$35,320 | +9.36% | |
| Qtr Family Wealth, Llc | 0.14% | 6,643 | $372,909 | $407,815 | +$34,906 | +9.36% | |
| Hilltop Holdings Inc. | 0.03% | 5,376 | $312,759 | $330,034 | +$17,275 | +5.52% | |
| Invariant Investment Management | 0.17% | 5,160 | $290,431 | $316,773 | +$26,342 | +9.07% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,458 | $259,393 | $273,678 | +$14,285 | +5.51% | |
| Focus Financial Network, Inc. | 0.01% | 4,073 | $228,625 | $250,042 | +$21,417 | +9.37% | |
| Thoroughbred Financial Services, Llc | 0.01% | 3,489 | $203,000 | $214,190 | +$11,190 | +5.51% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,300 | $75,630 | $79,807 | +$4,177 | +5.52% | |
| Sunbelt Securities, Inc. | 0.00% | 575 | $31,338 | $35,299 | +$3,961 | +12.64% | |
| Private Trust Co Na | 0.00% | 541 | $30,368 | $33,212 | +$2,844 | +9.37% | |
| Fifth Third Bancorp | 0.00% | 503 | $28,235 | $30,879 | +$2,644 | +9.37% | |
| Ubs Group Ag | 0.00% | 452 | $26,296 | $27,748 | +$1,452 | +5.52% | |
| Td Capital Management Llc | 0.00% | 135 | $7,862 | $8,288 | +$426 | +5.41% | |
| Clearstead Advisors, Llc | 0.00% | 135 | $7,579 | $8,288 | +$709 | +9.35% | |
| Coston, Mcisaac & Partners | 0.00% | 72 | $4,043 | $4,420 | +$377 | +9.33% | |
| Wpg Advisers, Llc | 0.00% | 65 | $3,649 | $3,990 | +$341 | +9.35% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 50,058 | $2,810 | $3,073,071 | +$3,070,261 | +109261.94% | |
| Abound Wealth Management | 0.00% | 33 | $1,861 | $2,026 | +$165 | +8.86% | |
| Fmr Llc | 0.00% | 16 | $815 | $982 | +$167 | +20.52% |
Frequently asked questions about VSDA
Who are the largest institutional holders of VSDA?
The largest institutional holders of VSDA reported in the latest SEC Form 13F filings include Great Valley Advisor Group, Inc., Pinnacle Financial Partners, Inc., Investors Research Corp, Morgan Stanley, and Kingsview Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported VSDA position.
What is VSDA institutional ownership?
This page tracks VSDA positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES DIVIDEND ACCEL (VSDA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VSDA?
InsiderSet currently tracks 47 institutional managers reporting VSDA 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 VSDA shareholders.
How much VSDA stock do institutions own?
Institutional investment managers disclosed approximately $141.61M in VSDA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VSDA institutional ownership last updated?
The latest VSDA 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 VSDA 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 VSDA position after the reporting date.
Are institutions buying or selling VSDA?
Institutional buying and selling can be analyzed by comparing VSDA positions across consecutive 13F reporting periods. InsiderSet's VSDA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VSDA ownership changes.
How has VSDA institutional ownership changed over time?
InsiderSet tracks VSDA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.