VICTORYSHARES DIVIDEND ACCEL (VSDA) Institutional Shareholders
VICTORYSHARES DIVIDEND ACCEL (VSDA) 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 $147.06M in VSDA holdings during the latest filing period.
Great Valley Advisor Group, Inc. is currently the largest disclosed institutional shareholder of VSDA tracked by InsiderSet, reporting ownership valued at approximately $44.92M 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 $49.81M, representing an estimated gain of +10.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% 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
46
Total Reported Value
$147.06M
Largest Holder
Great Valley Advisor Group, Inc.
Largest Position
$44.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
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. | 0.82% | 824,123 | $44,915,720 | $49,811,807 | +$4,896,087 | +10.90% | |
| Pinnacle Financial Partners, Inc. | 0.24% | 571,726 | $31,159,589 | $34,556,377 | +$3,396,788 | +10.90% | |
| Investors Research Corp | 3.10% | 297,940 | $17,333,197 | $18,008,149 | +$674,952 | +3.89% | |
| Morgan Stanley | 0.00% | 260,074 | $14,174,291 | $15,719,445 | +$1,545,154 | +10.90% | |
| Lpl Financial Llc | 0.00% | 120,296 | $6,998,420 | $7,270,955 | +$272,535 | +3.89% | |
| Gladstone Institutional Advisory Llc | 0.18% | 98,179 | $5,711,725 | $5,934,155 | +$222,430 | +3.89% | |
| Bank Of America Corp | 0.00% | 94,455 | $5,147,888 | $5,709,068 | +$561,180 | +10.90% | |
| Cetera Investment Advisers | 0.00% | 59,906 | $3,264,920 | $3,620,850 | +$355,930 | +10.90% | |
| Ddd Partners, Llc | 0.12% | 32,884 | $1,913,083 | $1,987,581 | +$74,498 | +3.89% | |
| Farther Finance Advisors, Llc | 0.01% | 32,550 | $1,893,658 | $1,967,394 | +$73,736 | +3.89% | |
| Keystone Financial Group | 0.08% | 24,137 | $1,404,240 | $1,458,893 | +$54,653 | +3.89% | |
| Citadel Advisors Llc | 0.00% | 25,194 | $1,373,096 | $1,522,781 | +$149,685 | +10.90% | |
| Raymond James Financial Inc | 0.00% | 22,645 | $1,234,173 | $1,368,714 | +$134,541 | +10.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,180 | $941,280 | $977,955 | +$36,675 | +3.90% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 16,863 | $919,050 | $1,019,237 | +$100,187 | +10.90% | |
| Apella Capital, Llc | 0.01% | 15,225 | $900,131 | $920,232 | +$20,101 | +2.23% | |
| Integrated Wealth Concepts Llc | 0.01% | 14,716 | $802,052 | $889,467 | +$87,415 | +10.90% | |
| Stifel Financial Corp | 0.00% | 13,989 | $762,547 | $845,526 | +$82,979 | +10.88% | |
| Osaic Holdings, Inc. | 0.00% | 13,152 | $716,861 | $794,936 | +$78,075 | +10.89% | |
| Wells Fargo & Company/Mn | 0.00% | 11,744 | $640,031 | $709,833 | +$69,802 | +10.91% | |
| Susquehanna International Group, Llp | 0.00% | 11,459 | $624,526 | $692,607 | +$68,081 | +10.90% | |
| Landmark Wealth Management, Llc | 0.15% | 10,211 | $556,511 | $617,175 | +$60,664 | +10.90% | |
| Royal Bank Of Canada | 0.00% | 9,900 | $540,000 | $598,378 | +$58,378 | +10.81% | |
| Allworth Financial Lp | 0.00% | 8,217 | $447,834 | $496,654 | +$48,820 | +10.90% | |
| Strategic Blueprint, Llc | 0.02% | 6,739 | $392,034 | $407,320 | +$15,286 | +3.90% | |
| Athena Wealth Management, Llc | 0.29% | 6,730 | $391,545 | $406,776 | +$15,231 | +3.89% | |
| Qtr Family Wealth, Llc | 0.13% | 6,635 | $385,979 | $401,034 | +$15,055 | +3.90% | |
| Hilltop Holdings Inc. | 0.03% | 5,934 | $323,408 | $358,664 | +$35,256 | +10.90% | |
| Invariant Investment Management | 0.18% | 5,160 | $304,669 | $311,882 | +$7,213 | +2.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 4,535 | $247,186 | $274,105 | +$26,919 | +10.89% | |
| Focus Financial Network, Inc. | 0.01% | 4,054 | $235,825 | $245,033 | +$9,208 | +3.90% | |
| Advisory Services Network, Llc | 0.00% | 2,195 | $119,629 | $132,671 | +$13,042 | +10.90% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,300 | $70,851 | $78,575 | +$7,724 | +10.90% | |
| Western Wealth Management, Llc | 0.00% | 930 | $50,686 | $56,211 | +$5,525 | +10.90% | |
| Private Trust Co Na | 0.00% | 541 | $31,474 | $32,699 | +$1,225 | +3.89% | |
| Sunbelt Securities, Inc. | 0.00% | 575 | $31,338 | $34,754 | +$3,416 | +10.90% | |
| Fifth Third Bancorp | 0.00% | 503 | $29,263 | $30,402 | +$1,139 | +3.89% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 481 | $26,215 | $29,073 | +$2,858 | +10.90% | |
| International Assets Investment Management, Llc | 0.00% | 250 | $14,587 | $15,111 | +$524 | +3.59% | |
| Td Capital Management Llc | 0.00% | 135 | $7,862 | $8,160 | +$298 | +3.79% | |
| Clearstead Advisors, Llc | 0.00% | 135 | $7,854 | $8,160 | +$306 | +3.89% | |
| Fmr Llc | 0.00% | 84 | $4,578 | $5,077 | +$499 | +10.90% | |
| Wpg Advisers, Llc | 0.00% | 65 | $3,782 | $3,929 | +$147 | +3.88% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 57,779 | $3,361 | $3,492,290 | +$3,488,929 | +103806.27% | |
| Abound Wealth Management | 0.00% | 53 | $3,092 | $3,203 | +$111 | +3.60% | |
| Coston, Mcisaac & Partners | 0.00% | 91 | $5 | $5,500 | +$5,495 | +109904.80% |
Frequently asked questions about VSDA
Who owns the most VSDA stock?
The largest holders of VSDA 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 DIVIDEND ACCEL (VSDA).
Is VSDA widely held by superinvestors?
Many widely followed stocks like VSDA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VSDA 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.