Who owns CFA?
VictoryShares US 500 Volatility Wtd ETF · VictoryShares
81 institutions reported holding CFA, worth $333.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CFA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $60.7M | 614,159 | −8,928 shares |
| Bank of America Corp. | Charlotte, NC | $34.2M | 346,379 | −5,195 shares |
| Fifth Third Bancorp | Cincinnati, OH | $22.5M | 227,887 | −5,050 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $20.4M | 206,343 | −8,173 shares |
| Wells Fargo & Company | San Francisco, CA | $19.7M | 199,729 | −1,189 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $19.3M | 195,819 | −420 shares |
| UBS Group AG | Zurich, Switzerland | $19.1M | 193,295 | −978 shares |
| Rockefeller Capital Management L.P. | New York, NY | $12.1M | 122,321 | −99 shares |
| LPL Financial LLC | Fort Mill, SC | $11.7M | 118,900 | −2,010 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $11.1M | 112,475 | −270 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CFA?
81 institutional managers reported holding CFA in Form 13F filings for June 30, 2026, worth $333.9M in total. The largest reported position was held by Morgan Stanley, at $60.7M.
Did institutions buy or sell CFA last quarter?
Reported 13F value rose 8.7% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CFA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.