Public ownership evidence

VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) Ownership Disclosures

Read VSMV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

VictoryShares US Multi-Factor Minimum Volatility ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Dakota Wealth Management
Report period
2025-12-31
Available
2026-08-27
Reported shares
10,345
Value (USD)
$571,739
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001951757-26-001604
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VSMV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VSMV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-2710,345$571,739None
Dakota Wealth Management2026-03-312026-08-2710,678$604,026None
Valley Financial Group, Inc.2026-06-302026-08-153,771$225,470None
OSAIC HOLDINGS, INC.2026-06-302026-08-15739$44,192None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,786$824,381None
ROYAL BANK OF CANADA2026-06-302026-08-1595,973$5,739,000None
CITADEL ADVISORS LLC2026-06-302026-08-159,058$541,654None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1516,754$1,001,862None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1531,011$1,854,408None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1553,439$3,195,567None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,395$262,818None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15915$54,716None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1526,630$1,592,421None
Rockefeller Capital Management L.P.2026-06-302026-08-141,111$66,436None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,000$59,798None
UBS Group AG2026-06-302026-08-141,174$70,203None
MORGAN STANLEY2026-06-302026-08-14146,418$8,755,574None
MORGAN STANLEY2026-06-302026-08-141$79None
FMR LLC2026-06-302026-08-14203$12,162None
Tower Wealth Partners, Inc.2026-06-302026-08-13317,448$18,982,882None
Integrated Wealth Concepts LLC2026-06-302026-08-13514$30,768None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-11936,541$56,003,767None
Dakota Wealth Management2026-06-302026-08-089,242$552,657None
LPL Financial LLC2026-06-302026-08-0866,306$3,965,016None
VICTORY CAPITAL MANAGEMENT INC2026-06-302026-08-08331,712$19,835,847None
Global Retirement Partners, LLC2026-06-302026-08-072,483$148,461None
One Degree Advisors Inc2026-06-302026-08-048,169$483,000None
SUMMIT SECURITIES GROUP LLC2026-06-302026-08-041$60None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-314,556$272,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-306,433$384,670None
TRUIST FINANCIAL CORP2026-06-302026-07-295,525$330,364None
Private Advisor Group, LLC2026-06-302026-07-286,364$380,557None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-284,556$272,000None
Sovereign Financial Group, Inc.2026-06-302026-07-2516,824$1,006,048None
LexAurum Advisors, LLC2026-06-302026-07-166,520$389,886None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗Valley Financial Group, Inc. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗TWO SIGMA INVESTMENTS, LP ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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