CFO

Victoryshares US 500 Enhance$78.29 0.90%
UnclassifiedUSCUSIP 92647N782· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
20
+0 QoQ
13F Value (tracked)
$24.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)4 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$78.29 0.90%5Y +11.4%
$54.75$61.26$67.77$74.28$80.79202120222023202420252026825596945968758561039465731067872775565768
Hover for who · click for detailEnd-of-day closing prices52w $69.20 – $79.00
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Use CFO data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns CFO

This stock page is the Follow view. The Build view lets your agent query CFO owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CFO"
Ask your agent
Use Arkolith to show who owns CFO,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

20 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Integrated Wealth Concepts LLC
$7.5M
102K
−0.8%
Reduced · −847 sh
Q1 2026
2NewEdge Advisors, LLC
$4.7M
63K
−3.5%
Reduced · −2K sh
Q1 2026
3Clearstead Advisors, LLC
$4.5M
61K
−0.8%
Reduced · −491 sh
Q1 2026
4Patriot Financial Group Insurance Agency, LLC
$3.5M
47K
+100%
Added · +23K sh
Q1 2026
5Private Advisor Group, LLC
$1.0M
14K
−12%
Reduced · −2K sh
Q1 2026
6MONEY CONCEPTS CAPITAL CORP
$531K
7K
−43%
Reduced · −5K sh
Q1 2026
7Mutual Advisors, LLC
$391K
5K
+0.3%
Added · +14 sh
Q1 2026
8Dynamic Advisor Solutions LLC
$389K
5K
Held
Q1 2026
9CITADEL ADVISORS LLC
$328K
4K
+43%
Added · +1K sh
Q1 2026
10Kestra Advisory Services, LLC
$296K
4K
−5.2%
Reduced · −219 sh
Q1 2026
11LBMC INVESTMENT ADVISORS, LLC
$213K
3K
Held
Q1 2026
12Aptus Capital Advisors, LLC
$201K
3K
−21%
Reduced · −702 sh
Q1 2026
13IFP Advisors, Inc
$144K
2K
Held
Q1 2026
14FMR LLC
$79K
1K
+40%
Added · +303 sh
Q1 2026
15CWM, LLC
$72K
970
+15%
Added · +130 sh
Q1 2026
16Larson Financial Group LLC
$50K
671
+0.3%
Added · +2 sh
Q1 2026
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$29K
396
New
+396 sh
Q1 2026
18VANGUARD ADVISERS INC
$7K
99
New
+99 sh
Q1 2026
19Smartleaf Asset Management LLC
$5K
69
Held
Q1 2026
20ASSETMARK, INC
$2K
26
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
3
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

47 funds+2 since Q2 2022
02447Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $211.2M

Share classes

Class13F holdersValue held
UITBmc79 funds$2.1B
USTBSHORT TRM BD ETF73 funds$1.0B
CDCmc69 funds$397.6M
CFAmc53 funds$290.7M
CFOthis pagemc47 funds$211.2M
USVMUSAA MSCI USA SM45 funds$1.0B
CSBVCSHS US SMCP HG43 funds$63.8M
CDLVCSHS US LRG CAP42 funds$156.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CFO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA22 funds$8.5B
APPLE INCAAPL22 funds$7.6B
ISHARES CORE S&P 500 ETFIVV22 funds$6.5B
MICROSOFT CORPMSFT22 funds$5.0B
AMAZON.COM INCAMZN22 funds$4.6B
ALPHABET INC-CL AGOOGL22 funds$3.4B
BROADCOM INCAVGO22 funds$2.9B
SS SPDR S&P 500 ETF TRUST-USSPY22 funds$2.9B
META PLATFORMS INC-CLASS AMETA22 funds$2.8B
JPMORGAN CHASE & COJPM22 funds$2.4B
ALPHABET INC-CL CGOOG22 funds$2.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B22 funds$2.2B

Ranked by how many of CFO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.