Victoryshares US Large Cap HCDLETF
13F holders, Q2 2026 (June 30)64holders +3
5new positions
3sold out
$77.59avg. 13F price*
At the end of Q2 2026, 64 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, up 3 from Q1 2026. 5 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($47.9M), Atlantic Family Wealth, LLC ($29.6M) and Bank of America Corp. ($20.4M).
- Company
- Victoryshares US Large Cap H
- CUSIP
- 92647N865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.5M |
| Exits | 3 | $1.0M |
All 13F filers, Q1 2026 → Q2 2026: 129,462 shares bought and 51,870 shares sold, net +77,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.00% | Reduce -0.2% | 617,131 | $47.9M |
| Atlantic Family Wealth, LLC | 18.91% | Add +1.6% | 381,018 | $29.6M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 262,365 | $20.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.0% | 213,493 | $16.6M |
| LPL Financial LLC | 0.00% | Add +2.8% | 156,681 | $12.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.3% | 106,787 | $8.3M |
| Summit Financial, LLC | 0.09% | Add +8.0% | 106,380 | $8.3M |
| Jones Financial Companies LLLP | 0.00% | Add +10.7% | 95,636 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.3% | 93,806 | $7.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +17.7% | 49,391 | $3.8M |
| MPWM Advisory Solutions, LLC | 1.72% | Reduce -2.9% | 48,395 | $3.8M |
| Vise Technologies, Inc. | 0.04% | New | 44,354 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.8% | 44,103 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 42,779 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 40,311 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +188.2% | 37,614 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.7% | 33,976 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 30,914 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 27,506 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.9% | 24,993 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 22,076 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +18.1% | 19,521 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 17,842 | $1.4M |
| UBS Group AG | 0.00% | Reduce -0.4% | 17,732 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.17% | Add +0.0% | 17,674 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.1% | 16,681 | $1.3M |
| Smith Thornton Advisors LLC | 0.50% | Reduce -3.4% | 14,344 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 14,536 | $1.1M |
| Investors Research Corp | 0.19% | Reduce -15.4% | 13,386 | $1.0M |
| Vicus Capital | 0.04% | Reduce -1.1% | 8,416 | $653K |
| Creative Planning | 0.00% | Reduce -7.1% | 7,814 | $606K |
| Cetera Investment Advisers | 0.00% | New | 6,425 | $498K |
| Yarger Wealth Strategies, LLC | 0.17% | Add +0.8% | 5,874 | $464K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 5,926 | $460K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.3% | 5,193 | $403K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 5,133 | $398K |
| Fifth Third Bancorp | 0.00% | Reduce -2.1% | 4,713 | $366K |
| Northeast Planning Associates, Inc. / NH / | 0.26% | No change | 5,685 | $350K |
| Osaic Holdings, Inc. | 0.00% | Add +26.9% | 4,461 | $346K |
| Rossmore Private Capital | 0.03% | No change | 4,224 | $328K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.1% | 4,119 | $320K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $290K |
| Nuveen, LLC | 0.00% | New | 3,425 | $266K |
| Eagle Bay Advisors LLC | 0.19% | Add +0.8% | 3,342 | $259K |
| Sei Investments Co. | 0.00% | No change | 3,338 | $259K |
| Keystone Financial Group | 0.01% | No change | 3,002 | $233K |
| IHT Wealth Management, LLC | 0.00% | Reduce -10.3% | 2,846 | $221K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,768 | $218K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 2,408 | $187K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -37.4% | 1,946 | $151K |
| Private Trust Co. NA | 0.01% | No change | 1,306 | $101K |
| FMR LLC | 0.00% | Add +0.9% | 748 | $58K |
| Arax Advisory Partners | 0.00% | New | 556 | $43K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.4% | 462 | $36K |
| Albion Financial Group | 0.00% | No change | 300 | $23K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 280 | $22K |
| US Bancorp \de | 0.00% | No change | 254 | $20K |
| Signaturefd, LLC | 0.00% | No change | 245 | $19K |
| LRI Investments, LLC | 0.00% | No change | 233 | $18K |
| Regatta Research & Money Management | 0.01% | — | 158 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $5K |
| Vanguard Advisers Inc. | 0.00% | Reduce -3.2% | 60 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.1% | 15 | $1K |
| Assetmark, Inc. | 0.00% | No change | 1 | $78 |
"% of holder's portfolio" is CDL's weight in each manager's 13F, not the share of Victoryshares US Large Cap H the manager owns.