Victoryshares US Large Cap HCDLETF
13F holders, Q1 2024 (March 31)56holders
1famous investor
$62.12avg. 13F price*
At the end of Q1 2024, 56 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings. The largest holders were Morgan Stanley ($26.3M), Northwestern Mutual Wealth Management Co. ($24.6M) and Bank of America Corp. ($18.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victoryshares US Large Cap H
- CUSIP
- 92647N865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.5M |
| Exits | 4 | $2.1M |
Ownership 56 holders
| Morgan Stanley | 0.00% | Reduce -3.5% | 422,820 | $26.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +5.1% | 395,982 | $24.6M |
| Bank of America Corp. | 0.00% | Add +5.7% | 301,059 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -3.0% | 164,352 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.7% | 102,075 | $6.3M |
| TAP Consulting, LLC | 1.26% | Reduce -17.6% | 92,187 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -8.7% | 66,798 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 65,394 | $4.1M |
| Lincoln National Corp. | 0.05% | Add +25.0% | 52,237 | $3.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.1% | 50,950 | $3.2M |
| Members Advisory Group LLC | 1.75% | Reduce -15.8% | 49,770 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -57.9% | 49,179 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 43,162 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.6% | 40,079 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +146.9% | 37,708 | $2.3M |
| UBS Group AG | 0.00% | Add +12.0% | 35,653 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -13.6% | 35,101 | $2.2M |
| Citadel Advisors | 0.00% | New | 32,548 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,185 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -21.7% | 21,407 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.7% | 20,917 | $1.3M |
| Investors Research Corp | 0.29% | Reduce -1.4% | 20,100 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.9% | 19,109 | $1.2M |
| Level Four Advisory Services, LLC | 0.07% | No change | 20,278 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +167.1% | 18,753 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.27% | No change | 18,178 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.2% | 16,681 | $1.0M |
| Fort Point Capital Partners LLC | 0.11% | No change | 13,600 | $845K |
| Baird Financial Group, Inc. | 0.00% | No change | 11,000 | $684K |
| StoneX Group Inc. | 0.06% | Reduce -17.9% | 10,097 | $628K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.9% | 9,839 | $611K |
| Keystone Financial Group | 0.08% | No change | 8,980 | $558K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -88.3% | 8,970 | $558K |
| Yarger Wealth Strategies, LLC | 0.33% | Add +0.7% | 7,816 | $486K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.1% | 7,474 | $465K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.5% | 6,390 | $396K |
| Comerica Bank | 0.00% | Reduce -2.5% | 6,112 | $380K |
| Eagle Bay Advisors LLC | 0.18% | Add +10.8% | 4,623 | $287K |
| Private Trust Co. NA | 0.03% | Reduce -9.2% | 4,217 | $262K |
| Highline Wealth Partners LLC | 0.10% | Reduce -47.4% | 4,041 | $251K |
| Private Client Services, LLC | 0.16% | Add +10.1% | 3,879 | $241K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -22.6% | 3,887 | $235K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $232K |
| IHT Wealth Management, LLC | 0.01% | New | 3,359 | $209K |
| Nicolet Advisory Services, LLC | 0.02% | New | 3,294 | $203K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,044 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.2% | 995 | $62K |
| Aptus Capital Advisors, LLC | 0.00% | New | 917 | $57K |
| FMR LLC | 0.00% | Reduce -60.4% | 746 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $41K |
| TD Private Client Wealth LLC | 0.00% | No change | 560 | $35K |
| Citigroup Inc. | 0.00% | No change | 433 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 444 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 136 | $8K |
| Winch Advisory Services, LLC | 0.00% | Reduce -49.7% | 91 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
"% 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.