Victoryshares US Large Cap HCDLETF
13F holders, Q2 2024 (June 30)52holders −4
4new positions
9sold out
1famous investor
$61.05avg. 13F price*
At the end of Q2 2024, 52 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, down 4 from Q1 2024. 4 opened new positions and 9 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($46.9M), Morgan Stanley ($28.8M) and Bank of America Corp. ($18.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.1M |
| Exits | 9 | $6.5M |
All 13F filers, Q1 2024 → Q2 2024: 527,891 shares bought and 170,641 shares sold, net +357,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +93.9% | 767,954 | $46.9M |
| Morgan Stanley | 0.00% | Add +11.6% | 471,751 | $28.8M |
| Bank of America Corp. | 0.00% | Add +0.5% | 302,483 | $18.5M |
| HighTower Advisors, LLC | 0.02% | Add +1.0% | 166,040 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 107,018 | $6.5M |
| TAP Consulting, LLC | 1.30% | Add +9.5% | 100,919 | $6.2M |
| LPL Financial LLC | 0.00% | Add +2.3% | 68,326 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 61,967 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +829.1% | 59,373 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +26.4% | 50,669 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.6% | 47,595 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 41,889 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -17.1% | 40,788 | $2.5M |
| UBS Group AG | 0.00% | Add +2.3% | 36,475 | $2.2M |
| Members Advisory Group LLC | 1.21% | Reduce -27.1% | 36,278 | $2.2M |
| Citadel Advisors | 0.00% | Add +0.3% | 32,656 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,185 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -14.6% | 29,963 | $1.8M |
| Smith Thornton Advisors LLC | 0.98% | — | 21,699 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +14.4% | 21,452 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.8% | 21,169 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -2.7% | 20,833 | $1.3M |
| Investors Research Corp | 0.29% | Reduce -0.6% | 19,985 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 19,870 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.23% | Reduce -0.9% | 18,008 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.6% | 16,251 | $992K |
| Fort Point Capital Partners LLC | 0.11% | No change | 13,600 | $830K |
| SageView Advisory Group, LLC | 0.05% | New | 12,742 | $778K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.5% | 12,641 | $772K |
| StoneX Group Inc. | 0.05% | Add +7.3% | 10,836 | $662K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.4% | 9,801 | $598K |
| Yarger Wealth Strategies, LLC | 0.29% | Add +0.8% | 7,877 | $481K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.8% | 7,188 | $439K |
| Comerica Bank | 0.00% | No change | 6,112 | $373K |
| Jones Financial Companies LLLP | 0.00% | New | 5,301 | $324K |
| Eagle Bay Advisors LLC | 0.17% | No change | 4,623 | $282K |
| Private Trust Co. NA | 0.03% | No change | 4,217 | $257K |
| Private Client Services, LLC | 0.15% | Add +1.5% | 3,936 | $240K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $228K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.4% | 3,481 | $225K |
| IHT Wealth Management, LLC | 0.01% | Add +0.3% | 3,370 | $206K |
| Highline Wealth Partners LLC | 0.05% | Reduce -46.7% | 2,155 | $132K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,044 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 995 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 917 | $56K |
| FMR LLC | 0.00% | No change | 746 | $46K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $39K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 444 | $27K |
| Citigroup Inc. | 0.00% | No change | 433 | $26K |
| Albion Financial Group | 0.00% | New | 300 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $12K |
| 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.