Victoryshares US Large Cap HCDLETF
13F holders, Q3 2024 (September 30)57holders +5
7new positions
2sold out
1famous investor
$67.82avg. 13F price*
At the end of Q3 2024, 57 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, up 5 from Q2 2024. 7 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($32.7M), Bank of America Corp. ($20.2M) and Northwestern Mutual Wealth Management Co. ($13.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.8M |
| Exits | 2 | $68K |
All 13F filers, Q2 2024 → Q3 2024: 144,093 shares bought and 676,729 shares sold, net −532,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Morgan Stanley | 0.00% | Add +2.1% | 481,908 | $32.7M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 298,354 | $20.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -75.0% | 192,408 | $13.1M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 166,243 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +24.3% | 133,006 | $9.0M |
| TAP Consulting, LLC | 1.41% | Add +4.6% | 105,586 | $7.2M |
| LPL Financial LLC | 0.00% | Add +0.4% | 68,608 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 57,543 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.4% | 55,001 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 46,670 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +251.0% | 44,367 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 41,243 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 40,127 | $2.7M |
| Royal Bank of Canada | 0.00% | Reduce -35.5% | 32,666 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,185 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 29,062 | $2.0M |
| UBS Group AG | 0.00% | Reduce -34.4% | 23,916 | $1.6M |
| Members Advisory Group LLC | 0.74% | Reduce -40.0% | 21,784 | $1.5M |
| Smith Thornton Advisors LLC | 0.97% | Reduce -0.1% | 21,669 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.2% | 20,917 | $1.4M |
| Raymond James & Associates | 0.00% | Reduce -1.9% | 20,438 | $1.4M |
| Capstone Investment Advisors, LLC | 0.05% | New | 20,364 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 19,622 | $1.3M |
| Investors Research Corp | 0.29% | Reduce -1.9% | 19,608 | $1.3M |
| Bank of Montreal | 0.00% | New | 19,300 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.20% | Reduce -2.4% | 17,568 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -47.7% | 17,089 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 16,272 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +191.2% | 15,434 | $1.0M |
| Fort Point Capital Partners LLC | 0.12% | No change | 13,600 | $922K |
| SageView Advisory Group, LLC | 0.04% | Reduce -8.4% | 11,671 | $792K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.6% | 9,740 | $661K |
| StoneX Group Inc. | 0.05% | Reduce -10.9% | 9,655 | $655K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.1% | 9,065 | $615K |
| Keystone Financial Group | 0.08% | New | 8,980 | $609K |
| Yarger Wealth Strategies, LLC | 0.30% | Add +0.8% | 7,944 | $539K |
| Comerica Bank | 0.00% | No change | 6,112 | $415K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +45.4% | 5,060 | $343K |
| Western Wealth Management, LLC | 0.02% | New | 4,700 | $319K |
| Eagle Bay Advisors LLC | 0.12% | No change | 4,623 | $314K |
| Private Trust Co. NA | 0.03% | No change | 4,217 | $286K |
| Private Client Services, LLC | 0.15% | Add +5.8% | 4,163 | $282K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -81.0% | 4,081 | $276K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $253K |
| IHT Wealth Management, LLC | 0.01% | Add +7.8% | 3,634 | $247K |
| Nicolet Advisory Services, LLC | 0.02% | New | 3,243 | $219K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,044 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 975 | $66K |
| FMR LLC | 0.00% | Add +8.0% | 806 | $55K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $44K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 444 | $30K |
| Citigroup Inc. | 0.00% | No change | 433 | $29K |
| Albion Financial Group | 0.00% | No change | 300 | $20K |
| Signaturefd, LLC | 0.00% | New | 252 | $17K |
| Highline Wealth Partners LLC | 0.00% | Reduce -90.0% | 216 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
| Peterson Financial Group, Inc. | 0.00% | New | 3 | $175 |
"% 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.