Victoryshares US Large Cap HCDLETF
13F holders, Q4 2024 (December 31)60holders +3
4new positions
4sold out
$65.33avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($32.2M), Atlantic Family Wealth, LLC ($22.8M) and Bank of America Corp. ($18.8M).
- Company
- Victoryshares US Large Cap H
- CUSIP
- 92647N865
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $310K |
| Exits | 4 | $5.3M |
All 13F filers, Q3 2024 → Q4 2024: 61,267 shares bought and 159,037 shares sold, net −97,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Add +2.3% | 493,053 | $32.2M |
| Atlantic Family Wealth, LLC | 26.92% | — | 348,486 | $22.8M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 287,038 | $18.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.5% | 193,343 | $12.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.8% | 151,559 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +11.4% | 148,240 | $9.7M |
| TAP Consulting, LLC | 1.42% | Add +0.8% | 106,477 | $7.0M |
| LPL Financial LLC | 0.00% | Add +15.3% | 79,122 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 54,871 | $3.6M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 53,862 | $3.5M |
| MPWM Advisory Solutions, LLC | 2.24% | — | 46,915 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 43,750 | $2.9M |
| Northeast Planning Associates, Inc. / NH / | 2.78% | — | 41,135 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 40,735 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.2% | 39,509 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.2% | 38,037 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 32,278 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,185 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +104.5% | 31,568 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 28,778 | $1.9M |
| UBS Group AG | 0.00% | Reduce -6.2% | 22,429 | $1.5M |
| Smith Thornton Advisors LLC | 0.89% | Reduce -0.6% | 21,546 | $1.4M |
| Investors Research Corp | 0.28% | Reduce -0.0% | 19,605 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 19,263 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.15% | Add +0.8% | 17,718 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 15,964 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.1% | 14,610 | $954K |
| Fort Point Capital Partners LLC | 0.10% | No change | 13,600 | $888K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.6% | 10,089 | $659K |
| StoneX Group Inc. | 0.03% | Reduce -2.4% | 9,419 | $615K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.0% | 8,882 | $580K |
| Keystone Financial Group | 0.05% | Reduce -9.3% | 8,148 | $532K |
| Yarger Wealth Strategies, LLC | 0.30% | Add +1.1% | 8,028 | $524K |
| Huntleigh Advisors, Inc. | 0.09% | — | 6,117 | $400K |
| Comerica Bank | 0.00% | Reduce -3.1% | 5,921 | $387K |
| SageView Advisory Group, LLC | 0.01% | Reduce -59.2% | 4,763 | $311K |
| Western Wealth Management, LLC | 0.02% | No change | 4,700 | $307K |
| Eagle Bay Advisors LLC | 0.19% | No change | 4,623 | $302K |
| Private Client Services, LLC | 0.16% | Add +6.8% | 4,448 | $291K |
| Private Trust Co. NA | 0.03% | No change | 4,217 | $275K |
| Golden State Wealth Management, LLC | 0.04% | — | 4,096 | $268K |
| Vicus Capital | 0.02% | New | 3,803 | $248K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $244K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -29.0% | 3,593 | $235K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.4% | 3,293 | $215K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -21.2% | 3,217 | $210K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -0.4% | 3,229 | $207K |
| FMR LLC | 0.00% | Add +77.3% | 1,429 | $93K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +17.9% | 1,150 | $75K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 989 | $65K |
| MAI Capital Management | 0.00% | New | 735 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 444 | $29K |
| Citigroup Inc. | 0.00% | Reduce -4.2% | 415 | $27K |
| Ameriflex Group, Inc. | 0.01% | — | 333 | $22K |
| Albion Financial Group | 0.00% | No change | 300 | $20K |
| Signaturefd, LLC | 0.00% | Reduce -2.8% | 245 | $16K |
| Blue Trust, Inc. | 0.00% | New | 202 | $13K |
| Highline Wealth Partners LLC | 0.00% | Reduce -55.6% | 96 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8 | $523 |
"% 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.