Victoryshares US Large Cap HCDLETF
13F holders, Q1 2025 (March 31)61holders +1
5new positions
4sold out
1famous investor
$68.57avg. 13F price*
At the end of Q1 2025, 61 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, up 1 from Q4 2024. 5 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($35.4M), Atlantic Family Wealth, LLC ($24.6M) and Bank of America Corp. ($19.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.4M |
| Exits | 4 | $431K |
All 13F filers, Q4 2024 → Q1 2025: 266,271 shares bought and 167,817 shares sold, net +98,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +4.8% | 516,938 | $35.4M |
| Atlantic Family Wealth, LLC | 22.62% | Add +3.0% | 359,068 | $24.6M |
| Bank of America Corp. | 0.00% | Add +0.6% | 288,699 | $19.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.3% | 190,884 | $13.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 145,902 | $10.0M |
| LPL Financial LLC | 0.00% | Add +71.4% | 135,648 | $9.3M |
| Summit Financial, LLC | 0.21% | New | 109,339 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.3% | 104,802 | $7.4M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 51,502 | $3.5M |
| MPWM Advisory Solutions, LLC | 2.38% | Add +2.2% | 47,968 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +52.8% | 48,233 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.6% | 43,483 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 41,182 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +180.3% | 40,949 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -10.1% | 35,504 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.5% | 34,294 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.6% | 34,018 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 33,623 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -1.7% | 28,280 | $1.9M |
| UBS Group AG | 0.00% | Reduce -2.3% | 21,923 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.2% | 19,492 | $1.3M |
| Investors Research Corp | 0.29% | Reduce -0.8% | 19,455 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.21% | Add +0.8% | 17,868 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 15,978 | $1.1M |
| Smith Thornton Advisors LLC | 0.66% | Reduce -27.8% | 15,558 | $1.1M |
| Fort Point Capital Partners LLC | 0.10% | No change | 13,600 | $931K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 10,107 | $692K |
| Citadel Advisors | 0.00% | New | 9,796 | $671K |
| StoneX Group Inc. | 0.04% | Add +0.0% | 9,423 | $645K |
| Yarger Wealth Strategies, LLC | 0.32% | Add +0.6% | 8,072 | $553K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.6% | 7,322 | $502K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.3% | 6,998 | $479K |
| Huntleigh Advisors, Inc. | 0.07% | Reduce -4.2% | 5,860 | $401K |
| Northeast Planning Associates, Inc. / NH / | 0.33% | Reduce -85.8% | 5,832 | $399K |
| Comerica Bank | 0.00% | Reduce -3.3% | 5,723 | $392K |
| Vicus Capital | 0.04% | Add +45.9% | 5,549 | $380K |
| SageView Advisory Group, LLC | 0.02% | Add +16.1% | 5,532 | $379K |
| Western Wealth Management, LLC | 0.02% | Add +4.6% | 4,916 | $337K |
| Eagle Bay Advisors LLC | 0.27% | Reduce -0.6% | 4,596 | $315K |
| Private Client Services, LLC | 0.15% | Reduce -0.3% | 4,435 | $304K |
| Private Trust Co. NA | 0.03% | No change | 4,217 | $289K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -2.9% | 3,978 | $272K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $256K |
| Keystone Financial Group | 0.02% | Reduce -56.7% | 3,529 | $242K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.8% | 3,265 | $224K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,965 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -21.9% | 2,807 | $192K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,150 | $79K |
| FMR LLC | 0.00% | Reduce -38.7% | 876 | $60K |
| MAI Capital Management | 0.00% | No change | 735 | $50K |
| Lanark Financial, Inc. | 0.00% | — | 650 | $44K |
| NewEdge Advisors, LLC | 0.00% | Reduce -48.0% | 514 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 444 | $29K |
| Citigroup Inc. | 0.00% | No change | 415 | $28K |
| Ameriflex Group, Inc. | 0.01% | No change | 333 | $23K |
| Albion Financial Group | 0.00% | No change | 300 | $21K |
| Signaturefd, LLC | 0.00% | No change | 245 | $17K |
| LRI Investments, LLC | 0.00% | New | 233 | $16K |
| Ridgewood Investments LLC | 0.00% | New | 136 | $9K |
| Highline Wealth Partners LLC | 0.00% | Reduce -4.2% | 92 | $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.