Victoryshares US Large Cap HCDLETF
13F holders, Q2 2025 (June 30)60holders −1
4new positions
5sold out
1famous investor
$66.59avg. 13F price*
At the end of Q2 2025, 60 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, down 1 from Q1 2025. 4 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($37.8M), Atlantic Family Wealth, LLC ($24.3M) and Bank of America Corp. ($19.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $435K |
| Exits | 5 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 151,114 shares bought and 82,642 shares sold, net +68,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Morgan Stanley | 0.00% | Add +9.7% | 567,210 | $37.8M |
| Atlantic Family Wealth, LLC | 21.12% | Add +1.5% | 364,574 | $24.3M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 288,346 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.7% | 192,235 | $12.8M |
| LPL Financial LLC | 0.00% | Add +8.7% | 147,377 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.2% | 139,726 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 123,196 | $8.2M |
| Summit Financial, LLC | 0.16% | Reduce -2.6% | 106,437 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +36.7% | 65,951 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 50,992 | $3.4M |
| MPWM Advisory Solutions, LLC | 2.08% | Add +2.9% | 49,380 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +17.3% | 48,286 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 43,369 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 35,693 | $2.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 34,294 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 33,598 | $2.2M |
| Citadel Advisors | 0.00% | Add +241.0% | 33,408 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.6% | 31,446 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +0.0% | 28,290 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 20,088 | $1.3M |
| UBS Group AG | 0.00% | Reduce -10.9% | 19,532 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.17% | Add +1.3% | 18,098 | $1.2M |
| Investors Research Corp | 0.23% | Reduce -8.3% | 17,836 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 15,550 | $1.0M |
| Smith Thornton Advisors LLC | 0.58% | Reduce -2.5% | 15,169 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +26.9% | 12,825 | $854K |
| StoneX Group Inc. | 0.03% | Add +3.4% | 9,742 | $649K |
| Yarger Wealth Strategies, LLC | 0.28% | Add +0.9% | 8,144 | $542K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 7,117 | $474K |
| SageView Advisory Group, LLC | 0.02% | Add +23.7% | 6,842 | $465K |
| Vicus Capital | 0.04% | Add +24.7% | 6,921 | $461K |
| Huntleigh Advisors, Inc. | 0.08% | Add +3.5% | 6,067 | $404K |
| Northeast Planning Associates, Inc. / NH / | 0.35% | Reduce -0.9% | 5,782 | $385K |
| Comerica Bank | 0.00% | Reduce -1.4% | 5,642 | $376K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.8% | 5,125 | $341K |
| Western Wealth Management, LLC | 0.02% | Add +0.8% | 4,956 | $330K |
| Eagle Bay Advisors LLC | 0.25% | Reduce -1.6% | 4,524 | $301K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.6% | 4,249 | $283K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $249K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +13.1% | 3,352 | $223K |
| Quantinno Capital Management LP | 0.00% | New | 3,335 | $222K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -17.1% | 3,297 | $220K |
| IHT Wealth Management, LLC | 0.01% | Add +1.0% | 3,297 | $220K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,035 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -17.1% | 2,328 | $155K |
| Private Trust Co. NA | 0.01% | Reduce -53.7% | 1,954 | $130K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.4% | 950 | $63K |
| FMR LLC | 0.00% | Reduce -15.4% | 741 | $49K |
| MAI Capital Management | 0.00% | No change | 735 | $49K |
| Lanark Financial, Inc. | 0.00% | No change | 650 | $43K |
| NewEdge Advisors, LLC | 0.00% | No change | 514 | $34K |
| Citigroup Inc. | 0.00% | No change | 415 | $28K |
| Albion Financial Group | 0.00% | No change | 300 | $20K |
| Signaturefd, LLC | 0.00% | No change | 245 | $16K |
| LRI Investments, LLC | 0.00% | No change | 233 | $16K |
| Ameritas Advisory Services, LLC | 0.00% | New | 163 | $11K |
| Ridgewood Investments LLC | 0.00% | No change | 136 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
| Highline Wealth Partners LLC | 0.00% | Reduce -90.2% | 9 | $632 |
| Assetmark, Inc. | 0.00% | New | 1 | $67 |
"% 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.