Victoryshares US Large Cap HCDLETF
13F holders, Q3 2025 (September 30)61holders +1
6new positions
5sold out
1famous investor
$69.58avg. 13F price*
At the end of Q3 2025, 61 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, up 1 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($39.7M), Atlantic Family Wealth, LLC ($26.0M) and Bank of America Corp. ($20.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $519K |
| Exits | 5 | $487K |
All 13F filers, Q2 2025 → Q3 2025: 133,133 shares bought and 154,316 shares sold, net −21,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +0.6% | 570,734 | $39.7M |
| Atlantic Family Wealth, LLC | 20.07% | Add +2.4% | 373,226 | $26.0M |
| Bank of America Corp. | 0.00% | Add +1.9% | 293,682 | $20.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.2% | 198,406 | $13.8M |
| LPL Financial LLC | 0.00% | Add +4.9% | 154,576 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 138,017 | $9.6M |
| Summit Financial, LLC | 0.11% | Reduce -0.6% | 105,852 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.6% | 75,639 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +10.6% | 72,928 | $5.1M |
| MPWM Advisory Solutions, LLC | 2.02% | Reduce -1.2% | 48,808 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +8430.2% | 43,845 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 43,027 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.4% | 42,310 | $2.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 35,553 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 34,294 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +619.6% | 30,575 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.3% | 28,853 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 28,192 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -21.1% | 26,508 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.8% | 24,064 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +84.3% | 23,639 | $1.6M |
| UBS Group AG | 0.00% | Add +4.7% | 20,451 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.13% | No change | 18,098 | $1.3M |
| Investors Research Corp | 0.22% | Reduce -4.2% | 17,085 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 15,223 | $1.1M |
| Smith Thornton Advisors LLC | 0.55% | Reduce -1.1% | 15,005 | $1.0M |
| StoneX Group Inc. | 0.03% | Add +2.4% | 9,972 | $694K |
| Yarger Wealth Strategies, LLC | 0.26% | Add +0.8% | 8,213 | $572K |
| Vicus Capital | 0.04% | Add +16.6% | 8,072 | $562K |
| SageView Advisory Group, LLC | 0.02% | Add +3.0% | 7,044 | $490K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.6% | 6,716 | $467K |
| Northeast Planning Associates, Inc. / NH / | 0.34% | No change | 5,782 | $402K |
| Huntleigh Advisors, Inc. | 0.06% | Reduce -11.1% | 5,394 | $375K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 5,399 | $375K |
| Western Wealth Management, LLC | 0.02% | Add +3.4% | 5,122 | $356K |
| Comerica Bank | 0.00% | Reduce -10.2% | 5,065 | $352K |
| Citadel Advisors | 0.00% | Reduce -86.4% | 4,551 | $317K |
| Stifel Financial Corp. | 0.00% | Reduce -91.6% | 4,299 | $299K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $260K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +5.3% | 3,531 | $246K |
| Rede Wealth, LLC | 0.18% | New | 3,371 | $235K |
| Eagle Bay Advisors LLC | 0.18% | Reduce -25.5% | 3,371 | $235K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.4% | 3,311 | $230K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.8% | 3,206 | $223K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.8% | 2,347 | $163K |
| Rossmore Private Capital | 0.02% | New | 2,112 | $147K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,562 | $109K |
| Private Trust Co. NA | 0.01% | Reduce -33.2% | 1,306 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 950 | $66K |
| FMR LLC | 0.00% | Add +20.2% | 891 | $62K |
| MAI Capital Management | 0.00% | No change | 735 | $51K |
| Citigroup Inc. | 0.00% | No change | 415 | $29K |
| Albion Financial Group | 0.00% | No change | 300 | $21K |
| US Bancorp \de | 0.00% | New | 254 | $18K |
| Signaturefd, LLC | 0.00% | No change | 245 | $17K |
| LRI Investments, LLC | 0.00% | No change | 233 | $16K |
| Kelleher Financial Advisors | 0.00% | New | 140 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 14 | $983 |
| Highline Wealth Partners LLC | 0.00% | Add +11.1% | 10 | $666 |
| Assetmark, Inc. | 0.00% | No change | 1 | $70 |
"% 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.