Victoryshares US Large Cap HCDLETF
13F holders, Q4 2025 (December 31)59holders −2
2new positions
4sold out
1famous investor
$59.12avg. 13F price*
At the end of Q4 2025, 59 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($39.6M), Atlantic Family Wealth, LLC ($25.8M) and Bank of America Corp. ($19.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $388K |
| Exits | 4 | $938K |
All 13F filers, Q3 2025 → Q4 2025: 566,894 shares bought and 46,492 shares sold, net +520,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Add +0.7% | 574,975 | $39.6M |
| Atlantic Family Wealth, LLC | 19.47% | Add +0.3% | 374,395 | $25.8M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 288,842 | $19.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.9% | 202,067 | $13.9M |
| LPL Financial LLC | 0.00% | Add +6.3% | 164,346 | $11.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.7% | 134,268 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +49.9% | 113,380 | $7.8M |
| Summit Financial, LLC | 0.11% | Reduce -1.6% | 104,195 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +9.1% | 79,533 | $5.5M |
| NewEdge Advisors, LLC | 0.01% | Add +14.2% | 50,065 | $3.4M |
| MPWM Advisory Solutions, LLC | 1.87% | Add +899.6% | 487,878 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +50.0% | 45,863 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 42,889 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 40,728 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.8% | 40,386 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +46.8% | 34,695 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 33,232 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 28,205 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.1% | 26,240 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.8% | 21,231 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -23.2% | 20,349 | $1.4M |
| UBS Group AG | 0.00% | Reduce -7.8% | 18,861 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1084.6% | 18,503 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.15% | Add +0.0% | 18,100 | $1.2M |
| Investors Research Corp | 0.20% | Reduce -6.9% | 15,906 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 14,981 | $1.0M |
| Smith Thornton Advisors LLC | 0.52% | Reduce -1.0% | 14,855 | $1.0M |
| StoneX Group Inc. | 0.03% | Reduce -11.4% | 8,835 | $608K |
| Vicus Capital | 0.04% | Add +4.7% | 8,448 | $582K |
| Yarger Wealth Strategies, LLC | 0.22% | Reduce -7.8% | 7,571 | $521K |
| SageView Advisory Group, LLC | 0.02% | Reduce -6.6% | 6,578 | $453K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -12.1% | 5,902 | $406K |
| Northeast Planning Associates, Inc. / NH / | 0.28% | Reduce -1.7% | 5,685 | $391K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 5,127 | $353K |
| Comerica Bank | 0.00% | Reduce -0.6% | 5,037 | $347K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.6% | 4,989 | $344K |
| Citadel Advisors | 0.00% | Add +8.7% | 4,947 | $341K |
| Rossmore Private Capital | 0.03% | Add +100.0% | 4,224 | $291K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +13.3% | 4,002 | $276K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $257K |
| Sei Investments Co. | 0.00% | New | 3,338 | $230K |
| Eagle Bay Advisors LLC | 0.17% | Reduce -1.8% | 3,312 | $228K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -3.5% | 3,196 | $220K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.0% | 3,173 | $218K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.1% | 2,374 | $163K |
| JPMorgan Chase & Co. | 0.00% | New | 2,300 | $158K |
| Private Trust Co. NA | 0.01% | No change | 1,306 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 950 | $65K |
| FMR LLC | 0.00% | Reduce -16.8% | 741 | $51K |
| MAI Capital Management | 0.00% | No change | 735 | $51K |
| Albion Financial Group | 0.00% | No change | 300 | $21K |
| US Bancorp \de | 0.00% | No change | 254 | $17K |
| Signaturefd, LLC | 0.00% | No change | 245 | $17K |
| LRI Investments, LLC | 0.00% | No change | 233 | $16K |
| Kelleher Financial Advisors | 0.00% | No change | 140 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 14 | $985 |
| Highline Wealth Partners LLC | 0.00% | Reduce -90.0% | 1 | $84 |
| Assetmark, Inc. | 0.00% | No change | 1 | $69 |
"% 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.