Victoryshares US Large Cap HCDLETF
13F holders, Q1 2026 (March 31)61holders +2
4new positions
1sold out
1famous investor
$74.48avg. 13F price*
At the end of Q1 2026, 61 institutions reported holding Victoryshares US Large Cap H (CDL) in their 13F filings, up 2 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($46.1M), Atlantic Family Wealth, LLC ($27.9M) and Bank of America Corp. ($20.0M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 1 | $608K |
All 13F filers, Q4 2025 → Q1 2026: 103,575 shares bought and 572,175 shares sold, net −468,600 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +7.6% | 618,429 | $46.1M |
| Atlantic Family Wealth, LLC | 20.18% | Add +0.1% | 374,972 | $27.9M |
| Bank of America Corp. | 0.00% | Reduce -7.2% | 268,031 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.6% | 207,247 | $15.4M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 152,446 | $11.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -16.0% | 112,753 | $8.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.7% | 101,218 | $7.5M |
| Summit Financial, LLC | 0.09% | Reduce -5.4% | 98,539 | $7.3M |
| Jones Financial Companies LLLP | 0.00% | Add +8.7% | 86,427 | $6.4M |
| MPWM Advisory Solutions, LLC | 1.97% | Reduce -89.8% | 49,838 | $3.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.4% | 48,385 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 43,279 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +21.0% | 41,978 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.2% | 40,311 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.5% | 36,044 | $2.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 31,864 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 27,699 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.8% | 26,016 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.3% | 19,888 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 18,911 | $1.4M |
| UBS Group AG | 0.00% | Reduce -5.6% | 17,803 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.18% | Reduce -2.4% | 17,671 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.0% | 17,212 | $1.3M |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 16,528 | $1.2M |
| Investors Research Corp | 0.23% | Reduce -0.6% | 15,816 | $1.2M |
| Smith Thornton Advisors LLC | 0.56% | No change | 14,855 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.4% | 14,620 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.5% | 13,051 | $973K |
| Citadel Advisors | 0.00% | Add +138.2% | 11,783 | $878K |
| Vicus Capital | 0.05% | Add +0.7% | 8,505 | $634K |
| Creative Planning | 0.00% | New | 8,408 | $626K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.3% | 5,922 | $441K |
| Yarger Wealth Strategies, LLC | 0.18% | Reduce -23.0% | 5,830 | $434K |
| SageView Advisory Group, LLC | 0.02% | Reduce -12.0% | 5,786 | $431K |
| Northeast Planning Associates, Inc. / NH / | 0.28% | No change | 5,685 | $424K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 5,130 | $382K |
| Fifth Third Bancorp | 0.00% | New | 4,813 | $359K |
| Rossmore Private Capital | 0.03% | No change | 4,224 | $315K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.8% | 4,115 | $307K |
| North Star Investment Management Corp. | 0.02% | No change | 3,735 | $278K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.6% | 3,514 | $262K |
| Sei Investments Co. | 0.00% | No change | 3,338 | $249K |
| Eagle Bay Advisors LLC | 0.22% | Add +0.1% | 3,315 | $247K |
| IHT Wealth Management, LLC | 0.01% | No change | 3,173 | $236K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -2.7% | 3,109 | $232K |
| Keystone Financial Group | 0.02% | New | 3,002 | $224K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.6% | 2,388 | $178K |
| Private Trust Co. NA | 0.01% | No change | 1,306 | $97K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 950 | $71K |
| FMR LLC | 0.00% | No change | 741 | $55K |
| MAI Capital Management | 0.00% | No change | 735 | $55K |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.3% | 499 | $37K |
| Albion Financial Group | 0.00% | No change | 300 | $22K |
| US Bancorp \de | 0.00% | No change | 254 | $19K |
| Signaturefd, LLC | 0.00% | No change | 245 | $18K |
| LRI Investments, LLC | 0.00% | No change | 233 | $17K |
| Kelleher Financial Advisors | 0.00% | No change | 140 | $10K |
| Vanguard Advisers Inc. | 0.00% | — | 62 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 14 | $1K |
| Assetmark, Inc. | 0.00% | No change | 1 | $75 |
"% 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.