VICTORYSHARES US LARGE CAP H CDL
$79.30
+1.7% 52w: $63.48 – $79.30
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data63.4871.3979.30
Jun 20, 2025 Jul 2, 2026
Institutional holders
61
+2 QoQ
13F value
$195.7M
+6.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CDL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 618.4K | $46.1M | 0.0% | +7.6% |
| ATLANTIC FAMILY WEALTH, LLC | Wealth advisor | 375.0K | $27.9M | 20.2% | +0.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 268.0K | $20.0M | 0.0% | -7.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 207.2K | $15.4M | 0.0% | +2.6% |
| LPL Financial LLC | Bank broker | 152.4K | $11.4M | 0.0% | -7.2% |
| HighTower Advisors, LLC | Diversified mechanical | 112.8K | $8.4M | 0.0% | -16.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 101.2K | $7.5M | 0.0% | -10.7% |
| Summit Financial, LLC | Wealth advisor | 98.5K | $7.3M | 0.1% | -5.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 86.4K | $6.4M | 0.0% | +8.7% |
| MPWM ADVISORY SOLUTIONS, LLC | Wealth advisor | 49.8K | $3.7M | 2.0% | -89.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 48.4K | $3.6M | 0.0% | -3.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 43.3K | $3.2M | 0.0% | +0.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 42.0K | $3.1M | 0.0% | +21.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 40.3K | $3.0M | 0.0% | -0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 36.0K | $2.7M | 0.0% | -11.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 31.9K | $2.4M | 0.0% | -4.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 27.7K | $2.1M | 0.0% | -1.8% |
| Private Advisor Group, LLC | Wealth advisor | 26.0K | $1.9M | 0.0% | -0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 19.9K | $1.5M | 0.0% | -6.3% |
| ROYAL BANK OF CANADA | Bank broker | 18.9K | $1.4M | 0.0% | -7.1% |
| UBS Group AG | Bank broker | 17.8K | $1.3M | 0.0% | -5.6% |
| Sloy Dahl & Holst, LLC ★2 | Fundamental diversified | 17.7K | $1.3M | 0.2% | -2.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 17.2K | $1.3M | 0.0% | -7.0% |
| Fifth Third Wealth Advisors LLC | Other | 16.5K | $1.2M | 0.0% | New |
| Investors Research Corp | Wealth advisor | 15.8K | $1.2M | 0.2% | -0.6% |
| Smith Thornton Advisors LLC | Wealth advisor | 14.9K | $1.1M | 0.6% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 14.6K | $1.1M | 0.0% | -2.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 13.1K | $973K | 0.0% | -71.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 11.8K | $878K | 0.0% | +138.2% |
| VICUS CAPITAL | Wealth advisor | 8.5K | $634K | 0.0% | +0.7% |
| Creative Planning | Wealth advisor | 8.4K | $626K | 0.0% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 5.9K | $441K | 0.0% | +0.3% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 5.8K | $434K | 0.2% | -23.0% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | Wealth advisor | 5.7K | $424K | 0.3% | Held |
| Western Wealth Management, LLC | Wealth advisor | 5.1K | $382K | 0.0% | +0.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 4.8K | $359K | 0.0% | New |
| Rossmore Private Capital | Other | 4.2K | $315K | 0.0% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 4.1K | $307K | 0.0% | +2.8% |
| North Star Investment Management Corp. | Diversified mechanical | 3.7K | $278K | 0.0% | Held |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.5K | $262K | 0.0% | -29.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 3.3K | $249K | 0.0% | Held |
| Eagle Bay Advisors LLC | Other | 3.3K | $247K | 0.2% | +0.1% |
| IHT Wealth Management, LLC | Wealth advisor | 3.2K | $236K | 0.0% | Held |
| Golden State Wealth Management, LLC | Wealth advisor | 3.1K | $232K | 0.0% | -2.7% |
| Keystone Financial Group | Wealth advisor | 3.0K | $224K | 0.0% | New |
| EverSource Wealth Advisors, LLC | Wealth advisor | 2.4K | $178K | 0.0% | +0.6% |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.3K | $97K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 950 | $71K | 0.0% | Held |
| FMR LLC | Long only active | 741 | $55K | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 735 | $55K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.