Who Owns CDL?
VictoryShares US Large Cap High Div Volatility Wtd ETF — Institutional Ownership & 13F Holdings
$76.75
+1.33 (+1.76%)
Market Cap
$391.7M
Shares Outstanding
5,003,506
Institutional Holders
59
Total Inst. Value
$156.5M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
12
Closed Positions
5
Increased
16
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $35.4M | 516,938 |
| 2 | ATLANTIC FAMILY WEALTH, LLC | $24.6M | 359,068 |
| 3 | BANK OF AMERICA CORP /DE/ | $19.8M | 288,699 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.1M | 190,884 |
| 5 | HighTower Advisors, LLC | $10.0M | 145,902 |
| 6 | Summit Financial, LLCNew | $7.5M | 109,339 |
| 7 | AMERIPRISE FINANCIAL INC | $7.4M | 104,802 |
| 8 | STIFEL FINANCIAL CORP | $3.5M | 51,502 |
| 9 | MPWM ADVISORY SOLUTIONS, LLC | $3.3M | 47,968 |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.8M | 41,182 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +24K | $35.4M |
| ATLANTIC FAMILY WEALTH, LLC | +11K | $24.6M |
| BANK OF AMERICA CORP /DE/ | +2K | $19.8M |
| Summit Financial, LLCNew | +109K | $7.5M |
| MPWM ADVISORY SOLUTIONS, LLC | +1K | $3.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -48K | $479K |
| AMERIPRISE FINANCIAL INC | -43K | $7.4M |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | -35K | $399K |
| JONES FINANCIAL COMPANIES LLLP | -31K | $26K |
| HighTower Advisors, LLC | -6K | $10.0M |
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Frequently Asked Questions
How many institutional investors hold CDL?
As of Q1 2025, 59 institutional investors report holding CDL (VictoryShares US Large Cap High Div Volatility Wtd ETF) in their 13F filings.
Which hedge fund owns the most CDL?
The largest institutional holder of CDL is MORGAN STANLEY with $35.4M in shares.
Are institutions buying or selling CDL?
This quarter, 12 institutions opened new positions in CDL and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.