Who Owns VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL)?Hedge Fund & Institutional Holders

$74.27+0.35 (+0.47%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.5776000120000006e+247T

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$60.77$64.86$68.96$73.05$77.14Jul 24May 25Mar 26

CDL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ATLANTIC FAMILY WEALTH, LLCNew Position+374K+$25.8B
JONES FINANCIAL COMPANIES LLLPNew Position+80K+$5.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+43K+$2.0B
AMERIPRISE FINANCIAL INCIncreased+38K+$1.7B
Smith Thornton Advisors LLCNew Position+15K+$1.0B
Rockefeller Capital Management L.P.Increased+17K+$891.3M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+15K+$872.3M
VICUS CAPITALNew Position+8K+$581.0M
YARGER WEALTH STRATEGIES, LLCNew Position+8K+$521.0M
North Star Investment Management Corp.New Position+4K+$257.0M
Eagle Bay Advisors LLCNew Position+3K+$228.0M
Golden State Wealth Management, LLCNew Position+3K+$220.0M
PRIVATE TRUST CO NANew Position+1K+$89.0M
ALBION FINANCIAL GROUP /UTNew Position+300+$20.0M
LRI Investments, LLCNew Position+233+$16.0M

CDL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-195K-$13.8B
HighTower Advisors, LLCDecreased-4K-$9.6B
RAYMOND JAMES FINANCIAL INCDecreased-2K-$1.9B
WELLS FARGO & COMPANY/MNDecreased-2K-$1.5B
Private Advisor Group, LLCDecreased-3K-$1.0B
ROYAL BANK OF CANADADecreased-6K-$845.0M
StoneX Group Inc.Decreased-1K-$693.9M
OSAIC HOLDINGS, INC.Decreased-410-$375.0M
STIFEL FINANCIAL CORPClosed Position-4K-$299.2M
IHT Wealth Management, LLCDecreased-33-$223.1M
UBS Group AGDecreased-2K-$126.1M
Stratos Wealth Partners, LTD.Decreased-814-$61.4M
CITIGROUP INCClosed Position-415-$28.9M
NORTHEAST PLANNING ASSOCIATES, INC. / NH /Decreased-97-$11.4M
COMERICA BANKDecreased-28-$6.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ATLANTIC FAMILY WEALTH, LLC374,395$25.8B19.47%Share
2BANK OF AMERICA CORP /DE/179,521$12.0B0.00%Share
3AMERIPRISE FINANCIAL INC113,380$7.0B0.00%Share
4BANK OF AMERICA CORP /DE/109,321$7.0B0.00%Share
5JONES FINANCIAL COMPANIES LLLP79,533$5.0B0.00%Share
6MPWM ADVISORY SOLUTIONS, LLC487,878$3.4B1.87%Share
7SUSQUEHANNA INTERNATIONAL GROUP, LLP45,863$3.0B0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC42,889$2.0B0.00%Share
9GOLDMAN SACHS GROUP INC40,386$2.0B0.00%Share
10UBS Group AG18,469$1.3B0.00%Share
11Smith Thornton Advisors LLC14,855$1.0B0.52%Share
12RAYMOND JAMES FINANCIAL INC28,971$1.0B0.00%Share
13Rockefeller Capital Management L.P.18,503$1.0B0.00%Share
14Private Advisor Group, LLC26,240$1.0B0.00%Share
15ROYAL BANK OF CANADA20,349$1.0B0.00%Share
16WELLS FARGO & COMPANY/MN28,169$1.0B0.00%Share
17VICUS CAPITAL8,448$581.0M0.04%Share
18YARGER WEALTH STRATEGIES, LLC7,571$521.0M0.22%Share
19Stratos Wealth Partners, LTD.5,902$406.0M0.00%Share
20NORTHEAST PLANNING ASSOCIATES, INC. / NH /5,685$391.0M0.28%Share
21COMERICA BANK3,778$260.0M0.00%Share
22North Star Investment Management Corp.3,735$257.0M0.02%Share
23Eagle Bay Advisors LLC3,312$228.0M0.17%Share
24Golden State Wealth Management, LLC3,196$220.0M0.02%Share
25PRIVATE TRUST CO NA1,306$89.0M0.01%Share
26COMERICA BANK1,259$86.0M0.00%Share
27MORGAN STANLEY574,280$39.0M0.00%Share
28ALBION FINANCIAL GROUP /UT300$20.0M0.00%Share
29US BANCORP \DE\254$17.0M0.00%Share
30LRI Investments, LLC233$16.0M0.00%Share
31UBS Group AG222$15.0M0.00%Share
32UBS Group AG170$11.0M0.00%Share
33LPL Financial LLC164,346$11.0M0.00%Share
34HighTower Advisors, LLC134,268$9.0M0.01%Share
35KELLEHER FINANCIAL ADVISORS140$9.0M0.00%Share
36Summit Financial, LLC104,195$7.0M0.10%Share
37NewEdge Advisors, LLC50,065$3.0M0.01%Share
38TRUIST FINANCIAL CORP28,205$1.9M0.00%Share
39Sloy Dahl & Holst, LLC18,100$1.2M0.15%Share
40Investors Research Corp15,906$1.1M0.20%Share
41ENVESTNET ASSET MANAGEMENT INC21,231$1.0M0.00%Share
42Cambridge Investment Research Advisors, Inc.14,981$1.0M0.00%Share
43Concurrent Investment Advisors, LLC4,002$275K0.00%Share
44EverSource Wealth Advisors, LLC2,374$163K0.00%Share
45NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,198$27K0.00%Share
46SIGNATUREFD, LLC245$16K0.00%Share
47Integrated Wealth Concepts LLC34,695$2K0.00%Share
48Russell Investments Group, Ltd.14$00.00%Share
49SageView Advisory Group, LLC6,578$00.00%Share
50StoneX Group Inc.8,835$00.00%Share

CDL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$77.6B+18
Q3 202541$66.4B-10
Q2 202551$100.2B-9
Q1 202560$158.7B+8
Q4 202452$105.8B+8
Q3 202444$6.9T+2
Q2 202442$1.4T-2
Q1 202444$1.4T—

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As of Q4 2025, 50 institutional investors hold CDL (VictoryShares US Large Cap High Div Volatility Wtd ETF). The largest holder is ATLANTIC FAMILY WEALTH, LLC with $25.8B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CDL?

As of Q4 2025, 50 institutional investors report holding CDL (VictoryShares US Large Cap High Div Volatility Wtd ETF) in their 13F filings.

Who is the largest institutional holder of CDL?

The largest institutional holder of CDL is ATLANTIC FAMILY WEALTH, LLC with $25.8B in shares.

Is institutional ownership of CDL increasing or decreasing?

This quarter, 12 institutions opened new positions in CDL and 2 closed their positions.