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VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) Institutional Ownership

VictoryShares US EQ Income Enhanced Volatility Wtd ETF logo
$65.09 +0.34 (+0.52%)
As of 03:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares US EQ Income Enhanced Volatility Wtd ETF (NASDAQ:CDC)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$7.25M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.36M
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CDC Institutional Buying and Selling by Quarter

VictoryShares US EQ Income Enhanced Volatility Wtd ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025NewEdge Advisors LLC44,077$2.90M0.0%-6.7%0.377%
5/16/2025Integrated Wealth Concepts LLC116,531$7.66M0.1%-5.0%0.996%
5/7/2025Vantage Financial Partners LLC9,017$593K0.1%-20.7%0.077%
4/29/2025Strategic Blueprint LLC54,066$3.55M0.2%N/A0.462%
4/22/2025Cambridge Investment Research Advisors Inc.211,027$13.87M0.0%-3.4%1.804%
4/15/2025GPS Wealth Strategies Group LLC12,035$791K0.1%+5.3%0.103%
4/9/2025NBC Securities Inc.400$26K0.0%N/A0.003%
2/24/2025Ameriflex Group Inc.6,202$399K0.2%N/A0.051%
2/17/2025Ameriprise Financial Inc.160,867$10.07M0.0%-0.6%1.329%
2/14/2025Integrated Wealth Concepts LLC122,692$7.68M0.1%+2.1%1.014%
2/13/2025NewEdge Advisors LLC47,235$2.96M0.0%-4.6%0.390%
2/13/2025Keystone Financial Group36,526$2.29M0.2%N/A0.302%
2/12/2025OLD Mission Capital LLC4,593$287K0.0%-79.7%0.038%
2/12/2025JPMorgan Chase & Co.1,465$92K0.0%N/A0.012%
2/10/2025EverSource Wealth Advisors LLC4,748$297K0.0%-43.2%0.039%
2/6/2025Vantage Financial Partners LLC11,367$711K0.2%-7.5%0.094%
2/5/2025Noble Wealth Management PBC1,017$64K0.0%N/A0.008%
1/29/2025Comprehensive Financial Planning Inc. PA7,199$451K0.4%N/A0.059%
1/24/2025GPS Wealth Strategies Group LLC11,429$715K0.1%-2.3%0.094%
11/15/2024Integrated Wealth Concepts LLC120,173$7.81M0.1%-6.6%0.943%
11/13/2024Private Trust Co. NA2,200$143K0.0%-17.7%0.017%
11/5/2024Prime Capital Investment Advisors LLC4,791$311K0.0%-8.9%0.038%
10/29/2024Farther Finance Advisors LLC413$27K0.0%+61.3%0.003%
8/16/2024Sunbelt Securities Inc.839$49K0.0%-68.0%0.006%
8/16/2024NewEdge Advisors LLC51,792$3.03M0.0%-6.8%0.382%
8/14/2024EverSource Wealth Advisors LLC761$47K0.0%-88.9%0.006%
8/7/2024Vantage Financial Partners LLC16,839$986K0.3%-6.5%0.124%
7/26/2024Cambridge Investment Research Advisors Inc.179,885$10.53M0.0%+1.8%1.313%
7/16/2024GPS Wealth Strategies Group LLC11,725$687K0.1%-14.7%0.086%
6/11/2024EverSource Wealth Advisors LLC6,846$396K0.0%-36.5%0.046%
5/17/2024Comerica Bank4,646$277K0.0%-33.4%0.031%
5/2/2024Vantage Financial Partners LLC18,013$1.07M0.3%-10.5%0.122%
4/25/2024Cambridge Investment Research Advisors Inc.176,747$10.52M0.0%+2.9%1.182%
4/15/2024Sunbelt Securities Inc.2,624$156K0.0%-64.3%0.017%
2/9/2024Cambridge Investment Research Advisors Inc.171,798$9.72M0.0%-4.2%1.008%
2/9/2024EverSource Wealth Advisors LLC10,785$610K0.1%-44.6%0.063%
2/9/2024Keystone Financial Group50,433$2.85M0.5%-57.9%0.296%
2/5/2024Vantage Financial Partners LLC20,122$1.14M0.3%-72.7%0.118%
1/30/2024Avior Wealth Management LLC3,425$194K0.0%-30.6%0.020%
1/24/2024Prime Capital Investment Advisors LLC7,906$447K0.0%-75.8%0.045%
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1/24/2024Private Trust Co. NA5,192$294K0.0%-15.9%0.030%
12/11/2023Sunbelt Securities Inc.10,689$597K0.1%-9.8%0.052%
12/8/2023Palladiem LLC75,379$4.21M4.5%-1.3%0.370%
11/15/2023Integrated Wealth Concepts LLC158,507$8.85M0.2%-0.8%0.777%
11/15/2023KPP Advisory Services LLC28,793$1.61M0.5%N/A0.141%
11/15/2023Ameriprise Financial Inc.976,197$54.56M0.0%-14.1%4.785%
11/9/2023Prime Capital Investment Advisors LLC32,701$1.83M0.0%+5.1%0.160%
11/6/2023Keystone Financial Group119,803$6.69M1.1%-44.3%0.587%
11/4/2023NBC Securities Inc.475$26K0.0%N/A0.002%
11/4/2023EverSource Wealth Advisors LLC19,465$1.09M0.1%-34.8%0.095%
11/2/2023Vantage Financial Partners LLC73,825$4.12M1.6%-53.1%0.362%
10/24/2023Cambridge Investment Research Advisors Inc.179,330$10.02M0.0%-10.7%0.866%
10/18/2023Private Trust Co. NA6,170$345K0.0%+8.3%0.029%
10/17/2023Newbridge Financial Services Group Inc.600$34K0.0%-37.5%0.003%
10/17/2023Avior Wealth Management LLC4,935$276K0.0%-56.8%0.024%
10/12/2023Horizons Wealth Management5,592$312K0.2%-3.3%0.027%
8/8/2023Vantage Financial Partners LLC157,562$9.08M3.4%+3.3%0.597%
8/7/2023Keystone Financial Group214,990$12.38M2.1%N/A0.814%
8/4/2023EverSource Wealth Advisors LLC29,859$1.72M0.2%-33.5%0.113%
7/28/2023Private Trust Co. NA5,697$328K0.0%-17.9%0.021%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC11,415$658K0.0%-6.9%0.042%
7/13/2023Cambridge Investment Research Advisors Inc.200,740$11.56M0.1%-38.6%0.730%
7/3/2023Horizons Wealth Management5,782$333K0.2%-4.4%0.021%
5/18/2023Titleist Asset Management LLC63,850$3.87M0.8%N/A0.207%
5/15/2023Flow Traders U.S. LLC29,305$1.78M0.1%N/A0.095%
5/12/2023NewEdge Advisors LLC68,668$4.16M0.1%-0.5%0.222%
5/11/2023Cambridge Investment Research Advisors Inc.327,034$19.83M0.1%-27.3%1.058%
5/11/2023EverSource Wealth Advisors LLC44,881$2.72M0.3%+10.2%0.145%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC12,265$744K0.1%-2.4%0.040%
5/8/2023Vantage Financial Partners LLC152,521$9.25M3.7%+6.1%0.494%
5/5/2023Silver Oak Securities Incorporated669,910$40.61M6.7%+3.4%2.168%
5/3/2023Integrated Wealth Concepts LLC156,717$9.50M0.2%-1.7%0.506%
4/17/2023GPS Wealth Strategies Group LLC13,986$848K0.2%-1.7%0.044%
4/6/2023Horizons Wealth Management6,051$367K0.3%+6.4%0.019%
2/22/2023Kovack Advisors Inc.17,078$1.06M0.2%-55.6%0.053%
2/13/2023Integrated Wealth Concepts LLC159,499$9.90M0.3%+2.7%0.494%
2/9/2023EverSource Wealth Advisors LLC40,721$2.53M0.4%+3.1%0.126%
2/8/2023Vantage Financial Partners LLC143,686$8.92M5.3%+18.5%0.445%
2/8/2023Prime Capital Investment Advisors LLC40,085$2.49M0.1%N/A0.124%
2/8/2023Cambridge Investment Research Advisors Inc.449,976$27.93M0.1%-1.1%1.393%
2/7/2023Toronto Dominion Bank1,320$82K0.0%N/A0.004%
2/7/2023Keystone Financial Group239,189$14.85M2.9%+3.9%0.741%
2/2/2023Silver Oak Securities Incorporated647,656$40.20M7.5%+11.2%1.990%
1/31/2023Clearview Wealth Advisors LLC1,502$93K0.1%-14.3%0.005%
1/27/2023GPS Wealth Strategies Group LLC14,223$883K0.3%-5.6%0.044%
1/12/2023Titleist Asset Management LTD.56,075$3.48M0.8%+13.9%0.172%
11/15/2022Titleist Asset Management LTD.49,214$2.92M0.7%N/A0.150%
11/14/2022Kovack Advisors Inc.38,482$2.28M0.3%+4.7%0.118%
11/7/2022EverSource Wealth Advisors LLC39,501$2.35M0.5%+5.4%0.121%
10/31/2022Calton & Associates Inc.65,739$3.90M2.2%+59.7%0.202%
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10/31/2022Vantage Financial Partners LLC121,239$7.20M4.8%N/A0.372%
10/20/2022Silver Oak Securities Incorporated582,491$34.58M7.7%+2.2%1.812%
10/17/2022Cambridge Investment Research Advisors Inc.454,956$27.01M0.2%+196.8%1.428%
10/12/2022Accel Wealth Management2,592$160K0.1%+30.3%0.008%
9/16/2022Private Trust Co. NA6,939$459K0.1%N/A0.023%
8/19/2022Horizons Wealth Management5,685$397K0.3%N/A0.019%
8/13/2022NewEdge Advisors LLC69,765$4.61M0.1%-2.1%0.231%
8/11/2022CoreCap Advisors LLC19,417$1.28M0.1%N/A0.064%
8/8/2022James Reed Financial Services Inc.300,631$19.87M27.5%N/A0.994%
8/8/2022Baird Financial Group Inc.27,376$1.81M0.0%N/A0.090%
(Data available from 1/1/2016 forward)

CDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDC shares?

During the previous two years, 26 institutional investors and hedge funds held shares of VictoryShares US EQ Income Enhanced Volatility Wtd ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($13.87M), Ameriprise Financial Inc. ($10.07M), Integrated Wealth Concepts LLC ($7.66M), Palladiem LLC ($4.21M), Strategic Blueprint LLC ($3.55M), NewEdge Advisors LLC ($2.90M), and Keystone Financial Group ($2.29M).Learn more on VictoryShares US EQ Income Enhanced Volatility Wtd ETF's institutional investors.

Which institutional investors have been buying VictoryShares US EQ Income Enhanced Volatility Wtd ETF's stock?

Of the 15 institutional investors that purchased VictoryShares US EQ Income Enhanced Volatility Wtd ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Keystone Financial Group ($251.52K), Strategic Blueprint LLC ($54.07K), KPP Advisory Services LLC ($28.79K), Cambridge Investment Research Advisors Inc. ($8.09K), Comprehensive Financial Planning Inc. PA ($7.20K), Ameriflex Group Inc. ($6.20K), and Vantage Financial Partners LLC ($5.04K).

How much institutional buying is happening at VictoryShares US EQ Income Enhanced Volatility Wtd ETF?

Institutional investors have bought a total of 113,295 shares in the last 24 months. This purchase volume represents approximately $7.25M in transactions.

Which of VictoryShares US EQ Income Enhanced Volatility Wtd ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold VictoryShares US EQ Income Enhanced Volatility Wtd ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($18.01K), Integrated Wealth Concepts LLC ($14.68K), EverSource Wealth Advisors LLC ($9.70K), NewEdge Advisors LLC ($9.20K), Cambridge Investment Research Advisors Inc. ($7.34K), Vantage Financial Partners LLC ($4.45K), and GPS Wealth Strategies Group LLC ($2.29K).

How much institutional selling is happening at VictoryShares US EQ Income Enhanced Volatility Wtd ETF?

Institutional investors have sold a total of 69,373 shares in the last 24 months. This volume of shares sold represents approximately $4.36M in transactions.


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This page (NASDAQ:CDC) was last updated on 7/2/2025 by MarketBeat.com Staff
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