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

VictoryShares US EQ Income Enhanced Volatility Wtd ETF logo
$71.90 +0.22 (+0.31%)
Closing price 03:32 PM Eastern
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$71.90 -0.01 (-0.01%)
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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)
5
Total
Institutional Inflows
(last 12 months)
$6.38M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.54M
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CDC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Noble Wealth Management PBC395$28K0.0%-36.3%0.004%
7/7/2026CoreCap Advisors LLC5,395$401K0.0%-5.1%0.056%
2/17/2026Russell Investments Group Ltd.25,888$1.71M0.0%+5.4%0.249%
2/13/2026Integrated Wealth Concepts LLC107,464$7.08M0.1%-2.3%1.033%
2/11/2026Zions Bancorporation National Association UT14,397$949K0.0%N/A0.138%
2/6/2026Keystone Financial Group31,752$2.09M0.2%-3.9%0.305%
2/5/2026Western Wealth Management LLC12,823$845K0.0%N/A0.123%
2/3/2026Vantage Financial Partners LLC5,298$349K0.1%-8.5%0.051%
1/30/2026Strategic Blueprint LLC59,806$3.94M0.2%+4.3%0.575%
11/17/2025Keystone Financial Group33,050$2.21M0.2%-2.5%0.299%
11/17/2025NewEdge Advisors LLC90,575$6.05M0.0%+116.2%0.820%
11/17/2025Integrated Wealth Concepts LLC109,946$7.34M0.1%-3.0%0.995%
11/17/2025Ameriprise Financial Inc.116,328$7.77M0.0%-18.9%1.053%
11/13/2025Russell Investments Group Ltd.24,553$1.64M0.0%+122.4%0.222%
11/12/2025TIAA Trust National Association3,326$222K0.0%-6.5%0.030%
11/5/2025Vantage Financial Partners LLC5,790$386K0.1%-12.2%0.052%
10/23/2025Strategic Blueprint LLC57,365$3.83M0.2%+5.1%0.519%
10/22/2025CoreCap Advisors LLC5,912$395K0.0%-12.9%0.054%
8/15/2025Ameriprise Financial Inc.143,382$9.14M0.0%-12.5%1.263%
8/14/2025NewEdge Advisors LLC41,889$2.67M0.0%-5.0%0.369%
8/13/2025Russell Investments Group Ltd.11,040$703K0.0%N/A0.097%
8/5/2025TIAA Trust National Association3,556$227K0.0%N/A0.031%
7/30/2025Strategic Blueprint LLC54,597$3.48M0.2%+1.0%0.481%
7/24/2025IFP Advisors Inc3,647$232K0.0%-4.3%0.032%
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%
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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%
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%
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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%


CDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 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. ($7.77M), Integrated Wealth Concepts LLC ($7.08M), NewEdge Advisors LLC ($6.05M), Strategic Blueprint LLC ($3.94M), Keystone Financial Group ($2.09M), and Russell Investments Group Ltd. ($1.71M).Learn more on VictoryShares US EQ Income Enhanced Volatility Wtd ETF's institutional investors.

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: Strategic Blueprint LLC ($59.81K), NewEdge Advisors LLC ($48.69K), Keystone Financial Group ($36.53K), Russell Investments Group Ltd. ($25.89K), Zions Bancorporation National Association UT ($14.40K), Western Wealth Management LLC ($12.82K), and Comprehensive Financial Planning Inc. PA ($7.20K).

Institutional investors have bought a total of 95,963 shares in the last 24 months. This purchase volume represents approximately $6.38M in transactions.

The following institutional investors have sold VictoryShares US EQ Income Enhanced Volatility Wtd ETF stock in the last 24 months: Ameriprise Financial Inc. ($27.05K), Integrated Wealth Concepts LLC ($5.93K), Keystone Financial Group ($2.15K), Vantage Financial Partners LLC ($1.30K), CoreCap Advisors LLC ($1.16K), TIAA Trust National Association ($230.00), and Noble Wealth Management PBC ($225.00).

Institutional investors have sold a total of 38,054 shares in the last 24 months. This volume of shares sold represents approximately $2.54M in transactions.



Institutional ownership data for NASDAQ:CDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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