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VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) Institutional Ownership

VictoryShares US Large Cap High Div Volatility Wtd ETF logo
$68.10 +0.16 (+0.23%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$14.14M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$201.69K
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CDL Institutional Buying and Selling by Quarter

VictoryShares US Large Cap High Div 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 LLC514$35K0.0%-48.0%0.010%
5/14/2025Summit Financial LLC109,339$7.49M0.2%N/A2.123%
4/23/2025Western Wealth Management LLC4,916$337K0.0%+4.6%0.095%
4/23/2025Golden State Wealth Management LLC7,956$545K0.0%+94.2%0.154%
4/17/2025Vicus Capital5,549$380K0.0%+45.9%0.108%
4/9/2025NBC Securities Inc.650$44K0.0%N/A0.013%
2/18/2025Mpwm Advisory Solutions LLC46,915$3.07M2.2%N/A0.902%
2/17/2025Ameriprise Financial Inc.148,240$9.68M0.0%+11.5%2.851%
2/14/2025Integrated Wealth Concepts LLC10,089$659K0.0%+3.6%0.194%
2/14/2025IHT Wealth Management LLC3,293$215K0.0%-9.4%0.063%
2/13/2025Keystone Financial Group8,148$532K0.1%N/A0.157%
2/10/2025EverSource Wealth Advisors LLC3,593$235K0.0%-29.0%0.069%
2/6/2025Jones Financial Companies Lllp31,568$2.06M0.0%+104.5%0.607%
1/30/2025Vicus Capital3,803$248K0.0%N/A0.073%
1/28/2025Golden State Wealth Management LLC4,096$268K0.0%N/A0.079%
11/15/2024IHT Wealth Management LLC3,634$247K0.0%+7.8%0.070%
8/14/2024EverSource Wealth Advisors LLC3,481$225K0.0%-10.4%0.063%
7/26/2024Cambridge Investment Research Advisors Inc.16,251$992K0.0%-2.6%0.295%
6/11/2024EverSource Wealth Advisors LLC3,887$235K0.0%-22.6%0.069%
5/17/2024Comerica Bank6,112$380K0.0%-2.5%0.108%
5/9/2024Eagle Bay Advisors LLC4,623$287K0.2%+10.8%0.082%
2/9/2024EverSource Wealth Advisors LLC5,022$294K0.0%-59.7%0.084%
11/4/2023NBC Securities Inc.650$35K0.0%N/A0.011%
11/4/2023EverSource Wealth Advisors LLC12,466$677K0.1%-9.6%0.203%
10/18/2023Private Trust Co. NA4,716$256K0.0%+17.2%0.076%
8/7/2023Keystone Financial Group9,031$511K0.1%N/A0.141%
8/4/2023EverSource Wealth Advisors LLC13,786$780K0.1%+1,177.7%0.215%
8/2/2023North Star Investment Management Corp.3,735$211K0.0%-25.6%0.058%
7/28/2023Private Trust Co. NA4,023$228K0.0%+9.8%0.063%
7/13/2023Cambridge Investment Research Advisors Inc.16,778$949K0.0%-24.7%0.262%
5/5/2023Silver Oak Securities Incorporated52,170$3M0.5%+0.7%0.779%
5/3/2023Integrated Wealth Concepts LLC13,930$801K0.0%+126.0%0.208%
4/28/2023Janney Montgomery Scott LLC61,065$3.51M0.0%-16.0%0.911%
4/26/2023Eagle Bay Advisors LLC4,172$240K0.1%N/A0.062%
2/13/2023Integrated Wealth Concepts LLC6,165$363K0.0%+24.6%0.096%
2/9/2023EverSource Wealth Advisors LLC970$57K0.0%N/A0.015%
2/8/2023Cambridge Investment Research Advisors Inc.12,544$739K0.0%+5.2%0.196%
2/2/2023Silver Oak Securities Incorporated51,810$3.05M0.6%+38.8%0.810%
2/1/2023Janney Montgomery Scott LLC72,687$4.28M0.0%N/A1.136%
1/11/2023North Star Investment Management Corp.5,017$295K0.0%N/A0.081%
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10/20/2022Silver Oak Securities Incorporated37,320$1.98M0.4%-0.8%0.661%
10/17/2022Private Trust Co. NA3,664$194K0.0%-11.9%0.062%
10/17/2022Cambridge Investment Research Advisors Inc.11,923$632K0.0%+8.1%0.200%
9/16/2022Private Trust Co. NA4,158$242K0.0%N/A0.082%
8/9/2022TIAA FSB3,654$212K0.0%N/A0.072%
8/5/2022Keystone Financial Group9,031$525K0.1%-5.3%0.177%
2/14/2022IHT Wealth Management LLC3,954$242K0.0%-5.8%0.093%
2/3/2022Cambridge Investment Research Advisors Inc.10,974$671K0.0%+38.0%0.264%
11/12/2021Keystone Financial Group12,660$720K0.1%-11.0%0.329%
8/24/2021Flow Traders U.S. LLC4,329$245K0.0%N/A0.112%
7/20/2021Country Trust Bank697$39K0.0%N/A0.018%
5/17/2021Ameriprise Financial Inc.62,204$3.11M0.0%+9.5%1.616%
(Data available from 1/1/2016 forward)

CDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDL shares?

During the previous two years, 18 institutional investors and hedge funds held shares of VictoryShares US Large Cap High Div Volatility Wtd ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($9.68M), Summit Financial LLC ($7.49M), Mpwm Advisory Solutions LLC ($3.07M), Jones Financial Companies Lllp ($2.06M), Cambridge Investment Research Advisors Inc. ($992K), Integrated Wealth Concepts LLC ($659K), and Golden State Wealth Management LLC ($545K).Learn more on VictoryShares US Large Cap High Div Volatility Wtd ETF's institutional investors.

Which institutional investors have been buying VictoryShares US Large Cap High Div Volatility Wtd ETF's stock?

Of the 14 institutional investors that purchased VictoryShares US Large Cap High Div Volatility Wtd ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Summit Financial LLC ($109.34K), Mpwm Advisory Solutions LLC ($46.92K), Keystone Financial Group ($17.18K), Jones Financial Companies Lllp ($16.13K), Ameriprise Financial Inc. ($15.23K), EverSource Wealth Advisors LLC ($12.71K), and Golden State Wealth Management LLC ($7.96K).

How much institutional buying is happening at VictoryShares US Large Cap High Div Volatility Wtd ETF?

Institutional investors have bought a total of 210,754 shares in the last 24 months. This purchase volume represents approximately $14.14M in transactions.

Which of VictoryShares US Large Cap High Div Volatility Wtd ETF's major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares US Large Cap High Div Volatility Wtd ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($1.87K), NewEdge Advisors LLC ($475.00), Cambridge Investment Research Advisors Inc. ($430.00), and IHT Wealth Management LLC ($341.00).

How much institutional selling is happening at VictoryShares US Large Cap High Div Volatility Wtd ETF?

Institutional investors have sold a total of 3,119 shares in the last 24 months. This volume of shares sold represents approximately $201.69K in transactions.


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This page (NASDAQ:CDL) was last updated on 7/5/2025 by MarketBeat.com Staff
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