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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
$75.43 +0.84 (+1.13%)
As of 05/18/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$7.92M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.62M
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CDL Institutional Buying and Selling by Quarter

VictoryShares US Large Cap High Div Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/20/2026 Fifth Third Wealth Advisors LLC16,528$1.23M0.0%N/A0.327%
2/13/2026 Integrated Wealth Concepts LLC34,695$2.39M0.0%+46.8%0.680%
1/22/2026 Vicus Capital8,448$582K0.0%+4.7%0.166%
11/17/2025NewEdge Advisors LLC43,845$3.05M0.0%+8,430.2%0.843%
11/17/2025 Integrated Wealth Concepts LLC23,639$1.65M0.0%+84.3%0.455%
11/17/2025 Ameriprise Financial Inc.75,639$5.26M0.0%-38.6%1.455%
11/14/2025 Mpwm Advisory Solutions LLC48,808$3.40M2.0%-1.2%0.939%
11/6/2025Western Wealth Management LLC5,122$356K0.0%+3.3%0.099%
11/4/2025 Jones Financial Companies Lllp72,928$5.06M0.0%+10.6%1.402%
10/24/2025 Vicus Capital8,072$562K0.0%+16.6%0.155%
10/17/2025 Rede Wealth LLC3,371$235K0.2%N/A0.065%
10/15/2025 Private Trust Co. NA1,306$91K0.0%-33.2%0.025%
8/15/2025 Ameriprise Financial Inc.123,196$8.20M0.0%+17.6%2.324%
8/13/2025 EverSource Wealth Advisors LLC2,328$155K0.0%-17.1%0.044%
8/6/2025 Golden State Wealth Management LLC3,297$220K0.0%-17.1%0.062%
7/29/2025 Private Trust Co. NA1,954$130K0.0%-53.7%0.037%
7/18/2025 Vicus Capital6,921$461K0.0%+24.7%0.132%
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%
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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%
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%


CDL Institutional Ownership - Frequently Asked Questions

During the previous two years, 17 institutional investors and hedge funds held shares of VictoryShares US Large Cap High Div Volatility Wtd ETF. The most heavily invested institutionals were Summit Financial LLC ($7.49M), Ameriprise Financial Inc. ($5.26M), Jones Financial Companies Lllp ($5.06M), Mpwm Advisory Solutions LLC ($3.40M), NewEdge Advisors LLC ($3.05M), Integrated Wealth Concepts LLC ($2.39M), and Fifth Third Wealth Advisors LLC ($1.23M).Learn more on VictoryShares US Large Cap High Div Volatility Wtd ETF's institutional investors.

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), NewEdge Advisors LLC ($43.33K), Ameriprise Financial Inc. ($33.63K), Jones Financial Companies Lllp ($23.11K), Integrated Wealth Concepts LLC ($22.22K), and Fifth Third Wealth Advisors LLC ($16.53K).

Institutional investors have bought a total of 113,536 shares in the last 24 months. This purchase volume represents approximately $7.92M in transactions.

The following institutional investors have sold VictoryShares US Large Cap High Div Volatility Wtd ETF stock in the last 24 months: Ameriprise Financial Inc. ($47.56K), Private Trust Co. NA ($2.91K), Golden State Wealth Management LLC ($681.00), Mpwm Advisory Solutions LLC ($572.00), and EverSource Wealth Advisors LLC ($479.00).

Institutional investors have sold a total of 52,200 shares in the last 24 months. This volume of shares sold represents approximately $3.62M in transactions.



This page (NASDAQ:CDL) was last updated on 5/19/2026 by MarketBeat.com Staff.
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