Who owns VictoryShares US Large Cap High Div Volatility Wtd ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CDL from SEC Form 13F filings across 66 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 66 institutions disclosed 2.8M shares of VictoryShares US Large Cap High Div Volatility Wtd ETF worth $213.1M — about 55.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
66
13F holders
$213.1M
value, 2026 filers
55.9%
of shares outstanding (2.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CDL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 617,131 | $47.9M | 0.0% | 12.5% | -0.2% |
| 2 | ATLANTIC FAMILY WEALTH, LLC | 381,018 | $29.6M | 18.9% | 7.7% | +1.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 262,365 | $20.4M | 0.0% | 5.3% | -2.1% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 213,493 | $16.6M | 0.0% | 4.3% | +3.0% |
| 5 | LPL Financial LLC | 156,681 | $12.2M | 0.0% | 3.2% | +2.8% |
| 6 | HighTower Advisors, LLC | 106,787 | $8.3M | 0.0% | 2.2% | -5.3% |
| 7 | Summit Financial, LLC | 106,380 | $8.3M | 0.1% | 2.2% | +8.0% |
| 8 | Integrated Wealth Concepts LLC | 97,936 | $7.6M | 0.0% | 2% | +133.3% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 95,636 | $7.5M | 0.0% | 1.9% | +10.7% |
| 10 | AMERIPRISE FINANCIAL INC | 93,806 | $7.3M | 0.0% | 1.9% | -7.3% |
| 11 | MPWM ADVISORY SOLUTIONS, LLC | 48,395 | $3.8M | 1.7% | 1% | -2.9% |
| 12 | Vise Technologies, Inc.NEW | 44,354 | $3.4M | 0.0% | 0.9% | new |
| 13 | NewEdge Advisors, LLC | 44,103 | $3.4M | 0.0% | 0.9% | -7.9% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 42,779 | $3.3M | 0.0% | 0.9% | -1.2% |
| 15 | GOLDMAN SACHS GROUP INC | 40,311 | $3.1M | 0.0% | 0.8% | 0.0% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,614 | $2.9M | 0.0% | 0.8% | +188.2% |
| 17 | RAYMOND JAMES FINANCIAL INC | 33,976 | $2.6M | 0.0% | 0.7% | -5.7% |
| 18 | WELLS FARGO & COMPANY/MN | 30,914 | $2.4M | 0.0% | 0.6% | -3.0% |
| 19 | TRUIST FINANCIAL CORP | 27,506 | $2.1M | 0.0% | 0.6% | -0.7% |
| 20 | Private Advisor Group, LLC | 24,993 | $1.9M | 0.0% | 0.5% | -3.9% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 22,076 | $1.7M | 0.0% | 0.4% | +11.0% |
| 22 | Fifth Third Wealth Advisors LLC | 19,521 | $1.5M | 0.0% | 0.4% | +18.1% |
| 23 | ROYAL BANK OF CANADA | 17,842 | $1.4M | 0.0% | 0.4% | -5.7% |
| 24 | UBS Group AG | 17,732 | $1.4M | 0.0% | 0.4% | -0.4% |
| 25 | Sloy Dahl & Holst, LLC | 17,674 | $1.4M | 0.2% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.