VICTORYSHARES US LARGE CAP H (CDL) Institutional Ownership Changes & 13F Activity

VICTORYSHARES US LARGE CAP H (CDL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Vise Technologies, Inc., Susquehanna International Group, Llp, Jones Financial Companies Lllp, and Summit Financial, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+7,413+17.7%49,391$3.83MQ2 2026Sep 09, 2026
Ameriprise Financial IncBuy+93,80693,806$7.28MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+24,563+188.2%37,614$2.92MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+9,209+10.7%95,636$7.51MQ2 2026Aug 14, 2026
Bank Of America CorpSell-5,666-2.1%262,365$20.35MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,068-5.7%33,976$2.64MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-1,069-5.7%17,842$1.38MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-950-3.0%30,914$2.40MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+947+26.9%4,461$346.14KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-327-10.3%2,846$220.77KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+3+0.1%5,133$398.19KQ2 2026Aug 14, 2026
Mpwm Advisory Solutions, LlcSell-1,443-2.9%48,395$3.75MQ2 2026Aug 13, 2026
Morgan StanleySell-1,298-0.2%617,131$47.87MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-531-3.1%16,681$1.29MQ2 2026Aug 13, 2026
Ubs Group AgSell-71-0.4%17,732$1.38MQ2 2026Aug 13, 2026
Fmr LlcBuy+7+0.9%748$58.00KQ2 2026Aug 13, 2026
Sloy Dahl & Holst, LlcBuy+3+0.0%17,674$1.37MQ2 2026Aug 13, 2026
Vanguard Advisers IncSell-2-3.2%60$4.65KQ2 2026Aug 13, 2026
Summit Financial, LlcBuy+7,841+8.0%106,380$8.25MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+6,4256,425$498.40KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-3,768-7.9%44,103$3.42MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+462462$36.19KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+44,35444,354$3.44MQ2 2026Aug 11, 2026
Nuveen, LlcBuy+3,4253,425$265.69KQ2 2026Aug 11, 2026
Nicolet Bankshares IncBuy+2,7682,768$218.24KQ2 2026Aug 11, 2026
Stratos Wealth Partners, Ltd.Buy+4+0.1%5,926$459.72KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+556556$43.13KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+4,235+2.8%156,681$12.15MQ2 2026Aug 07, 2026
Kelleher Financial AdvisorsBuy+140+100.0%280$21.72KQ2 2026Aug 06, 2026
Russell Investments Group, Ltd.Buy+1+7.1%15$1.13KQ2 2026Aug 06, 2026
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Frequently asked questions about CDL activity

  • Which institutional owners are buying CDL?

    Institutional owners buying CDL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CDL activity?

    "Buy" means an investor increased their reported position in CDL compared to the prior reporting period. This reflects growing exposure to VICTORYSHARES US LARGE CAP H (CDL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CDL increasing?

    Institutional interest in CDL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.