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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +7,413 | +17.7% | 49,391 | $3.83M | Q2 2026 | Sep 09, 2026 |
| Ameriprise Financial Inc | Buy | +93,806 | — | 93,806 | $7.28M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +24,563 | +188.2% | 37,614 | $2.92M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +9,209 | +10.7% | 95,636 | $7.51M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -5,666 | -2.1% | 262,365 | $20.35M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,068 | -5.7% | 33,976 | $2.64M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -1,069 | -5.7% | 17,842 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -950 | -3.0% | 30,914 | $2.40M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +947 | +26.9% | 4,461 | $346.14K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -327 | -10.3% | 2,846 | $220.77K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +3 | +0.1% | 5,133 | $398.19K | Q2 2026 | Aug 14, 2026 |
| Mpwm Advisory Solutions, Llc | Sell | -1,443 | -2.9% | 48,395 | $3.75M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1,298 | -0.2% | 617,131 | $47.87M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -531 | -3.1% | 16,681 | $1.29M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -71 | -0.4% | 17,732 | $1.38M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +7 | +0.9% | 748 | $58.00K | Q2 2026 | Aug 13, 2026 |
| Sloy Dahl & Holst, Llc | Buy | +3 | +0.0% | 17,674 | $1.37M | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Sell | -2 | -3.2% | 60 | $4.65K | Q2 2026 | Aug 13, 2026 |
| Summit Financial, Llc | Buy | +7,841 | +8.0% | 106,380 | $8.25M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +6,425 | — | 6,425 | $498.40K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -3,768 | -7.9% | 44,103 | $3.42M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +462 | — | 462 | $36.19K | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | Buy | +44,354 | — | 44,354 | $3.44M | Q2 2026 | Aug 11, 2026 |
| Nuveen, Llc | Buy | +3,425 | — | 3,425 | $265.69K | Q2 2026 | Aug 11, 2026 |
| Nicolet Bankshares Inc | Buy | +2,768 | — | 2,768 | $218.24K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +4 | +0.1% | 5,926 | $459.72K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +556 | — | 556 | $43.13K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +4,235 | +2.8% | 156,681 | $12.15M | Q2 2026 | Aug 07, 2026 |
| Kelleher Financial Advisors | Buy | +140 | +100.0% | 280 | $21.72K | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | Buy | +1 | +7.1% | 15 | $1.13K | Q2 2026 | Aug 06, 2026 |
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.