VICTORYSHARES US LARGE CAP H (CDL) Top Institutional Shareholders
VICTORYSHARES US LARGE CAP H (CDL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $190.87M in CDL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CDL tracked by InsiderSet, reporting ownership valued at approximately $46.08M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.09M, representing an estimated gain of +2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed CDL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Atlantic Family Wealth, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VICTORYSHARES US LARGE CAP H (CDL).
This page ranks the largest institutional CDL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$190.87M
Largest Holder
Morgan Stanley
Largest Position
$46.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 618,429 | $46,082,686 | $47,090,833 | +$1,008,147 | +2.19% | |
| Atlantic Family Wealth, Llc | 20.18% | 374,972 | $27,940,271 | $28,552,580 | +$612,309 | +2.19% | |
| Bank Of America Corp | 0.00% | 268,031 | $19,972,480 | $20,409,462 | +$436,982 | +2.19% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 207,247 | $15,443,119 | $15,781,009 | +$337,890 | +2.19% | |
| Lpl Financial Llc | 0.00% | 152,446 | $11,359,625 | $11,608,138 | +$248,513 | +2.19% | |
| Hightower Advisors, Llc | 0.01% | 112,753 | $8,401,832 | $8,585,679 | +$183,847 | +2.19% | |
| Ameriprise Financial Inc | 0.00% | 101,218 | $7,542,305 | $7,707,336 | +$165,031 | +2.19% | |
| Summit Financial, Llc | 0.09% | 98,539 | $7,342,739 | $7,503,341 | +$160,602 | +2.19% | |
| Jones Financial Companies Lllp | 0.00% | 86,427 | $6,356,700 | $6,581,062 | +$224,362 | +3.53% | |
| Mpwm Advisory Solutions, Llc | 1.97% | 49,838 | $3,713,674 | $3,794,959 | +$81,285 | +2.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,279 | $3,224,970 | $3,295,518 | +$70,548 | +2.19% | |
| Integrated Wealth Concepts Llc | 0.02% | 41,978 | $3,128,023 | $3,196,453 | +$68,430 | +2.19% | |
| Goldman Sachs Group Inc | 0.00% | 40,311 | $3,003,802 | $3,069,517 | +$65,715 | +2.19% | |
| Raymond James Financial Inc | 0.00% | 36,044 | $2,685,808 | $2,744,603 | +$58,795 | +2.19% | |
| Wells Fargo & Company/Mn | 0.00% | 31,864 | $2,374,365 | $2,426,313 | +$51,948 | +2.19% | |
| Truist Financial Corp | 0.00% | 27,699 | $2,064,033 | $2,109,165 | +$45,132 | +2.19% | |
| Private Advisor Group, Llc | 0.01% | 26,016 | $1,938,586 | $1,981,012 | +$42,426 | +2.19% | |
| Envestnet Asset Management Inc | 0.00% | 19,888 | $1,481,982 | $1,514,390 | +$32,408 | +2.19% | |
| Royal Bank Of Canada | 0.00% | 18,911 | $1,409,000 | $1,439,995 | +$30,995 | +2.20% | |
| Ubs Group Ag | 0.00% | 17,803 | $1,326,608 | $1,355,625 | +$29,017 | +2.19% | |
| Sloy Dahl & Holst, Llc | 0.18% | 17,671 | $1,316,800 | $1,345,574 | +$28,774 | +2.19% | |
| Rockefeller Capital Management L.P. | 0.00% | 17,212 | $1,282,574 | $1,310,623 | +$28,049 | +2.19% | |
| Fifth Third Wealth Advisors Llc | 0.04% | 16,528 | $1,231,595 | $1,258,539 | +$26,944 | +2.19% | |
| Investors Research Corp | 0.23% | 15,816 | $1,178,540 | $1,204,324 | +$25,784 | +2.19% | |
| Smith Thornton Advisors Llc | 0.56% | 14,855 | $1,106,931 | $1,131,147 | +$24,216 | +2.19% | |
| Susquehanna International Group, Llp | 0.00% | 13,051 | $972,504 | $993,780 | +$21,276 | +2.19% | |
| Citadel Advisors Llc | 0.00% | 11,783 | $878,018 | $897,227 | +$19,209 | +2.19% | |
| Vicus Capital | 0.05% | 8,505 | $633,719 | $647,621 | +$13,902 | +2.19% | |
| Creative Planning | 0.00% | 8,408 | $626,494 | $640,235 | +$13,741 | +2.19% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 5,922 | $441,348 | $450,936 | +$9,588 | +2.17% | |
| Yarger Wealth Strategies, Llc | 0.18% | 5,830 | $434,462 | $443,931 | +$9,469 | +2.18% | |
| Northeast Planning Associates, Inc. / Nh / | 0.28% | 5,685 | $423,621 | $432,889 | +$9,268 | +2.19% | |
| Western Wealth Management, Llc | 0.01% | 5,130 | $382,228 | $390,628 | +$8,400 | +2.20% | |
| Fifth Third Bancorp | 0.00% | 4,813 | $358,644 | $366,490 | +$7,846 | +2.19% | |
| Rossmore Private Capital | 0.03% | 4,224 | $314,754 | $321,640 | +$6,886 | +2.19% | |
| Concurrent Investment Advisors, Llc | 0.00% | 4,115 | $306,632 | $313,340 | +$6,708 | +2.19% | |
| North Star Investment Management Corp. | 0.02% | 3,735 | $278,316 | $284,405 | +$6,089 | +2.19% | |
| Osaic Holdings, Inc. | 0.00% | 3,514 | $261,905 | $267,577 | +$5,672 | +2.17% | |
| Sei Investments Co | 0.00% | 3,338 | $248,730 | $254,175 | +$5,445 | +2.19% | |
| Eagle Bay Advisors Llc | 0.22% | 3,315 | $247,019 | $252,424 | +$5,405 | +2.19% | |
| Iht Wealth Management, Llc | 0.01% | 3,173 | $236,453 | $241,611 | +$5,158 | +2.18% | |
| Golden State Wealth Management, Llc | 0.03% | 3,109 | $231,702 | $236,738 | +$5,036 | +2.17% | |
| Keystone Financial Group | 0.02% | 3,002 | $223,696 | $228,590 | +$4,894 | +2.19% | |
| Private Trust Co Na | 0.01% | 1,306 | $97,318 | $99,447 | +$2,129 | +2.19% | |
| Newedge Advisors, Llc | 0.00% | 47,871 | $86,172 | $3,645,180 | +$3,559,008 | +4130.12% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 950 | $70,790 | $72,339 | +$1,549 | +2.19% | |
| Fmr Llc | 0.00% | 741 | $55,230 | $56,424 | +$1,194 | +2.16% | |
| Mai Capital Management | 0.00% | 735 | $54,770 | $55,967 | +$1,197 | +2.19% | |
| Albion Financial Group | 0.00% | 300 | $22,355 | $22,844 | +$489 | +2.19% | |
| Us Bancorp \De\ | 0.00% | 254 | $18,927 | $19,341 | +$414 | +2.19% |
Frequently asked questions about CDL
Who owns the most CDL stock?
The largest holders of CDL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES US LARGE CAP H (CDL).
Is CDL widely held by superinvestors?
Many widely followed stocks like CDL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CDL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.