VICTORYSHARES US LARGE CAP H (CDL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $183.15M 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 $47.87M in its June 30, 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 $47.68M, representing an estimated loss of -0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% 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
59
Total Reported Value
$183.15M
Largest Holder
Morgan Stanley
Largest Position
$47.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
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% | 617,131 | $47,873,152 | $47,683,552 | -$189,600 | -0.40% | |
| Atlantic Family Wealth, Llc | 18.91% | 381,018 | $29,556,887 | $29,439,927 | -$116,960 | -0.40% | |
| Bank Of America Corp | 0.00% | 262,365 | $20,352,569 | $20,272,025 | -$80,544 | -0.40% | |
| Lpl Financial Llc | 0.00% | 156,681 | $12,154,346 | $12,106,192 | -$48,154 | -0.40% | |
| Summit Financial, Llc | 0.09% | 106,380 | $8,252,283 | $8,219,610 | -$32,673 | -0.40% | |
| Jones Financial Companies Lllp | 0.00% | 95,636 | $7,510,129 | $7,389,459 | -$120,670 | -1.61% | |
| Ameriprise Financial Inc | 0.00% | 93,806 | $7,276,722 | $7,248,061 | -$28,661 | -0.39% | |
| Integrated Wealth Concepts Llc | 0.03% | 49,391 | $3,831,399 | $3,816,270 | -$15,129 | -0.39% | |
| Mpwm Advisory Solutions, Llc | 1.72% | 48,395 | $3,754,140 | $3,739,312 | -$14,828 | -0.39% | |
| Vise Technologies, Inc. | 0.04% | 44,354 | $3,440,702 | $3,427,078 | -$13,624 | -0.40% | |
| Newedge Advisors, Llc | 0.01% | 44,103 | $3,421,247 | $3,407,684 | -$13,563 | -0.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 42,779 | $3,318,510 | $3,305,384 | -$13,126 | -0.40% | |
| Goldman Sachs Group Inc | 0.00% | 40,311 | $3,127,073 | $3,114,690 | -$12,383 | -0.40% | |
| Susquehanna International Group, Llp | 0.00% | 37,614 | $2,917,857 | $2,906,302 | -$11,555 | -0.40% | |
| Raymond James Financial Inc | 0.00% | 33,976 | $2,635,607 | $2,625,207 | -$10,400 | -0.39% | |
| Wells Fargo & Company/Mn | 0.00% | 30,914 | $2,398,144 | $2,388,617 | -$9,527 | -0.40% | |
| Truist Financial Corp | 0.00% | 27,506 | $2,133,706 | $2,125,292 | -$8,414 | -0.39% | |
| Private Advisor Group, Llc | 0.01% | 24,993 | $1,938,819 | $1,931,122 | -$7,697 | -0.40% | |
| Envestnet Asset Management Inc | 0.00% | 22,076 | $1,712,501 | $1,705,735 | -$6,766 | -0.40% | |
| Fifth Third Wealth Advisors Llc | 0.04% | 19,521 | $1,514,316 | $1,508,319 | -$5,997 | -0.40% | |
| Royal Bank Of Canada | 0.00% | 17,842 | $1,384,000 | $1,378,589 | -$5,411 | -0.39% | |
| Ubs Group Ag | 0.00% | 17,732 | $1,375,543 | $1,370,090 | -$5,453 | -0.40% | |
| Sloy Dahl & Holst, Llc | 0.17% | 17,674 | $1,371,017 | $1,365,608 | -$5,409 | -0.39% | |
| Rockefeller Capital Management L.P. | 0.00% | 16,681 | $1,294,075 | $1,288,882 | -$5,193 | -0.40% | |
| Smith Thornton Advisors Llc | 0.50% | 14,344 | $1,139,048 | $1,108,311 | -$30,737 | -2.70% | |
| Investors Research Corp | 0.19% | 13,386 | $1,038,402 | $1,034,289 | -$4,113 | -0.40% | |
| Vicus Capital | 0.04% | 8,416 | $652,830 | $650,275 | -$2,555 | -0.39% | |
| Cetera Investment Advisers | 0.00% | 6,425 | $498,401 | $496,437 | -$1,964 | -0.39% | |
| Yarger Wealth Strategies, Llc | 0.17% | 5,874 | $464,283 | $453,863 | -$10,420 | -2.24% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 5,926 | $459,724 | $457,881 | -$1,843 | -0.40% | |
| Western Wealth Management, Llc | 0.01% | 5,133 | $398,189 | $396,609 | -$1,580 | -0.40% | |
| Fifth Third Bancorp | 0.00% | 4,713 | $365,605 | $364,157 | -$1,448 | -0.40% | |
| Northeast Planning Associates, Inc. / Nh / | 0.26% | 5,685 | $350,013 | $439,260 | +$89,247 | +25.50% | |
| Osaic Holdings, Inc. | 0.00% | 4,461 | $346,144 | $344,686 | -$1,458 | -0.42% | |
| Rossmore Private Capital | 0.03% | 4,224 | $327,671 | $326,374 | -$1,297 | -0.40% | |
| Concurrent Investment Advisors, Llc | 0.00% | 4,119 | $319,546 | $318,261 | -$1,285 | -0.40% | |
| North Star Investment Management Corp. | 0.02% | 3,735 | $289,738 | $288,590 | -$1,148 | -0.40% | |
| Nuveen, Llc | 0.00% | 3,425 | $265,690 | $264,638 | -$1,052 | -0.40% | |
| Eagle Bay Advisors Llc | 0.19% | 3,342 | $259,251 | $258,225 | -$1,026 | -0.40% | |
| Sei Investments Co | 0.00% | 3,338 | $258,940 | $257,916 | -$1,024 | -0.40% | |
| Keystone Financial Group | 0.01% | 3,002 | $232,877 | $231,954 | -$923 | -0.40% | |
| Iht Wealth Management, Llc | 0.00% | 2,846 | $220,769 | $219,900 | -$869 | -0.39% | |
| Nicolet Bankshares Inc | 0.01% | 2,768 | $218,236 | $213,874 | -$4,362 | -2.00% | |
| Golden State Wealth Management, Llc | 0.01% | 1,946 | $150,972 | $150,361 | -$611 | -0.40% | |
| Private Trust Co Na | 0.01% | 1,306 | $101,311 | $100,910 | -$401 | -0.40% | |
| Fmr Llc | 0.00% | 748 | $58,001 | $57,795 | -$206 | -0.35% | |
| Arax Advisory Partners | 0.00% | 556 | $43,131 | $42,960 | -$171 | -0.40% | |
| Jpmorgan Chase & Co | 0.00% | 462 | $36,191 | $35,697 | -$494 | -1.36% | |
| Albion Financial Group | 0.00% | 300 | $23,273 | $23,180 | -$93 | -0.40% | |
| Kelleher Financial Advisors | 0.00% | 280 | $21,721 | $21,635 | -$86 | -0.40% |
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.