CDL Institutional Ownership
VictoryShares US Large Cap High Div Volatility Wtd ETF
1W: -0.9%
1M: -6.2%
3M: -4.6%
YTD: +8.6%
1Y: +8.9%
3Y: +50.0%
5Y: +52.1%
$74.98
+0.19 (+0.25%)
Weekly Expected Move ±1.1%
$73
$74
$75
$76
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CDL
69
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
210M
Total Invested
7
New Positions
20
Increased
28
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 617,131 | $46M | -1,298 | -0.2% | 42Q | SEC ↗ |
| 2 | ATLANTIC FAMILY WEALTH, LLC | 381,018 | $29M | +6,046 | +1.6% | 7Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 262,365 | $20M | -5,666 | -2.1% | 15Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 213,493 | $16M | +6,246 | +3.0% | 30Q | SEC ↗ |
| 5 | LPL Financial LLC | 156,681 | $12M | +4,235 | +2.8% | 43Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 106,787 | $8M | -5,966 | -5.3% | 22Q | SEC ↗ |
| 7 | Summit Financial, LLC | 106,380 | $8M | +7,841 | +8.0% | 6Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 95,636 | $7M | +9,209 | +10.7% | 9Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 93,806 | $7M | -7,412 | -7.3% | 16Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC | 49,391 | $4M | +7,413 | +17.7% | 22Q | SEC ↗ |
| 11 | MPWM ADVISORY SOLUTIONS, LLC | 48,395 | $4M | -1,443 | -2.9% | 7Q | SEC ↗ |
| 12 | Vise Technologies, Inc. NEW | 44,354 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 44,103 | $3M | -4,282 | -8.8% | 11Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 42,779 | $3M | -500 | -1.2% | 35Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 40,311 | $3M | — | +0.0% | 15Q | SEC ↗ |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,614 | $3M | +24,563 | +188.2% | 11Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 33,976 | $3M | -2,068 | -5.7% | 7Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 30,914 | $2M | -950 | -3.0% | 28Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 27,506 | $2M | -193 | -0.7% | 15Q | SEC ↗ |
| 20 | Private Advisor Group, LLC | 24,993 | $2M | -1,023 | -3.9% | 32Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 22,076 | $2M | +2,188 | +11.0% | 25Q | SEC ↗ |
| 22 | Fifth Third Wealth Advisors LLC | 19,521 | $1M | +2,993 | +18.1% | 2Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 17,842 | $1M | -1,069 | -5.7% | 43Q | SEC ↗ |
| 24 | UBS Group AG | 17,732 | $1M | -71 | -0.4% | 41Q | SEC ↗ |
| 25 | Sloy Dahl & Holst, LLC | 17,674 | $1M | +3 | +0.0% | 27Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 16,681 | $1M | -531 | -3.1% | 4Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 14,536 | $1M | -84 | -0.6% | 40Q | SEC ↗ |
| 28 | Smith Thornton Advisors LLC | 14,344 | $1M | -511 | -3.4% | 9Q | SEC ↗ |
| 29 | Investors Research Corp | 13,386 | $1M | -2,430 | -15.4% | 29Q | SEC ↗ |
| 30 | VICUS CAPITAL | 8,416 | $631K | -89 | -1.0% | 7Q | SEC ↗ |
| 31 | Creative Planning | 7,814 | $586K | -594 | -7.1% | 2Q | SEC ↗ |
| 32 | Cetera Investment Advisers NEW | 6,425 | $482K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Stratos Wealth Partners, LTD. | 5,926 | $444K | +4 | +0.1% | 32Q | SEC ↗ |
| 34 | YARGER WEALTH STRATEGIES, LLC | 5,874 | $440K | +44 | +0.8% | 19Q | SEC ↗ |
| 35 | NORTHEAST PLANNING ASSOCIATES, INC. / | 5,685 | $426K | — | +0.0% | 7Q | SEC ↗ |
| 36 | SageView Advisory Group, LLC | 5,193 | $389K | -593 | -10.2% | 9Q | SEC ↗ |
| 37 | Western Wealth Management, LLC | 5,133 | $385K | +3 | +0.1% | 8Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 4,713 | $353K | -100 | -2.1% | 2Q | SEC ↗ |
| 39 | OSAIC HOLDINGS, INC. | 4,461 | $334K | +947 | +26.9% | 26Q | SEC ↗ |
| 40 | Rossmore Private Capital | 4,224 | $317K | — | +0.0% | 4Q | SEC ↗ |
| 41 | Concurrent Investment Advisors, LLC | 4,119 | $309K | +4 | +0.1% | 6Q | SEC ↗ |
| 42 | North Star Investment Management Corp. | 3,735 | $280K | — | +0.0% | 15Q | SEC ↗ |
| 43 | Nuveen, LLC NEW | 3,425 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Eagle Bay Advisors LLC | 3,342 | $251K | +27 | +0.8% | 14Q | SEC ↗ |
| 45 | SEI INVESTMENTS CO | 3,338 | $250K | — | +0.0% | 3Q | SEC ↗ |
| 46 | Keystone Financial Group | 3,002 | $225K | — | +0.0% | 2Q | SEC ↗ |
| 47 | IHT Wealth Management, LLC | 2,846 | $213K | -327 | -10.3% | 10Q | SEC ↗ |
| 48 | NICOLET BANKSHARES INC NEW | 2,768 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 49 | EverSource Wealth Advisors, LLC | 2,408 | $181K | +20 | +0.8% | 15Q | SEC ↗ |
| 50 | Golden State Wealth Management, LLC | 1,946 | $146K | -1,163 | -37.4% | 7Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 44,354 | $3M |
| Cetera Investment Advisers | 6,425 | $482K |
| Nuveen, LLC | 3,425 | $257K |
| NICOLET BANKSHARES INC | 2,768 | $208K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,582 | $119K |
| Arax Advisory Partners | 556 | $42K |
| Regatta Research & Money Management | 158 | $12K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 11,783 | $883K |
| StoneX Group Inc. | 8,835 | $662K |
| Steward Partners Investment Advisor | 950 | $71K |
| MAI Capital Management | 735 | $55K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +24,563 | +188.2% | 37,614 |
| JONES FINANCIAL COMPANIES LLLP | +9,209 | +10.7% | 95,636 |
| Summit Financial, LLC | +7,841 | +8.0% | 106,380 |
| Integrated Wealth Concepts LLC | +7,413 | +17.7% | 49,391 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +6,246 | +3.0% | 213,493 |
| ATLANTIC FAMILY WEALTH, LLC | +6,046 | +1.6% | 381,018 |
| LPL Financial LLC | +4,235 | +2.8% | 156,681 |
| Fifth Third Wealth Advisors LLC | +2,993 | +18.1% | 19,521 |
| ENVESTNET ASSET MANAGEMENT INC | +2,188 | +11.0% | 22,076 |
| OSAIC HOLDINGS, INC. | +947 | +26.9% | 4,461 |
| KELLEHER FINANCIAL ADVISORS | +140 | +100.0% | 280 |
| YARGER WEALTH STRATEGIES, LLC | +44 | +0.8% | 5,874 |
| Eagle Bay Advisors LLC | +27 | +0.8% | 3,342 |
| EverSource Wealth Advisors, LLC | +20 | +0.8% | 2,408 |
| FMR LLC | +7 | +0.9% | 748 |
| Concurrent Investment Advisors, LLC | +4 | +0.1% | 4,119 |
| Stratos Wealth Partners, LTD. | +4 | +0.1% | 5,926 |
| Western Wealth Management, LLC | +3 | +0.1% | 5,133 |
| Sloy Dahl & Holst, LLC | +3 | +0.0% | 17,674 |
| Russell Investments Group, Ltd. | +1 | +7.1% | 15 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | -7,412 | -7.3% | 93,806 |
| HighTower Advisors, LLC | -5,966 | -5.3% | 106,787 |
| BANK OF AMERICA CORP /DE | -5,666 | -2.1% | 262,365 |
| NewEdge Advisors, LLC | -4,282 | -8.8% | 44,103 |
| Investors Research Corp | -2,430 | -15.4% | 13,386 |
| RAYMOND JAMES FINANCIAL INC | -2,068 | -5.7% | 33,976 |
| MPWM ADVISORY SOLUTIONS, LLC | -1,443 | -2.9% | 48,395 |
| MORGAN STANLEY | -1,298 | -0.2% | 617,131 |
| Golden State Wealth Management, LLC | -1,163 | -37.4% | 1,946 |
| ROYAL BANK OF CANADA | -1,069 | -5.7% | 17,842 |
| Private Advisor Group, LLC | -1,023 | -3.9% | 24,993 |
| WELLS FARGO & COMPANY/MN | -950 | -3.0% | 30,914 |
| Creative Planning | -594 | -7.1% | 7,814 |
| SageView Advisory Group, LLC | -593 | -10.2% | 5,193 |
| Rockefeller Capital Management L.P. | -531 | -3.1% | 16,681 |
| Smith Thornton Advisors LLC | -511 | -3.4% | 14,344 |
| COMMONWEALTH EQUITY SERVICES, LLC | -500 | -1.2% | 42,779 |
| IHT Wealth Management, LLC | -327 | -10.3% | 2,846 |
| TRUIST FINANCIAL CORP | -193 | -0.7% | 27,506 |
| FIFTH THIRD BANCORP | -100 | -2.1% | 4,713 |