CDL

Victoryshares US Large Cap H

+$8.5M

Net Activity

Institutions Holding

61

Popularity Rank

#5533

Avg Weight

0.40%

Total Value

$192.2M

Ownership Trend

61 institutions currently hold CDL, with 17 net buyers and 27 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

27

Net Buying Institutions

17

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$46.1M
AF
Atlantic Family Wealth, LLC
$27.9M
BO
Bank Of America CORP /de/
$20.0M
NM
Northwestern Mutual Wealth Management Co
$15.4M
LF
LPL Financial LLC
$11.4M

Top 5 by Conviction

AF
Atlantic Family Wealth, LLC
20.18%
MA
Mpwm Advisory Solutions, LLC
1.97%
ST
Smith Thornton Advisors LLC
0.56%
NP
Northeast Planning Associates, INC. / Nh /
0.28%
IR
Investors Research Corp
0.23%
View all 61 holding institutions

Quarterly Activity

Recent Activity

+$107.7M

Total Buy Value

$90.0M

Total Sell Value

New buy4
Trim25
Add13
Sold out2

17

Net Buyers

27

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VICTORYSHARES US LARGE CAP H (CDL)?
Major stakeholders currently include Morgan Stanley ($46.1M), Atlantic Family Wealth, LLC ($27.9M), Bank Of America CORP /de/ ($20.0M). Based on the latest 13F filings, there are a total of 61 tracked investment funds and institutions maintaining positions in CDL.
What is the overall institutional sentiment toward CDL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $8.5M, driven by 17 managers accumulating shares while 27 reduced their exposure.
Which institutions have been selling or reducing their CDL positions?
In the latest period, 25 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $90.0M.
Are there any notable investors adding CDL to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 13 existing holders added to their shares. The total reported buy value for the quarter amounted to $107.7M.

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