VictoryShares US Large Cap High Div Volatility Wtd
CDL • XNYS
VictoryShares US Large Cap High Div Volatility Wtd is a publicly traded company on XNYS. As of Q3 2025, 58 institutional investors hold shares in this company, with total holdings valued at $174.1M. MORGAN STANLEY is the largest holder with a position valued at $39.7M.
Overview
Overview of institutional ownership in CDL as of Q3 2025
All Institutions
- Institutions
- 58
- Value Held
- $174.1M
- Shares Held
- 2.5M
- Avg Position
- $3.0M
- Median Position
- $388.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $316.7K
- Shares Held
- 4.6K
- Avg Position
- $316.7K
- Median Position
- $316.7K
Biggest Investors
Institutions with the largest positions in CDL as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $39.7M 0.00% of portfolio |
 ATLANTIC FAMILY WEALTH, LLC RIA/Wealth | $26.0M 20.15% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $20.4M 0.00% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $13.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $10.8M 0.00% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $9.6M 0.01% of portfolio |
 Summit Financial, LLC RIA/Wealth | $7.4M 0.11% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $5.3M 0.00% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $5.1M 0.00% of portfolio |
 MPWM ADVISORY SOLUTIONS, LLC RIA/Wealth | $3.4M 2.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CDL in Q3 2025
- Traded
- +$2.7M
- Buyers
- 29
- Sellers
- 21
- Total Bought
- +$9.6M
- Total Sold
- −$6.9M
- Avg Position
- $2.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Goss Wealth Management LLC RIA/Wealth | +$3.0M +43.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$1.8M +26.3K shares |
 Integrated Wealth Concepts LLC RIA/Wealth | +$752.5K +10.8K shares |
ATLANTIC FAMILY WEALTH, LLC RIA/Wealth | +$602.1K +8.7K shares |
L LPL Financial LLC Institution | +$501.0K +7.2K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$483.8K +7.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$429.4K +6.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$371.3K +5.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$299.2K +-46.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$276.7K +4.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
AMERIPRISE FINANCIAL INC Institution | −$3.3M −47.6K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.0M −28.9K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$415.9K −6.0K shares |
 Quantinno Capital Management LP Hedge Fund•Market Neutral | −$222.1K −3.3K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$202.1K −3.0K shares |
 Private Advisor Group, LLC RIA/Wealth | −$180.4K −2.6K shares |
HighTower Advisors, LLC RIA/Wealth | −$118.9K −1.7K shares |
 Eagle Bay Advisors LLC Family Office | −$80.2K −1.2K shares |
 Investors Research Corp RIA/Wealth | −$52.3K −751.0 shares |
 Huntleigh Advisors, Inc. RIA/Wealth | −$46.8K −673.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CDL in Q3 2025
- New Positions
- 5
- New Value
- $392.3K
- Exited Positions
- 5
- Exited Value
- $444.2K
New Positions
| Institution | Position Value |
|---|---|
R Rede Wealth, LLC RIA/Wealth | $234.6K 3.4K shares |
 Rossmore Private Capital RIA/Wealth | $147.0K 2.1K shares |
 Wall Street Access Asset Management, LLC RIA/Wealth | $9.7K 140.0 shares |
R Russell Investments Group, Ltd. RIA/Wealth | $983.0 14.0 shares |
 NBC SECURITIES, INC. RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Quantinno Capital Management LP Hedge Fund•Market Neutral | $222.1K 3.3K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $202.1K 3.0K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $10.9K 163.0 shares |
 Ridgewood Investments LLC RIA/Wealth | $9.1K 136.0 shares |
NBC SECURITIES, INC. RIA/Wealth | - 650.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in CDL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CDL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ATLANTIC FAMILY WEALTH, LLC RIA/Wealth | 20.15% $26.0M |
MPWM ADVISORY SOLUTIONS, LLC RIA/Wealth | 2.02% $3.4M |
S Smith Thornton Advisors LLC RIA/Wealth | 0.56% $1.0M |
0.34% $402.4K | |
 YARGER WEALTH STRATEGIES, LLC RIA/Wealth | 0.27% $571.5K |
Investors Research Corp RIA/Wealth | 0.22% $1.2M |
R Rede Wealth, LLC RIA/Wealth | 0.19% $234.6K |
Eagle Bay Advisors LLC Family Office | 0.19% $234.6K |
S Sloy Dahl & Holst, LLC RIA/Wealth | 0.13% $1.3M |
Summit Financial, LLC RIA/Wealth | 0.11% $7.4M |
Hedge Fund Spotlight
Discover hedge funds investing in CDL
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in VictoryShares US Large Cap High Div Volatility Wtd
- Market Value
- $316.7K
- Shares Held
- 4.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2016-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
