Free Trial

VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) Institutional Ownership

VictoryShares US Large Cap High Div Volatility Wtd ETF logo
$63.84 +0.76 (+1.20%)
Closing price 04/17/2025 03:51 PM Eastern
Extended Trading
$63.92 +0.08 (+0.13%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for VictoryShares US Large Cap High Div Volatility Wtd ETF (NASDAQ:CDL)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$6.40M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$249.59K
Get CDL Insider Trade Alerts

Want to know when executives and insiders are buying or selling VictoryShares US Large Cap High Div Volatility Wtd ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CDL Institutional Buying and Selling by Quarter

VictoryShares US Large Cap High Div Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Vicus Capital5,549$380K0.0%+45.9%0.108%
4/9/2025 NBC Securities Inc.650$44K0.0%N/A0.013%
2/18/2025Mpwm Advisory Solutions LLC46,915$3.07M2.2%N/A0.902%
2/17/2025Ameriprise Financial Inc.148,240$9.68M0.0%+11.5%2.851%
2/14/2025Integrated Wealth Concepts LLC10,089$659K0.0%+3.6%0.194%
2/14/2025IHT Wealth Management LLC3,293$215K0.0%-9.4%0.063%
2/13/2025Keystone Financial Group8,148$532K0.1%N/A0.157%
2/10/2025EverSource Wealth Advisors LLC3,593$235K0.0%-29.0%0.069%
2/6/2025Jones Financial Companies Lllp31,568$2.06M0.0%+104.5%0.607%
1/30/2025Vicus Capital3,803$248K0.0%N/A0.073%
1/28/2025Golden State Wealth Management LLC4,096$268K0.0%N/A0.079%
11/15/2024IHT Wealth Management LLC3,634$247K0.0%+7.8%0.070%
8/14/2024EverSource Wealth Advisors LLC3,481$225K0.0%-10.4%0.063%
7/26/2024Cambridge Investment Research Advisors Inc.16,251$992K0.0%-2.6%0.295%
6/11/2024EverSource Wealth Advisors LLC3,887$235K0.0%-22.6%0.069%
5/17/2024Comerica Bank6,112$380K0.0%-2.5%0.108%
5/9/2024Eagle Bay Advisors LLC4,623$287K0.2%+10.8%0.082%
2/9/2024EverSource Wealth Advisors LLC5,022$294K0.0%-59.7%0.084%
11/4/2023 NBC Securities Inc.650$35K0.0%N/A0.011%
11/4/2023EverSource Wealth Advisors LLC12,466$677K0.1%-9.6%0.203%
10/18/2023Private Trust Co. NA4,716$256K0.0%+17.2%0.076%
8/7/2023Keystone Financial Group9,031$511K0.1%N/A0.141%
8/4/2023EverSource Wealth Advisors LLC13,786$780K0.1%+1,177.7%0.215%
8/2/2023North Star Investment Management Corp.3,735$211K0.0%-25.6%0.058%
7/28/2023Private Trust Co. NA4,023$228K0.0%+9.8%0.063%
7/13/2023Cambridge Investment Research Advisors Inc.16,778$949K0.0%-24.7%0.262%
5/5/2023Silver Oak Securities Incorporated52,170$3M0.5%+0.7%0.779%
5/3/2023Integrated Wealth Concepts LLC13,930$801K0.0%+126.0%0.208%
4/28/2023Janney Montgomery Scott LLC61,065$3.51M0.0%-16.0%0.911%
4/26/2023Eagle Bay Advisors LLC4,172$240K0.1%N/A0.062%
2/13/2023Integrated Wealth Concepts LLC6,165$363K0.0%+24.6%0.096%
2/9/2023EverSource Wealth Advisors LLC970$57K0.0%N/A0.015%
2/8/2023Cambridge Investment Research Advisors Inc.12,544$739K0.0%+5.2%0.196%
2/2/2023Silver Oak Securities Incorporated51,810$3.05M0.6%+38.8%0.810%
2/1/2023Janney Montgomery Scott LLC72,687$4.28M0.0%N/A1.136%
1/11/2023North Star Investment Management Corp.5,017$295K0.0%N/A0.081%
10/20/2022Silver Oak Securities Incorporated37,320$1.98M0.4%-0.8%0.661%
10/17/2022Private Trust Co. NA3,664$194K0.0%-11.9%0.062%
10/17/2022Cambridge Investment Research Advisors Inc.11,923$632K0.0%+8.1%0.200%
9/16/2022Private Trust Co. NA4,158$242K0.0%N/A0.082%
Something strange going on at Mar-a-Lago (Ad)

A former government advisor says a $9 trillion AI breakthrough is nearing launch. It may become America’s biggest advantage in the race against China — and a handful of Musk-linked companies could benefit.

Nvidia’s early days made millionaires. This AI play might too.
8/9/2022TIAA FSB3,654$212K0.0%N/A0.072%
8/5/2022Keystone Financial Group9,031$525K0.1%-5.3%0.177%
2/14/2022IHT Wealth Management LLC3,954$242K0.0%-5.8%0.093%
2/3/2022Cambridge Investment Research Advisors Inc.10,974$671K0.0%+38.0%0.264%
11/12/2021Keystone Financial Group12,660$720K0.1%-11.0%0.329%
8/24/2021Flow Traders U.S. LLC4,329$245K0.0%N/A0.112%
7/20/2021Country Trust Bank697$39K0.0%N/A0.018%
5/17/2021Ameriprise Financial Inc.62,204$3.11M0.0%+9.5%1.616%
5/11/2021Keystone Financial Group14,911$816K0.2%-9.8%0.387%
5/3/2021Calton & Associates Inc.3,796$208K0.0%N/A0.099%
4/30/2021IFP Advisors Inc3,416$188K0.0%-56.2%0.089%
(Data available from 1/1/2016 forward)

CDL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CDL shares?

During the previous two years, 17 institutional investors and hedge funds held shares of VictoryShares US Large Cap High Div Volatility Wtd ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($9.68M), Janney Montgomery Scott LLC ($3.51M), Mpwm Advisory Solutions LLC ($3.07M), Silver Oak Securities Incorporated ($3M), Jones Financial Companies Lllp ($2.06M), Cambridge Investment Research Advisors Inc. ($992K), and Integrated Wealth Concepts LLC ($659K).Learn more on CDL's institutional investors.

Which institutional investors have been buying VictoryShares US Large Cap High Div Volatility Wtd ETF stock?

Of the 13 institutional investors that purchased VictoryShares US Large Cap High Div Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mpwm Advisory Solutions LLC ($46.92K), Keystone Financial Group ($17.18K), Jones Financial Companies Lllp ($16.13K), Ameriprise Financial Inc. ($15.23K), EverSource Wealth Advisors LLC ($12.71K), Integrated Wealth Concepts LLC ($8.11K), and Vicus Capital ($5.55K).

How much institutional buying is happening at VictoryShares US Large Cap High Div Volatility Wtd ETF?

Institutional investors have bought a total of 133,527 shares in the last 24 months. This purchase volume represents approximately $9.13M in transactions.

Which VictoryShares US Large Cap High Div Volatility Wtd ETF major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares US Large Cap High Div Volatility Wtd ETF stock in the last 24 months: EverSource Wealth Advisors LLC ($11.77K), Janney Montgomery Scott LLC ($11.62K), Cambridge Investment Research Advisors Inc. ($5.95K), North Star Investment Management Corp. ($1.28K), IHT Wealth Management LLC ($341.00), and Comerica Bank ($159.00).

How much institutional selling is happening at VictoryShares US Large Cap High Div Volatility Wtd ETF?

Institutional investors have sold a total of 31,123 shares in the last 24 months. This volume of shares sold represents approximately $2.48M in transactions.



This page (NASDAQ:CDL) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners