Who owns CDL?
VictoryShares US Large Cap High Div Volatility Wtd ETF · VictoryShares
65 institutions reported holding CDL, worth $215.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CDL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $47.9M | 617,131 | −1,298 shares |
| Atlantic Family Wealth, LLC | Coral Gables, FL | $29.6M | 381,018 | +6,046 shares |
| Bank of America Corp. | Charlotte, NC | $20.4M | 262,365 | −5,666 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $16.6M | 213,493 | +6,246 shares |
| LPL Financial LLC | Fort Mill, SC | $12.2M | 156,681 | +4,235 shares |
| HighTower Advisors, LLC | Chicago, IL | $8.3M | 106,787 | −5,966 shares |
| Summit Financial, LLC | Parsippany, NJ | $8.3M | 106,380 | +7,841 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $7.6M | 97,936 | +55,958 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $7.5M | 95,636 | +9,209 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $7.3M | 93,806 | −7,412 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CDL?
65 institutional managers reported holding CDL in Form 13F filings for June 30, 2026, worth $215.2M in total. The largest reported position was held by Morgan Stanley, at $47.9M.
Did institutions buy or sell CDL last quarter?
Reported 13F value rose 12.0% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CDL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.