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

$79.03—

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

NASDAQ

$79.03—

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CDL(CDL)

CDL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 76 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	618.43K	Mar 31, 26	+43.45K	12.45%
ATLANTIC FAMILY WEALTH, LLC	374.97K	Mar 31, 26	+577	7.55%
BANK OF AMERICA CORP /DE/	268.03K	Mar 31, 26	-20.81K	5.40%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	207.25K	Mar 31, 26	+5.18K	4.17%
LPL Financial LLC	152.45K	Mar 31, 26	-11.90K	3.07%
HighTower Advisors, LLC	112.75K	Mar 31, 26	-21.52K	2.27%
AMERIPRISE FINANCIAL INC	101.22K	Mar 31, 26	-12.16K	2.04%
Summit Financial, LLC	98.54K	Mar 31, 26	-5.66K	1.98%
JONES FINANCIAL COMPANIES LLLP	86.43K	Mar 31, 26	+6.89K	1.74%
MPWM ADVISORY SOLUTIONS, LLC	49.84K	Mar 31, 26	-438.04K	1.00%
NewEdge Advisors, LLC	48.38K	Mar 31, 26	-1.68K	0.97%
COMMONWEALTH EQUITY SERVICES, LLC	43.28K	Mar 31, 26	+390	0.87%
Integrated Wealth Concepts LLC	41.98K	Mar 31, 26	+7.28K	0.85%
GOLDMAN SACHS GROUP INC	40.31K	Mar 31, 26	-75	0.81%
RAYMOND JAMES FINANCIAL INC	36.04K	Mar 31, 26	-4.68K	0.73%
WELLS FARGO & COMPANY/MN	31.86K	Mar 31, 26	-1.37K	0.64%
TRUIST FINANCIAL CORP	27.70K	Mar 31, 26	-506	0.56%
Private Advisor Group, LLC	26.02K	Mar 31, 26	-224	0.52%
ENVESTNET ASSET MANAGEMENT INC	19.89K	Mar 31, 26	-1.34K	0.40%
ROYAL BANK OF CANADA	18.91K	Mar 31, 26	-1.44K	0.38%
UBS Group AG	17.80K	Mar 31, 26	-1.06K	0.36%
Sloy Dahl & Holst, LLC	17.67K	Mar 31, 26	-429	0.36%
Rockefeller Capital Management L.P.	17.21K	Mar 31, 26	-1.29K	0.35%
Fifth Third Wealth Advisors LLC	16.53K	Mar 31, 26	+16.53K	0.33%
Investors Research Corp	15.82K	Mar 31, 26	-90	0.32%
Smith Thornton Advisors LLC	14.86K	Mar 31, 26	--	0.30%
Cambridge Investment Research Advisors, Inc.	14.62K	Mar 31, 26	-361	0.29%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13.05K	Mar 31, 26	-32.81K	0.26%
CITADEL ADVISORS LLC	11.78K	Mar 31, 26	+6.84K	0.24%
VICUS CAPITAL	8.51K	Mar 31, 26	+57	0.17%
Creative Planning	8.41K	Mar 31, 26	+8.41K	0.17%
Stratos Wealth Partners, LTD.	5.92K	Mar 31, 26	+20	0.12%
YARGER WEALTH STRATEGIES, LLC	5.83K	Mar 31, 26	-1.74K	0.12%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /	5.68K	Mar 31, 26	--	0.11%
Western Wealth Management, LLC	5.13K	Mar 31, 26	+3	0.10%
FIFTH THIRD BANCORP	4.81K	Mar 31, 26	+4.81K	0.10%
Rossmore Private Capital	4.22K	Mar 31, 26	--	0.09%
Concurrent Investment Advisors, LLC	4.12K	Mar 31, 26	+113	0.08%
North Star Investment Management Corp.	3.73K	Mar 31, 26	--	0.08%
ADVISOR GROUP HOLDINGS, INC.	3.51K	Mar 31, 26	-1.48K	0.07%
SEI INVESTMENTS CO	3.34K	Mar 31, 26	--	0.07%
Eagle Bay Advisors LLC	3.31K	Mar 31, 26	+3	0.07%
IHT Wealth Management, LLC	3.17K	Mar 31, 26	--	0.06%
Golden State Wealth Management, LLC	3.11K	Mar 31, 26	-87	0.06%
Keystone Financial Group	3.00K	Mar 31, 26	+3.00K	0.06%
EverSource Wealth Advisors, LLC	2.39K	Mar 31, 26	+14	0.05%
PRIVATE TRUST CO NA	1.31K	Mar 31, 26	--	0.03%
Steward Partners Investment Advisory, LLC	950	Mar 31, 26	--	0.02%
FMR LLC	741	Mar 31, 26	--	0.01%
MAI Capital Management	735	Mar 31, 26	--	0.01%
JPMORGAN CHASE & CO	499	Mar 31, 26	-1.80K	0.01%
ALBION FINANCIAL GROUP /UT	300	Mar 31, 26	--	0.01%
US BANCORP \DE\	254	Mar 31, 26	--	0.01%
SIGNATUREFD, LLC	245	Mar 31, 26	--	0.00%
LRI Investments, LLC	233	Mar 31, 26	--	0.00%
KELLEHER FINANCIAL ADVISORS	140	Mar 31, 26	--	0.00%
VANGUARD ADVISERS INC	62	Mar 31, 26	+62	0.00%
ROTHSCHILD INVESTMENT LLC	60	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	14	Mar 31, 26	--	0.00%
ASSETMARK, INC	1	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	--	Mar 31, 26	-1	--
StoneX Group Inc.	--	Mar 31, 26	-8.84K	--
SageView Advisory Group, LLC	6.58K	Dec 31, 25	-466	0.13%
COMERICA BANK	5.04K	Dec 31, 25	-28	0.10%
TAP Consulting, LLC	106.48K	Dec 31, 24	+891	2.14%
Raymond James Financial Services Advisors, Inc.	20.92K	Sep 30, 24	-252	0.42%
RAYMOND JAMES & ASSOCIATES	20.44K	Sep 30, 24	-395	0.41%
Peterson Financial Group, Inc.	3	Sep 30, 24	+3	0.00%
Cetera Advisor Networks LLC	--	Mar 31, 24	-4.85K	--
Baystate Wealth Management LLC	274	Dec 31, 23	+4	0.01%
NEXT Financial Group, Inc	152	Dec 31, 21	--	0.00%
Advisor Group, Inc.	21.87K	Dec 31, 19	-72.18K	0.44%
BB&T SECURITIES, LLC	8.03K	Sep 30, 19	--	0.16%
ADVANTAGE INVESTMENT MANAGEMENT, LLC	217	Sep 30, 19	--	0.00%
MSI Financial Services Inc	1.90K	Dec 31, 16	-3.85K	0.04%
SOCIETE GENERALE	44.90K	Jun 30, 16	+44.90K	0.90%

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Holder

Date

Change

% Held

MORGAN STANLEY

618.43K

Mar 31, 26

+43.45K

12.45%

ATLANTIC FAMILY WEALTH, LLC

374.97K

Mar 31, 26

+577

7.55%

BANK OF AMERICA CORP /DE/

268.03K

Mar 31, 26

-20.81K

5.40%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

207.25K

Mar 31, 26

+5.18K

4.17%

LPL Financial LLC

152.45K

Mar 31, 26

-11.90K

3.07%

HighTower Advisors, LLC

112.75K

Mar 31, 26

-21.52K

2.27%

AMERIPRISE FINANCIAL INC

101.22K

Mar 31, 26

-12.16K

2.04%

Summit Financial, LLC

98.54K

Mar 31, 26

-5.66K

1.98%

JONES FINANCIAL COMPANIES LLLP

86.43K

Mar 31, 26

+6.89K

1.74%

MPWM ADVISORY SOLUTIONS, LLC

49.84K

Mar 31, 26

-438.04K

1.00%

NewEdge Advisors, LLC

48.38K

Mar 31, 26

-1.68K

0.97%

COMMONWEALTH EQUITY SERVICES, LLC

43.28K

Mar 31, 26

+390

0.87%

Integrated Wealth Concepts LLC

41.98K

Mar 31, 26

+7.28K

0.85%

GOLDMAN SACHS GROUP INC

40.31K

Mar 31, 26

-75

0.81%

RAYMOND JAMES FINANCIAL INC

36.04K

Mar 31, 26

-4.68K

0.73%

WELLS FARGO & COMPANY/MN

31.86K

Mar 31, 26

-1.37K

0.64%

TRUIST FINANCIAL CORP

27.70K

Mar 31, 26

-506

0.56%

Private Advisor Group, LLC

26.02K

Mar 31, 26

-224

0.52%

ENVESTNET ASSET MANAGEMENT INC

19.89K

Mar 31, 26

-1.34K

0.40%

ROYAL BANK OF CANADA

18.91K

Mar 31, 26

-1.44K

0.38%

UBS Group AG

17.80K

Mar 31, 26

-1.06K

0.36%

Sloy Dahl & Holst, LLC

17.67K

Mar 31, 26

-429

0.36%

Rockefeller Capital Management L.P.

17.21K

Mar 31, 26

-1.29K

0.35%

Fifth Third Wealth Advisors LLC

16.53K

Mar 31, 26

+16.53K

0.33%

Investors Research Corp

15.82K

Mar 31, 26

-90

0.32%

Smith Thornton Advisors LLC

14.86K

Mar 31, 26

0.30%

Cambridge Investment Research Advisors, Inc.

14.62K

Mar 31, 26

-361

0.29%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

13.05K

Mar 31, 26

-32.81K

0.26%

CITADEL ADVISORS LLC

11.78K

Mar 31, 26

+6.84K

0.24%

VICUS CAPITAL

8.51K

Mar 31, 26

+57

0.17%

Creative Planning

8.41K

Mar 31, 26

+8.41K

0.17%

Stratos Wealth Partners, LTD.

5.92K

Mar 31, 26

+20

0.12%

YARGER WEALTH STRATEGIES, LLC

5.83K

Mar 31, 26

-1.74K

0.12%

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

5.68K

Mar 31, 26

0.11%

Western Wealth Management, LLC

5.13K

Mar 31, 26

0.10%

FIFTH THIRD BANCORP

4.81K

Mar 31, 26

+4.81K

0.10%

Rossmore Private Capital

4.22K

Mar 31, 26

0.09%

Concurrent Investment Advisors, LLC

4.12K

Mar 31, 26

+113

0.08%

North Star Investment Management Corp.

3.73K

Mar 31, 26

0.08%

ADVISOR GROUP HOLDINGS, INC.

3.51K

Mar 31, 26

-1.48K

0.07%

SEI INVESTMENTS CO

3.34K

Mar 31, 26

0.07%

Eagle Bay Advisors LLC

3.31K

Mar 31, 26

0.07%

IHT Wealth Management, LLC

3.17K

Mar 31, 26

0.06%

Golden State Wealth Management, LLC

3.11K

Mar 31, 26

-87

0.06%

Keystone Financial Group

3.00K

Mar 31, 26

+3.00K

0.06%

EverSource Wealth Advisors, LLC

2.39K

Mar 31, 26

+14

0.05%

PRIVATE TRUST CO NA

1.31K

Mar 31, 26

0.03%

Steward Partners Investment Advisory, LLC

950

Mar 31, 26

0.02%

FMR LLC

741

Mar 31, 26

0.01%

MAI Capital Management

735

Mar 31, 26

0.01%

JPMORGAN CHASE & CO

499

Mar 31, 26

-1.80K

0.01%

ALBION FINANCIAL GROUP /UT

300

Mar 31, 26

0.01%

US BANCORP \DE\

254

Mar 31, 26

0.01%

SIGNATUREFD, LLC

245

Mar 31, 26

0.00%

LRI Investments, LLC

233

Mar 31, 26

0.00%

KELLEHER FINANCIAL ADVISORS

140

Mar 31, 26

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

+62

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

Mar 31, 26

-1

StoneX Group Inc.

Mar 31, 26

-8.84K

SageView Advisory Group, LLC

6.58K

Dec 31, 25

-466

0.13%

COMERICA BANK

5.04K

Dec 31, 25

-28

0.10%

TAP Consulting, LLC

106.48K

Dec 31, 24

+891

2.14%

Raymond James Financial Services Advisors, Inc.

20.92K

Sep 30, 24

-252

0.42%

RAYMOND JAMES & ASSOCIATES

20.44K

Sep 30, 24

-395

0.41%

Peterson Financial Group, Inc.

Sep 30, 24

0.00%

Cetera Advisor Networks LLC

Mar 31, 24

-4.85K

Baystate Wealth Management LLC

274

Dec 31, 23

0.01%

NEXT Financial Group, Inc

152

Dec 31, 21

0.00%

Advisor Group, Inc.

21.87K

Dec 31, 19

-72.18K

0.44%

BB&T SECURITIES, LLC

8.03K

Sep 30, 19

0.16%

ADVANTAGE INVESTMENT MANAGEMENT, LLC

217

Sep 30, 19

0.00%

MSI Financial Services Inc

1.90K

Dec 31, 16

-3.85K

0.04%

SOCIETE GENERALE

44.90K

Jun 30, 16

+44.90K

0.90%