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Victoryshares US Large Cap H (CDL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares164,906 from 156,681
Change+8,225 (+5%)
Value$12.3M (+$158.2K)
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares107,255 from 106,787
Change+468 (+0%)
Value$8.0M (-$275.8K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares42,442 from 42,779
Change-337 (-1%)
Value$3.2M (-$149.6K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares41,704 from 44,354
Change-2,650 (-6%)
Value$3.1M (-$326.9K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares27,369 from 27,506
Change-137 (0%)
Value$2.0M (-$90.2K)
Filed 2026-10-30
Sloy Dahl & Holst, LLC
INCREASED
Shares17,676 from 17,674
Change+2 (+0%)
Value$1.3M (-$51.3K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED
Shares15,627 from 19,521
Change-3,894 (-20%)
Value$1.2M (-$347.5K)
Filed 2026-10-22
Smith Thornton Advisors LLC
DECREASED
Shares14,332 from 14,344
Change-12 (0%)
Value$1.1M (-$69.0K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares13,859 from 14,536
Change-677 (-5%)
Value$1.0K (-$1.1M)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares12,671 from 13,386
Change-715 (-5%)
Value$946.1K (-$92.3K)
Filed 2026-10-07
Vicus Capital
INCREASED
Shares8,439 from 8,416
Change+23 (+0%)
Value$630.1K (-$22.8K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares6,966 from 7,814
Change-848 (-11%)
Value$520.1K (-$86.0K)
Filed 2026-11-02
Nuveen, LLC
INCREASED
Shares5,191 from 3,425
Change+1,766 (+52%)
Value$390.0K (+$124.3K)
Filed 2026-11-10
Western Wealth Management, LLC
INCREASED
Shares5,136 from 5,133
Change+3 (+0%)
Value$383.5K (-$14.7K)
Filed 2026-11-09
Rossmore Private Capital
UNCHANGED
Shares4,224 from 4,224
Change0 (0%)
Value$315.4K (-$12.3K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares3,773 from 4,119
Change-346 (-8%)
Value$281.7K (-$37.8K)
Filed 2026-10-16
North Star Investment Management Corp.
UNCHANGED
Shares3,735 from 3,735
Change0 (0%)
Value$278.9K (-$10.9K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares2,865 from 4,713
Change-1,848 (-39%)
Value$213.9K (-$151.7K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares2,418 from 2,408
Change+10 (+0%)
Value$180.5K (-$6.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$145.4K (-$5.6K)
Filed 2026-11-02
J. R. Prunier Capital Management LLC
DECREASED
Shares1,746 from 1,748
Change-2 (0%)
Value$130.4K (-$5.2K)
Filed 2026-11-09
Private Trust Co NA
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$97.5K (-$3.8K)
Filed 2026-10-20
FMR LLC
DECREASED
Shares742 from 748
Change-6 (-1%)
Value$55.4K (-$2.6K)
Filed 2026-11-10
Albion Financial Group
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$22.4K (-$873)
Filed 2026-10-21
US Bancorp \de\
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$19.0K (-$739)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$18.3K (-$713)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares140 from 280
Change-140 (-50%)
Value$10.5K (-$11.3K)
Filed 2026-10-30
Russell Investments Group, Ltd.
DECREASED
Shares1 from 15
Change-14 (-93%)
Value$40 (-$1.1K)
Filed 2026-11-06
Assetmark, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$75 (-$3)
Filed 2026-10-21
Eagle Bay Advisors LLC
CLOSED
Shares0 from 3,342
Change-3,342 (-100%)
Value$0 (-$259.3K)
Filed 2026-10-16
Highline Wealth Partners LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$11)
Filed 2026-10-19
Morgan Stanley
N/A
Shares— from 617,131
Change-617,131 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 381,018
Change-381,018 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 262,365
Change-262,365 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 213,493
Change-213,493 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 106,380
Change-106,380 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 95,636
Change-95,636 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 93,806
Change-93,806 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 49,391
Change-49,391 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 48,395
Change-48,395 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,103
Change-44,103 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 40,311
Change-40,311 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,614
Change-37,614 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 33,976
Change-33,976 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 30,914
Change-30,914 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 24,993
Change-24,993 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 22,076
Change-22,076 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 17,842
Change-17,842 (-100%)
Value—
UBS Group AG
N/A
Shares— from 17,732
Change-17,732 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,461
Change-4,461 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 556
Change-556 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 462
Change-462 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 158
Change-158 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Status
LPL Financial LLC
INCREASED164,906156,681+8,225+5%$12.2M$12.3M+$158.2K2026-11-06
HighTower Advisors, LLC
INCREASED107,255106,787+468+0%$8.3M$8.0M-$275.8K2026-11-10
Commonwealth Equity Services, LLC
DECREASED42,44242,779-337-1%$3.3M$3.2M-$149.6K2026-11-02
Vise Technologies, Inc.
DECREASED41,70444,354-2,650-6%$3.4M$3.1M-$326.9K2026-10-29
Truist Financial Corp
DECREASED27,36927,506-1370%$2.1M$2.0M-$90.2K2026-10-30
Sloy Dahl & Holst, LLC
INCREASED17,67617,674+2+0%$1.4M$1.3M-$51.3K2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED15,62719,521-3,894-20%$1.5M$1.2M-$347.5K2026-10-22
Smith Thornton Advisors LLC
DECREASED14,33214,344-120%$1.1M$1.1M-$69.0K2026-10-16
Cambridge Investment Research Advisors, Inc.
DECREASED13,85914,536-677-5%$1.1M$1.0K-$1.1M2026-11-02
Investors Research Corp
DECREASED12,67113,386-715-5%$1.0M$946.1K-$92.3K2026-10-07
Vicus Capital
INCREASED8,4398,416+23+0%$652.8K$630.1K-$22.8K2026-11-05
Creative Planning
DECREASED6,9667,814-848-11%$606.2K$520.1K-$86.0K2026-11-02
Nuveen, LLC
INCREASED5,1913,425+1,766+52%$265.7K$390.0K+$124.3K2026-11-10
Western Wealth Management, LLC
INCREASED5,1365,133+3+0%$398.2K$383.5K-$14.7K2026-11-09
Rossmore Private Capital
UNCHANGED4,2244,22400%$327.7K$315.4K-$12.3K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED3,7734,119-346-8%$319.5K$281.7K-$37.8K2026-10-16
North Star Investment Management Corp.
UNCHANGED3,7353,73500%$289.7K$278.9K-$10.9K2026-10-27
Fifth Third Bancorp
DECREASED2,8654,713-1,848-39%$365.6K$213.9K-$151.7K2026-11-05
EverSource Wealth Advisors, LLC
INCREASED2,4182,408+10+0%$186.8K$180.5K-$6.2K2026-11-04
Golden State Wealth Management, LLC
UNCHANGED1,9461,94600%$151.0K$145.4K-$5.6K2026-11-02
J. R. Prunier Capital Management LLC
DECREASED1,7461,748-20%$135.6K$130.4K-$5.2K2026-11-09
Private Trust Co NA
UNCHANGED1,3061,30600%$101.3K$97.5K-$3.8K2026-10-20
FMR LLC
DECREASED742748-6-1%$58.0K$55.4K-$2.6K2026-11-10
Albion Financial Group
UNCHANGED30030000%$23.3K$22.4K-$8732026-10-21
US Bancorp \de\
UNCHANGED25425400%$19.7K$19.0K-$7392026-11-05
Signaturefd, LLC
UNCHANGED24524500%$19.0K$18.3K-$7132026-10-23
Kelleher Financial Advisors
DECREASED140280-140-50%$21.7K$10.5K-$11.3K2026-10-30
Russell Investments Group, Ltd.
DECREASED115-14-93%$1.1K$40-$1.1K2026-11-06
Assetmark, Inc
UNCHANGED1100%$78$75-$32026-10-21
Eagle Bay Advisors LLC
CLOSED03,342-3,342-100%$259.3K$0-$259.3K2026-10-16
Highline Wealth Partners LLC
CLOSED000—$11$0-$112026-10-19
Morgan Stanley
N/A—617,131-617,131-100%$47.9M———
Atlantic Family Wealth, LLC
N/A—381,018-381,018-100%$29.6M———
Bank of America Corp
N/A—262,365-262,365-100%$20.4M———
Northwestern Mutual Wealth Management Co
N/A—213,493-213,493-100%$16.6M———
Summit Financial, LLC
N/A—106,380-106,380-100%$8.3M———
Jones Financial Companies Lllp
N/A—95,636-95,636-100%$7.5M———
Ameriprise Financial Inc
N/A—93,806-93,806-100%$7.3M———
Integrated Wealth Concepts LLC
N/A—49,391-49,391-100%$3.8M———
Mpwm Advisory Solutions, LLC
N/A—48,395-48,395-100%$3.8M———
NewEdge Advisors, LLC
N/A—44,103-44,103-100%$3.4M———
Goldman Sachs Group Inc
N/A—40,311-40,311-100%$3.1M———
Susquehanna International Group, LLP
N/A—37,614-37,614-100%$2.9M———
Raymond James Financial Inc
N/A—33,976-33,976-100%$2.6M———
Wells Fargo & Company
N/A—30,914-30,914-100%$2.4M———
Private Advisor Group, LLC
N/A—24,993-24,993-100%$1.9M———
Envestnet Asset Management Inc
N/A—22,076-22,076-100%$1.7M———
Royal Bank of Canada
N/A—17,842-17,842-100%$1.4M———
UBS Group AG
N/A—17,732-17,732-100%$1.4M———
Rockefeller Capital Management L.P.
N/A—16,681-16,681-100%$1.3M———
Cetera Investment Advisers
N/A—6,425-6,425-100%$498.4K———
Stratos Wealth Partners, Ltd.
N/A—5,926-5,926-100%$459.7K———
Yarger Wealth Strategies, LLC
N/A—5,874-5,874-100%$464.3K———
Northeast Planning Associates, Inc. / NH /
N/A—5,685-5,685-100%$350.0K———
SageView Advisory Group, LLC
N/A—5,193-5,193-100%$402.9K———
Osaic Holdings, Inc.
N/A—4,461-4,461-100%$346.1K———
SEI Investments Co
N/A—3,338-3,338-100%$258.9K———
Keystone Financial Group
N/A—3,002-3,002-100%$232.9K———
IHT Wealth Management, LLC
N/A—2,846-2,846-100%$220.8K———
Nicolet Bankshares Inc
N/A—2,768-2,768-100%$218.2K———
Arax Advisory Partners
N/A—556-556-100%$43.1K———
JPMorgan Chase & Co
N/A—462-462-100%$36.2K———
LRI Investments, LLC
N/A—233-233-100%$18.1K———
Regatta Research & Money Management
N/A—158-158-100%$12.2K———
Rothschild Investment LLC
N/A—60-60-100%$4.7K———
Vanguard Advisers Inc
N/A—60-60-100%$4.7K———
Showing 66 of 66 institutions