Who Owns VCTRYSRS US LRG CP HGH DIV VLTL WTD (CDL)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $210.3M of VCTRYSRS US LRG CP HGH DIV VLTL WTD (CDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($47.9M), ATLANTIC FAMILY WEALTH, LLC ($29.6M), BANK OF AMERICA CORP /DE/ ($20.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($16.6M), LPL Financial LLC ($12.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$47.9M	617,131	Trimmed
2	ATLANTIC FAMILY WEALTH, LLC	$29.6M	381,018	Added
3	BANK OF AMERICA CORP /DE/	$20.4M	262,365	Trimmed
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$16.6M	213,493	Added
5	LPL Financial LLC	$12.2M	156,681	Added
6	HighTower Advisors, LLC	$8.3M	106,787	Trimmed
7	Summit Financial, LLC	$8.3M	106,380	Added
8	JONES FINANCIAL COMPANIES LLLP	$7.5M	95,636	Added
9	AMERIPRISE FINANCIAL INC	$7.3M	93,806	Trimmed
10	Integrated Wealth Concepts LLC	$3.8M	49,391	Added
11	MPWM ADVISORY SOLUTIONS, LLC	$3.8M	48,395	Trimmed
12	Vise Technologies, Inc.	$3.4M	44,354	New
13	NewEdge Advisors, LLC	$3.4M	44,103	Trimmed
14	COMMONWEALTH EQUITY SERVICES, LLC	$3.3M	42,779	Trimmed
15	GOLDMAN SACHS GROUP INC	$3.1M	40,311	Hold
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.9M	37,614	Added
17	RAYMOND JAMES FINANCIAL INC	$2.6M	33,976	Trimmed
18	WELLS FARGO & COMPANY/MN	$2.4M	30,914	Trimmed
19	TRUIST FINANCIAL CORP	$2.1M	27,506	Trimmed
20	Private Advisor Group, LLC	$1.9M	24,993	Trimmed
21	ENVESTNET ASSET MANAGEMENT INC	$1.7M	22,076	Added
22	Fifth Third Wealth Advisors LLC	$1.5M	19,521	Added
23	Royal Bank of Canada	$1.4M	17,842	Trimmed
24	UBS Group AG	$1.4M	17,732	Trimmed
25	Sloy Dahl & Holst, LLC	$1.4M	17,674	Added

Source: SEC Form 13F filings · as of 2026-06-30