Institutional Ownership Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 8.83 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
49,424
shares
|
$3.08 Million
1.7% of portfolio
|
Q2 2023
Reduced 55.83%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
48,657
shares
|
$3.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
48,473
shares
|
$3.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
47,235
shares
|
$2.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
45,548
shares
|
$2.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
43,020
shares
|
$2.68 Million
0.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
40,908
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
39,806
shares
|
$2.48 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
38,525
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
38,126
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
36,526
shares
|
$2.28 Million
0.23% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,705
shares
|
$1.85 Million
0.77% of portfolio
|
Q2 2022
Added 222.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
29,179
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
28,638
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 14.41%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
25,678
shares
|
$1.6 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
24,154
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,791
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
20,439
shares
|
$1.27 Million
0.26% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,250
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
18,150
shares
|
$1.13 Million
0.9% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,621
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2018
Closed
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
13,194
shares
|
$822,645
0.64% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,884
shares
|
$803,317
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
12,581
shares
|
$784,425
0.05% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
12,353
shares
|
$770,209
0.02% of portfolio
|
Q4 2024
Reduced 5.23%
|