Institutional Ownership Victory Portf Ii Shs Us Lrg Ca (CDL)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Lrg Ca (CDL). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
570,734
shares
|
$39.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
373,226
shares
|
$25.7 Million
20.07% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
293,682
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
198,406
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
154,576
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
138,017
shares
|
$9.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
106,477
shares
|
$7.33 Million
1.48% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
105,852
shares
|
$7.28 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
75,639
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 38.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
72,928
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
48,808
shares
|
$3.36 Million
2.02% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
43,845
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
Added 8430.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
43,027
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
42,310
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
35,553
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
34,294
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,575
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 619.58%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
28,853
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
28,192
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,508
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
24,064
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 19.79%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
23,639
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Added 84.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,917
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
20,451
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,438
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|