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 65 institutions that hold shares in the stock, with a total of 2.7 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
567,210
shares
|
$38.5 Million
0.0% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
364,574
shares
|
$24.7 Million
21.12% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
288,346
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
192,235
shares
|
$13 Million
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
147,377
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
139,726
shares
|
$9.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
123,196
shares
|
$8.36 Million
0.0% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
106,477
shares
|
$7.22 Million
1.48% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
106,437
shares
|
$7.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
65,951
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2025
Added 36.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
50,992
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
49,380
shares
|
$3.35 Million
2.08% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,286
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
43,369
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
35,693
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
34,294
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
33,598
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
33,408
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 241.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
31,446
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
28,290
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,917
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,438
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,088
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
19,532
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
18,098
shares
|
$1.23 Million
0.19% of portfolio
|
Q2 2025
Added 1.29%
|