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 64 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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
17,836
shares
|
$1.21 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,550
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
15,169
shares
|
$1.03 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
13,600
shares
|
$922,624
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,107
shares
|
$685,658
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,796
shares
|
$664,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,742
shares
|
$660,897
0.03% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
8,144
shares
|
$552,488
0.33% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,117
shares
|
$482,817
0.01% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
6,921
shares
|
$469,520
0.04% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,842
shares
|
$464,161
0.02% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
6,067
shares
|
$411,585
0.08% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
5,782
shares
|
$392,250
0.35% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,723
shares
|
$388,248
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,956
shares
|
$336,215
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,875
shares
|
$330,720
0.0% of portfolio
|
Q2 2025
Reduced 30.34%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
4,524
shares
|
$306,908
0.25% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,735
shares
|
$253,382
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,352
shares
|
$227,399
0.0% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,297
shares
|
$223,668
0.03% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,265
shares
|
$221,497
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,328
shares
|
$157,931
0.01% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,954
shares
|
$132,559
0.01% of portfolio
|
Q2 2025
Reduced 53.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
950
shares
|
$64,448
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
735
shares
|
$49,862
0.0% of portfolio
|
Q4 2024
New holding
|