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 2.75 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
17,085
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,550
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
15,169
shares
|
$1.06 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,825
shares
|
$892,491
0.01% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,742
shares
|
$677,945
0.03% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
8,144
shares
|
$566,740
0.33% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,117
shares
|
$495,272
0.01% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
6,921
shares
|
$481,632
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
|
$476,134
0.02% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
6,067
shares
|
$422,202
0.08% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
5,782
shares
|
$402,369
0.35% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,642
shares
|
$392,626
0.0% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,125
shares
|
$356,648
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,956
shares
|
$344,888
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,249
shares
|
$295,687
0.0% of portfolio
|
Q2 2025
Reduced 89.62%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,735
shares
|
$259,918
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
3,371
shares
|
$234,587
0.19% of portfolio
|
Q3 2025
Reduced 25.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,352
shares
|
$233,265
0.0% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,335
shares
|
$232,082
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,297
shares
|
$229,438
0.03% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,297
shares
|
$229,438
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,035
shares
|
$211,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,328
shares
|
$162,005
0.01% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,306
shares
|
$90,884
0.01% of portfolio
|
Q3 2025
Reduced 33.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
950
shares
|
$66,110
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|