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 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
17,868
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,978
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
15,558
shares
|
$1.02 Million
0.66% of portfolio
|
Q1 2025
Reduced 27.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
13,600
shares
|
$893,792
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,107
shares
|
$664,232
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,796
shares
|
$643,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
8,072
shares
|
$530,491
0.37% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,322
shares
|
$481,201
0.01% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,998
shares
|
$459,908
0.0% of portfolio
|
Q4 2024
Added 684.1%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
5,832
shares
|
$383,279
0.33% of portfolio
|
Q1 2025
Reduced 85.82%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,723
shares
|
$376,115
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
5,549
shares
|
$364,680
0.04% of portfolio
|
Q1 2025
Added 45.91%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,532
shares
|
$363,563
0.02% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,916
shares
|
$323,079
0.02% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
4,596
shares
|
$302,049
0.27% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
4,435
shares
|
$291,468
0.15% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,217
shares
|
$277,141
0.03% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,978
shares
|
$261,434
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,735
shares
|
$245,464
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
3,529
shares
|
$231,925
0.03% of portfolio
|
Q1 2025
Reduced 56.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,265
shares
|
$214,575
0.01% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,965
shares
|
$194,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,807
shares
|
$184,476
0.01% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,150
shares
|
$75,578
0.0% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
735
shares
|
$48,304
0.0% of portfolio
|
Q4 2024
New holding
|