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 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
650
shares
|
$44,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
514
shares
|
$34,869
0.0% of portfolio
|
Q1 2025
Reduced 48.03%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
415
shares
|
$28,153
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$20,352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
274
shares
|
$18,588
0.0% of portfolio
|
Q4 2023
Added 1.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
245
shares
|
$16,620
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
233
shares
|
$15,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
163
shares
|
$11,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
136
shares
|
$9,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60
shares
|
$4,070
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$610
0.0% of portfolio
|
Q2 2025
Reduced 90.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1
shares
|
$67
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|