Institutional Ownership Victory Portfolios Ii Shs Inco (CDC)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Inco (CDC). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $573 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,258,993
shares
|
$81.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$50 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
758,693
shares
|
$49.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
599,519
shares
|
$39 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
577,860
shares
|
$37.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
507,659
shares
|
$33 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
499,265
shares
|
$32.5 Million
2.8% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
374,605
shares
|
$24.4 Million
20.76% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
318,509
shares
|
$20.7 Million
0.07% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
310,273
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
238,715
shares
|
$15.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
181,300
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
170,500
shares
|
$11.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
167,067
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
143,382
shares
|
$9.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
121,953
shares
|
$7.93 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
113,394
shares
|
$7.37 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$6.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
106,084
shares
|
$6.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
93,487
shares
|
$6.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.9 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
72,661
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
60,972
shares
|
$3.97 Million
0.0% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
57,862
shares
|
$3.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.65 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|