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 109 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $567 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
56,469
shares
|
$3.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
56,075
shares
|
$3.54 Million
0.82% of portfolio
|
Q4 2022
Added 13.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
56,038
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2024
Added 770.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
52,850
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
50,403
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
49,492
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
49,424
shares
|
$3.12 Million
1.7% of portfolio
|
Q2 2023
Reduced 55.83%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
42,840
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2022
Added 32.88%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
41,205
shares
|
$2.6 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
38,649
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,471
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 174.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
30,179
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,705
shares
|
$1.88 Million
0.77% of portfolio
|
Q2 2022
Added 222.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,961
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
26,449
shares
|
$1.67 Million
0.39% of portfolio
|
Q3 2024
Reduced 41.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,032
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,308
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,613
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
22,607
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,832
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,621
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2018
Closed
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,400
shares
|
$972,818
0.01% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,939
shares
|
$880,526
0.01% of portfolio
|
Q3 2024
Added 23.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,485
shares
|
$851,847
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 24, 2024 Q3 2024 |
13,485
shares
|
$851,847
0.7% of portfolio
|
Q4 2023
New holding
|