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 116 institutions that hold shares in the stock, with a total of 9.04 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
55,461
shares
|
$3.5 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
54,066
shares
|
$3.41 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
52,184
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 27.56%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
49,424
shares
|
$3.11 Million
1.7% of portfolio
|
Q2 2023
Reduced 55.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
48,906
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
47,100
shares
|
$2.97 Million
0.03% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
44,077
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
43,162
shares
|
$2.72 Million
0.09% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
38,525
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
38,126
shares
|
$2.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
35,307
shares
|
$2.23 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
31,137
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,552
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.21%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
29,705
shares
|
$1.87 Million
0.77% of portfolio
|
Q2 2022
Added 222.35%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,640
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Added 175.98%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
25,759
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
25,678
shares
|
$1.62 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
23,603
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
20,439
shares
|
$1.29 Million
0.26% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Apr 24, 2025 Q1 2025 |
18,150
shares
|
$1.14 Million
0.9% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
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
|
May 14, 2025 Q1 2025 |
15,921
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,513
shares
|
$914,609
0.0% of portfolio
|
Q1 2025
Reduced 49.32%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
13,194
shares
|
$831,485
0.64% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,884
shares
|
$811,949
0.03% of portfolio
|
Q4 2023
New holding
|