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 108 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 $557 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
12,353
shares
|
$781,944
0.02% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,429
shares
|
$723,455
0.1% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
11,367
shares
|
$719,531
0.2% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,316
shares
|
$716,302
0.0% of portfolio
|
Q4 2024
Reduced 65.15%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,986
shares
|
$695,413
0.27% of portfolio
|
Q4 2022
Reduced 98.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,723
shares
|
$615,465
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,653
shares
|
$611,034
0.02% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,562
shares
|
$541,974
0.01% of portfolio
|
Q4 2024
Reduced 54.53%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,455
shares
|
$535,201
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,374
shares
|
$530,074
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,140
shares
|
$515,262
0.07% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,510
shares
|
$475,383
0.02% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
7,199
shares
|
$455,696
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,609
shares
|
$418,349
0.2% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
6,202
shares
|
$392,586
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,632
shares
|
$356,505
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,569
shares
|
$352,517
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,538
shares
|
$350,555
0.22% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,491
shares
|
$347,580
0.0% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
5,474
shares
|
$346,504
0.04% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,408
shares
|
$342,326
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,127
shares
|
$324,539
0.01% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
5,110
shares
|
$323,463
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,748
shares
|
$300,548
0.02% of portfolio
|
Q4 2024
Reduced 43.22%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,593
shares
|
$290,736
0.0% of portfolio
|
Q4 2024
Reduced 79.68%
|