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 66 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $188 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
18,098
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
17,085
shares
|
$1.18 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,223
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
15,005
shares
|
$1.03 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,972
shares
|
$686,273
0.03% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
8,213
shares
|
$565,218
0.31% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
8,072
shares
|
$555,515
0.04% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,044
shares
|
$484,768
0.02% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,716
shares
|
$462,195
0.01% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
5,782
shares
|
$397,917
0.34% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,399
shares
|
$371,559
0.0% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,394
shares
|
$371,215
0.06% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,122
shares
|
$352,496
0.02% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,065
shares
|
$348,573
0.0% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,551
shares
|
$313,199
0.0% of portfolio
|
Q3 2025
Reduced 86.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
4,299
shares
|
$295,857
0.0% of portfolio
|
Q3 2025
Reduced 91.57%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,735
shares
|
$257,042
0.02% of portfolio
|
Q2 2023
Reduced 25.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,531
shares
|
$243,003
0.0% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
3,371
shares
|
$231,992
0.19% of portfolio
|
Q3 2025
Reduced 25.49%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,371
shares
|
$231,992
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
3,311
shares
|
$227,863
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,206
shares
|
$220,636
0.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,347
shares
|
$161,520
0.01% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,112
shares
|
$145,347
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,562
shares
|
$107,496
0.0% of portfolio
|
Q3 2025
New holding
|
|