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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,306
shares
|
$89,878
0.01% of portfolio
|
Q3 2025
Reduced 33.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
950
shares
|
$65,378
0.0% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
735
shares
|
$50,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
415
shares
|
$28,560
0.0% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
300
shares
|
$20,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
274
shares
|
$18,856
0.0% of portfolio
|
Q4 2023
Added 1.48%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
254
shares
|
$17,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
245
shares
|
$16,860
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
233
shares
|
$16,035
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
140
shares
|
$9,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
60
shares
|
$4,129
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
14
shares
|
$963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
10
shares
|
$688
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1
shares
|
$68
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|