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 8.63 Million shares, which have been reported (via 13F filing form) to have a value of $569 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,241,921
shares
|
$81.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
768,254
shares
|
$50.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
727,749
shares
|
$48 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
587,138
shares
|
$38.7 Million
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
575,887
shares
|
$38 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
498,581
shares
|
$32.9 Million
2.73% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
471,602
shares
|
$31.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
383,687
shares
|
$25.3 Million
19.79% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
327,216
shares
|
$21.6 Million
0.07% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
290,719
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
226,098
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
176,496
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
176,377
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
160,337
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
118,545
shares
|
$7.82 Million
1.62% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
116,328
shares
|
$7.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
109,946
shares
|
$7.25 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,804
shares
|
$7.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
103,959
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
90,575
shares
|
$5.98 Million
0.03% of portfolio
|
Q3 2025
Added 116.23%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
86,868
shares
|
$5.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
75,379
shares
|
$4.97 Million
4.73% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
74,790
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
65,703
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 29.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
57,442
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|