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 105 institutions that hold shares in the stock, with a total of 8.51 Million shares, which have been reported (via 13F filing form) to have a value of $545 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
12,683
shares
|
$815,263
0.07% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
12,289
shares
|
$789,936
0.21% of portfolio
|
Q3 2024
Reduced 27.02%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,429
shares
|
$734,656
0.1% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
10,986
shares
|
$706,180
0.27% of portfolio
|
Q4 2022
Reduced 98.39%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,097
shares
|
$649,035
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,699
shares
|
$623,451
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,504
shares
|
$546,637
0.01% of portfolio
|
Q3 2024
Reduced 33.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,455
shares
|
$543,487
0.03% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,362
shares
|
$537,509
0.04% of portfolio
|
Q3 2024
Added 998.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,140
shares
|
$523,239
0.07% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,531
shares
|
$484,092
0.02% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,609
shares
|
$424,826
0.2% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,825
shares
|
$374,431
0.0% of portfolio
|
Q2 2024
Reduced 18.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,728
shares
|
$368,195
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
5,586
shares
|
$359,068
0.26% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,518
shares
|
$354,697
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,491
shares
|
$352,961
0.01% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,474
shares
|
$351,868
0.04% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,408
shares
|
$347,626
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,127
shares
|
$329,563
0.01% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,791
shares
|
$307,965
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,394
shares
|
$282,446
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,303
shares
|
$276,596
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
4,114
shares
|
$264,447
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,016
shares
|
$258,148
0.01% of portfolio
|
Q1 2024
Reduced 17.3%
|