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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
4,191
shares
|
$276,480
0.01% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,035
shares
|
$266,188
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,645
shares
|
$240,460
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,500
shares
|
$230,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
3,427
shares
|
$226,079
0.04% of portfolio
|
Q3 2025
Reduced 44.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,326
shares
|
$219,416
0.0% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
3,300
shares
|
$217,701
0.05% of portfolio
|
Q2 2025
Reduced 35.42%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
3,097
shares
|
$204,309
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,816
shares
|
$185,771
0.0% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,647
shares
|
$174,622
0.09% of portfolio
|
Q3 2025
Reduced 25.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,548
shares
|
$168,091
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,200
shares
|
$145,134
0.01% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
980
shares
|
$64,650
0.06% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
901
shares
|
$59,438
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
717
shares
|
$47,300
0.03% of portfolio
|
Q1 2024
Reduced 13.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
413
shares
|
$27,245
0.0% of portfolio
|
Q3 2024
Added 61.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$26,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
395
shares
|
$26,058
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
300
shares
|
$19,791
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
241
shares
|
$15,898
0.0% of portfolio
|
Q3 2025
Reduced 61.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
238
shares
|
$15,700
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
227
shares
|
$14,975
0.0% of portfolio
|
Q1 2024
Added 548.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
201
shares
|
$13,259
0.0% of portfolio
|
Q3 2025
Reduced 47.66%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
200
shares
|
$13,194
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
162
shares
|
$10,687
0.0% of portfolio
|
Q3 2021
New holding
|
|