CDCVICTORY PORTFOLIOS II
CUSIP 92647N824 · Yahoo Finance ↗ · Google Finance ↗
Victory Portfolios II (CDC) has 100 institutional holders in Filings Flow’s 13F database, together reporting 6.84M shares worth $488M as of Q1 2026. The largest reported holders are Morgan Stanley, Raymond James Financial Inc, and Bank Of America Corp /De/.
Institutional Holders
100
Q1 2026
Reported Value
$488M
Ticker
CDC
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $80M | 1.12M | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $47M | 654.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $42M | 587.6K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $37M | 520.3K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 2.44% | $33M | 467.3K | Q1 2026 |
| ATLANTIC FAMILY WEALTH, LLC$138M AUM | 19.67% | $27M | 381.2K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.06% | $22M | 303.5K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $20M | 283.7K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $17M | 231.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16M | 226.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.03% | $13M | 177.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $12M | 164.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 152.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 117.9K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 110.1K | Q1 2026 |
| Garrett Wealth Advisory Group, LLC$562M AUM | 1.39% | $8M | 109.6K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $8M | 108.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 106.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $7M | 95.1K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $6M | 80.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $5M | 64.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.25% | $4M | 59.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 45.6K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.03% | $3M | 37.0K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $3M | 36.1K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 35.3K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.12% | $2M | 33.7K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.16% | $2M | 32.9K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 32.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 29.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 28.6K | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 26.9K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.01% | $2M | 24.6K | Q2 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 21.2K | Q1 2026 |
| Caprock Group, LLC$4.1B AUM | 0.03% | $1M | 20.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 20.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 20.0K | Q1 2026 |
| STRATEGIC PLANNING GROUP, LLC$715M AUM | 0.23% | $1M | 22.4K | Q2 2025OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.08% | $1M | 19.6K | Q1 2026 |
| Salus Financial Advisors, LLC$171M AUM | 0.72% | $1M | 17.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 16.3K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.06% | $1M | 14.8K | Q1 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.07% | $1M | 14.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $902,428 | 12.6K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.04% | $886,735 | 13.5K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.03% | $873,279 | 12.2K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $788,186 | 11.0K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.08% | $785,237 | 11.8K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $784,149 | 11.0K | Q1 2026 |
| Axis Wealth Partners, LLC$188M AUM | 0.41% | $778,248 | 10.9K | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $649,030 | 9.1K | Q1 2026 |
| KPP Advisory Services LLC$689M AUM | 0.09% | $615,505 | 8.6K | Q1 2026 |
| Smith Thornton Advisors LLC$199M AUM | 0.30% | $589,576 | 8.3K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.37% | $535,267 | 7.5K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $532,870 | 8.4K | Q2 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.01% | $514,980 | 7.2K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $474,130 | 7.4K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $464,465 | 6.5K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $444,553 | 6.2K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $405,860 | 5.7K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 0.06% | $403,516 | 6.0K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.20% | $386,116 | 6.1K | Q2 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $376,289 | 5.3K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.03% | $373,860 | 5.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $372,755 | 5.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $356,535 | 5.4K | Q4 2025OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.07% | $349,082 | 5.3K | Q4 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $348,645 | 4.9K | Q1 2026 |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $330,671 | 4.6K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $307,360 | 4.3K | Q1 2026 |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.17% | $305,120 | 4.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $304,430 | 4.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $295,232 | 4.6K | Q2 2025OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $279,756 | 3.9K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $276,409 | 4.2K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $271,145 | 3.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $266,000 | 4.0K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $253,430 | 3.5K | Q1 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $237,573 | 3.3K | Q1 2026 |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $236,551 | 3.3K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $234,919 | 3.3K | Q1 2026 |
| Baker Avenue Asset Management, LP$4.4B AUM | 0.01% | $233,590 | 3.5K | Q3 2025OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $224,000 | 3.4K | Q4 2025OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $219,150 | 3.3K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $215,413 | 3.0K | Q1 2026 |
| Platt Wealth Management LLC$103M AUM | 0.21% | $212,000 | 3.0K | Q1 2026 |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $210,216 | 2.9K | Q1 2026 |
| Trek Financial, LLC$1.9B AUM | 0.01% | $201,073 | 2.8K | Q1 2026 |
| one8zero8, LLC$449M AUM | 0.04% | $200,001 | 2.8K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $197,619 | 2.8K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $196,715 | 2.8K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $190,144 | 2.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $179,484 | 2.7K | Q4 2025OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.08% | $176,661 | 2.6K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $174,503 | 2.4K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $157,144 | 2.2K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $71,737 | 1.1K | Q2 2025OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $64,001 | 896 | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.02% | $44,286 | 620 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $40,583 | 637 | Q2 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $37,604 | 526 | Q1 2026 |
| Measured Wealth Private Client Group, LLC$366M AUM | 0.01% | $28,214 | 395 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $27,809 | 391 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $26,696 | 400 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $25,175 | 355 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $24,635 | 346 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $24,357 | 341 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $19,767 | 300 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $17,714 | 248 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $17,068 | 259 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $14,580 | 205 | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $14,286 | 200 | Q1 2026 |
| Capital Advisors, Ltd. LLC$880M AUM | 0.00% | $12,000 | 162 | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11,072 | 155 | Q1 2026 |
| Operose Advisors LLC$431M AUM | 0.00% | $9,714 | 136 | Q1 2026 |
| Financial Network Wealth Advisors LLC$98M AUM | 0.01% | $9,143 | 128 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $8,009 | 120 | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $4,929 | 69 | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $4,500 | 63 | Q1 2026 |
| Pacific Center for Financial Services$394M AUM | 0.00% | $2,501 | 35 | Q1 2026 |
| Park Square Financial Group, LLC$13M AUM | 0.00% | $2,166 | 34 | Q2 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $2,157 | 30 | Q1 2026 |
| Koesten, Hirschmann & Crabtree, INC.$205M AUM | 0.00% | $1,602 | 24 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,571 | 22 | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $857 | 12 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $58 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.