Victory Portfolios II - CDC

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$470.9M

QoQ value delta ($000)

-$7.948M (-1.66%)

Implied price effect (QoQ)

-1.17%

Total shares

7,143,134

QoQ shares delta

-35,762 (-0.5%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 4 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	75,248	1,142,029	0.0%
RAYMOND JAMES FINANCIAL INC	44,256	671,668	0.01%
BANK OF AMERICA CORP /DE/	38,088	578,062	0.0%
LPL Financial LLC	35,504	538,843	0.01%
SILVER OAK SECURITIES, INCORPORATED	32,180	484,811	2.17%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	29,289	444,514	0.02%
ATLANTIC FAMILY WEALTH, LLC	25,399	385,489	19.18%
CWM, LLC	20,101	305,071	0.05%
ROYAL BANK OF CANADA	17,801	270,156	0.0%
WELLS FARGO & COMPANY/MN	14,733	223,608	0.0%
Cambridge Investment Research Advisors, Inc.	11,523	174,878	0.03%
Rockefeller Capital Management L.P.	11,034	167,466	0.02%
COMMONWEALTH EQUITY SERVICES, LLC	10,848	164,645	0.01%
AMERIPRISE FINANCIAL INC	7,633	115,849	0.0%
Garrett Wealth Advisory Group, LLC	7,534	114,343	1.42%
Integrated Wealth Concepts LLC	7,080	107,464	0.08%
UBS Group AG	6,912	104,916	0.0%
GOLDMAN SACHS GROUP INC	6,667	101,187	0.0%
NewEdge Advisors, LLC	6,480	98,359	0.02%
Private Advisor Group, LLC	5,428	82,390	0.03%
Cetera Investment Advisers	4,155	63,060	0.0%
Strategic Blueprint, LLC	3,940	59,806	0.23%
OSAIC HOLDINGS, INC.	3,576	54,268	0.01%
CITADEL ADVISORS LLC	3,275	49,707	0.0%
TRUIST FINANCIAL CORP	2,573	39,064	0.0%