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Disclosery

CDC VICTORY PORTFOLIOS II

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VCSHS US EQ INCM (fund)

102 managers (103 13F filers) reported a position in CDC shares at 2025-03-31, 7,908,855 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
102
13F filers
103
New
13
Added
26
Reduced
47
Sold out
7
Shares held by filers
7,908,855

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,291,912$84.9M0.01%+36,83113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC834,529$54.8M0.02%-31,37313F-HRTimelineGroup
LPL Financial LLC617,402$40.6M0.02%-61,45213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/571,991$37.6M<0.01%-87113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…517,365$34M0.03%-97,14513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED512,778$33.3M3.12%+85913F-HR/ATimeline
ATLANTIC FAMILY WEALTH, LLC370,569$24.3M22.36%+330,76313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA304,051$20M<0.01%-6,07213F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC298,429$19.6M0.08%+2,18513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN239,980$15.8M<0.01%-3,08313F-HRTimelineGroup
Cambridge Investment Research Advisors,…211,027$13.9M0.05%-7,33813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC182,125$12M0.02%-2,75713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC172,869$11.4M<0.01%-1,19513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC163,846$10.8M<0.01%+2,97913F-HRTimelineGroup
UBS Group AGin group UBS Group AG140,318$9.22M<0.01%+24,77213F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC121,953$8.01M1.79%-1,25513F-HRTimeline
Integrated Wealth Concepts LLC116,531$7.66M0.09%-6,16113F-HRTimeline
Private Advisor Group, LLC95,122$6.25M0.04%-8,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,607$4.57M<0.01%-4,73513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,150$4.15M0.01%-14813F-HRTimelineGroup
Beta Wealth Group, Inc.63,055$4.14M1.49%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP55,461$3.64M0.27%-20413F-HRTimeline
Strategic Blueprint, LLC54,066$3.55M0.19%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,184$3.43M<0.01%+11,27613F-HR/ATimelineGroup
Cetera Investment Advisers48,906$3.21M0.01%+43313F-HRTimeline
&PARTNERS47,100$3.06M0.03%+1,55213F-HRTimeline
NewEdge Advisors, LLC44,077$2.9M0.02%-3,15813F-HRTimeline
Caprock Group, LLC43,162$2.84M0.09%+14213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,525$2.53M<0.01%+213F-HRTimelineGroup
MATHER GROUP, LLC.38,126$2.51M0.03%-1,63913F-HRTimeline
Keystone Financial Group35,307$2.32M0.24%-1,21913F-HRTimeline
HighTower Advisors, LLC31,137$2.05M<0.01%+1,95813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.30,552$2.01M0.01%-18,10513F-HRTimeline
J.W. COLE ADVISORS, INC.26,640$1.75M0.05%+16,98713F-HRTimeline
PFG Advisors25,759$1.69M0.09%+1,60513F-HRTimeline
KPP Advisory Services LLC25,678$1.69M0.32%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,010$1.64M-1,802Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,603$1.55M<0.01%-18813F-HRTimelineGroup
STRATEGIC PLANNING GROUP, LLC20,439$1.34M0.26%+2,82713F-HRTimeline
Salus Financial Advisors, LLC18,150$1.19M0.9%-1,48513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,513$954K<0.01%-14,12513F-HRTimelineGroup
Axis Wealth Partners, LLC13,194$867K0.64%-36613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,641$831K0.05%-1,86813F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC12,035$791K0.11%+60613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,986$788K0.02%-36713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,959$786K0.01%-1,72213F-HRTimelineGroup
UNIQUE WEALTH, LLC11,308$743K0.14%-8,56113F-HRTimeline
Vantage Financial Partners, LLC9,017$593K0.15%-2,35013F-HRTimeline
Smith Thornton Advisors LLC8,580$564K0.35%-31,14413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,498$558K0.03%+4313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,368$550K0.01%-613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…7,867$517K0.07%-27313F-HRTimeline
Comprehensive Financial Planning, Inc./…7,237$476K0.46%+3813F-HRTimeline
CoreCap Advisors, LLC6,931$456K0.02%-57913F-HRTimeline
CALTON & ASSOCIATES, INC.6,637$436K0.1%+2813F-HR/ATimeline
AMERIFLEX GROUP, INC.6,081$400K0.16%-12113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,072$399K<0.01%-3,65113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,000$394K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,634$370K<0.01%+213F-HRTimeline
Atria Investments, Inc5,552$365K<0.01%-1713F-HRTimeline
CHOREO, LLC5,491$361K0.01%013F-HRTimeline
First Heartland Consultants, Inc.5,474$360K0.04%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,301$348K0.25%-23713F-HRTimeline
one8zero8, LLC5,110$336K0.08%013F-HRTimeline
Advisory Alpha, LLC4,601$302K0.01%+20713F-HR/ATimeline
Geneos Wealth Management Inc.4,526$297K<0.01%+2,17313F-HRTimeline
Advisor Resource Council4,154$273K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,066$267K<0.01%-7,25013F-HR/ATimelineGroup
Allworth Financial LP4,303$267K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC4,034$265K0.01%new13F-HRTimeline
IFP Advisors, Inc3,809$250K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,581$235K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA3,555$234K0.13%+1713F-HRTimeline
Prime Capital Investment Advisors, LLC3,349$220K<0.01%-1,11113F-HRTimeline
COMERICA BANK3,211$211K<0.01%-613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC3,120$205K0.01%new13F-HRTimeline
Keel Point, LLC3,093$203K0.02%new13F-HRTimeline
HRT FINANCIAL LP3,080$202K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,296$151K0.01%-2,45213F-HRTimelineGroup
PRIVATE TRUST CO NA2,200$145K0.01%013F-HRTimeline
NorthRock Partners, LLC2,023$133K<0.01%013F-HRTimeline
Noble Wealth Management PBC980$64.4K0.04%-3713F-HRTimeline
DHJJ Financial Advisors, Ltd.901$59.2K0.02%013F-HRTimeline
FMR LLCin group FMR LLC643$42.3K<0.01%+26313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO624$41K<0.01%-84113F-HRTimelineGroup
Farther Finance Advisors, LLC413$27K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$26K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$17.5K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC246$16.2K<0.01%-82713F-HRTimeline
Pacific Center for Financial Services227$14.9K<0.01%013F-HRTimeline
NFSG Corp200$13.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.188$12.4K<0.01%-12513F-HRTimeline
Capital Advisors, Ltd. LLC162$11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.158$10.4K<0.01%+14713F-HRTimeline
Operose Advisors LLC136$8.94K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC118$8K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC69$4.54K<0.01%-20013F-HRTimeline
Park Square Financial Group, LLC34$2.23K<0.01%013F-HRTimeline
SIGNATUREFD, LLC30$1.97K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.24$1.58K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24$1.58K<0.01%-2,35513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.