Skip to content
Disclosery

CDC VICTORY PORTFOLIOS II

Follow

VCSHS US EQ INCM (fund)

97 managers (98 13F filers) reported a position in CDC shares at 2025-06-30, 7,646,280 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
97
13F filers
98
New
6
Added
27
Reduced
47
Sold out
10
Shares held by filers
7,646,280

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,258,993$80.2M0.01%-32,91913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC758,693$48.3M0.02%-75,83613F-HRTimelineGroup
LPL Financial LLC599,519$38.2M0.01%-17,88313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/577,860$36.8M<0.01%+5,86913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…507,659$32.3M0.02%-9,70613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED499,265$31.8M2.65%-13,51313F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC374,605$23.9M20.76%+4,03613F-HRTimeline
CWM, LLCin group CWM, LLC318,509$20.3M0.07%+20,08013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA310,273$19.8M<0.01%+6,22213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN238,715$15.2M<0.01%-1,26513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC181,300$11.6M0.02%-82513F-HRTimeline
Cambridge Investment Research Advisors,…170,500$10.9M0.03%-40,52713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC167,067$10.6M<0.01%-5,80213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC143,382$9.14M<0.01%-20,46413F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC121,243$7.72M1.63%-71013F-HRTimeline
Integrated Wealth Concepts LLC113,394$7.22M0.07%-3,13713F-HRTimeline
UBS Group AGin group UBS Group AG106,084$6.76M<0.01%-34,23413F-HRTimelineGroup
Private Advisor Group, LLC93,487$5.96M0.03%-1,63513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,773$4.83M0.01%+12,62313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,661$4.63M<0.01%+3,05413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,972$3.88M<0.01%+8,78813F-HRTimelineGroup
Strategic Blueprint, LLC54,597$3.48M0.17%+53113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP51,550$3.28M0.22%-3,91113F-HRTimeline
Cetera Investment Advisers50,661$3.23M0.01%+1,75513F-HRTimeline
&PARTNERS47,032$3.02M0.02%-6813F-HRTimeline
NewEdge Advisors, LLC41,889$2.67M0.01%-2,18813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,620$2.65M<0.01%+38,03913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,049$2.42M<0.01%-47613F-HRTimelineGroup
MATHER GROUP, LLC.37,805$2.41M0.03%-32113F-HRTimeline
Keystone Financial Group33,906$2.16M0.19%-1,40113F-HRTimeline
HighTower Advisors, LLC32,324$2.06M<0.01%+1,18713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,693$1.76M<0.01%+13,18013F-HRTimelineGroup
PFG Advisors27,684$1.76M0.08%+1,92513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,445$1.75M+2,435Timeline
KPP Advisory Services LLC25,207$1.61M0.26%-47113F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.24,647$1.57M0.01%-5,90513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC22,367$1.43M0.23%+1,92813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,978$1.4M<0.01%-1,62513F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.20,698$1.32M0.03%-5,94213F-HRTimeline
Salus Financial Advisors, LLC18,037$1.15M0.77%-11313F-HRTimeline
Axis Wealth Partners, LLC13,063$832K0.55%-13113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,570$801K0.04%-7113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC11,919$759K0.09%-11613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,364$724K0.01%-59513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11,040$703K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,758$622K0.01%-2,22813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,456$602K<0.01%+5,39013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,571$546K0.03%+7313F-HRTimeline
Smith Thornton Advisors LLC8,480$540K0.31%-10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,364$533K<0.01%-413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…7,901$503K0.06%+3413F-HRTimeline
GTS SECURITIES LLC7,771$495K0.02%new13F-HRTimeline
UNIQUE WEALTH, LLC7,573$482K0.08%-3,73513F-HRTimeline
Atria Wealth Solutions, Inc.7,442$474K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…7,304$465K0.37%+6713F-HRTimeline
CoreCap Advisors, LLC6,789$433K0.02%-14213F-HRTimeline
Vantage Financial Partners, LLC6,595$420K0.1%-2,42213F-HRTimeline
CALTON & ASSOCIATES, INC.6,161$393K0.07%-47613F-HRTimeline
Mariner, LLCin group Mariner, LLC6,108$389K<0.01%+3613F-HRTimelineGroup
AMERIFLEX GROUP, INC.6,096$386K0.2%+1513F-HRTimeline
CHOREO, LLC5,491$350K<0.01%013F-HRTimeline
First Heartland Consultants, Inc.5,474$349K0.03%013F-HRTimeline
HRT FINANCIAL LP5,455$347K<0.01%+2,37513F-HRTimeline
Steward Partners Investment Advisory, L…5,427$346K<0.01%-20713F-HRTimeline
Global Retirement Partners, LLC5,404$344K0.01%13F-HRTimeline
OLD MISSION CAPITAL LLC4,634$295K0.01%new13F-HRTimeline
Advisory Alpha, LLC4,598$293K0.01%-313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,373$279K0.15%-92813F-HRTimeline
Allworth Financial LP4,303$274K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC4,211$268K0.01%+17713F-HRTimeline
IFP Advisors, Inc3,647$232K0.01%-16213F-HRTimeline
Integrity Financial Corp /WA3,556$227K0.12%+113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,556$227K<0.01%new13F-HRTimelineGroup
one8zero8, LLC3,300$210K0.05%-1,81013F-HRTimeline
COMERICA BANK3,203$204K<0.01%-813F-HRTimeline
Geneos Wealth Management Inc.2,682$171K<0.01%-1,84413F-HRTimeline
PRIVATE TRUST CO NA2,200$140K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.901$57.4K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…637$40.6K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC434$27.7K<0.01%-20913F-HRTimelineGroup
Farther Finance Advisors, LLC413$26.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$25K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…384$24.5K<0.01%-1,91213F-HRTimelineGroup
Sunbelt Securities, Inc.313$19.6K<0.01%+12513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$19.1K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC248$15.8K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241$15.4K<0.01%-38313F-HRTimelineGroup
Pacific Center for Financial Services227$14.4K<0.01%013F-HRTimeline
NFSG Corp200$12.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.158$10.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC162$10K<0.01%013F-HRTimeline
Operose Advisors LLC136$8.66K<0.01%013F-HRTimeline
Larson Financial Group LLC69$4.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC34$2.17K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.24$1.53K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$1.08K<0.01%-713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.