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Disclosery

CDC VICTORY PORTFOLIOS II

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VCSHS US EQ INCM (fund)

96 managers (97 13F filers) reported a position in CDC shares at 2025-09-30, 7,473,918 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
96
13F filers
97
New
7
Added
18
Reduced
52
Sold out
7
Shares held by filers
7,473,918

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,241,921$82.9M0.01%-17,07213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC727,749$48.6M0.02%-30,94413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/587,138$39.2M<0.01%+9,27813F-HR/ATimelineGroup
LPL Financial LLC575,887$38.4M0.01%-23,63213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED498,581$33.3M2.49%-68413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…471,602$31.5M0.02%-36,05713F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC383,687$25.6M19.79%+9,08213F-HRTimeline
CWM, LLCin group CWM, LLC327,216$21.8M0.07%+8,70713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA290,719$19.4M<0.01%-19,55413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN226,098$15.1M<0.01%-12,61713F-HRTimelineGroup
Cambridge Investment Research Advisors,…176,496$11.8M0.03%+5,99613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC176,377$11.8M0.02%-4,92313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC160,337$10.7M<0.01%-6,73013F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC118,545$7.91M1.54%-2,69813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,328$7.77M<0.01%-27,05413F-HRTimelineGroup
Integrated Wealth Concepts LLC109,946$7.34M0.07%-3,44813F-HRTimeline
UBS Group AGin group UBS Group AG103,959$6.94M<0.01%-2,12513F-HRTimelineGroup
NewEdge Advisors, LLC90,575$6.04M0.03%+48,68613F-HRTimeline
Private Advisor Group, LLC86,868$5.8M0.03%-6,61913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,790$4.97M0.01%-98313F-HRTimelineGroup
Cetera Investment Advisers65,703$4.39M0.01%+15,04213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,442$3.83M<0.01%-3,53013F-HRTimelineGroup
Strategic Blueprint, LLC57,365$3.83M0.17%+2,76813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP50,290$3.36M0.21%-1,26013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,173$3.08M<0.01%+4,55313F-HRTimelineGroup
Caprock Group, LLC43,443$2.88M0.07%13F-HRTimeline
&PARTNERS45,585$2.82M0.02%-1,44713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP38,272$2.55M<0.01%+22313F-HRTimelineGroup
MATHER GROUP, LLC.37,520$2.5M0.03%-28513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,511$2.37M<0.01%-37,15013F-HRTimelineGroup
Keystone Financial Group33,050$2.21M0.17%-85613F-HR/ATimeline
HighTower Advisors, LLC30,910$2.06M<0.01%-1,41413F-HRTimeline
PFG Advisors28,386$1.89M0.08%+70213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…24,553$1.64M<0.01%+13,51313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding24,526$1.64M-2,919Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,963$1.33M<0.01%-2,01513F-HRTimelineGroup
KPP Advisory Services LLC18,833$1.26M0.19%-6,37413F-HRTimeline
Salus Financial Advisors, LLC18,037$1.2M0.74%013F-HRTimeline
J.W. COLE ADVISORS, INC.17,321$1.16M0.02%-3,37713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,870$926K0.01%+2,50613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,998$867K<0.01%-14,69513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.12,439$830K0.04%-13113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC11,766$785K0.08%-15313F-HRTimeline
Axis Wealth Partners, LLC11,738$783K0.46%-1,32513F-HRTimeline
HRT FINANCIAL LP10,220$682K<0.01%+4,76513F-HRTimeline
Creative Planningin group Creative Planning9,923$662K<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,642$577K0.03%+7113F-HRTimeline
Smith Thornton Advisors LLC8,479$566K0.3%-113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,143$543K0.01%-1,61513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…7,783$519K0.07%-11813F-HRTimeline
GTS SECURITIES LLC7,771$519K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…7,366$492K0.34%+6213F-HRTimeline
Mariner, LLCin group Mariner, LLC6,142$410K<0.01%+3413F-HRTimelineGroup
UNIQUE WEALTH, LLC6,046$404K0.06%-1,52713F-HRTimeline
CoreCap Advisors, LLC5,912$395K0.01%-87713F-HRTimeline
Vantage Financial Partners, LLC5,790$386K0.08%-80513F-HRTimeline
CHOREO, LLC5,504$367K<0.01%+1313F-HRTimeline
Global Retirement Partners, LLC5,404$361K0.01%013F-HRTimeline
First Heartland Consultants, Inc.5,220$348K0.03%-25413F-HRTimeline
Steward Partners Investment Advisory, L…5,213$348K<0.01%-21413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,369$292K0.14%-413F-HRTimeline
Advisory Alpha, LLC4,351$289K0.01%-24713F-HRTimeline
Allworth Financial LP4,303$287K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC4,191$280K0.01%-2013F-HRTimeline
Simplicity Wealth,LLC4,035$269K0.02%new13F-HRTimeline
IFP Advisors, Inc3,645$243K0.01%-213F-HR/ATimeline
Baker Avenue Asset Management, LP3,500$234K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.3,427$229K0.03%-2,73413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,326$222K<0.01%-23013F-HRTimelineGroup
one8zero8, LLC3,300$220K0.05%013F-HRTimeline
Keel Point, LLC3,097$207K0.01%new13F-HRTimeline
COMERICA BANK2,816$188K<0.01%-38713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,662$178K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA2,647$177K0.08%-90913F-HRTimeline
Geneos Wealth Management Inc.2,548$170K<0.01%-13413F-HRTimeline
PRIVATE TRUST CO NA2,200$147K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.901$60.1K0.02%013F-HRTimeline
Noble Wealth Management PBC758$50.6K0.03%13F-HRTimeline
Farther Finance Advisors, LLC413$27.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$26.7K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…395$26.4K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC308$20.6K<0.01%-12613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$20K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241$16.1K<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC238$15.9K<0.01%-1013F-HRTimeline
Pacific Center for Financial Services227$15.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…201$13.4K<0.01%-18313F-HRTimelineGroup
NFSG Corp200$13.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC162$11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.158$10.5K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.155$10.3K<0.01%-15813F-HRTimeline
Operose Advisors LLC136$9.08K<0.01%013F-HRTimeline
TRUST CO OF VERMONT120$8.01K<0.01%new13F-HRTimeline
Larson Financial Group LLC69$4.61K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24$1.6K<0.01%+713F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.24$1.6K<0.01%013F-HRTimeline