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Disclosery

CDC VICTORY PORTFOLIOS II

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VCSHS US EQ INCM (fund)

97 managers (98 13F filers) reported a position in CDC shares at 2025-12-31, 7,143,134 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
97
13F filers
98
New
9
Added
24
Reduced
48
Sold out
8
Shares held by filers
7,143,134

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,142,029$75.2M<0.01%-99,89213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC671,668$44.3M0.01%-56,08113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/578,062$38.1M<0.01%-9,07613F-HRTimelineGroup
LPL Financial LLC538,843$35.5M0.01%-37,04413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED484,811$32.2M2.17%-13,77013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…444,514$29.3M0.02%-27,08813F-HR/ATimelineGroup
ATLANTIC FAMILY WEALTH, LLC385,489$25.4M19.18%+1,80213F-HRTimeline
CWM, LLCin group CWM, LLC305,071$20.1M0.05%-22,14513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,156$17.8M<0.01%-20,56313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN223,608$14.7M<0.01%-2,49013F-HRTimelineGroup
Cambridge Investment Research Advisors,…174,878$11.5M0.03%-1,61813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…167,466$11M0.02%+147,50313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC164,645$10.8M0.01%-11,73213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC115,849$7.63M<0.01%-47913F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC114,343$7.53M1.42%-4,20213F-HRTimeline
Integrated Wealth Concepts LLC107,464$7.08M0.08%-2,48213F-HRTimeline
UBS Group AGin group UBS Group AG104,916$6.91M<0.01%+95713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC101,187$6.67M<0.01%+43,74513F-HR/ATimelineGroup
NewEdge Advisors, LLC98,359$6.48M0.02%+7,78413F-HRTimeline
Private Advisor Group, LLC82,390$5.43M0.03%-4,47813F-HRTimeline
Cetera Investment Advisers63,060$4.16M<0.01%-2,64313F-HRTimeline
Strategic Blueprint, LLC59,806$3.94M0.23%+2,44113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,268$3.58M0.01%-20,52213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,707$3.28M<0.01%+3,53413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP39,064$2.57M<0.01%+79213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,839$2.56M<0.01%-121,49813F-HRTimelineGroup
MATHER GROUP, LLC.37,212$2.45M0.03%-30813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,282$2.13M<0.01%-3,22913F-HRTimelineGroup
Keystone Financial Group31,752$2.09M0.15%-1,29813F-HRTimeline
HighTower Advisors, LLC29,637$1.95M<0.01%-1,27313F-HRTimeline
PFG Advisors29,000$1.91M0.09%+61413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,781$1.76M+2,255Timeline
MONEY CONCEPTS CAPITAL CORP25,954$1.71M0.1%-24,33613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…25,888$1.71M<0.01%+1,33513F-HRTimelineGroup
Caprock Group, LLC20,043$1.32M0.03%-23,40013F-HRTimeline
Salus Financial Advisors, LLC17,283$1.14M0.68%-75413F-HRTimeline
J.W. COLE ADVISORS, INC.16,727$1.1M0.03%-59413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,437$1.08M<0.01%+3,43913F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…14,397$949K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,193$935K0.01%+32313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.13,458$887K0.04%+1,01913F-HRTimelineGroup
KPP Advisory Services LLC13,318$878K0.13%-5,51513F-HRTimeline
Western Wealth Management, LLC12,823$845K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC11,302$745K0.41%-43613F-HRTimeline
GTS SECURITIES LLC10,550$695K0.02%+2,77913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,202$672K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning9,303$613K<0.01%-62013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC8,736$576K0.03%+9413F-HRTimeline
Smith Thornton Advisors LLC8,479$559K0.28%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,753$511K0.01%-39013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…7,450$491K0.32%+8413F-HRTimeline
Patriot Financial Group Insurance Agenc…7,381$486K0.06%-40213F-HRTimeline
Mariner, LLCin group Mariner, LLC6,189$408K<0.01%+4713F-HRTimelineGroup
CoreCap Advisors, LLC5,793$382K0.01%-11913F-HRTimeline
Global Retirement Partners, LLC5,411$357K0.01%+713F-HRTimeline
CHOREO, LLC5,268$350K<0.01%-23613F-HRTimeline
Vantage Financial Partners, LLC5,298$349K0.07%-49213F-HRTimeline
First Heartland Consultants, Inc.5,220$344K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…5,217$344K<0.01%+413F-HRTimeline
Advisory Alpha, LLC4,524$298K0.01%+17313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,320$285K0.13%-4913F-HRTimeline
Allworth Financial LP4,303$284K<0.01%013F-HRTimeline
Simplicity Wealth,LLC4,217$278K0.02%+18213F-HRTimeline
&PARTNERS4,195$276K<0.01%-41,39013F-HRTimeline
Dynamic Advisor Solutions LLC4,041$266K0.01%-15013F-HRTimeline
HRT FINANCIAL LP4,043$266K<0.01%-6,17713F-HRTimeline
Signal Advisors Wealth, LLC3,796$250K0.02%new13F-HRTimeline
IFP Advisors, Inc3,548$234K0.01%-9713F-HRTimeline
CALTON & ASSOCIATES, INC.3,403$224K0.03%-2413F-HRTimeline
FLOW TRADERS U.S. LLC3,395$224K0.01%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,326$219K<0.01%013F-HRTimelineGroup
one8zero8, LLC3,300$217K0.05%013F-HRTimeline
COMERICA BANK2,724$179K<0.01%-9213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,662$175K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,288$151K<0.01%-26013F-HRTimeline
PRIVATE TRUST CO NA2,200$145K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.896$59K0.02%-513F-HRTimeline
Noble Wealth Management PBC733$48.3K0.02%-2513F-HRTimeline
Farther Finance Advisors, LLC413$27.2K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…395$26K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO355$23.4K<0.01%+11413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…346$22.8K<0.01%new13F-HRTimeline
AE Wealth Management LLC341$22.5K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.300$19.8K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC259$17.1K<0.01%new13F-HRTimeline
Pacific Center for Financial Services227$15.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC205$14K<0.01%new13F-HRTimeline
NFSG Corp200$13.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC174$11.4K<0.01%-13413F-HRTimelineGroup
Capital Advisors, Ltd. LLC162$11K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.158$10.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.155$10.2K<0.01%013F-HRTimeline
Operose Advisors LLC136$8.96K<0.01%013F-HRTimeline
Larson Financial Group LLC69$4.55K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC63$4.15K<0.01%-17513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$2.11K<0.01%+813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$86<0.01%-20013F-HRTimelineGroup