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Disclosery

CDL VICTORY PORTFOLIOS II

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CMN (fund)

64 managers (65 13F filers) reported a position in CDL shares at 2026-06-30, 2,759,441 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
64
13F filers
65
New
5
Added
20
Reduced
25
Sold out
3
Shares held by filers
2,759,441

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 STANLEY617,131$47.9M<0.01%-1,29813F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC381,018$29.6M18.91%+6,04613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/262,365$20.4M<0.01%-5,66613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…213,493$16.6M0.01%+6,24613F-HRTimelineGroup
LPL Financial LLC156,681$12.2M<0.01%+4,23513F-HRTimeline
HighTower Advisors, LLC106,787$8.28M0.01%-5,96613F-HRTimeline
Summit Financial, LLC106,380$8.25M0.09%+7,84113F-HRTimeline
Integrated Wealth Concepts LLC97,936$7.6M0.04%+55,95813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP95,636$7.51M<0.01%+9,20913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC93,806$7.28M<0.01%-7,41213F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC48,395$3.75M1.72%-1,44313F-HRTimeline
Vise Technologies, Inc.44,354$3.44M0.04%new13F-HRTimeline
NewEdge Advisors, LLC44,103$3.42M0.01%-4,28213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,779$3.32M<0.01%-50013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,311$3.13M<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,614$2.92M<0.01%+24,56313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,976$2.64M<0.01%-2,06813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,914$2.4M<0.01%-95013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,506$2.13M<0.01%-19313F-HRTimelineGroup
Private Advisor Group, LLC24,993$1.94M0.01%-1,02313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,234$1.88M+2,893Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,076$1.71M<0.01%+2,18813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,842$1.38M<0.01%-1,06913F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,732$1.38M<0.01%-7113F-HRTimelineGroup
Sloy Dahl & Holst, LLC17,674$1.37M0.17%+313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,681$1.29M<0.01%-53113F-HRTimelineGroup
Smith Thornton Advisors LLC14,344$1.14M0.5%-51113F-HRTimeline
Cambridge Investment Research Advisors,…14,536$1.13M<0.01%-8413F-HR/ATimeline
Investors Research Corp13,386$1.04M0.19%-2,43013F-HRTimeline
VICUS CAPITAL8,416$653K0.04%-8913F-HRTimeline
Creative Planningin group Creative Planning7,814$606K<0.01%-59413F-HRTimelineGroup
Cetera Investment Advisers6,425$498K<0.01%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC5,874$464K0.17%+4413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,926$460K<0.01%+413F-HRTimelineGroup
SageView Advisory Group, LLC5,193$403K0.01%-59313F-HRTimeline
Western Wealth Management, LLC5,133$398K0.01%+313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,685$350K0.26%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,461$346K<0.01%+94713F-HRTimelineGroup
Rossmore Private Capital4,224$328K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,119$320K<0.01%+413F-HRTimelineGroup
North Star Investment Management Corp.3,735$290K0.02%013F-HRTimeline
Nuveen, LLCin group TIAA3,425$266K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC3,342$259K0.19%+2713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,338$259K<0.01%013F-HRTimelineGroup
Keystone Financial Group3,002$233K0.01%013F-HRTimeline
IHT Wealth Management, LLC2,846$221K<0.01%-32713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC2,768$218K0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,408$187K0.01%+2013F-HRTimelineGroup
Golden State Wealth Management, LLC1,946$151K0.01%-1,16313F-HRTimeline
PRIVATE TRUST CO NA1,306$101K0.01%013F-HRTimeline
FMR LLCin group FMR LLC748$58K<0.01%+713F-HRTimelineGroup
Arax Advisory Partners556$43.1K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO462$36.2K<0.01%-3713F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT300$23.3K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS280$21.7K<0.01%+14013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\254$19.7K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC245$19K<0.01%013F-HRTimeline
LRI Investments, LLC233$18.1K<0.01%013F-HRTimeline
Regatta Research & Money Management158$12.2K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.65K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC60$4.65K<0.01%-213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…15$1.12K<0.01%+113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$78<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC0$11<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.