Skip to content
Disclosery

CDL VICTORY PORTFOLIOS II

Follow

CMN (fund)

61 managers (61 13F filers) reported a position in CDL shares at 2024-12-31, 2,546,403 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
4
Added
12
Reduced
28
Sold out
5
Shares held by filers
2,546,403

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY493,053$32.2M<0.01%+11,14513F-HR/ATimelineGroup
ATLANTIC FAMILY WEALTH, LLC348,486$22.8M26.92%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/287,038$18.8M<0.01%-11,31613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…193,343$12.6M0.01%+93513F-HRTimelineGroup
HighTower Advisors, LLC151,559$9.9M0.01%-14,68413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC148,240$9.68M<0.01%+15,23413F-HRTimelineGroup
TAP Consulting, LLC106,477$6.96M1.42%+89113F-HRTimeline
LPL Financial LLC79,122$5.17M<0.01%+10,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,871$3.58M0.01%-13013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,862$3.52M<0.01%-3,68113F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC46,915$3.06M2.24%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,750$2.86M<0.01%-2,92013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…41,135$2.69M2.78%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,735$2.66M<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,509$2.58M<0.01%-1,73413F-HRTimelineGroup
Private Advisor Group, LLC38,037$2.48M0.01%-2,09013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,278$2.11M<0.01%-38813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,185$2.1M<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP31,568$2.06M<0.01%+16,13413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,778$1.88M<0.01%-28413F-HRTimelineGroup
UBS Group AGin group UBS Group AG22,429$1.47M<0.01%-1,48713F-HRTimelineGroup
Smith Thornton Advisors LLC21,546$1.41M0.89%-12313F-HRTimeline
Investors Research Corp19,605$1.28M0.28%-313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,263$1.26M<0.01%-35913F-HRTimelineGroup
Sloy Dahl & Holst, LLC17,718$1.16M0.15%+15013F-HRTimeline
Cambridge Investment Research Advisors,…15,964$1.04M<0.01%-30813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,610$954K<0.01%-29,75713F-HRTimelineGroup
Fort Point Capital Partners LLC13,600$888K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC10,089$659K0.01%+34913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,419$615K0.03%-23613F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,882$580K0.01%-18313F-HRTimelineGroup
Keystone Financial Group8,148$532K0.05%-83213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC8,028$524K0.3%+8413F-HRTimeline
Huntleigh Advisors, Inc.6,117$400K0.09%13F-HRTimeline
COMERICA BANK5,921$387K<0.01%-19113F-HR/ATimeline
SageView Advisory Group, LLC4,763$311K0.01%-6,90813F-HRTimeline
Western Wealth Management, LLC4,700$307K0.02%013F-HR/ATimeline
Eagle Bay Advisors LLC4,623$302K0.19%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,448$291K0.16%+28513F-HRTimeline
PRIVATE TRUST CO NA4,217$275K0.03%013F-HRTimeline
Golden State Wealth Management, LLC4,096$268K0.04%13F-HRTimeline
VICUS CAPITAL3,803$248K0.02%new13F-HRTimeline
North Star Investment Management Corp.3,735$244K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,593$235K0.01%-1,46713F-HRTimelineGroup
IHT Wealth Management, LLC3,293$215K0.01%-34113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,217$210K<0.01%-86413F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,229$207K0.02%-1413F-HRTimelineGroup
FMR LLCin group FMR LLC1,429$93.3K<0.01%+62313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,150$75.1K<0.01%+17513F-HRTimeline
NewEdge Advisors, LLC989$64.6K<0.01%-5513F-HRTimeline
MAI Capital Management735$48K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC444$29K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC415$27.1K<0.01%-1813F-HRTimelineGroup
AMERIFLEX GROUP, INC.333$22.3K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT300$19.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC245$16K<0.01%-713F-HRTimeline
Blue Trust, Inc.202$13.2K<0.01%new13F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC96$6.27K<0.01%-12013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$3.92K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$523<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.