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Disclosery

CDL VICTORY PORTFOLIOS II

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CMN (fund)

62 managers (62 13F filers) reported a position in CDL shares at 2025-03-31, 2,539,030 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
62
13F filers
62
New
6
Added
19
Reduced
25
Sold out
4
Shares held by filers
2,539,030

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY516,938$35.4M<0.01%+23,88513F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC359,068$24.6M22.62%+10,58213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,699$19.8M<0.01%+1,66113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…190,884$13.1M0.01%-2,45913F-HRTimelineGroup
HighTower Advisors, LLC145,902$9.99M0.01%-5,65713F-HRTimeline
LPL Financial LLC135,648$9.29M<0.01%+56,52613F-HRTimeline
Summit Financial, LLC109,339$7.49M0.21%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC104,802$7.42M<0.01%-43,43813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,502$3.53M<0.01%-2,36013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC47,968$3.29M2.38%+1,05313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,233$3.26M<0.01%+16,66513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,483$2.98M<0.01%-26713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,182$2.82M<0.01%+44713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,949$2.8M<0.01%+26,33913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,504$2.43M<0.01%-4,00513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,294$2.35M<0.01%+2,10913F-HR/ATimelineGroup
Private Advisor Group, LLC34,018$2.33M0.01%-4,01913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,623$2.3M<0.01%+1,34513F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,280$1.94M<0.01%-49813F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,923$1.5M<0.01%-50613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,492$1.34M<0.01%+22913F-HRTimelineGroup
Investors Research Corp19,455$1.33M0.29%-15013F-HRTimeline
Sloy Dahl & Holst, LLC17,868$1.22M0.21%+15013F-HRTimeline
Cambridge Investment Research Advisors,…15,978$1.09M<0.01%+1413F-HRTimeline
Smith Thornton Advisors LLC15,558$1.07M0.66%-5,98813F-HRTimeline
Fort Point Capital Partners LLC13,600$931K0.1%013F-HRTimeline
Integrated Wealth Concepts LLC10,107$692K0.01%+1813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,796$671K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.9,423$645K0.04%+413F-HR/ATimelineGroup
YARGER WEALTH STRATEGIES, LLC8,072$553K0.32%+4413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,322$502K0.01%-1,56013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,998$479K<0.01%-47,87313F-HRTimelineGroup
Huntleigh Advisors, Inc.5,860$401K0.09%-25713F-HR/ATimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,832$399K0.33%-35,30313F-HRTimeline
COMERICA BANK5,723$392K<0.01%-19813F-HRTimeline
VICUS CAPITAL5,549$380K0.04%+1,74613F-HRTimeline
SageView Advisory Group, LLC5,532$379K0.02%+76913F-HRTimeline
Western Wealth Management, LLC4,916$337K0.02%+21613F-HRTimeline
Eagle Bay Advisors LLC4,596$315K0.27%-2713F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,435$304K0.15%-1313F-HRTimeline
PRIVATE TRUST CO NA4,217$289K0.03%013F-HRTimeline
Golden State Wealth Management, LLC3,978$272K0.04%-11813F-HR/ATimeline
North Star Investment Management Corp.3,735$256K0.02%013F-HRTimeline
Keystone Financial Group3,529$242K0.02%-4,61913F-HRTimeline
IHT Wealth Management, LLC3,265$224K0.01%-2813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,965$203K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,807$192K0.01%-78613F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,150$78.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC876$60K<0.01%-55313F-HRTimelineGroup
MAI Capital Management735$50.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$44K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC514$35.2K<0.01%-47513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC444$29K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC415$28.4K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.333$22.8K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT300$20.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC245$16.8K<0.01%013F-HRTimeline
LRI Investments, LLC233$16K<0.01%new13F-HRTimeline
Ridgewood Investments LLC136$9.31K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC92$6.28K<0.01%-413F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.11K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.