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Disclosery

CDL VICTORY PORTFOLIOS II

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CMN (fund)

61 managers (61 13F filers) reported a position in CDL shares at 2025-06-30, 2,607,502 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
4
Added
22
Reduced
23
Sold out
5
Shares held by filers
2,607,502

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY567,210$37.8M<0.01%+50,27213F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC364,574$24.3M21.12%+5,50613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,346$19.2M<0.01%-35313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192,235$12.8M0.01%+1,35113F-HRTimelineGroup
LPL Financial LLC147,377$9.81M<0.01%+11,72913F-HRTimeline
HighTower Advisors, LLC139,726$9.3M0.01%-6,17613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,196$8.2M<0.01%+18,39413F-HRTimelineGroup
Summit Financial, LLC106,437$7.09M0.16%-2,90213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65,951$4.37M<0.01%+17,71813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,992$3.4M<0.01%-51013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC49,380$3.29M2.08%+1,41213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,286$3.22M<0.01%+7,10413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,369$2.89M<0.01%-11413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,693$2.38M<0.01%+18913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,294$2.28M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,598$2.24M<0.01%-2513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,408$2.22M<0.01%+23,61213F-HRTimelineGroup
Private Advisor Group, LLC31,446$2.09M0.01%-2,57213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,290$1.88M<0.01%+1013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,088$1.34M<0.01%+59613F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,532$1.3M<0.01%-2,39113F-HRTimelineGroup
Sloy Dahl & Holst, LLC18,098$1.21M0.17%+23013F-HRTimeline
Investors Research Corp17,836$1.19M0.23%-1,61913F-HRTimeline
Cambridge Investment Research Advisors,…15,550$1.04M<0.01%-42813F-HRTimeline
Smith Thornton Advisors LLC15,169$1.01M0.58%-38913F-HRTimeline
Integrated Wealth Concepts LLC12,825$854K0.01%+2,71813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,742$649K0.03%+31913F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC8,144$542K0.28%+7213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,117$474K0.01%-20513F-HRTimelineGroup
SageView Advisory Group, LLC6,842$465K0.02%+1,31013F-HRTimeline
VICUS CAPITAL6,921$461K0.04%+1,37213F-HRTimeline
Huntleigh Advisors, Inc.6,067$404K0.08%+20713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,782$385K0.35%-5013F-HRTimeline
COMERICA BANK5,642$376K<0.01%-8113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,125$341K<0.01%-1,87313F-HR/ATimelineGroup
Western Wealth Management, LLC4,956$330K0.02%+4013F-HRTimeline
Eagle Bay Advisors LLC4,524$301K0.25%-7213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,249$283K<0.01%-36,70013F-HRTimelineGroup
North Star Investment Management Corp.3,735$249K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,352$223K<0.01%+38713F-HRTimelineGroup
Quantinno Capital Management LP3,335$222K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC3,297$220K0.03%-68113F-HRTimeline
IHT Wealth Management, LLC3,297$220K0.01%+3213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,035$202K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,328$155K0.01%-47913F-HRTimelineGroup
PRIVATE TRUST CO NA1,954$130K0.01%-2,26313F-HRTimeline
Steward Partners Investment Advisory, L…950$63.3K<0.01%-20013F-HRTimeline
FMR LLCin group FMR LLC741$49.4K<0.01%-13513F-HRTimelineGroup
MAI Capital Management735$48.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.650$43K<0.01%013F-HRTimeline
NewEdge Advisors, LLC514$34.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC415$27.6K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT300$20K<0.01%013F-HRTimeline
SIGNATUREFD, LLC245$16.3K<0.01%013F-HRTimeline
LRI Investments, LLC233$15.5K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…163$10.9K<0.01%new13F-HRTimelineGroup
Ridgewood Investments LLC136$9.06K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC9$632<0.01%-8313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$67<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.