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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 2025-09-30, 2,586,319 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
6
Added
22
Reduced
21
Sold out
5
Shares held by filers
2,586,319

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY570,734$39.7M<0.01%+3,52413F-HR/ATimelineGroup
ATLANTIC FAMILY WEALTH, LLC373,226$26M20.07%+8,65213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/293,682$20.4M<0.01%+5,33613F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…198,406$13.8M0.01%+6,17113F-HRTimelineGroup
LPL Financial LLC154,576$10.8M<0.01%+7,19913F-HRTimeline
HighTower Advisors, LLC138,017$9.6M0.01%-1,70913F-HRTimeline
Summit Financial, LLC105,852$7.37M0.11%-58513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,639$5.26M<0.01%-47,55713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP72,928$5.06M<0.01%+6,97713F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC48,808$3.4M2.02%-57213F-HRTimeline
NewEdge Advisors, LLC43,845$3.05M0.01%+43,33113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,027$2.99M<0.01%-34213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC42,310$2.94M<0.01%-5,97613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,553$2.47M<0.01%-14013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC34,294$2.39M<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,575$2.13M<0.01%+26,32613F-HRTimelineGroup
Private Advisor Group, LLC28,853$2.01M0.01%-2,59313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,192$1.96M<0.01%-9813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,508$1.84M<0.01%-7,09013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,064$1.67M<0.01%+3,97613F-HRTimelineGroup
Integrated Wealth Concepts LLC23,639$1.65M0.01%+10,81413F-HRTimeline
UBS Group AGin group UBS Group AG20,451$1.42M<0.01%+91913F-HRTimelineGroup
Sloy Dahl & Holst, LLC18,098$1.26M0.13%013F-HRTimeline
Investors Research Corp17,085$1.19M0.22%-75113F-HRTimeline
Cambridge Investment Research Advisors,…15,223$1.06M<0.01%-32713F-HRTimeline
Smith Thornton Advisors LLC15,005$1.04M0.55%-16413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,972$694K0.03%+23013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC8,213$572K0.26%+6913F-HRTimeline
VICUS CAPITAL8,072$562K0.04%+1,15113F-HRTimeline
SageView Advisory Group, LLC7,044$490K0.02%+20213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,716$467K0.01%-40113F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,782$402K0.34%013F-HRTimeline
Huntleigh Advisors, Inc.5,394$375K0.06%-67313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,399$375K<0.01%+27413F-HRTimelineGroup
Western Wealth Management, LLC5,122$356K0.02%+16613F-HRTimeline
COMERICA BANK5,065$352K<0.01%-57713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,551$317K<0.01%-28,85713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,299$299K<0.01%-46,69313F-HRTimelineGroup
North Star Investment Management Corp.3,735$260K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,531$246K<0.01%+17913F-HRTimelineGroup
Rede Wealth, LLC3,371$235K0.18%new13F-HRTimeline
Eagle Bay Advisors LLC3,371$235K0.18%-1,15313F-HRTimeline
Golden State Wealth Management, LLC3,311$230K0.03%+1413F-HRTimeline
IHT Wealth Management, LLC3,206$223K0.01%-9113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,347$163K0.01%+1913F-HRTimelineGroup
Rossmore Private Capital2,112$147K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,562$109K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,306$90.9K0.01%-64813F-HRTimeline
Steward Partners Investment Advisory, L…950$66.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC891$62K<0.01%+15013F-HRTimelineGroup
MAI Capital Management735$51.1K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC415$28.9K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT300$20.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\254$17.7K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC245$17K<0.01%013F-HRTimeline
LRI Investments, LLC233$16.2K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS140$9.74K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$983<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC10$666<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$70<0.01%013F-HRTimelineGroup