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Disclosery

CDL VICTORY PORTFOLIOS II

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CMN (fund)

59 managers (59 13F filers) reported a position in CDL shares at 2025-12-31, 3,106,721 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
59
13F filers
59
New
2
Added
20
Reduced
25
Sold out
4
Shares held by filers
3,106,721

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY574,975$39.6M<0.01%+4,24113F-HR/ATimelineGroup
ATLANTIC FAMILY WEALTH, LLC374,395$25.8M19.47%+1,16913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,842$19.9M<0.01%-4,84013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…202,067$13.9M0.01%+3,66113F-HR/ATimelineGroup
LPL Financial LLC164,346$11.3M<0.01%+9,77013F-HRTimeline
HighTower Advisors, LLC134,268$9.24M0.01%-3,74913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC113,380$7.81M<0.01%+37,74113F-HRTimelineGroup
Summit Financial, LLC104,195$7.17M0.11%-1,65713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,533$5.48M<0.01%+6,60513F-HRTimelineGroup
NewEdge Advisors, LLC50,065$3.45M0.01%+6,22013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC487,878$3.36M1.87%+439,07013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,863$3.16M<0.01%+15,28813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,889$2.95M<0.01%-13813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,728$2.8M<0.01%-1,58213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,386$2.78M<0.01%+6,09213F-HR/ATimelineGroup
Integrated Wealth Concepts LLC34,695$2.39M0.03%+11,05613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,232$2.29M<0.01%-2,32113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,205$1.94M<0.01%+1313F-HRTimelineGroup
Private Advisor Group, LLC26,240$1.81M0.01%-2,61313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,231$1.46M<0.01%-2,83313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,349$1.4M<0.01%-6,15913F-HRTimelineGroup
UBS Group AGin group UBS Group AG18,861$1.3M<0.01%-1,59013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,503$1.27M<0.01%+16,94113F-HR/ATimelineGroup
Sloy Dahl & Holst, LLC18,100$1.25M0.15%+213F-HRTimeline
Investors Research Corp15,906$1.1M0.2%-1,17913F-HRTimeline
Cambridge Investment Research Advisors,…14,981$1.03M<0.01%-24213F-HRTimeline
Smith Thornton Advisors LLC14,855$1.02M0.52%-15013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,835$608K0.03%-1,13713F-HRTimelineGroup
VICUS CAPITAL8,448$582K0.04%+37613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC7,571$521K0.22%-64213F-HRTimeline
SageView Advisory Group, LLC6,578$453K0.02%-46613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,902$406K<0.01%-81413F-HRTimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,685$391K0.28%-9713F-HRTimeline
Western Wealth Management, LLC5,127$353K0.02%+513F-HRTimeline
COMERICA BANK5,037$347K<0.01%-2813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,989$344K<0.01%-41013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,947$341K<0.01%+39613F-HRTimelineGroup
Rossmore Private Capital4,224$291K0.03%+2,11213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,002$276K<0.01%+47113F-HRTimelineGroup
North Star Investment Management Corp.3,735$257K0.02%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,338$230K<0.01%new13F-HRTimelineGroup
Eagle Bay Advisors LLC3,312$228K0.17%-5913F-HRTimeline
Golden State Wealth Management, LLC3,196$220K0.02%-11513F-HRTimeline
IHT Wealth Management, LLC3,173$218K0.01%-3313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,374$163K0.01%+2713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,300$158K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,306$89.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…950$65.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC741$51K<0.01%-15013F-HRTimelineGroup
MAI Capital Management735$50.6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT300$20.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\254$17.5K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC245$16.9K<0.01%013F-HRTimeline
LRI Investments, LLC233$16K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS140$9.64K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$4.13K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$985<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC1$84<0.01%-913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$69<0.01%013F-HRTimelineGroup