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Disclosery

CDL VICTORY PORTFOLIOS II

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CMN (fund)

61 managers (62 13F filers) reported a position in CDL shares at 2026-03-31, 2,633,146 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
61
13F filers
62
New
4
Added
13
Reduced
26
Sold out
1
Shares held by filers
2,633,146

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY618,429$46.1M<0.01%+43,45413F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC374,972$27.9M20.18%+57713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/268,031$20M<0.01%-20,81113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…207,247$15.4M0.01%+5,18013F-HRTimelineGroup
LPL Financial LLC152,446$11.4M<0.01%-11,90013F-HRTimeline
HighTower Advisors, LLC112,753$8.4M0.01%-21,51513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC101,218$7.54M<0.01%-12,16213F-HR/ATimelineGroup
Summit Financial, LLC98,539$7.34M0.09%-5,65613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,427$6.36M<0.01%+6,89413F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC49,838$3.71M1.97%-438,04013F-HRTimeline
NewEdge Advisors, LLC48,385$3.61M0.01%-1,68013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC43,279$3.22M<0.01%+39013F-HRTimeline
Integrated Wealth Concepts LLC41,978$3.13M0.02%+7,28313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,311$3M<0.01%-7513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,044$2.69M<0.01%-4,68413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,864$2.37M<0.01%-1,36813F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,699$2.06M<0.01%-50613F-HRTimelineGroup
Private Advisor Group, LLC26,016$1.94M0.01%-22413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding21,341$1.59MnewTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,888$1.48M<0.01%-1,34313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,911$1.41M<0.01%-1,43813F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,803$1.33M<0.01%-1,05813F-HRTimelineGroup
Sloy Dahl & Holst, LLC17,671$1.32M0.18%-42913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…17,212$1.28M<0.01%-1,29113F-HRTimelineGroup
Investors Research Corp15,816$1.18M0.23%-9013F-HRTimeline
Smith Thornton Advisors LLC14,855$1.11M0.56%013F-HRTimeline
Cambridge Investment Research Advisors,…14,620$1.09M<0.01%-36113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,051$973K<0.01%-32,81213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,783$878K<0.01%+6,83613F-HRTimelineGroup
VICUS CAPITAL8,505$634K0.05%+5713F-HRTimeline
Creative Planningin group Creative Planning8,408$626K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,922$441K0.01%+2013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC5,830$434K0.18%-1,74113F-HRTimeline
SageView Advisory Group, LLC5,786$431K0.02%-79213F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…5,685$424K0.28%013F-HRTimeline
Western Wealth Management, LLC5,130$382K0.01%+313F-HR/ATimeline
Rossmore Private Capital4,224$315K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,115$307K<0.01%+11313F-HRTimelineGroup
North Star Investment Management Corp.3,735$278K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,514$262K<0.01%-1,47513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,338$249K<0.01%013F-HRTimelineGroup
Eagle Bay Advisors LLC3,315$247K0.22%+313F-HRTimeline
IHT Wealth Management, LLC3,173$236K0.01%013F-HRTimeline
Golden State Wealth Management, LLC3,109$232K0.03%-8713F-HRTimeline
Keystone Financial Group3,002$224K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,388$178K0.01%+1413F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,306$97.3K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…950$70.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC741$55.2K<0.01%013F-HRTimelineGroup
MAI Capital Management735$54.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO499$36.9K<0.01%-1,80113F-HR/ATimelineGroup
ALBION FINANCIAL GROUP /UT300$22.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\254$18.9K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC245$18.3K<0.01%013F-HRTimeline
LRI Investments, LLC233$17.4K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS140$10.4K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC62$4.62K<0.01%13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC60$4.47K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$1.07K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1$75<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC0$10<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.