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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

69 managers (69 13F filers) reported a position in CFA shares at 2024-12-31, 3,684,207 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.

Managers
69
13F filers
69
New
0
Added
22
Reduced
30
Sold out
4
Shares held by filers
3,684,207

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY694,629$59M<0.01%-41,93713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/402,287$34.2M<0.01%-39,65913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC299,034$25.4M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN282,494$24M0.01%-70413F-HRTimelineGroup
COMERICA BANK278,325$23.6M0.1%-4513F-HR/ATimeline
UBS Group AGin group UBS Group AG201,270$17.1M<0.01%-36,78613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…150,206$12.8M0.01%+1,31713F-HRTimelineGroup
Private Advisor Group, LLC133,784$11.4M0.06%+1,02913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED124,852$10.6M0.99%-1,13613F-HRTimeline
LPL Financial LLC122,744$10.4M<0.01%+6,61513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC114,838$9.75M<0.01%-1,80713F-HRTimelineGroup
TAP Consulting, LLC81,366$6.91M1.41%+15813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC74,482$6.32M<0.01%-2,71913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,507$5.39M<0.01%-1,52213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,077$5.19M0.01%-4,23713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,930$5.17M<0.01%+24,07713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,055$4.42M0.01%+2,69513F-HRTimeline
Larson Financial Group LLC50,748$4.31M0.22%-60913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,134$4.26M0.01%-66713F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,092$2.89M0.12%-88013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,292$2.66M<0.01%+7,68413F-HRTimelineGroup
Cambridge Investment Research Advisors,…27,563$2.34M0.01%-3513F-HRTimeline
Keystone Financial Group26,189$2.22M0.22%-1,56513F-HRTimeline
Rossmore Private Capital21,350$1.81M0.22%-35013F-HRTimeline
Integrated Wealth Concepts LLC18,260$1.55M0.02%+1,77813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,863$1.26M0.09%-89713F-HRTimeline
Smith Thornton Advisors LLC14,627$1.24M0.78%+26913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,338$1.22M<0.01%+7,45313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.16M<0.01%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,091$1.11M0.08%+88413F-HRTimeline
Sanctuary Advisors, LLC11,256$1M0.01%+1513F-HRTimeline
Golden State Wealth Management, LLC11,698$993K0.15%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,993$933K<0.01%-7,61613F-HRTimelineGroup
TBH Global Asset Management, LLC10,897$925K0.22%013F-HRTimeline
IHT Wealth Management, LLC9,796$832K0.03%013F-HRTimeline
Intrua Financial, LLC8,907$756K0.12%-2,65613F-HRTimeline
Creative Planningin group Creative Planning8,830$750K<0.01%+14613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,921$673K<0.01%+3313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,837$665K<0.01%-55013F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …5,610$476K0.86%13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC5,239$445K0.33%13F-HRTimeline
Patriot Financial Group Insurance Agenc…5,006$425K0.06%-1,14513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,932$419K0.01%013F-HRTimelineGroup
TruWealth Advisors, LLC4,343$369K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.3,412$290K<0.01%+13613F-HRTimeline
HighTower Advisors, LLC3,360$285K<0.01%+13913F-HRTimeline
Cetera Investment Advisers3,324$282K<0.01%-83813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,076$261K0.01%+1213F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC3,069$261K0.14%+19213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,018$256K<0.01%-4,64213F-HRTimelineGroup
Westside Investment Management, Inc.2,788$237K0.05%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,669$227K0.1%-7913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,505$213K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC2,435$207K0.01%013F-HRTimeline
IFP Advisors, Inc2,139$182K0.01%-4713F-HRTimeline
GPS Wealth Strategies Group, LLC1,348$114K0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,268$108K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC1,256$107K<0.01%+413F-HRTimeline
MATHER GROUP, LLC.1,197$102K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,182$100K<0.01%-1113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,027$90.6K0.01%-1,92613F-HRTimeline
CWM, LLCin group CWM, LLC963$82K<0.01%+37913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…728$61.8K<0.01%-70313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO714$60.6K<0.01%+69013F-HRTimelineGroup
Parallel Advisors, LLC450$38.2K<0.01%-7013F-HRTimeline
Key Financial Inc400$34K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…284$24.1K<0.01%-413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…172$14.6K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC131$11.1K<0.01%013F-HRTimeline