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Disclosery

CFA VICTORY PORTFOLIOS II

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CMN (fund)

66 managers (66 13F filers) reported a position in CFA shares at 2025-03-31, 3,713,292 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
66
13F filers
66
New
4
Added
21
Reduced
30
Sold out
6
Shares held by filers
3,713,292

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY695,224$58.7M<0.01%+59513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/392,592$33.2M<0.01%-9,69513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC302,796$25.6M0.01%+3,76213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…282,319$23.8M0.02%+132,11313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274,337$23.2M0.01%-8,15713F-HRTimelineGroup
COMERICA BANK260,454$22M0.09%-17,87113F-HRTimeline
UBS Group AGin group UBS Group AG168,866$14.3M<0.01%-32,40413F-HRTimelineGroup
Private Advisor Group, LLC134,222$11.3M0.07%+43813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED122,927$10.3M0.96%-1,92513F-HR/ATimeline
LPL Financial LLC120,440$10.2M<0.01%-2,30413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,747$9.44M<0.01%-3,09113F-HRTimelineGroup
Summit Financial, LLC83,172$7.02M0.2%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,651$5.38M<0.01%+14413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,203$5.08M<0.01%-14,27913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,767$4.88M<0.01%-3,16313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,722$4.87M0.01%-3,35513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,889$4.55M0.01%+3,75513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC50,737$4.28M0.01%-1,31813F-HRTimeline
Larson Financial Group LLC49,566$4.19M0.2%-1,18213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,744$3.36M<0.01%+28,75113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,579$2.92M0.12%+48713F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,555$2.41M0.01%+99213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,621$2.31M<0.01%+13,28313F-HR/ATimelineGroup
Keystone Financial Group23,760$2.01M0.2%-2,42913F-HRTimeline
Rossmore Private Capital20,250$1.71M0.21%-1,10013F-HRTimeline
Integrated Wealth Concepts LLC17,795$1.5M0.02%-46513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,201$1.2M0.09%-66213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,600$1.16M<0.01%013F-HRTimelineGroup
Smith Thornton Advisors LLC11,573$977K0.61%-3,05413F-HRTimeline
Golden State Wealth Management, LLC11,436$966K0.14%-26213F-HR/ATimeline
Sanctuary Advisors, LLC11,267$951K0.01%+1113F-HRTimeline
TBH Global Asset Management, LLC10,333$873K0.17%-56413F-HRTimeline
Creative Planningin group Creative Planning8,911$752K<0.01%+8113F-HRTimelineGroup
IHT Wealth Management, LLC8,793$742K0.02%-1,00313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,939$670K<0.01%+1813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,837$662K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.7,659$647K0.09%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,407$457K0.01%+47513F-HRTimelineGroup
Cetera Investment Advisers5,051$427K<0.01%+1,72713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,039$425K0.31%-20013F-HRTimeline
Patriot Financial Group Insurance Agenc…4,675$395K0.05%-33113F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …4,368$369K0.34%-1,24213F-HRTimelineGroup
TruWealth Advisors, LLC4,343$367K0.02%013F-HRTimeline
HighTower Advisors, LLC3,587$303K<0.01%+22713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,082$260K0.01%+613F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC2,992$253K0.12%-7713F-HRTimeline
Atria Wealth Solutions, Inc.2,960$250K<0.01%-45213F-HRTimeline
Good Life Advisors, LLC2,934$248K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,860$241K<0.01%-28,43213F-HRTimelineGroup
Westside Investment Management, Inc.2,788$235K0.05%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,672$226K0.05%+313F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.2,505$212K<0.01%013F-HRTimeline
IFP Advisors, Inc2,140$181K0.01%+113F-HRTimeline
FMR LLCin group FMR LLC1,408$119K<0.01%+22613F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,350$114K0.02%+213F-HRTimeline
MATHER GROUP, LLC.1,197$101K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC963$81K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.577$48K<0.01%new13F-HRTimeline
Parallel Advisors, LLC450$38K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…436$36.8K<0.01%-29213F-HRTimelineGroup
Key Financial Inc400$33.8K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO317$26.8K<0.01%-39713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…172$14.5K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC131$11.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$338<0.01%-28013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,02713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.