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Disclosery

CFO VICTORY PORTFOLIOS II

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CMN (fund)

68 managers (68 13F filers) reported a position in CFO shares at 2024-12-31, 3,526,220 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
68
13F filers
68
New
4
Added
17
Reduced
31
Sold out
6
Shares held by filers
3,526,220

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC424,264$29.2M0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers386,409$26.6M0.06%+5,48713F-HRTimeline
LPL Financial LLC360,364$24.8M0.01%-10,09313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY335,273$23.1M<0.01%-2,06313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA215,990$14.9M<0.01%-95,55613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP188,258$13M0.01%-2,63713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC180,705$12.5M0.02%-7,72913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/179,241$12.4M<0.01%-6,01413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN136,215$9.39M<0.01%+1,75913F-HRTimelineGroup
Integrated Wealth Concepts LLC115,266$7.95M0.09%+1,90713F-HRTimeline
UBS Group AGin group UBS Group AG100,633$6.94M<0.01%+1,22413F-HRTimelineGroup
Keystone Financial Group87,138$6.01M0.59%-10,10813F-HRTimeline
Creative Planningin group Creative Planning83,017$5.72M0.01%-1,34613F-HRTimelineGroup
MATHER GROUP, LLC.64,700$4.46M0.06%+5,42113F-HRTimeline
Intrua Financial, LLC58,672$4.04M0.66%+813F-HRTimeline
WORLD EQUITY GROUP, INC.56,853$3.92M0.84%+36,97613F-HRTimeline
Clearstead Advisors, LLC55,893$3.85M0.06%+9,45013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC50,758$3.5M<0.01%+37,12013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP38,859$2.68M0.2%-20313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,997$2.07M<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,564$2.03M<0.01%-4,23013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…27,026$1.86M0.25%-6213F-HRTimeline
Cambridge Investment Research Advisors,…21,783$1.5M0.01%-11,26713F-HRTimeline
NewEdge Advisors, LLC20,946$1.44M0.01%-6,74313F-HRTimeline
HARBOUR INVESTMENTS, INC.19,812$1.37M0.04%-2,77113F-HRTimeline
Family Capital Management, Inc.19,543$1.35M0.81%-25613F-HRTimeline
BridgePort Financial Solutions, LLC19,173$1.34M0.61%13F-HRTimeline
Private Advisor Group, LLC19,357$1.33M0.01%-89113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17,921$1.24M<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,214$1.19M<0.01%-10013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,830$1.16M<0.01%+6,78113F-HRTimelineGroup
Atria Wealth Solutions, Inc.16,792$1.16M0.01%-2,34713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,072$901K<0.01%-5713F-HRTimelineGroup
Janney Montgomery Scott LLC12,287$847K<0.01%-58013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,084$833K<0.01%-1,16613F-HR/ATimelineGroup
Syntegra Private Wealth Group, LLC8,510$587K0.07%-43313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,070$556K0.01%-8413F-HRTimelineGroup
COMERICA BANK7,876$543K<0.01%-67613F-HR/ATimeline
LexAurum Advisors, LLC7,039$485K0.1%-1,43513F-HRTimeline
Vantage Financial Partners, LLC6,791$468K0.12%-39613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,575$453K<0.01%+1,35613F-HRTimelineGroup
Independent Advisor Alliance6,514$449K0.01%new13F-HRTimeline
Mutual Advisors, LLC5,574$393K0.01%-11013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,233$361K0.22%-5713F-HRTimeline
Significant Wealth Partners LLC4,444$306K0.16%+1313F-HRTimeline
Aptus Capital Advisors, LLC4,194$289K<0.01%+413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,916$270K<0.01%-10013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC3,447$238K0.18%-1,26013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,110$214K0.01%+613F-HRTimelineGroup
NorthRock Partners, LLC2,434$168K0.01%013F-HR/ATimeline
IFP Advisors, Inc2,421$167K0.01%013F-HRTimeline
Gen-Wealth Partners Inc1,699$117K0.05%013F-HRTimeline
Horizons Wealth Management1,599$110K0.09%013F-HRTimeline
Farther Finance Advisors, LLC933$64.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC791$55K<0.01%+213F-HRTimelineGroup
FMR LLCin group FMR LLC693$47.8K<0.01%+21613F-HRTimelineGroup
Larson Financial Group LLC660$45.5K<0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.529$36.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC430$29.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC316$21.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO229$15.8K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC115$7.95K<0.01%-14513F-HRTimeline
Capital Advisors, Ltd. LLC60$4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd50$3.45K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.32$2.21K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26$1.79K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$91<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.