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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 2025-03-31, 3,372,817 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
68
13F filers
68
New
6
Added
11
Reduced
34
Sold out
5
Shares held by filers
3,372,817

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,546$28.6M0.01%-6,71813F-HRTimelineGroup
Cetera Investment Advisers392,761$26.9M0.05%+6,35213F-HRTimeline
LPL Financial LLC353,461$24.2M0.01%-6,90313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY324,321$22.2M<0.01%-10,95213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,109$14.7M<0.01%-1,88113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP196,956$13.5M0.01%+8,69813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC175,615$12M0.02%-5,09013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/171,532$11.8M<0.01%-7,70913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN132,589$9.08M<0.01%-3,62613F-HRTimelineGroup
Integrated Wealth Concepts LLC110,070$7.54M0.09%-5,19613F-HRTimeline
UBS Group AGin group UBS Group AG105,464$7.23M<0.01%+4,83113F-HRTimelineGroup
Keystone Financial Group84,924$5.82M0.59%-2,21413F-HRTimeline
Creative Planningin group Creative Planning80,278$5.5M0.01%-2,73913F-HRTimelineGroup
Intrua Financial, LLC60,915$4.17M0.65%+2,24313F-HRTimeline
MATHER GROUP, LLC.59,934$4.11M0.05%-4,76613F-HRTimeline
Clearstead Advisors, LLC54,645$3.74M0.06%-1,24813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP38,465$2.64M0.2%-39413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,541$2.16M<0.01%+1,97713F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…26,067$1.79M0.24%-95913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,009$1.44M<0.01%-8,98813F-HRTimelineGroup
NewEdge Advisors, LLC20,599$1.41M0.01%-34713F-HRTimeline
Family Capital Management, Inc.19,223$1.32M0.81%-32013F-HRTimeline
BridgePort Financial Solutions, LLC19,173$1.31M0.59%013F-HRTimeline
Private Advisor Group, LLC18,961$1.3M0.01%-39613F-HRTimeline
Cambridge Investment Research Advisors,…18,755$1.28M<0.01%-3,02813F-HRTimeline
CALTON & ASSOCIATES, INC.18,378$1.26M0.29%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,014$1.17M<0.01%-20013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,830$1.15M<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,650$1.14M<0.01%-1,27113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,615$1.14M<0.01%+4,53113F-HRTimelineGroup
WORLD EQUITY GROUP, INC.16,524$1.13M0.32%-40,32913F-HRTimeline
Atria Wealth Solutions, Inc.15,584$1.07M0.01%-1,20813F-HRTimeline
Janney Montgomery Scott LLC12,286$842K<0.01%-113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,968$820K<0.01%-1,10413F-HRTimelineGroup
Syntegra Private Wealth Group, LLC8,445$579K0.07%-6513F-HRTimeline
COMERICA BANK7,861$539K<0.01%-1513F-HRTimeline
LexAurum Advisors, LLC7,010$480K0.09%-2913F-HRTimeline
Dynamic Advisor Solutions LLC5,250$360K0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,122$351K0.25%-11113F-HRTimeline
Mutual Advisors, LLC5,219$344K0.01%-35513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,951$339K<0.01%-1,62413F-HRTimelineGroup
Quent Capital, LLC4,709$323K0.03%new13F-HRTimeline
Vantage Financial Partners, LLC4,683$321K0.08%-2,10813F-HRTimeline
Significant Wealth Partners LLC4,460$306K0.16%+1613F-HRTimeline
Aptus Capital Advisors, LLC4,065$278K<0.01%-12913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,916$268K<0.01%013F-HRTimeline
NorthRock Partners, LLC2,434$167K0.01%013F-HRTimeline
IFP Advisors, Inc2,421$166K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,958$134K<0.01%+1,72913F-HRTimelineGroup
Gen-Wealth Partners Inc1,699$116K0.05%013F-HRTimeline
Horizons Wealth Management1,599$110K0.08%013F-HRTimeline
FMR LLCin group FMR LLC1,062$72.8K<0.01%+36913F-HRTimelineGroup
Farther Finance Advisors, LLC933$63.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC794$54K<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.726$49.8K<0.01%-19,08613F-HRTimeline
Larson Financial Group LLC662$45.4K<0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.529$36.2K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC430$29.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.385$26K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC228$15.6K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC220$15K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC115$7.9K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC60$4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd50$3.43K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.32$2.19K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26$1.78K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$72<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.