CDL institutional holders

VICTORY PORTFOLIOS II · 13F, 2026Q2

Managers holding64
Shares held2,773,977
Reported value$215.2m
Quarter flows6 new, 21 added, 24 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY617,131$47.9m0.0%
ATLANTIC FAMILY WEALTH, LLC381,018$29.6m18.9%
BANK OF AMERICA CORP /DE/262,365$20.4m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO213,493$16.6m0.0%
LPL Financial LLC156,681$12.2m0.0%
HighTower Advisors, LLC106,787$8.3m0.0%
Summit Financial, LLC106,380$8.3m0.1%
Integrated Wealth Concepts LLC97,936$7.6m0.0%
JONES FINANCIAL COMPANIES LLLP95,636$7.5m0.0%
AMERIPRISE FINANCIAL INC93,806$7.3m0.0%
MPWM ADVISORY SOLUTIONS, LLC48,395$3.8m1.7%
Vise Technologies, Inc.44,354$3.4m0.0%
NewEdge Advisors, LLC44,103$3.4m0.0%
COMMONWEALTH EQUITY SERVICES, LLC42,779$3.3m0.0%
GOLDMAN SACHS GROUP INC40,311$3.1m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP37,614$2.9m0.0%
RAYMOND JAMES FINANCIAL INC33,976$2.6m0.0%
WELLS FARGO & COMPANY/MN30,914$2.4m0.0%
Cambridge Investment Research Advisors, Inc.29,072$2.3m0.0%
TRUIST FINANCIAL CORP27,506$2.1m0.0%
Private Advisor Group, LLC24,993$1.9m0.0%
ENVESTNET ASSET MANAGEMENT INC22,076$1.7m0.0%
Fifth Third Wealth Advisors LLC19,521$1.5m0.0%
ROYAL BANK OF CANADA17,842$1.4m0.0%
UBS Group AG17,732$1.4m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CDL"). CDL price history · All 13F data

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