Who Owns VICTORY PORTFOLIOS II (CDL)? -- Institutional Holders (2026-03-31)
62 institutions reported holding $192.2M of VICTORY PORTFOLIOS II (CDL) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($46.1M), ATLANTIC FAMILY WEALTH, LLC ($27.9M), BANK OF AMERICA CORP /DE/ ($20.0M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($15.4M), LPL Financial LLC ($11.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $46.1M | 618,429 | Added |
| 2 | ATLANTIC FAMILY WEALTH, LLC | $27.9M | 374,972 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $20.0M | 268,031 | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.4M | 207,247 | Added |
| 5 | LPL Financial LLC | $11.4M | 152,446 | Trimmed |
| 6 | HighTower Advisors, LLC | $8.4M | 112,753 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $7.5M | 101,218 | Trimmed |
| 8 | Summit Financial, LLC | $7.3M | 98,539 | Trimmed |
| 9 | JONES FINANCIAL COMPANIES LLLP | $6.4M | 86,427 | Added |
| 10 | MPWM ADVISORY SOLUTIONS, LLC | $3.7M | 49,838 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 43,279 | Added |
| 12 | Integrated Wealth Concepts LLC | $3.1M | 41,978 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $3.0M | 40,311 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.7M | 36,044 | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $2.4M | 31,864 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $2.1M | 27,699 | Trimmed |
| 17 | Private Advisor Group, LLC | $1.9M | 26,016 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 19,888 | Trimmed |
| 19 | Royal Bank of Canada | $1.4M | 18,911 | Trimmed |
| 20 | UBS Group AG | $1.3M | 17,803 | Trimmed |
| 21 | Sloy Dahl & Holst, LLC | $1.3M | 17,671 | Trimmed |
| 22 | Rockefeller Capital Management L.P. | $1.3M | 17,212 | Trimmed |
| 23 | Fifth Third Wealth Advisors LLC | $1.2M | 16,528 | New |
| 24 | Investors Research Corp | $1.2M | 15,816 | Trimmed |
| 25 | Smith Thornton Advisors LLC | $1.1M | 14,855 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31