Who Owns VICTORY PORTFOLIOS II (CDL)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $47.4M of VICTORY PORTFOLIOS II (CDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ATLANTIC FAMILY WEALTH, LLC ($29.6M), COMMONWEALTH EQUITY SERVICES, LLC ($3.3M), Cambridge Investment Research Advisors, Inc. ($2.3M), TRUIST FINANCIAL CORP ($2.1M), Private Advisor Group, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ATLANTIC FAMILY WEALTH, LLC | $29.6M | 381,018 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 42,779 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.3M | 29,072 | Added |
| 4 | TRUIST FINANCIAL CORP | $2.1M | 27,506 | Trimmed |
| 5 | Private Advisor Group, LLC | $1.9M | 24,993 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 22,076 | Added |
| 7 | Fifth Third Wealth Advisors LLC | $1.5M | 19,521 | Added |
| 8 | Smith Thornton Advisors LLC | $1.1M | 14,344 | Trimmed |
| 9 | Investors Research Corp | $1.0M | 13,386 | Trimmed |
| 10 | YARGER WEALTH STRATEGIES, LLC | $464,283 | 5,874 | Added |
| 11 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $350,013 | 5,685 | Hold |
| 12 | Rossmore Private Capital | $327,671 | 4,224 | Hold |
| 13 | Concurrent Investment Advisors, LLC | $319,546 | 4,119 | Added |
| 14 | North Star Investment Management Corp. | $289,738 | 3,735 | Hold |
| 15 | Eagle Bay Advisors LLC | $259,251 | 3,342 | Added |
| 16 | Keystone Financial Group | $232,877 | 3,002 | Hold |
| 17 | EverSource Wealth Advisors, LLC | $186,768 | 2,408 | Added |
| 18 | Golden State Wealth Management, LLC | $150,972 | 1,946 | Trimmed |
| 19 | PRIVATE TRUST CO NA | $101,311 | 1,306 | Hold |
| 20 | ALBION FINANCIAL GROUP /UT | $23,273 | 300 | Hold |
| 21 | SIGNATUREFD, LLC | $19,006 | 245 | Hold |
| 22 | LRI Investments, LLC | $18,075 | 233 | Hold |
| 23 | ASSETMARK, INC | $78 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30