Who Owns VICTORY PORTFOLIOS II (CDL)? -- Institutional Holders (2026-06-30)
67 institutions reported holding $214.1M of VICTORY PORTFOLIOS II (CDL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($47.9M), ATLANTIC FAMILY WEALTH, LLC ($29.6M), BANK OF AMERICA CORP /DE/ ($20.4M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($16.6M), LPL Financial LLC ($12.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $47.9M | 617,131 | Trimmed |
| 2 | ATLANTIC FAMILY WEALTH, LLC | $29.6M | 381,018 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $20.4M | 262,365 | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.6M | 213,493 | Added |
| 5 | LPL Financial LLC | $12.2M | 156,681 | Added |
| 6 | HighTower Advisors, LLC | $8.3M | 106,787 | Trimmed |
| 7 | Summit Financial, LLC | $8.3M | 106,380 | Added |
| 8 | Integrated Wealth Concepts LLC | $7.6M | 97,936 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 95,636 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $7.3M | 93,806 | Trimmed |
| 11 | MPWM ADVISORY SOLUTIONS, LLC | $3.8M | 48,395 | Trimmed |
| 12 | Vise Technologies, Inc. | $3.4M | 44,354 | New |
| 13 | NewEdge Advisors, LLC | $3.4M | 44,103 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 42,779 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $3.1M | 40,311 | Hold |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 37,614 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $2.6M | 33,976 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $2.4M | 30,914 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $2.1M | 27,506 | Trimmed |
| 20 | Private Advisor Group, LLC | $1.9M | 24,993 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 22,076 | Added |
| 22 | Fifth Third Wealth Advisors LLC | $1.5M | 19,521 | Added |
| 23 | Royal Bank of Canada | $1.4M | 17,842 | Trimmed |
| 24 | UBS Group AG | $1.4M | 17,732 | Trimmed |
| 25 | Sloy Dahl & Holst, LLC | $1.4M | 17,674 | Added |
Source: SEC Form 13F filings · as of 2026-06-30