VICTORYSHARES US EQ INCOME E CDC
$76.00
+1.7% 52w: $60.76 – $76.00
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data60.7668.3876.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
100
+2 QoQ
13F value
$488.5M
+3.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CDC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.1M | $80.3M | 0.0% | -1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 654.7K | $46.8M | 0.0% | -2.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 587.6K | $42.0M | 0.0% | +1.6% |
| LPL Financial LLC | Bank broker | 520.3K | $37.2M | 0.0% | -3.4% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 467.3K | $33.4M | 2.4% | -3.6% |
| ATLANTIC FAMILY WEALTH, LLC | Wealth advisor | 381.2K | $27.2M | 19.7% | -1.1% |
| CWM, LLC | Wealth advisor | 303.5K | $21.7M | 0.1% | -0.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 283.7K | $20.3M | 0.0% | -36.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 231.6K | $16.5M | 0.0% | +3.6% |
| ROYAL BANK OF CANADA | Bank broker | 226.9K | $16.2M | 0.0% | -16.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 177.9K | $12.7M | 0.0% | +1.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 164.8K | $11.8M | 0.0% | -1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 152.2K | $10.9M | 0.0% | -7.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 117.9K | $8.4M | 0.0% | +16.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 110.1K | $7.9M | 0.1% | +2.5% |
| Garrett Wealth Advisory Group, LLC | Wealth advisor | 109.6K | $7.8M | 1.4% | -4.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 108.9K | $7.8M | 0.0% | -6.0% |
| UBS Group AG | Bank broker | 106.4K | $7.6M | 0.0% | +1.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 95.1K | $6.8M | 0.0% | -3.3% |
| Private Advisor Group, LLC | Wealth advisor | 80.0K | $5.7M | 0.0% | -2.9% |
| Cetera Investment Advisers | Wealth advisor | 64.8K | $4.6M | 0.0% | +2.8% |
| Strategic Blueprint, LLC | Wealth advisor | 59.9K | $4.3M | 0.2% | +0.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 45.6K | $3.3M | 0.0% | +177.1% |
| MATHER GROUP, LLC. | Wealth advisor | 37.0K | $2.6M | 0.0% | -0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 36.1K | $2.6M | 0.0% | -7.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 35.3K | $2.5M | 0.0% | -9.6% |
| PFG Advisors | Wealth advisor | 33.7K | $2.4M | 0.1% | +16.0% |
| Keystone Financial Group | Wealth advisor | 32.9K | $2.3M | 0.2% | +3.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 32.2K | $2.3M | 0.0% | -0.1% |
| HighTower Advisors, LLC | Diversified mechanical | 29.8K | $2.1M | 0.0% | +0.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 28.6K | $2.0M | 0.0% | -47.2% |
| Russell Investments Group, Ltd. | Diversified mechanical | 26.9K | $1.9M | 0.0% | +4.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 21.2K | $1.5M | 0.0% | New |
| Caprock Group, LLC | Other | 20.0K | $1.4M | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 20.0K | $1.4M | 0.0% | +3.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 20.0K | $1.4M | 0.0% | -59.8% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 19.6K | $1.4M | 0.1% | -24.7% |
| Salus Financial Advisors, LLC | Wealth advisor | 17.3K | $1.2M | 0.7% | Held |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 16.3K | $1.2M | 0.0% | -2.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 14.8K | $1.1M | 0.1% | +100.6% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 14.4K | $1.0M | 0.1% | Held |
| Stratos Wealth Partners, LTD. | Wealth advisor | 12.6K | $902K | 0.0% | -11.0% |
| Western Wealth Management, LLC | Wealth advisor | 12.2K | $873K | 0.0% | -4.7% |
| Creative Planning | Wealth advisor | 11.0K | $788K | 0.0% | +18.6% |
| JANE STREET GROUP, LLC | Market maker | 11.0K | $784K | 0.0% | +7.6% |
| Axis Wealth Partners, LLC | Wealth advisor | 10.9K | $778K | 0.4% | -3.6% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 9.1K | $649K | 0.0% | +4.0% |
| KPP Advisory Services LLC | Wealth advisor | 8.6K | $616K | 0.1% | -35.3% |
| Smith Thornton Advisors LLC | Wealth advisor | 8.3K | $590K | 0.3% | -2.7% |
| Comprehensive Financial Planning, Inc./PA | Wealth advisor | 7.5K | $535K | 0.4% | +0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.