CDC

Victoryshares US Eq Income E$73.26 0.60%
UnclassifiedUSCUSIP 92647N824· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
32
+5 QoQ
13F Value (tracked)
$63.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)7 adding · 5 trimming
Insider net (180d)$0

Price & smart-money activity

$73.26 0.60%5Y +13.8%
$53.44$58.89$64.34$69.80$75.2520212022202320242025202610410616824421926718211720142492182082081112116151313121610151012713
Hover for who · click for detailEnd-of-day closing prices52w $62.58 – $73.94
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Ask your agent who owns CDC

This stock page is the Follow view. The Build view lets your agent query CDC owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns CDC,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

32 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1CWM, LLC
$21.7M
304K
−0.5%
Reduced · −2K sh
Q1 2026
2Integrated Wealth Concepts LLC
$7.9M
110K
+2.5%
Added · +3K sh
Q1 2026
3NewEdge Advisors, LLC
$6.8M
95K
−3.3%
Reduced · −3K sh
Q1 2026
4Private Advisor Group, LLC
$5.7M
80K
−2.9%
Reduced · −2K sh
Q1 2026
5Strategic Blueprint, LLC
$4.3M
60K
+0.2%
Added · +129 sh
Q1 2026
6PFG Advisors
$2.4M
34K
+16%
Added · +5K sh
Q1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$1.5M
21K
New
+21K sh
Q1 2026
8Caprock Group, LLC
$1.4M
20K
Held
Q1 2026
9Kestra Advisory Services, LLC
$1.4M
20K
+3.5%
Added · +675 sh
Q1 2026
10CITADEL ADVISORS LLC
$1.4M
20K
−60%
Reduced · −30K sh
Q1 2026
11MONEY CONCEPTS CAPITAL CORP
$1.4M
20K
−25%
Reduced · −6K sh
Q1 2026
12J.W. COLE ADVISORS, INC.
$1.2M
16K
−2.4%
Reduced · −406 sh
Q1 2026
13Patriot Financial Group Insurance Agency, LLC
$1.1M
15K
+101%
Added · +7K sh
Q1 2026
14Stratos Wealth Partners, LTD.
$902K
13K
−11%
Reduced · −2K sh
Q1 2026
15FLAGSHIP HARBOR ADVISORS, LLC
$649K
9K
+4.0%
Added · +350 sh
Q1 2026
16GREAT VALLEY ADVISOR GROUP, INC.
$515K
7K
−7.0%
Reduced · −543 sh
Q1 2026
17KESTRA PRIVATE WEALTH SERVICES, LLC
$464K
7K
−12%
Reduced · −927 sh
Q1 2026
18CHOREO, LLC
$376K
5K
Held
Q1 2026
19Steward Partners Investment Advisory, LLC
$373K
5K
~0%
Added · +2 sh
Q1 2026
20Advisory Alpha, LLC
$331K
5K
+2.3%
Added · +105 sh
Q1 2026
21Dynamic Advisor Solutions LLC
$280K
4K
−3.1%
Reduced · −124 sh
Q1 2026
22IFP Advisors, Inc
$253K
4K
Held
Q1 2026
23TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$238K
3K
New
+3K sh
Q1 2026
24BECKER CAPITAL MANAGEMENT INC
$210K
3K
New
+3K sh
Q1 2026
25Trek Financial, LLC
$201K
3K
New
+3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
4
funds
Reduced
5
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

69 funds-7 since Q2 2022
04284Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $397.6M

Share classes

Class13F holdersValue held
UITBmc79 funds$2.1B
USTBSHORT TRM BD ETF73 funds$1.0B
CDCthis pagemc69 funds$397.6M
CFAmc53 funds$290.7M
CFOmc47 funds$211.2M
USVMUSAA MSCI USA SM45 funds$1.0B
CSBVCSHS US SMCP HG43 funds$63.8M
CDLVCSHS US LRG CAP42 funds$156.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CDC also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA35 funds$11.0B
MICROSOFT CORPMSFT35 funds$7.9B
AMAZON.COM INCAMZN35 funds$7.0B
SS SPDR S&P 500 ETF TRUST-USSPY35 funds$5.6B
ALPHABET INC-CL AGOOGL35 funds$5.4B
JPMORGAN CHASE & COJPM35 funds$4.1B
META PLATFORMS INC-CLASS AMETA35 funds$3.7B
ALPHABET INC-CL CGOOG35 funds$3.6B
VANGUARD VALUE ETFVTV35 funds$3.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B35 funds$3.2B
VANGUARD FTSE DEVELOPED ETFVEA35 funds$2.8B
JOHNSON & JOHNSONJNJ35 funds$2.4B

Ranked by how many of CDC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.