VICTORYSHARES US EQ INCOME E (CDC) Top Institutional Shareholders
VICTORYSHARES US EQ INCOME E (CDC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $471.47M in CDC holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CDC tracked by InsiderSet, reporting ownership valued at approximately $80.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $82.01M, representing an estimated gain of +2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CDC value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VICTORYSHARES US EQ INCOME E (CDC).
This page ranks the largest institutional CDC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
99
Total Reported Value
$471.47M
Largest Holder
Morgan Stanley
Largest Position
$80.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,123,604 | $80,258,128 | $82,013,429 | +$1,755,301 | +2.19% | |
| Raymond James Financial Inc | 0.01% | 654,702 | $46,764,833 | $47,787,616 | +$1,022,783 | +2.19% | |
| Bank Of America Corp | 0.00% | 587,584 | $41,970,569 | $42,888,579 | +$918,010 | +2.19% | |
| Lpl Financial Llc | 0.01% | 520,338 | $37,167,255 | $37,980,199 | +$812,944 | +2.19% | |
| Silver Oak Securities, Incorporated | 2.44% | 467,262 | $33,376,097 | $34,106,108 | +$730,011 | +2.19% | |
| Atlantic Family Wealth, Llc | 19.67% | 381,245 | $27,231,996 | $27,827,606 | +$595,610 | +2.19% | |
| Cwm, Llc | 0.06% | 303,538 | $21,681,423 | $22,155,664 | +$474,241 | +2.19% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 283,727 | $20,266,353 | $20,709,631 | +$443,278 | +2.19% | |
| Wells Fargo & Company/Mn | 0.00% | 231,579 | $16,541,528 | $16,903,275 | +$361,747 | +2.19% | |
| Royal Bank Of Canada | 0.00% | 226,861 | $16,204,000 | $16,558,902 | +$354,902 | +2.19% | |
| Rockefeller Capital Management L.P. | 0.02% | 164,765 | $11,769,094 | $12,026,428 | +$257,334 | +2.19% | |
| Commonwealth Equity Services, Llc | 0.02% | 152,213 | $10,872,420 | $11,110,240 | +$237,820 | +2.19% | |
| Goldman Sachs Group Inc | 0.00% | 117,938 | $8,424,205 | $8,608,460 | +$184,255 | +2.19% | |
| Integrated Wealth Concepts Llc | 0.06% | 110,100 | $7,864,342 | $8,036,353 | +$172,011 | +2.19% | |
| Garrett Wealth Advisory Group, Llc | 1.39% | 109,621 | $7,830,135 | $8,001,390 | +$171,255 | +2.19% | |
| Ameriprise Financial Inc | 0.00% | 108,905 | $7,779,500 | $7,949,128 | +$169,628 | +2.18% | |
| Ubs Group Ag | 0.00% | 106,374 | $7,598,188 | $7,764,387 | +$166,199 | +2.19% | |
| Private Advisor Group, Llc | 0.03% | 79,961 | $5,711,509 | $5,836,465 | +$124,956 | +2.19% | |
| Cetera Investment Advisers | 0.00% | 64,832 | $4,630,884 | $4,732,178 | +$101,294 | +2.19% | |
| Strategic Blueprint, Llc | 0.25% | 59,935 | $4,281,090 | $4,374,740 | +$93,650 | +2.19% | |
| Susquehanna International Group, Llp | 0.00% | 45,551 | $3,253,667 | $3,324,831 | +$71,164 | +2.19% | |
| Newedge Advisors, Llc | 0.13% | 57,588 | $2,737,018 | $4,203,429 | +$1,466,411 | +53.58% | |
| Mather Group, Llc. | 0.03% | 37,016 | $2,643,998 | $2,701,850 | +$57,852 | +2.19% | |
| Envestnet Asset Management Inc | 0.00% | 36,120 | $2,580,020 | $2,636,449 | +$56,429 | +2.19% | |
| Truist Financial Corp | 0.00% | 35,301 | $2,521,541 | $2,576,669 | +$55,128 | +2.19% | |
| Pfg Advisors | 0.12% | 33,652 | $2,403,714 | $2,456,307 | +$52,593 | +2.19% | |
| Keystone Financial Group | 0.16% | 32,864 | $2,347,448 | $2,398,789 | +$51,341 | +2.19% | |
| Stifel Financial Corp | 0.00% | 32,236 | $2,302,765 | $2,352,951 | +$50,186 | +2.18% | |
| Hightower Advisors, Llc | 0.00% | 29,770 | $2,126,407 | $2,172,954 | +$46,547 | +2.19% | |
| Osaic Holdings, Inc. | 0.00% | 28,637 | $2,046,456 | $2,090,255 | +$43,799 | +2.14% | |
| Russell Investments Group, Ltd. | 0.00% | 26,917 | $1,922,676 | $1,964,710 | +$42,034 | +2.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 21,205 | $1,512,947 | $1,547,783 | +$34,836 | +2.30% | |
| Caprock Group, Llc | 0.03% | 20,043 | $1,431,653 | $1,462,967 | +$31,314 | +2.19% | |
| Kestra Advisory Services, Llc | 0.01% | 20,027 | $1,430,544 | $1,461,799 | +$31,255 | +2.18% | |
| Citadel Advisors Llc | 0.00% | 19,973 | $1,426,653 | $1,457,857 | +$31,204 | +2.19% | |
| Money Concepts Capital Corp | 0.08% | 19,551 | $1,396,511 | $1,427,055 | +$30,544 | +2.19% | |
| Salus Financial Advisors, Llc | 0.72% | 17,283 | $1,234,509 | $1,261,510 | +$27,001 | +2.19% | |
| J.W. Cole Advisors, Inc. | 0.04% | 16,321 | $1,165,814 | $1,191,293 | +$25,479 | +2.19% | |
| Patriot Financial Group Insurance Agency, Llc | 0.06% | 14,804 | $1,057,390 | $1,080,565 | +$23,175 | +2.19% | |
| Zions Bancorporation, National Association | 0.07% | 14,397 | $1,028,365 | $1,050,857 | +$22,492 | +2.19% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 12,633 | $902,428 | $922,100 | +$19,672 | +2.18% | |
| Western Wealth Management, Llc | 0.03% | 12,226 | $873,277 | $892,393 | +$19,116 | +2.19% | |
| Creative Planning | 0.00% | 11,035 | $788,186 | $805,460 | +$17,274 | +2.19% | |
| Jane Street Group, Llc | 0.00% | 10,978 | $784,149 | $801,300 | +$17,151 | +2.19% | |
| Axis Wealth Partners, Llc | 0.41% | 10,895 | $778,248 | $795,241 | +$16,993 | +2.18% | |
| Flagship Harbor Advisors, Llc | 0.03% | 9,086 | $649,030 | $663,200 | +$14,170 | +2.18% | |
| Kpp Advisory Services Llc | 0.09% | 8,617 | $615,505 | $628,967 | +$13,462 | +2.19% | |
| Smith Thornton Advisors Llc | 0.30% | 8,254 | $589,576 | $602,471 | +$12,895 | +2.19% | |
| Comprehensive Financial Planning, Inc./Pa | 0.37% | 7,493 | $535,267 | $546,925 | +$11,658 | +2.18% | |
| Great Valley Advisor Group, Inc. | 0.01% | 7,210 | $514,980 | $526,268 | +$11,288 | +2.19% |
Frequently asked questions about CDC
Who owns the most CDC stock?
The largest holders of CDC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES US EQ INCOME E (CDC).
Is CDC widely held by superinvestors?
Many widely followed stocks like CDC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CDC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.