CDC Institutional Ownership & Shareholders
VICTORYSHARES US EQ INCOME E (CDC) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $452.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of CDC tracked by InsiderSet, reporting ownership valued at approximately $70.69M in its June 30, 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 $73.98M, representing an estimated gain of +4.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed CDC value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, 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
93
Total Reported Value
$452.09M
Largest Holder
Morgan Stanley
Largest Position
$70.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
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% | 950,472 | $70,687,032 | $73,983,030 | +$3,295,998 | +4.66% | |
| Bank Of America Corp | 0.00% | 672,320 | $50,000,425 | $52,332,179 | +$2,331,754 | +4.66% | |
| Raymond James Financial Inc | 0.01% | 657,463 | $48,895,751 | $51,175,736 | +$2,279,985 | +4.66% | |
| Lpl Financial Llc | 0.01% | 500,277 | $37,205,788 | $38,940,661 | +$1,734,873 | +4.66% | |
| Silver Oak Securities, Incorporated | 2.08% | 460,359 | $34,237,073 | $35,833,516 | +$1,596,443 | +4.66% | |
| Atlantic Family Wealth, Llc | 18.29% | 384,423 | $28,589,654 | $29,922,794 | +$1,333,140 | +4.66% | |
| Cwm, Llc | 0.06% | 303,538 | $21,681,423 | $23,626,852 | +$1,945,429 | +8.97% | |
| Wells Fargo & Company/Mn | 0.00% | 226,141 | $16,818,170 | $17,602,408 | +$784,238 | +4.66% | |
| Royal Bank Of Canada | 0.00% | 214,130 | $15,925,000 | $16,667,494 | +$742,494 | +4.66% | |
| Rockefeller Capital Management L.P. | 0.02% | 162,452 | $12,081,694 | $12,644,971 | +$563,277 | +4.66% | |
| Commonwealth Equity Services, Llc | 0.01% | 146,219 | $10,874,400 | $11,381,424 | +$507,024 | +4.66% | |
| Ubs Group Ag | 0.00% | 119,744 | $8,905,362 | $9,320,657 | +$415,295 | +4.66% | |
| Ameriprise Financial Inc | 0.00% | 110,292 | $8,202,743 | $8,584,931 | +$382,188 | +4.66% | |
| Integrated Wealth Concepts Llc | 0.05% | 106,834 | $7,945,315 | $8,315,766 | +$370,451 | +4.66% | |
| Garrett Wealth Advisory Group, Llc | 1.16% | 106,531 | $7,623,011 | $8,292,181 | +$669,170 | +8.78% | |
| Newedge Advisors, Llc | 0.02% | 89,230 | $6,636,074 | $6,945,503 | +$309,429 | +4.66% | |
| Private Advisor Group, Llc | 0.03% | 73,767 | $5,486,070 | $5,741,890 | +$255,820 | +4.66% | |
| Cetera Investment Advisers | 0.00% | 71,652 | $5,328,830 | $5,577,263 | +$248,433 | +4.66% | |
| Strategic Blueprint, Llc | 0.22% | 62,674 | $4,484,732 | $4,878,431 | +$393,699 | +8.78% | |
| Susquehanna International Group, Llp | 0.00% | 50,492 | $3,755,110 | $3,930,206 | +$175,096 | +4.66% | |
| Vise Technologies, Inc. | 0.03% | 48,567 | $3,475,332 | $3,780,368 | +$305,036 | +8.78% | |
| Osaic Holdings, Inc. | 0.00% | 45,125 | $3,357,000 | $3,512,449 | +$155,449 | +4.63% | |
| Pfg Advisors | 0.13% | 36,773 | $2,631,373 | $2,862,344 | +$230,971 | +8.78% | |
| Truist Financial Corp | 0.00% | 34,081 | $2,438,731 | $2,652,804 | +$214,073 | +8.78% | |
| Mather Group, Llc. | 0.02% | 33,668 | $2,409,194 | $2,620,657 | +$211,463 | +8.78% | |
| Envestnet Asset Management Inc | 0.00% | 30,174 | $2,244,019 | $2,348,690 | +$104,671 | +4.66% | |
| Keystone Financial Group | 0.12% | 27,276 | $2,028,507 | $2,123,115 | +$94,608 | +4.66% | |
| Stifel Financial Corp | 0.00% | 23,839 | $1,772,973 | $1,855,585 | +$82,612 | +4.66% | |
| Goldman Sachs Group Inc | 0.00% | 23,465 | $1,745,101 | $1,826,473 | +$81,372 | +4.66% | |
| Russell Investments Group, Ltd. | 0.00% | 22,624 | $1,682,576 | $1,761,011 | +$78,435 | +4.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,681 | $1,509,825 | $1,609,772 | +$99,947 | +6.62% | |
| Caprock Group, Llc | 0.03% | 20,043 | $1,490,606 | $1,560,111 | +$69,505 | +4.66% | |
| Kestra Advisory Services, Llc | 0.00% | 19,591 | $1,456,994 | $1,524,928 | +$67,934 | +4.66% | |
| Citadel Advisors Llc | 0.00% | 18,614 | $1,384,331 | $1,448,880 | +$64,549 | +4.66% | |
| Salus Financial Advisors, Llc | 0.59% | 17,151 | $1,227,272 | $1,335,003 | +$107,731 | +8.78% | |
| J.W. Cole Advisors, Inc. | 0.02% | 14,960 | $1,112,572 | $1,164,459 | +$51,887 | +4.66% | |
| Zions Bancorporation, National Association | 0.06% | 14,397 | $1,070,711 | $1,120,637 | +$49,926 | +4.66% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 12,581 | $935,691 | $979,282 | +$43,591 | +4.66% | |
| Western Wealth Management, Llc | 0.03% | 12,173 | $905,282 | $947,524 | +$42,242 | +4.67% | |
| Axis Wealth Partners, Llc | 0.37% | 10,242 | $761,685 | $797,219 | +$35,534 | +4.67% | |
| Flagship Harbor Advisors, Llc | 0.02% | 8,956 | $640,893 | $697,119 | +$56,226 | +8.77% | |
| Smith Thornton Advisors Llc | 0.26% | 8,150 | $583,212 | $634,381 | +$51,169 | +8.77% | |
| Simplicity Wealth,Llc | 0.02% | 8,119 | $580,962 | $631,968 | +$51,006 | +8.78% | |
| Jpmorgan Chase & Co | 0.00% | 7,549 | $566,922 | $587,601 | +$20,679 | +3.65% | |
| Comprehensive Financial Planning, Inc./Pa | 0.29% | 7,615 | $544,961 | $592,738 | +$47,777 | +8.77% | |
| Patriot Financial Group Insurance Agency, Llc | 0.05% | 7,123 | $509,671 | $554,441 | +$44,770 | +8.78% | |
| Great Valley Advisor Group, Inc. | 0.01% | 6,752 | $502,121 | $525,564 | +$23,443 | +4.67% | |
| Mariner, Llc | 0.00% | 6,275 | $466,681 | $488,435 | +$21,754 | +4.66% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,300 | $394,192 | $412,542 | +$18,350 | +4.66% | |
| Corecap Advisors, Llc | 0.01% | 5,393 | $385,906 | $419,781 | +$33,875 | +8.78% |
Frequently asked questions about CDC
Who are the largest institutional holders of CDC?
The largest institutional holders of CDC reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, Lpl Financial Llc, and Silver Oak Securities, Incorporated. InsiderSet ranks institutional holders by their latest reported CDC position.
What is CDC institutional ownership?
This page tracks CDC positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES US EQ INCOME E (CDC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CDC?
InsiderSet currently tracks 93 institutional managers reporting CDC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CDC shareholders.
How much CDC stock do institutions own?
Institutional investment managers disclosed approximately $452.09M in CDC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CDC institutional ownership last updated?
The latest CDC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CDC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CDC position after the reporting date.
Are institutions buying or selling CDC?
Institutional buying and selling can be analyzed by comparing CDC positions across consecutive 13F reporting periods. InsiderSet's CDC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CDC ownership changes.
How has CDC institutional ownership changed over time?
InsiderSet tracks CDC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.