CDC — VICTORYSHARES US EQ INCOME E
As of Q2 2026, 10 SEC-registered investment managers reported holding CDC (VICTORYSHARES US EQ INCOME E) in their latest 13F filings, with a combined reported value of $150.36M across 2.02M shares. That is -7.7% by share count (-168.80K shares) versus the previous quarter, while reported value moved -3.9%. Ownership is concentrated: the five largest holders account for 98.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 950.47K | $70.69M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 672.32K | $50.00M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 226.14K | $16.82M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 119.74K | $8.91M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 23.46K | $1.75M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 18.61K | $1.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 7.55K | $566.92K | 0.00% | New |
| D. E. Shaw & Co history | Q4 2023 | 9.54K | $539.45K | 0.00% | New |
| Two Sigma Investments history | Q1 2025 | 6.00K | $394.32K | 0.00% | New |
| Marshall Wace history | Q4 2022 | 3.70K | $229.66K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 2.66K | $197.97K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 477 | $35.44K | 0.00% | Reduce |
| Citigroup Inc history | Q2 2022 | 346 | $23.00K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 248 | $18.44K | 0.00% | Hold |
| Renaissance Technologies history | Q4 2023 | 47.00K | $2.66K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 7.55K sh · $566.92K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 899.42K | 953.41K | 1.26M | 1.47M | 1.87M | 1.74M | 1.74M | 1.57M | 1.55M | 1.34M | 1.31M | 1.23M | 1.26M | 1.26M | 1.29M | 1.26M | 1.24M | 1.14M | 1.12M | 950.47K |
| Bank of America Corp | 477.99K | 499.38K | 575.25K | 727.27K | 859.45K | 854.28K | 881.47K | 820.07K | 717.33K | 675.13K | 649.17K | 642.41K | 651.33K | 572.86K | 571.99K | 577.86K | 587.14K | 578.06K | 587.58K | 672.32K |
| Wells Fargo & Co | 392.83K | 373.49K | 440.34K | 517.03K | 548.50K | 600.56K | 470.93K | 352.52K | 273.64K | 209.50K | 199.53K | 246.45K | 249.33K | 243.06K | 239.98K | 238.72K | 226.10K | 223.61K | 231.58K | 226.14K |
| UBS Group AG | 47.09K | 40.00K | 303.89K | 357.04K | 542.12K | 512.21K | 496.05K | 575.69K | 462.04K | 347.51K | 255.58K | 131.22K | 113.99K | 115.55K | 140.32K | 106.08K | 103.96K | 104.92K | 106.37K | 119.74K |
| Goldman Sachs Group | — | — | — | 44.72K | — | 29.85K | — | — | — | — | — | — | — | 40.91K | 52.18K | 60.97K | 57.44K | 101.19K | 117.94K | 23.46K |
| Citadel Advisors | 19.21K | — | 5.07K | — | 8.28K | 38.06K | — | 3.49K | 5.60K | 37.15K | 10.97K | — | 50.40K | — | 3.58K | 41.62K | 46.17K | 49.71K | 19.97K | 18.61K |
| JPMorgan Chase & Co | 478 | — | — | 75 | 150 | 1.83K | 1.89K | 1.65K | 1.27K | 1.22K | 1.22K | 518 | — | 1.47K | 624 | 241 | 241 | 355 | — | 7.55K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.66K | 2.66K | 2.66K | 2.66K |
| Fidelity Management & Research (FMR) | — | — | — | — | 5.72K | 1 | 3 | 1.79K | 2 | 6 | 413 | 421 | 445 | 380 | 643 | 434 | 308 | 174 | 526 | 477 |
| PNC Financial Services | — | — | — | — | — | 698 | 133 | 126 | — | — | — | — | — | — | — | — | — | — | 248 | 248 |
| Renaissance Technologies | 6.20K | 14.20K | 41.50K | — | — | 5.80K | — | 22.90K | — | 47.00K | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.00K | — | — | — | — | — |
| Citigroup Inc | — | — | — | 346 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 9.54K | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | — | — | — | 3.70K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details