VICTORY PORTFOLIOS II (CDC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
98
Reporting holders
$465.8M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $70.7M | 950,472 | 0.00% | 35q | -15.4%-$12.9M |
| BANK OF AMERICA CORP /DE/ | $50.0M | 672,320 | 0.00% | 31q | +14.4%+$6.3M |
| RAYMOND JAMES FINANCIAL INC | $48.9M | 657,463 | 0.01% | 7q | HELD |
| LPL Financial LLC | $37.2M | 500,277 | 0.01% | 31q | -3.9%-$1.5M |
| SILVER OAK SECURITIES, INCORPORATED | $34.2M | 460,359 | 2.08% | 18q | -1.5%-$513.4K |
| ATLANTIC FAMILY WEALTH, LLC | $28.6M | 384,423 | 18.29% | 7q | +0.8%+$236.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.7M | 278,684 | 0.01% | 31q | -1.8%-$375.1K |
| WELLS FARGO & COMPANY/MN | $16.8M | 226,141 | 0.00% | 31q | -51.2%-$17.6M |
| ROYAL BANK OF CANADA | $15.9M | 214,130 | 0.00% | 31q | -5.6%-$946.8K |
| Integrated Wealth Concepts LLC | $15.7M | 211,394 | 0.08% | 31q | +92.0%+$7.5M |
| Rockefeller Capital Management L.P. | $12.1M | 162,452 | 0.02% | 31q | -1.4%-$172.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 146,219 | 0.01% | 31q | -3.9%-$445.8K |
| UBS Group AG | $8.9M | 119,744 | 0.00% | 31q | +12.6%+$994.3K |
| AMERIPRISE FINANCIAL INC | $8.2M | 110,292 | 0.00% | 31q | -49.4%-$8.0M |
| Garrett Wealth Advisory Group, LLC | $8.0M | 107,636 | 1.23% | 31q | -1.8%-$147.6K |
| NewEdge Advisors, LLC | $6.6M | 89,230 | 0.02% | 31q | +54.9%+$2.4M |
| Private Advisor Group, LLC | $5.5M | 73,767 | 0.03% | 31q | -7.7%-$460.6K |
| Cetera Investment Advisers | $5.3M | 71,652 | 0.00% | 20q | +10.5%+$507.2K |
| Strategic Blueprint, LLC | $4.6M | 62,092 | 0.23% | 6q | +3.6%+$160.4K |
| Vise Technologies, Inc. | $3.8M | 50,995 | 0.04% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 50,492 | 0.00% | 26q | +10.8%+$367.5K |
| OSAIC HOLDINGS, INC. | $3.4M | 45,125 | 0.00% | 26q | +57.6%+$1.2M |
| TRUIST FINANCIAL CORP | $2.8M | 37,449 | 0.00% | 27q | +6.1%+$159.7K |
| PFG Advisors | $2.6M | 34,847 | 0.13% | 23q | +3.6%+$88.9K |
| MATHER GROUP, LLC. | $2.5M | 34,026 | 0.02% | 19q | -8.1%-$222.4K |
| HighTower Advisors, LLC | $2.3M | 30,600 | 0.00% | 22q | +2.8%+$61.7K |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 30,174 | 0.00% | 30q | -16.5%-$442.2K |
| Keystone Financial Group | $2.0M | 27,276 | 0.12% | 8q | -17.0%-$415.6K |
| STIFEL FINANCIAL CORP | $1.8M | 23,839 | 0.00% | 31q | -26.0%-$624.5K |
| GOLDMAN SACHS GROUP INC | $1.7M | 23,465 | 0.00% | 7q | -80.1%-$7.0M |
| Russell Investments Group, Ltd. | $1.7M | 22,624 | 0.00% | 5q | -15.9%-$319.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 21,425 | 0.00% | 2q | +1.0%+$16.7K |
| Caprock Group, LLC | $1.5M | 20,043 | 0.03% | 30q | HELD |
| Kestra Advisory Services, LLC | $1.5M | 19,591 | 0.00% | 24q | -2.2%-$32.4K |
| CITADEL ADVISORS LLC | $1.4M | 18,614 | 0.00% | 6q | -6.8%-$101.1K |
| Salus Financial Advisors, LLC | $1.3M | 17,283 | 0.63% | 7q | HELD |
| J.W. COLE ADVISORS, INC. | $1.1M | 14,960 | 0.02% | 21q | -8.3%-$101.2K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.1M | 14,397 | 0.06% | 3q | HELD |
| Stratos Wealth Partners, LTD. | $935.7K | 12,581 | 0.01% | 31q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $917.3K | 12,334 | 0.04% | 21q | -36.9%-$536.7K |
| Western Wealth Management, LLC | $905.3K | 12,173 | 0.03% | 3q | HELD |
| Creative Planning | $820.8K | 11,037 | 0.00% | 4q | HELD |
| Axis Wealth Partners, LLC | $761.7K | 10,242 | 0.37% | 7q | -6.0%-$48.6K |
| FLAGSHIP HARBOR ADVISORS, LLC | $672.1K | 9,037 | 0.03% | 31q | -0.5%-$3.6K |
| Smith Thornton Advisors LLC | $623.1K | 8,186 | 0.27% | 9q | -0.8%-$5.2K |
| KPP Advisory Services LLC | $619.8K | 8,334 | 0.08% | 6q | -3.3%-$21.0K |
| Simplicity Wealth,LLC | $569.9K | 7,663 | 0.02% | 4q | +57.0%+$206.9K |
| JPMORGAN CHASE & CO | $566.9K | 7,549 | 0.00% | 17q | +2026.5%+$540.3K |
| Comprehensive Financial Planning, Inc./PA | $561.9K | 7,556 | 0.30% | 7q | +0.8%+$4.7K |
| Patriot Financial Group Insurance Agency, LLC | $527.6K | 7,095 | 0.05% | 31q | -52.1%-$573.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $503.1K | 6,764 | 0.01% | 24q | +4.0%+$19.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | $502.1K | 6,752 | 0.01% | 25q | -6.4%-$34.1K |
| Mariner, LLC | $466.7K | 6,275 | 0.00% | 11q | +0.8%+$3.8K |
| Corient Private Wealth LP | $452.3K | 6,082 | 0.00% | 2q | +101.7%+$228.0K |
| CoreCap Advisors, LLC | $401.2K | 5,395 | 0.01% | 10q | -5.1%-$21.3K |
| Steward Partners Investment Advisory, LLC | $394.2K | 5,300 | 0.00% | 25q | +1.6%+$6.0K |
| CHOREO, LLC | $391.8K | 5,268 | 0.00% | 14q | HELD |
| First Heartland Consultants, Inc. | $363.6K | 4,889 | 0.02% | 31q | -6.3%-$24.6K |
| StoneX Group Inc. | $336.2K | 4,559 | 0.01% | new | NEW |
| Allworth Financial LP | $320.0K | 4,303 | 0.00% | 9q | HELD |
| Dynamic Advisor Solutions LLC | $314.5K | 4,228 | 0.01% | 6q | +7.9%+$23.1K |
| Signal Advisors Wealth, LLC | $282.3K | 3,796 | 0.01% | 3q | HELD |
| Global Retirement Partners, LLC | $278.9K | 3,750 | 0.00% | 16q | -30.7%-$123.5K |
| CALTON & ASSOCIATES, INC. | $247.4K | 3,326 | 0.04% | 11q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $247.4K | 3,326 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $237.8K | 3,197 | 0.00% | 39q | -9.9%-$26.1K |
| JANE STREET GROUP, LLC | $222.8K | 2,996 | 0.00% | 3q | -72.7%-$593.6K |
| BECKER CAPITAL MANAGEMENT INC | $218.9K | 2,943 | 0.01% | 2q | HELD |
| one8zero8, LLC | $208.2K | 2,800 | 0.04% | 7q | HELD |
| Intrua Financial, LLC | $205.3K | 2,760 | 0.02% | new | NEW |
| Trek Financial, LLC | $204.9K | 2,755 | 0.01% | 2q | -2.1%-$4.5K |
| GTS SECURITIES LLC | $203.5K | 2,736 | 0.00% | 5q | -35.8%-$113.5K |
| Keel Point, LLC | $200.2K | 2,692 | 0.01% | new | NEW |
| BlackRock, Inc. | $198.0K | 2,662 | 0.00% | 4q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $185.9K | 2,433 | 0.00% | 2q | -12.0%-$25.4K |
| PRIVATE TRUST CO NA | $163.6K | 2,200 | 0.01% | 17q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $117.2K | 1,576 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $66.6K | 896 | 0.02% | 12q | HELD |
| Frazier Financial Advisors, LLC | $51.2K | 688 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $48.8K | 656 | 0.00% | 2q | -76.2%-$156.0K |
| Noble Wealth Management PBC | $46.1K | 620 | 0.02% | 6q | HELD |
| AE Wealth Management LLC | $41.7K | 560 | 0.00% | 3q | +64.2%+$16.3K |
| Arax Advisory Partners | $35.8K | 482 | 0.00% | new | NEW |
| FMR LLC | $35.4K | 477 | 0.00% | 16q | -9.3%-$3.6K |
| Measured Wealth Private Client Group, LLC | $29.4K | 395 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $29.1K | 391 | 0.00% | 9q | HELD |
| Cambridge Investment Research Advisors, Inc. | $27.6K | 370,912 | 0.03% | 31q | +108.5%+$14.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $25.9K | 346 | 0.00% | 3q | HELD |
| Spectrum Wealth Advisory Group, LLC | $19.6K | 264 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $18.4K | 248 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $15.9K | 214 | 0.00% | new | NEW |
| NFSG Corp | $14.9K | 200 | 0.00% | 16q | HELD |
| Financial Network Wealth Advisors LLC | $9.5K | 128 | 0.01% | 2q | HELD |
| Operose Advisors LLC | $6.5K | 88 | 0.00% | 19q | -35.3%-$3.6K |
| Larson Financial Group LLC | $5.1K | 69 | 0.00% | 24q | HELD |
| Pacific Center for Financial Services | $2.6K | 35 | 0.00% | 17q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.6K | 22 | 0.00% | 20q | HELD |
| JFS WEALTH ADVISORS, LLC | $819 | 11 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $236 | 3,178 | 0.01% | new | NEW |
| Platt Wealth Management LLC | $220 | 2,968 | 0.18% | 2q | HELD |
Showing the largest 100 of 102 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 98 | $465.8M | 6,262,313 | 10 | 22 | 38 | 0.0% |
| Q1 2026 | 97 | $495.8M | 6,960,474 | 10 | 22 | 38 | 0.0% |
| Q4 2025 | 93 | $438.8M | 6,655,585 | 8 | 20 | 45 | 0.0% |
| Q3 2025 | 92 | $452.5M | 6,783,688 | 7 | 16 | 47 | 0.0% |
| Q2 2025 | 92 | $465.3M | 7,303,331 | 6 | 22 | 40 | 0.0% |
| Q1 2025 | 96 | $473.7M | 7,214,640 | 10 | 19 | 39 | 0.0% |
| Q4 2024 | 95 | $436.0M | 6,969,860 | 5 | 14 | 43 | 0.0% |
| Q3 2024 | 92 | $489.3M | 7,529,853 | 7 | 19 | 42 | 0.0% |
| Q2 2024 | 94 | $537.8M | 9,181,889 | 6 | 15 | 50 | 0.0% |
| Q1 2024 | 93 | $687.9M | 11,558,313 | 6 | 17 | 58 | 0.0% |
| Q4 2023 | 106 | $677.4M | 11,974,621 | 8 | 14 | 67 | 0.0% |
| Q3 2023 | 102 | $702.0M | 12,567,411 | 4 | 18 | 68 | 0.0% |
| Q2 2023 | 118 | $959.7M | 16,682,852 | 12 | 26 | 65 | 0.0% |
| Q1 2023 | 124 | $1.1B | 18,592,316 | 11 | 40 | 51 | 0.0% |
| Q4 2022 | 124 | $1.2B | 18,587,353 | 16 | 39 | 45 | 0.0% |
| Q3 2022 | 137 | $1.3B | 21,477,001 | 19 | 65 | 27 | 0.0% |
| Q2 2022 | 129 | $1.2B | 18,226,608 | 20 | 69 | 20 | 0.0% |
| Q1 2022 | 113 | $1.0B | 14,064,591 | 25 | 57 | 12 | 0.0% |
| Q4 2021 | 94 | $626.0M | 8,995,312 | 14 | 46 | 21 | 0.0% |
| Q3 2021 | 81 | $504.1M | 7,829,519 | 12 | 35 | 16 | 0.0% |
| Q2 2021 | 71 | $507.2M | 7,849,029 | 8 | 32 | 17 | 0.0% |
| Q1 2021 | 68 | $466.5M | 7,470,026 | 6 | 32 | 17 | 0.0% |
| Q4 2020 | 70 | $382.4M | 7,036,291 | 3 | 27 | 25 | 0.0% |
| Q3 2020 | 67 | $344.5M | 7,140,012 | 5 | 22 | 23 | 0.0% |
| Q2 2020 | 62 | $332.9M | 7,012,227 | 8 | 14 | 27 | 0.0% |
| Q1 2020 | 58 | $307.8M | 7,238,122 | 7 | 14 | 25 | 0.0% |
| Q4 2019 | 61 | $399.5M | 8,039,681 | 4 | 22 | 21 | 0.0% |
| Q3 2019 | 66 | $382.9M | 8,095,161 | 3 | 18 | 32 | 0.0% |
| Q2 2019 | 69 | $401.0M | 8,668,630 | 9 | 19 | 30 | 0.0% |
| Q1 2019 | 67 | $410.2M | 9,010,846 | 7 | 22 | 24 | 0.0% |
| Q4 2018 | 62 | $505.5M | 11,936,426 | 3 | 4 | 0 | 0.0% |