VICTORY PORTFOLIOS II (CFA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
80
Reporting holders
$327.9M
Reported value
0.0%
Held as options
+10
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 | $60.7M | 614,159 | 0.00% | 35q | -1.4%-$882.1K |
| BANK OF AMERICA CORP /DE/ | $34.2M | 346,379 | 0.00% | 31q | -1.5%-$513.3K |
| FIFTH THIRD BANCORP | $22.5M | 227,887 | 0.04% | 21q | -2.2%-$498.9K |
| RAYMOND JAMES FINANCIAL INC | $20.4M | 206,343 | 0.01% | 7q | -3.8%-$807.5K |
| WELLS FARGO & COMPANY/MN | $19.7M | 199,729 | 0.00% | 31q | -50.3%-$20.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.3M | 195,819 | 0.01% | 31q | HELD |
| UBS Group AG | $19.1M | 193,295 | 0.00% | 31q | -0.5%-$96.6K |
| Rockefeller Capital Management L.P. | $12.1M | 122,321 | 0.02% | 4q | HELD |
| LPL Financial LLC | $11.7M | 118,900 | 0.00% | 31q | -1.7%-$198.6K |
| SILVER OAK SECURITIES, INCORPORATED | $11.1M | 112,475 | 0.67% | 18q | HELD |
| Summit Financial, LLC | $8.3M | 83,820 | 0.09% | 6q | +7.5%+$578.7K |
| GOLDMAN SACHS GROUP INC | $7.8M | 78,785 | 0.00% | 13q | +3.1%+$234.9K |
| JONES FINANCIAL COMPANIES LLLP | $5.9M | 59,637 | 0.00% | 9q | +17.1%+$856.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 53,512 | 0.01% | 31q | -1.4%-$74.5K |
| ROYAL BANK OF CANADA | $5.2M | 52,379 | 0.00% | 31q | -44.3%-$4.1M |
| NewEdge Advisors, LLC | $5.0M | 51,001 | 0.02% | 4q | -8.1%-$446.6K |
| Vise Technologies, Inc. | $4.9M | 50,010 | 0.06% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.7M | 47,741 | 0.23% | 3q | -3.0%-$145.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 47,483 | 0.00% | 31q | +40.2%+$1.3M |
| Larson Financial Group LLC | $4.6M | 46,205 | 0.12% | 9q | -0.8%-$36.7K |
| Integrated Wealth Concepts LLC | $3.7M | 37,410 | 0.02% | 31q | +92.1%+$1.8M |
| AMERIPRISE FINANCIAL INC | $3.6M | 36,403 | 0.00% | 31q | -49.4%-$3.5M |
| OSAIC HOLDINGS, INC. | $3.4M | 34,104 | 0.00% | 26q | HELD |
| LEVEL FOUR ADVISORY SERVICES, LLC | $3.2M | 32,395 | 0.09% | 19q | +2.9%+$91.2K |
| Private Advisor Group, LLC | $3.2M | 31,979 | 0.01% | 31q | -74.1%-$9.0M |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 20,633 | 0.00% | 31q | +2.3%+$45.4K |
| Keystone Financial Group | $1.7M | 16,806 | 0.10% | 8q | -11.4%-$213.8K |
| Allspring Global Investments Holdings, LLC | $1.3M | 13,600 | 0.00% | 9q | HELD |
| Rossmore Private Capital | $1.2M | 12,295 | 0.10% | 26q | -4.3%-$54.3K |
| Golden State Wealth Management, LLC | $1.1M | 10,986 | 0.10% | 9q | HELD |
| TBH Global Asset Management, LLC | $1.0M | 10,333 | 0.19% | 14q | HELD |
| Smith Thornton Advisors LLC | $983.1K | 9,893 | 0.43% | 9q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $918.0K | 9,292 | 0.04% | 21q | -4.4%-$42.5K |
| Pathstone Holdings, LLC | $863.9K | 8,744 | 0.00% | 11q | +8.6%+$68.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $844.9K | 8,500 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $778.3K | 7,878 | 0.01% | new | NEW |
| NWF Advisory Services Inc. | $756.7K | 7,659 | 0.07% | 6q | HELD |
| IHT Wealth Management, LLC | $728.4K | 7,373 | 0.02% | 23q | -15.4%-$133.0K |
| Claro Advisors Inc. | $662.5K | 6,706 | 0.07% | 5q | +3.4%+$21.7K |
| Cetera Investment Advisers | $598.7K | 6,059 | 0.00% | 10q | -1.0%-$6.1K |
| NORTHERN TRUST CORP | $582.6K | 5,897 | 0.00% | 24q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $490.0K | 4,960 | 0.01% | 28q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $475.7K | 4,815 | 0.05% | 14q | -49.1%-$458.9K |
| Creative Planning | $462.0K | 4,676 | 0.00% | 21q | HELD |
| Waverly Advisors, LLC | $429.1K | 4,343 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $418.4K | 4,235 | 0.00% | 8q | +3.3%+$13.4K |
| Bank of New York Mellon Corp | $381.2K | 3,858 | 0.00% | 4q | HELD |
| FMR LLC | $370.6K | 3,751 | 0.00% | 30q | +19.5%+$60.6K |
| PNC Financial Services Group, Inc. | $369.8K | 3,743 | 0.00% | 5q | HELD |
| MPWM ADVISORY SOLUTIONS, LLC | $336.9K | 3,410 | 0.15% | 7q | HELD |
| OneAscent Family Office, LLC | $326.3K | 3,303 | 0.16% | 7q | HELD |
| Quantinno Capital Management LP | $323.2K | 3,271 | 0.00% | 5q | -9.4%-$33.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $308.9K | 3,127 | 0.01% | 9q | HELD |
| Marble Wealth, LLC | $304.0K | 3,077 | 0.05% | 3q | -41.1%-$212.4K |
| SEI INVESTMENTS CO | $263.7K | 2,669 | 0.00% | 3q | HELD |
| MAI Capital Management | $256.9K | 2,600 | 0.00% | 2q | +65.8%+$102.0K |
| Abel Hall, LLC | $237.1K | 2,400 | 0.04% | new | NEW |
| JPMORGAN CHASE & CO | $234.5K | 2,376 | 0.00% | 9q | -29.4%-$97.8K |
| Seven Springs Wealth Group, LLC | $225.0K | 2,277 | 0.05% | 5q | HELD |
| CALTON & ASSOCIATES, INC. | $224.4K | 2,272 | 0.03% | 4q | HELD |
| IFP Advisors, Inc | $192.8K | 1,951 | 0.00% | 39q | HELD |
| Westside Investment Management, Inc. | $148.2K | 1,500 | 0.02% | 26q | HELD |
| First Bancorp, Inc /ME/ | $123.5K | 1,250 | 0.05% | new | NEW |
| MATHER GROUP, LLC. | $118.2K | 1,197 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $94.9K | 960 | 0.01% | 6q | HELD |
| CENTRAL TRUST Co | $61.1K | 618 | 0.00% | new | NEW |
| TOP Private Wealth LLC. | $57.8K | 585 | 0.06% | new | FIRST |
| EverSource Wealth Advisors, LLC | $43.5K | 440 | 0.00% | 13q | HELD |
| BOKF, NA | $39.5K | 400 | 0.00% | new | NEW |
| Key Financial Inc | $39.5K | 400 | 0.01% | 9q | HELD |
| AMERIFLEX GROUP, INC. | $31.1K | 315 | 0.01% | new | NEW |
| ASSETMARK, INC | $29.6K | 300 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $26.0K | 263 | 0.00% | 3q | HELD |
| VANGUARD ADVISERS INC | $13.1K | 133 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $6.1K | 61,568 | 0.01% | 31q | +106.0%+$3.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $5.1K | 50 | 0.00% | new | FIRST |
| BlackRock, Inc. | $4.9K | 49 | 0.00% | new | NEW |
| AE Wealth Management LLC | $4.7K | 48 | 0.00% | 3q | HELD |
| Inspire Investing, LLC | $2.1K | 21 | 0.00% | 3q | HELD |
| Aptus Capital Advisors, LLC | $1.1K | 11 | 0.00% | 10q | HELD |
| Qube Research & Technologies Ltd | $889 | 9 | 0.00% | new | NEW |
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 | 80 | $327.9M | 3,318,488 | 11 | 12 | 23 | 0.0% |
| Q1 2026 | 70 | $326.5M | 3,569,715 | 4 | 18 | 15 | 0.0% |
| Q4 2025 | 70 | $314.8M | 3,457,618 | 7 | 12 | 26 | 0.0% |
| Q3 2025 | 65 | $309.8M | 3,407,177 | 6 | 12 | 24 | 0.0% |
| Q2 2025 | 63 | $317.8M | 3,612,763 | 7 | 11 | 22 | 0.0% |
| Q1 2025 | 60 | $306.3M | 3,628,092 | 3 | 11 | 27 | 0.0% |
| Q4 2024 | 64 | $305.4M | 3,595,581 | 0 | 14 | 28 | 0.0% |
| Q3 2024 | 66 | $318.2M | 3,693,992 | 7 | 13 | 20 | 0.0% |
| Q2 2024 | 60 | $306.8M | 3,866,627 | 7 | 15 | 17 | 0.0% |
| Q1 2024 | 59 | $450.2M | 5,534,944 | 6 | 12 | 20 | 0.0% |
| Q4 2023 | 59 | $404.7M | 5,423,108 | 3 | 14 | 20 | 0.0% |
| Q3 2023 | 59 | $318.5M | 4,678,092 | 7 | 12 | 18 | 0.0% |
| Q2 2023 | 54 | $314.9M | 4,431,692 | 3 | 9 | 18 | 0.0% |
| Q1 2023 | 48 | $335.7M | 5,041,942 | 3 | 15 | 18 | 0.0% |
| Q4 2022 | 45 | $325.2M | 4,799,827 | 5 | 12 | 15 | 0.0% |
| Q3 2022 | 58 | $321.6M | 5,261,740 | 5 | 10 | 22 | 0.0% |
| Q2 2022 | 57 | $332.3M | 5,169,397 | 1 | 15 | 18 | 0.0% |
| Q1 2022 | 64 | $398.3M | 5,429,557 | 2 | 18 | 19 | 0.0% |
| Q4 2021 | 64 | $420.3M | 5,411,408 | 5 | 14 | 23 | 0.0% |
| Q3 2021 | 59 | $427.8M | 6,012,789 | 1 | 16 | 24 | 0.0% |
| Q2 2021 | 63 | $456.4M | 6,400,943 | 6 | 12 | 28 | 0.0% |
| Q1 2021 | 66 | $447.9M | 6,669,067 | 5 | 16 | 28 | 0.0% |
| Q4 2020 | 70 | $460.1M | 7,385,773 | 7 | 13 | 30 | 0.0% |
| Q3 2020 | 61 | $411.9M | 7,591,735 | 7 | 10 | 27 | 0.0% |
| Q2 2020 | 58 | $459.6M | 9,094,248 | 4 | 12 | 33 | 0.0% |
| Q1 2020 | 61 | $537.9M | 12,680,085 | 12 | 15 | 21 | 0.0% |
| Q4 2019 | 63 | $610.0M | 10,812,319 | 6 | 24 | 14 | 0.0% |
| Q3 2019 | 62 | $503.4M | 9,509,184 | 9 | 17 | 21 | 0.0% |
| Q2 2019 | 54 | $482.2M | 9,193,914 | 6 | 22 | 15 | 0.0% |
| Q1 2019 | 51 | $457.6M | 9,115,543 | 9 | 13 | 21 | 0.0% |
| Q4 2018 | 45 | $388.0M | 8,821,969 | 0 | 2 | 1 | 0.0% |