VICTORY PORTFOLIOS II (CFO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$267.7M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $35.2M | 439,136 | 0.03% | 10q | +0.8%+$288.6K |
| RAYMOND JAMES FINANCIAL INC | $29.5M | 368,630 | 0.01% | 7q | -2.1%-$626.4K |
| LPL Financial LLC | $24.1M | 300,362 | 0.01% | 31q | -2.4%-$587.3K |
| SILVER OAK SECURITIES, INCORPORATED | $23.7M | 295,625 | 1.44% | new | NEW |
| MORGAN STANLEY | $20.4M | 254,694 | 0.00% | 35q | -0.7%-$153.6K |
| ROYAL BANK OF CANADA | $16.3M | 203,383 | 0.00% | 31q | -14.3%-$2.7M |
| Integrated Wealth Concepts LLC | $16.0M | 199,649 | 0.08% | 31q | +96.3%+$7.8M |
| STIFEL FINANCIAL CORP | $14.1M | 176,454 | 0.01% | 31q | +2.0%+$273.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.1M | 164,099 | 0.02% | 31q | -0.9%-$126.0K |
| BANK OF AMERICA CORP /DE/ | $10.4M | 129,416 | 0.00% | 31q | -5.7%-$623.4K |
| WELLS FARGO & COMPANY/MN | $7.5M | 94,221 | 0.00% | 31q | -52.9%-$8.5M |
| Clearstead Advisors, LLC | $5.1M | 63,476 | 0.05% | 9q | +3.8%+$188.4K |
| NewEdge Advisors, LLC | $4.7M | 58,114 | 0.01% | 31q | +13.6%+$556.9K |
| Creative Planning | $4.4M | 55,486 | 0.00% | 25q | -10.0%-$491.6K |
| Intrua Financial, LLC | $4.4M | 55,340 | 0.41% | 11q | -1.0%-$42.8K |
| Keystone Financial Group | $4.4M | 54,525 | 0.26% | 8q | -21.8%-$1.2M |
| MATHER GROUP, LLC. | $3.7M | 46,039 | 0.03% | 19q | -20.0%-$922.5K |
| Vise Technologies, Inc. | $3.2M | 39,785 | 0.04% | new | NEW |
| UBS Group AG | $2.6M | 31,900 | 0.00% | 31q | -4.8%-$128.2K |
| GOLDMAN SACHS GROUP INC | $2.2M | 27,793 | 0.00% | 14q | HELD |
| AMERIPRISE FINANCIAL INC | $2.0M | 24,591 | 0.00% | 31q | -47.5%-$1.8M |
| Patriot Financial Group Insurance Agency, LLC | $1.9M | 23,171 | 0.19% | 31q | -50.5%-$1.9M |
| BridgePort Financial Solutions, LLC | $1.4M | 17,510 | 0.36% | 7q | HELD |
| Family Capital Management, Inc. | $1.4M | 17,295 | 0.54% | 15q | -1.2%-$17.4K |
| TRUIST FINANCIAL CORP | $1.3M | 16,607 | 0.00% | 27q | +18.1%+$203.9K |
| WORLD EQUITY GROUP, INC. | $1.3M | 15,808 | 0.28% | 18q | HELD |
| OSAIC HOLDINGS, INC. | $1.2M | 15,531 | 0.00% | 26q | +17.5%+$185.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 14,450 | 0.00% | 7q | -74.3%-$3.3M |
| Private Advisor Group, LLC | $1.1M | 13,892 | 0.01% | 31q | -1.3%-$14.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $893.8K | 11,161 | 0.00% | 31q | -18.2%-$198.8K |
| CALTON & ASSOCIATES, INC. | $872.9K | 10,901 | 0.13% | 6q | -11.8%-$116.8K |
| Syntegra Private Wealth Group, LLC | $626.1K | 7,819 | 0.05% | 15q | HELD |
| FIFTH THIRD BANCORP | $545.1K | 6,807 | 0.00% | 2q | -11.3%-$69.3K |
| StoneX Group Inc. | $519.3K | 6,634 | 0.02% | new | NEW |
| OneDigital Investment Advisors LLC | $504.2K | 6,296 | 0.00% | 2q | +80.3%+$224.6K |
| Mutual Advisors, LLC | $422.9K | 5,280 | 0.01% | 25q | HELD |
| Dynamic Advisor Solutions LLC | $420.4K | 5,250 | 0.01% | 6q | HELD |
| Advisory Advocates, LLC | $416.8K | 5,205 | 0.36% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $413.8K | 5,167 | 0.00% | 31q | -13.7%-$65.7K |
| LexAurum Advisors, LLC | $389.6K | 4,865 | 0.04% | 30q | -4.6%-$18.7K |
| Cerity Partners LLC | $368.4K | 4,601 | 0.00% | 4q | HELD |
| BlackRock, Inc. | $368.4K | 4,601 | 0.00% | 4q | HELD |
| CITADEL ADVISORS LLC | $327.1K | 4,085 | 0.00% | 5q | -7.5%-$26.7K |
| AE Wealth Management LLC | $292.6K | 3,653 | 0.00% | 3q | -18.6%-$66.9K |
| MISSION WEALTH MANAGEMENT, LP | $246.1K | 3,073 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $242.1K | 3,023 | 0.00% | 24q | -24.3%-$77.6K |
| LBMC INVESTMENT ADVISORS, LLC | $230.0K | 2,872 | 0.01% | 5q | HELD |
| Western Wealth Management, LLC | $221.9K | 2,771 | 0.01% | 4q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $220.8K | 2,757 | 0.01% | 21q | -61.5%-$352.5K |
| CAP Partners, LLC | $214.9K | 2,684 | 0.11% | new | NEW |
| Aptus Capital Advisors, LLC | $212.3K | 2,651 | 0.00% | 10q | -2.4%-$5.1K |
| First Heartland Consultants, Inc. | $203.7K | 2,544 | 0.01% | new | NEW |
| Key Capital Management, INC | $187.7K | 2,344 | 0.10% | 3q | HELD |
| IFP Advisors, Inc | $155.3K | 1,939 | 0.00% | 39q | HELD |
| Gen-Wealth Partners Inc | $86.3K | 1,078 | 0.02% | 10q | HELD |
| FMR LLC | $72.9K | 911 | 0.00% | 30q | -14.0%-$11.8K |
| JONES FINANCIAL COMPANIES LLLP | $67.5K | 845 | 0.00% | new | NEW |
| AMERIFLEX GROUP, INC. | $56.1K | 700 | 0.02% | new | NEW |
| Larson Financial Group LLC | $53.9K | 673 | 0.00% | 9q | HELD |
| CENTRAL TRUST Co | $51.0K | 637 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $42.4K | 529 | 0.01% | 12q | HELD |
| JPMORGAN CHASE & CO | $42.2K | 527 | 0.00% | 15q | +290.4%+$31.4K |
| LANARK FINANCIAL, INC. | $37.5K | 468 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $25.3K | 316 | 0.00% | 16q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15.6K | 194 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $14.8K | 185 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $7.9K | 99 | 0.00% | 2q | HELD |
| Smartleaf Asset Management LLC | $5.5K | 69 | 0.00% | 4q | HELD |
| Qube Research & Technologies Ltd | $5.3K | 66 | 0.00% | 7q | +29.4%+$1.2K |
| Cambridge Investment Research Advisors, Inc. | $2.3K | 29,138 | 0.00% | 31q | +95.7%+$1.1K |
| ASSETMARK, INC | $2.1K | 26 | 0.00% | 9q | HELD |
| Janney Montgomery Scott LLC | $1.2K | 14,453 | 0.00% | 31q | +12.2% |
| EverSource Wealth Advisors, LLC | $12 | 0 | 0.00% | 19q | HELD |
| Capital Advisors, Ltd. LLC | $5 | 60 | 0.00% | 20q | HELD |
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 | 71 | $267.7M | 3,343,288 | 10 | 10 | 28 | 0.0% |
| Q1 2026 | 65 | $233.1M | 3,181,970 | 4 | 10 | 27 | 0.0% |
| Q4 2025 | 65 | $227.8M | 3,085,316 | 5 | 8 | 30 | 0.0% |
| Q3 2025 | 62 | $220.6M | 2,989,203 | 4 | 8 | 30 | 0.0% |
| Q2 2025 | 64 | $238.3M | 3,342,938 | 5 | 5 | 31 | 0.0% |
| Q1 2025 | 62 | $237.6M | 3,465,704 | 5 | 8 | 29 | 0.0% |
| Q4 2024 | 63 | $228.3M | 3,311,596 | 4 | 11 | 27 | 0.0% |
| Q3 2024 | 65 | $226.9M | 3,251,367 | 6 | 12 | 22 | 0.0% |
| Q2 2024 | 66 | $214.4M | 3,333,536 | 7 | 7 | 34 | 0.0% |
| Q1 2024 | 65 | $285.1M | 4,335,186 | 5 | 8 | 39 | 0.0% |
| Q4 2023 | 65 | $273.2M | 4,502,535 | 6 | 12 | 37 | 0.0% |
| Q3 2023 | 65 | $317.7M | 5,392,203 | 4 | 9 | 45 | 0.0% |
| Q2 2023 | 70 | $356.0M | 5,788,849 | 3 | 13 | 34 | 0.0% |
| Q1 2023 | 73 | $372.3M | 6,113,383 | 9 | 17 | 31 | 0.0% |
| Q4 2022 | 64 | $456.0M | 7,148,175 | 5 | 27 | 16 | 0.0% |
| Q3 2022 | 79 | $549.9M | 8,641,812 | 6 | 26 | 25 | 0.0% |
| Q2 2022 | 78 | $607.3M | 9,462,380 | 8 | 24 | 27 | 0.0% |
| Q1 2022 | 78 | $683.6M | 9,291,364 | 5 | 21 | 24 | 0.0% |
| Q4 2021 | 76 | $642.3M | 8,266,783 | 13 | 24 | 18 | 0.0% |
| Q3 2021 | 63 | $558.4M | 7,848,150 | 7 | 18 | 20 | 0.0% |
| Q2 2021 | 62 | $544.7M | 7,635,460 | 3 | 23 | 19 | 0.0% |
| Q1 2021 | 64 | $497.7M | 7,399,468 | 5 | 26 | 20 | 0.0% |
| Q4 2020 | 58 | $417.4M | 6,695,233 | 4 | 24 | 21 | 0.0% |
| Q3 2020 | 58 | $340.7M | 6,257,876 | 4 | 19 | 21 | 0.0% |
| Q2 2020 | 57 | $325.5M | 6,275,330 | 4 | 21 | 19 | 0.0% |
| Q1 2020 | 56 | $292.2M | 6,261,419 | 5 | 16 | 26 | 0.0% |
| Q4 2019 | 66 | $390.2M | 7,420,029 | 9 | 12 | 30 | 0.0% |
| Q3 2019 | 68 | $425.7M | 8,628,555 | 4 | 20 | 33 | 0.0% |
| Q2 2019 | 67 | $486.2M | 9,960,857 | 5 | 21 | 30 | 0.0% |
| Q1 2019 | 68 | $505.1M | 10,804,506 | 6 | 20 | 30 | 0.0% |
| Q4 2018 | 69 | $543.8M | 12,386,309 | 2 | 1 | 3 | 0.0% |