VICTORY PORTFOLIOS II (CSB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
59
Reporting holders
$78.7M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $14.6M | 223,148 | 0.00% | 31q | -2.2%-$335.2K |
| UBS Group AG | $7.6M | 115,226 | 0.00% | 31q | -3.8%-$300.0K |
| Nvest Financial, LLC | $7.3M | 111,105 | 2.30% | 5q | HELD |
| GOLDMAN SACHS GROUP INC | $5.5M | 84,594 | 0.00% | 4q | +20.5%+$943.9K |
| Rockefeller Capital Management L.P. | $5.5M | 83,717 | 0.01% | 4q | HELD |
| LPL Financial LLC | $4.8M | 73,692 | 0.00% | 31q | -20.9%-$1.3M |
| Dynamic Advisor Solutions LLC | $3.6M | 54,918 | 0.10% | 6q | HELD |
| IAG Wealth Partners, LLC | $3.4M | 51,901 | 0.34% | 20q | +0.8%+$25.4K |
| Eagle Strategies LLC | $3.0M | 45,382 | 0.30% | 9q | -3.5%-$109.1K |
| Cetera Investment Advisers | $2.4M | 36,473 | 0.00% | 14q | +3.4%+$77.7K |
| CoreCap Advisors, LLC | $1.5M | 23,574 | 0.05% | 18q | HELD |
| Allworth Financial LP | $1.5M | 22,985 | 0.01% | 19q | -20.8%-$396.0K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 22,352 | 0.00% | 7q | -19.2%-$347.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 21,680 | 0.00% | 2q | -42.6%-$1.1M |
| Investors Research Corp | $1.3M | 20,294 | 0.24% | 29q | -22.9%-$396.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $941.6K | 14,356 | 0.00% | 28q | -1.8%-$17.4K |
| TWO SIGMA INVESTMENTS, LP | $898.6K | 13,700 | 0.00% | 10q | -0.7%-$6.6K |
| Fifth Third Securities, Inc. | $842.5K | 12,844 | 0.05% | 2q | +9.0%+$69.5K |
| Accel Wealth Management | $768.3K | 11,713 | 0.17% | 22q | -5.5%-$44.9K |
| Pacific Sun Financial Corp | $697.6K | 10,635 | 0.29% | 19q | -0.7%-$4.9K |
| Kestra Advisory Services, LLC | $695.7K | 10,607 | 0.00% | 12q | +7.2%+$46.6K |
| Huntleigh Advisors, Inc. | $590.1K | 8,996 | 0.08% | 7q | +1.3%+$7.5K |
| Private Advisor Group, LLC | $569.1K | 8,676 | 0.00% | 5q | +46.0%+$179.2K |
| Sovran Advisors, LLC | $564.0K | 8,325 | 0.04% | 7q | HELD |
| VICUS CAPITAL | $535.2K | 8,160 | 0.03% | 14q | +2.6%+$13.8K |
| Investment Planning Advisors, Inc. | $527.6K | 8,044 | 0.12% | 9q | +3.9%+$19.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $521.1K | 7,944 | 0.00% | 20q | +66.2%+$207.6K |
| one8zero8, LLC | $474.6K | 7,236 | 0.09% | 7q | +1.8%+$8.5K |
| ENVESTNET ASSET MANAGEMENT INC | $470.6K | 7,174 | 0.00% | 31q | HELD |
| Mariner, LLC | $459.8K | 7,010 | 0.00% | 9q | HELD |
| StoneX Group Inc. | $410.1K | 6,360 | 0.02% | new | NEW |
| Medallion Wealth Advisors, LLC | $355.2K | 5,415 | 0.11% | 7q | HELD |
| HB Wealth Management, LLC | $344.8K | 5,257 | 0.00% | 4q | -21.0%-$91.8K |
| Western Wealth Management, LLC | $342.9K | 5,227 | 0.01% | 20q | HELD |
| Intentional Wealth Strategies, LLC | $340.9K | 5,198 | 0.32% | 2q | -5.6%-$20.1K |
| STIFEL FINANCIAL CORP | $321.4K | 4,900 | 0.00% | 29q | HELD |
| Diversify Advisory Services, LLC | $294.4K | 4,402 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $294.4K | 4,402 | 0.00% | 2q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $221.3K | 3,374 | 0.01% | 22q | -2.2%-$5.0K |
| MORGAN STANLEY | $212.6K | 3,240 | 0.00% | 24q | -42.4%-$156.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $208.3K | 3,163 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $161.6K | 2,464 | 0.00% | 14q | -0.7%-$1.1K |
| HUNTINGTON NATIONAL BANK | $106.5K | 1,624 | 0.00% | 22q | HELD |
| OSAIC HOLDINGS, INC. | $88.9K | 1,355 | 0.00% | 26q | +62.9%+$34.3K |
| JPMORGAN CHASE & CO | $81.5K | 1,241 | 0.00% | 16q | -10.9%-$10.0K |
| Integrated Wealth Concepts LLC | $75.4K | 1,150 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $44.5K | 678 | 0.00% | 2q | -87.3%-$304.8K |
| Cassaday & Co Wealth Management LLC | $35.4K | 540 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $32.0K | 488 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $29.2K | 445 | 0.00% | 22q | HELD |
| Parallel Advisors, LLC | $23.0K | 350 | 0.00% | 16q | HELD |
| BlackRock, Inc. | $21.2K | 323 | 0.00% | 4q | HELD |
| PRIVATE TRUST CO NA | $12.4K | 189 | 0.00% | 5q | HELD |
| FMR LLC | $10.8K | 165 | 0.00% | 7q | +66.7%+$4.3K |
| AdvisorNet Financial, Inc | $9.9K | 151 | 0.00% | 14q | +0.7% |
| Robinswood Financial LLC | $7.7K | 117 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.3K | 50 | 0.00% | 3q | HELD |
| Allspring Global Investments Holdings, LLC | $1.6K | 25 | 0.00% | 2q | -50.0%-$1.6K |
| Cambridge Investment Research Advisors, Inc. | $494 | 7,534 | 0.00% | 7q | +71.9% |
| WELLS FARGO & COMPANY/MN | $18 | 0 | 0.00% | 5q | -100.0% |
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 | 59 | $78.7M | 1,198,754 | 5 | 14 | 21 | 0.0% |
| Q1 2026 | 59 | $83.8M | 1,355,927 | 8 | 16 | 20 | 0.0% |
| Q4 2025 | 58 | $67.1M | 1,143,616 | 7 | 15 | 25 | 0.0% |
| Q3 2025 | 57 | $71.3M | 1,206,304 | 5 | 19 | 25 | 0.0% |
| Q2 2025 | 59 | $69.9M | 1,261,652 | 5 | 13 | 25 | 0.0% |
| Q1 2025 | 57 | $71.6M | 1,250,259 | 6 | 21 | 16 | 0.0% |
| Q4 2024 | 58 | $66.3M | 1,114,108 | 3 | 12 | 25 | 0.0% |
| Q3 2024 | 55 | $70.2M | 1,195,524 | 1 | 14 | 27 | 0.0% |
| Q2 2024 | 58 | $78.1M | 1,458,780 | 7 | 18 | 18 | 0.0% |
| Q1 2024 | 53 | $67.9M | 1,212,227 | 8 | 14 | 24 | 0.0% |
| Q4 2023 | 56 | $84.8M | 1,517,210 | 4 | 16 | 29 | 0.0% |
| Q3 2023 | 60 | $85.9M | 1,753,511 | 9 | 14 | 29 | 0.0% |
| Q2 2023 | 55 | $106.0M | 2,068,100 | 2 | 21 | 23 | 0.0% |
| Q1 2023 | 57 | $111.4M | 2,152,163 | 14 | 26 | 8 | 0.0% |
| Q4 2022 | 47 | $122.9M | 2,365,485 | 6 | 21 | 13 | 0.0% |
| Q3 2022 | 51 | $105.1M | 2,255,703 | 4 | 28 | 12 | 0.0% |
| Q2 2022 | 48 | $90.1M | 1,722,073 | 5 | 22 | 16 | 0.0% |
| Q1 2022 | 51 | $108.3M | 1,862,742 | 4 | 22 | 13 | 0.0% |
| Q4 2021 | 51 | $87.6M | 1,427,278 | 4 | 25 | 7 | 0.0% |
| Q3 2021 | 48 | $65.7M | 1,143,339 | 5 | 18 | 14 | 0.0% |
| Q2 2021 | 49 | $77.3M | 1,286,708 | 6 | 23 | 6 | 0.0% |
| Q1 2021 | 44 | $63.9M | 1,081,615 | 12 | 18 | 5 | 0.0% |
| Q4 2020 | 35 | $43.8M | 863,420 | 8 | 13 | 7 | 0.0% |
| Q3 2020 | 31 | $29.7M | 745,692 | 7 | 8 | 10 | 0.0% |
| Q2 2020 | 28 | $37.2M | 969,722 | 4 | 6 | 13 | 0.0% |
| Q1 2020 | 30 | $55.8M | 1,716,164 | 4 | 14 | 6 | 0.0% |
| Q4 2019 | 33 | $73.6M | 1,544,596 | 2 | 17 | 9 | 0.0% |
| Q3 2019 | 34 | $66.1M | 1,464,059 | 3 | 16 | 11 | 0.0% |
| Q2 2019 | 32 | $50.2M | 1,107,707 | 8 | 12 | 5 | 0.0% |
| Q1 2019 | 26 | $45.1M | 1,001,709 | 6 | 9 | 6 | 0.0% |
| Q4 2018 | 22 | $27.9M | 692,192 | 0 | 0 | 1 | 0.0% |