HolderBook

VICTORY PORTFOLIOS II (GFLW)

Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.

52
Reporting holders
$810.0M
Reported value
0.0%
Held as options
+13
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

FilerValueShares Their book Held Change
VICTORY CAPITAL MANAGEMENT INC$399.8M11,660,4790.22%7q+0.6%+$2.4M
HighTower Advisors, LLC$121.7M3,549,0420.12%5q+1.4%+$1.7M
Composition Wealth, LLC$87.8M2,561,6031.03%4q+11.3%+$8.9M
TRAPHAGEN INVESTMENT ADVISORS LLC$78.6M2,292,1055.61%4q+72.6%+$33.1M
BANK OF AMERICA CORP /DE/$44.3M1,291,5770.00%4q+14.4%+$5.6M
LPL Financial LLC$10.9M318,2510.00%5q+102.6%+$5.5M
UBS Group AG$10.7M312,5730.00%3q+361.0%+$8.4M
MORGAN STANLEY$9.1M264,6930.00%2q+4347.9%+$8.9M
Tradition Wealth Management, LLC$5.1M149,7070.31%6qHELD
Parallel Advisors, LLC$5.1M148,9480.08%3q+3.2%+$158.6K
ROYAL BANK OF CANADA$3.9M113,3130.00%3q+143.1%+$2.3M
Annex Advisory Services, LLC$3.0M87,9970.05%6q-93.4%-$42.9M
REGIONS FINANCIAL CORP$2.8M82,0920.02%2q+29.1%+$634.8K
Wealth Management Partners, LLC$2.8M80,4040.65%3q+17.4%+$409.3K
Krilogy Financial LLC$2.7M77,7000.08%6q-4.1%-$112.7K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.5M73,9480.00%4q+64.9%+$997.4K
Triumph Capital Management$2.3M66,3950.41%4q+358.1%+$1.8M
Purus Wealth Management, LLC$2.0M58,6590.55%3q+68.5%+$817.6K
RAYMOND JAMES FINANCIAL INC$1.8M51,1960.00%2q+365.5%+$1.4M
STIFEL FINANCIAL CORP$1.5M42,8260.00%3q+12.2%+$160.1K
WBI INVESTMENTS, LLC$1.3M36,5760.31%2q+8.5%+$97.7K
CAP Partners, LLC$1.2M34,5510.58%3q+5.6%+$62.8K
Cetera Investment Advisers$949.5K27,6950.00%4q+5.9%+$52.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$789.5K23,0290.00%newNEW
M.E. ALLISON & CO., INC.$757.0K22,0800.44%2q+76.5%+$328.1K
Visionary Wealth Advisors$710.0K20,7110.03%4q+3.4%+$23.6K
Comprehensive Financial Planning, Inc./PA$675.1K19,6920.36%6qHELD
Elm3 Financial Group, LLC$628.3K18,3270.43%2q+8.5%+$49.4K
MML INVESTORS SERVICES, LLC$624.2K18,2060.00%newNEW
BlueChip Wealth Advisors LLC$458.5K13,3750.17%newNEW
ENVESTNET ASSET MANAGEMENT INC$354.4K10,3370.00%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$333.1K9,7170.00%newNEW
MONEY CONCEPTS CAPITAL CORP$323.7K9,4430.02%3qHELD
PROTECTIVE LIFE CORP$318.2K9,2822.27%2q-42.3%-$233.2K
GOLDMAN SACHS GROUP INC$304.3K8,8770.00%newNEW
Arkadios Wealth Advisors$297.6K8,6800.00%newNEW
AQR CAPITAL MANAGEMENT LLC$284.8K8,3080.00%2q+7.1%+$18.8K
Private Advisor Group, LLC$280.8K8,1910.00%3q+3.3%+$9.1K
Creative Planning$257.1K7,4980.00%5q-1.7%-$4.5K
Indivisible Partners$249.1K7,2650.01%newNEW
Pine Valley Investments Ltd Liability Co$227.6K6,6400.01%newNEW
Rockefeller Capital Management L.P.$219.6K6,4060.00%newNEW
ASSETMARK, INC$62.3K1,8170.00%4qHELD
IFP Advisors, Inc$47.1K1,3730.00%3q-34.7%-$25.0K
JONES FINANCIAL COMPANIES LLLP$44.2K1,3390.00%newNEW
Geneos Wealth Management Inc.$41.1K1,2000.00%2qHELD
OSAIC HOLDINGS, INC.$36.9K1,0770.00%5q+104.0%+$18.8K
Vision Retirement, LLC$36.4K1,0610.01%newNEW
Integrated Wealth Concepts LLC$27.4K8000.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$11.7K3420.00%newNEW
FMR LLC$2.3K680.00%newNEW
Ameritas Advisory Services, LLC$1.4K410.00%newNEW
Cambridge Investment Research Advisors, Inc.$59417,3440.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202652$810.0M23,627,512162650.0%
Q1 202639$591.9M22,502,67092150.0%
Q4 202532$608.4M21,604,394141320.0%
Q3 202520$597.9M20,846,57711620.0%
Q2 202513$573.3M21,806,7015710.0%
Q1 20259$280.2M12,911,6617200.0%
Q4 20243$47.5M1,996,3123000.0%