VICTORY PORTFOLIOS II (SFLO)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
64
Reporting holders
$511.7M
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 |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | $103.8M | 3,034,723 | 0.06% | 10q | +1.0%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $73.6M | 2,152,749 | 0.00% | 7q | +9.9%+$6.6M |
| MORGAN STANLEY | $69.2M | 2,024,304 | 0.00% | 6q | +13.9%+$8.5M |
| LPL Financial LLC | $44.8M | 1,308,929 | 0.01% | 7q | +18.9%+$7.1M |
| RAYMOND JAMES FINANCIAL INC | $40.4M | 1,182,432 | 0.01% | 7q | +3.9%+$1.5M |
| Boothe Investment Group, Inc. | $20.5M | 600,452 | 6.47% | 8q | -1.6%-$339.7K |
| NewEdge Advisors, LLC | $16.3M | 476,806 | 0.05% | 4q | +761.9%+$14.4M |
| Rockefeller Capital Management L.P. | $14.6M | 425,723 | 0.02% | 4q | +6.8%+$922.2K |
| Sanctuary Advisors, LLC | $14.1M | 412,369 | 0.07% | 8q | +3.3%+$450.3K |
| Tradition Wealth Management, LLC | $13.7M | 400,259 | 0.84% | 9q | -2.9%-$403.4K |
| ENVESTNET ASSET MANAGEMENT INC | $13.1M | 382,107 | 0.00% | 9q | +8.3%+$1.0M |
| IAG Wealth Partners, LLC | $11.4M | 331,922 | 1.12% | 4q | -3.2%-$371.5K |
| MML INVESTORS SERVICES, LLC | $11.3M | 331,425 | 0.02% | 9q | +15.6%+$1.5M |
| ROYAL BANK OF CANADA | $9.5M | 278,632 | 0.00% | 7q | +4.8%+$432.9K |
| UBS Group AG | $4.2M | 124,113 | 0.00% | 7q | +6.4%+$254.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 122,577 | 0.00% | 5q | +15.4%+$558.1K |
| STIFEL FINANCIAL CORP | $3.7M | 107,208 | 0.00% | 6q | +27.8%+$798.4K |
| Cetera Investment Advisers | $3.4M | 99,939 | 0.00% | 2q | +501.6%+$2.8M |
| Triumph Capital Management | $3.3M | 97,751 | 0.61% | 4q | +669.3%+$2.9M |
| &PARTNERS | $3.0M | 88,955 | 0.01% | 6q | +10.1%+$280.3K |
| Patriot Financial Group Insurance Agency, LLC | $2.6M | 75,691 | 0.27% | 6q | -43.5%-$2.0M |
| Equitable Holdings, Inc. | $2.5M | 72,611 | 0.01% | 5q | -1.1%-$26.9K |
| Farther Finance Advisors, LLC | $2.3M | 68,447 | 0.02% | 6q | -9.6%-$248.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 65,493 | 0.00% | 7q | +25.9%+$481.0K |
| TWO SIGMA INVESTMENTS, LP | $2.1M | 62,600 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $1.8M | 53,957 | 0.01% | 4q | +7.1%+$122.5K |
| Atlas Wealth LLC | $1.8M | 52,947 | 0.26% | 4q | +8.9%+$147.6K |
| WBI INVESTMENTS, LLC | $1.8M | 52,304 | 0.44% | 6q | -6.9%-$133.2K |
| TRUIST FINANCIAL CORP | $1.7M | 49,629 | 0.00% | 4q | +35.0%+$440.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.3M | 37,086 | 0.06% | 7q | +3.4%+$42.0K |
| OSAIC HOLDINGS, INC. | $1.2M | 36,322 | 0.00% | 9q | -39.3%-$806.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 31,040 | 0.01% | 5q | +4.2%+$43.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 29,492 | 0.00% | 9q | +4.1%+$39.4K |
| HighTower Advisors, LLC | $949.3K | 27,758 | 0.00% | 6q | +0.5%+$5.1K |
| WCG Wealth Advisors LLC | $849.1K | 24,828 | 0.02% | 8q | -19.3%-$202.9K |
| Xcelsior Advisor Partners LLC | $769.7K | 22,506 | 0.10% | 3q | +2.6%+$19.6K |
| GWN SECURITIES INC. | $762.6K | 22,298 | 0.13% | 4q | +4.3%+$31.6K |
| KPP Advisory Services LLC | $631.8K | 18,473 | 0.08% | 5q | +0.6%+$3.6K |
| Private Advisor Group, LLC | $566.8K | 16,573 | 0.00% | 3q | +25.5%+$115.1K |
| Keel Point, LLC | $493.2K | 14,420 | 0.03% | 6q | +20.4%+$83.4K |
| Pine Valley Investments Ltd Liability Co | $452.5K | 13,230 | 0.02% | 6q | +1.8%+$8.0K |
| Stratos Wealth Partners, LTD. | $435.6K | 12,737 | 0.00% | 5q | HELD |
| Pathstone Holdings, LLC | $423.7K | 12,388 | 0.00% | 5q | HELD |
| FIFTH THIRD BANCORP | $391.7K | 11,453 | 0.00% | 2q | +174.7%+$249.1K |
| Blue Water Asset Management | $349.4K | 10,217 | 0.11% | 3q | HELD |
| Krilogy Financial LLC | $336.9K | 9,850 | 0.01% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $331.4K | 9,689 | 0.00% | 2q | -31.9%-$155.0K |
| Maridea Wealth Management LLC | $313.0K | 9,153 | 0.03% | 4q | -7.6%-$25.6K |
| Apollon Wealth Management, LLC | $310.4K | 9,075 | 0.00% | 7q | -15.0%-$54.7K |
| Cerity Partners LLC | $277.5K | 8,115 | 0.00% | 5q | HELD |
| Western Wealth Management, LLC | $273.6K | 8,000 | 0.01% | 5q | HELD |
| Integrated Wealth Concepts LLC | $234.1K | 6,846 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $220.9K | 6,460 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $106.2K | 3,100 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $94.0K | 2,748 | 0.01% | new | NEW |
| Bruce G. Allen Investments, LLC | $65.7K | 1,920 | 0.04% | 8q | HELD |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $56.8K | 1,660 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $55.6K | 1,626 | 0.00% | 2q | +290.9%+$41.4K |
| Operose Advisors LLC | $49.1K | 1,437 | 0.01% | new | NEW |
| FMR LLC | $28.5K | 834 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $5.1K | 150 | 0.00% | new | NEW |
| Bangor Savings Bank | $3.5K | 103 | 0.00% | 2q | HELD |
| VANGUARD ADVISERS INC | $2.6K | 75 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $666 | 19,486 | 0.00% | 2q | +126.8% |
| MERCER GLOBAL ADVISORS INC /ADV | $172 | 5 | 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 | 64 | $511.7M | 14,958,721 | 10 | 33 | 12 | 0.0% |
| Q1 2026 | 58 | $421.1M | 13,544,077 | 10 | 28 | 11 | 0.0% |
| Q4 2025 | 53 | $397.5M | 13,478,341 | 3 | 35 | 6 | 0.0% |
| Q3 2025 | 54 | $327.8M | 11,372,534 | 15 | 19 | 10 | 0.0% |
| Q2 2025 | 41 | $254.0M | 9,690,595 | 10 | 15 | 15 | 0.0% |
| Q1 2025 | 41 | $197.1M | 8,032,058 | 13 | 20 | 5 | 0.0% |
| Q4 2024 | 29 | $131.2M | 4,891,059 | 13 | 12 | 0 | 0.0% |
| Q3 2024 | 18 | $95.3M | 3,533,435 | 11 | 5 | 1 | 0.0% |
| Q2 2024 | 9 | $52.1M | 1,998,127 | 6 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $44.8M | 1,646,858 | 2 | 0 | 1 | 0.0% |
| Q4 2023 | 1 | $2.4M | 96,464 | 1 | 0 | 0 | 0.0% |