VICTORY PORTFOLIOS II (VFLO)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
300
Reporting holders
$6.6B
Reported value
0.0%
Held as options
+29
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/ | $748.3M | 16,355,994 | 0.05% | 10q | +2.4%+$17.8M |
| MORGAN STANLEY | $684.7M | 14,967,074 | 0.04% | 8q | +19.2%+$110.5M |
| LPL Financial LLC | $643.7M | 14,069,290 | 0.14% | 10q | +4.7%+$28.7M |
| WELLS FARGO & COMPANY/MN | $380.8M | 8,323,610 | 0.06% | 8q | -47.0%-$337.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $371.4M | 8,117,217 | 0.20% | 8q | +7.2%+$24.9M |
| Merit Financial Group, LLC | $295.0M | 6,449,040 | 0.90% | 5q | +128.5%+$165.9M |
| RAYMOND JAMES FINANCIAL INC | $293.5M | 6,415,921 | 0.08% | 7q | +11.5%+$30.3M |
| VICTORY CAPITAL MANAGEMENT INC | $233.8M | 5,111,150 | 0.13% | 13q | +2.0%+$4.6M |
| UBS Group AG | $194.4M | 4,249,954 | 0.02% | 7q | +17.9%+$29.6M |
| AMERIPRISE FINANCIAL INC | $142.9M | 3,120,465 | 0.03% | 5q | -38.9%-$91.0M |
| HighTower Advisors, LLC | $136.5M | 2,983,417 | 0.13% | 9q | -1.3%-$1.8M |
| Modern Wealth Management, LLC | $127.6M | 2,789,021 | 1.52% | 5q | +18.0%+$19.5M |
| Allworth Financial LP | $114.6M | 2,504,123 | 0.49% | 7q | -28.8%-$46.3M |
| ENVESTNET ASSET MANAGEMENT INC | $114.1M | 2,494,324 | 0.03% | 9q | +3.9%+$4.3M |
| ROYAL BANK OF CANADA | $110.5M | 2,414,494 | 0.02% | 10q | +12.6%+$12.4M |
| Composition Wealth, LLC | $104.0M | 2,273,385 | 1.22% | 10q | +4.9%+$4.9M |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $99.2M | 2,167,764 | 7.09% | 12q | -0.6%-$642.2K |
| GREAT VALLEY ADVISOR GROUP, INC. | $90.4M | 1,975,690 | 1.43% | 9q | +20.8%+$15.5M |
| Parallel Advisors, LLC | $79.7M | 1,742,062 | 1.21% | 6q | +13.2%+$9.3M |
| Krilogy Financial LLC | $78.4M | 1,714,245 | 2.32% | 9q | +1.5%+$1.1M |
| Goldstein Advisors, LLC | $55.8M | 1,219,257 | 5.10% | 6q | -20.9%-$14.7M |
| Sanctuary Advisors, LLC | $52.1M | 1,138,388 | 0.24% | 8q | +2.7%+$1.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $51.2M | 1,119,059 | 0.06% | 11q | +7.2%+$3.4M |
| Keystone Financial Group | $50.9M | 1,112,874 | 3.02% | 8q | +3.1%+$1.5M |
| StoneX Group Inc. | $48.7M | 1,065,482 | 1.96% | 9q | +0.8%+$397.2K |
| RVW Wealth, LLC | $46.6M | 1,018,265 | 3.07% | 9q | +1.8%+$807.4K |
| Private Advisor Group, LLC | $46.1M | 1,008,371 | 0.21% | 9q | +10.0%+$4.2M |
| Madison Asset Management, LLC | $45.9M | 1,003,856 | 0.55% | 8q | +110.6%+$24.1M |
| TWO SIGMA INVESTMENTS, LP | $40.6M | 888,000 | 0.03% | 4q | +125.8%+$22.6M |
| OSAIC HOLDINGS, INC. | $38.8M | 848,053 | 0.05% | 10q | +1.2%+$451.4K |
| Orion Porfolio Solutions, LLC | $28.0M | 611,590 | 0.21% | 6q | -3.2%-$917.9K |
| Wilkerson Advisory Group LLC | $27.0M | 589,559 | 8.28% | 2q | +0.8%+$201.8K |
| Rockefeller Capital Management L.P. | $26.9M | 587,368 | 0.04% | 6q | +11.2%+$2.7M |
| Sepio Capital, LP | $25.0M | 545,660 | 1.26% | 10q | +0.6%+$147.6K |
| Ledyard National Bank | $23.6M | 516,246 | 1.89% | 6q | +8.9%+$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $23.6M | 510,082 | 0.01% | 4q | +54.4%+$8.3M |
| Marble Wealth, LLC | $22.2M | 484,517 | 3.39% | 3q | +3.9%+$841.3K |
| Financial Enhancement Group LLC | $21.6M | 473,000 | 2.58% | 7q | +1.0%+$220.2K |
| Beacon Capital Management, Inc. | $21.4M | 468,265 | 1.30% | 4q | -11.7%-$2.8M |
| Atlas Wealth LLC | $21.2M | 463,243 | 3.02% | 5q | +2.3%+$468.2K |
| Allen Capital Group, LLC | $20.4M | 444,975 | 1.66% | 7q | +3.7%+$728.7K |
| Landmark Wealth Management, LLC | $19.8M | 431,865 | 4.73% | 9q | -4.2%-$862.0K |
| Cetera Investment Advisers | $19.2M | 418,856 | 0.02% | 10q | -27.2%-$7.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $19.2M | 418,604 | 0.04% | 2q | +78.8%+$8.4M |
| Summit Financial, LLC | $19.1M | 417,093 | 0.21% | 4q | +15.8%+$2.6M |
| ADAPT WEALTH ADVISORS, LLC | $19.0M | 414,220 | 6.20% | 7q | -1.5%-$287.4K |
| Curry Webb Wealth Management LLC | $18.8M | 411,381 | 7.79% | new | FIRST |
| TRUIST FINANCIAL CORP | $17.5M | 383,126 | 0.02% | 9q | +20.7%+$3.0M |
| STIFEL FINANCIAL CORP | $17.3M | 378,775 | 0.01% | 9q | +10.5%+$1.6M |
| Gotham Asset Management, LLC | $16.7M | 364,333 | 0.04% | 5q | HELD |
| CFO4Life Group, LLC | $16.2M | 353,353 | 2.18% | 6q | HELD |
| Foundations Investment Advisors, LLC | $16.1M | 351,115 | 0.17% | 6q | +3.2%+$494.8K |
| Hudock, Inc. | $13.9M | 304,086 | 1.78% | 4q | +0.8%+$109.5K |
| Fort Point Capital Partners LLC | $13.8M | 323,512 | 0.96% | 6q | +100.0%+$6.9M |
| OneAscent Financial Services LLC | $13.5M | 295,002 | 0.65% | 6q | -10.9%-$1.6M |
| Legacy Financial Advisors, Inc. | $12.7M | 276,620 | 1.54% | 2q | +5.2%+$625.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.6M | 264,998 | 0.02% | 9q | +23.3%+$2.4M |
| MML INVESTORS SERVICES, LLC | $12.5M | 273,376 | 0.03% | 9q | +30.9%+$3.0M |
| Western Wealth Management, LLC | $12.2M | 266,044 | 0.40% | 9q | -0.9%-$115.4K |
| Advance Capital Management, Inc. | $11.3M | 247,922 | 0.37% | 6q | HELD |
| FLAGSHIP HARBOR ADVISORS, LLC | $11.2M | 245,410 | 0.43% | 8q | +7.5%+$782.6K |
| SILVER OAK SECURITIES, INCORPORATED | $11.1M | 243,330 | 0.68% | new | NEW |
| Weil Company, Inc. | $11.1M | 242,305 | 1.95% | 5q | -1.9%-$217.8K |
| Atria Investments, Inc | $10.5M | 229,827 | 0.11% | 8q | HELD |
| Integrated Wealth Concepts LLC | $10.4M | 227,047 | 0.05% | 7q | +128.0%+$5.8M |
| MKP Capital Management, L.L.C. | $10.0M | 219,000 | 0.27% | new | NEW |
| Financial Designs Corp | $9.9M | 216,677 | 5.31% | 11q | -3.8%-$396.9K |
| GERBER, LLC | $9.4M | 204,726 | 4.40% | 3q | +7.4%+$644.8K |
| Triumph Capital Management | $8.6M | 188,512 | 1.56% | 9q | +88.2%+$4.0M |
| Trademark Financial Management, LLC | $8.4M | 183,185 | 3.43% | 6q | +195.1%+$5.5M |
| Clarity Asset Management, Inc. | $8.4M | 182,519 | 4.09% | 2q | -2.2%-$184.3K |
| Cornerstone Wealth Group, LLC | $8.2M | 179,819 | 0.49% | 2q | +3.9%+$311.3K |
| Pine Valley Investments Ltd Liability Co | $8.1M | 176,838 | 0.32% | 7q | +15.5%+$1.1M |
| Simplicity Wealth,LLC | $8.1M | 176,424 | 0.27% | new | NEW |
| Huntleigh Advisors, Inc. | $7.7M | 168,238 | 1.08% | 7q | +6.4%+$460.2K |
| JPMORGAN CHASE & CO | $7.3M | 158,038 | 0.00% | 7q | +4.8%+$332.3K |
| OneAscent Wealth Management LLC | $7.2M | 158,010 | 2.15% | 6q | +10.8%+$704.8K |
| &PARTNERS | $7.2M | 156,509 | 0.03% | 7q | +7.4%+$494.2K |
| Bank of New York Mellon Corp | $7.1M | 154,293 | 0.00% | 8q | -5.8%-$431.0K |
| FIFTH THIRD BANCORP | $7.0M | 153,810 | 0.01% | 2q | +1.2%+$84.5K |
| Ausdal Financial Partners, Inc. | $7.0M | 152,996 | 0.27% | 9q | -1.7%-$121.4K |
| ATLANTIC FAMILY WEALTH, LLC | $6.7M | 146,408 | 4.29% | 7q | +7.5%+$468.6K |
| GOLDMAN SACHS GROUP INC | $6.4M | 139,162 | 0.00% | 3q | -66.2%-$12.5M |
| Equitable Holdings, Inc. | $6.3M | 138,433 | 0.04% | 7q | +29.5%+$1.4M |
| Maridea Wealth Management LLC | $6.3M | 138,140 | 0.68% | 7q | +1.6%+$98.8K |
| Aptus Capital Advisors, LLC | $6.2M | 135,666 | 0.04% | 5q | -1.7%-$106.2K |
| Financial Guidance Group, Inc. | $6.1M | 132,598 | 2.27% | 5q | -1.7%-$106.2K |
| McGowan Group Asset Management, Inc. | $5.9M | 129,421 | 0.72% | 3q | +7.3%+$402.0K |
| Qube Research & Technologies Ltd | $4.9M | 106,605 | 0.00% | 7q | +55.0%+$1.7M |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $4.8M | 104,421 | 0.70% | 3q | +34.6%+$1.2M |
| MAGNOLIA CAPITAL ADVISORS LLC | $4.7M | 103,813 | 0.82% | 4q | -7.9%-$406.2K |
| Cornerstone Wealth Management, LLC | $4.6M | 100,861 | 0.20% | 9q | HELD |
| Legacy Capital Group California, Inc. | $4.4M | 97,216 | 1.34% | 8q | -10.1%-$497.1K |
| Summit Asset Management, LLC | $4.3M | 92,993 | 0.55% | 9q | +15.0%+$555.5K |
| KENNEDY INVESTMENT GROUP, INC. | $4.2M | 91,987 | 1.43% | 8q | +9.6%+$369.1K |
| Greykasell Wealth Strategies, Inc. | $4.1M | 89,838 | 1.49% | 6q | +8.6%+$326.5K |
| Tradition Wealth Management, LLC | $4.0M | 88,355 | 0.25% | 9q | +5.5%+$211.5K |
| Mechanics Bank Trust Department | $4.0M | 87,002 | 0.49% | 7q | +13.8%+$482.3K |
| Boyce & Associates Wealth Consulting, Inc. | $3.9M | 85,992 | 2.73% | 2q | +7.0%+$255.7K |
| KPP Advisory Services LLC | $3.9M | 85,126 | 0.49% | 8q | -7.7%-$323.8K |
Showing the largest 100 of 309 reported holders.
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 | 300 | $6.6B | 143,351,617 | 44 | 137 | 78 | 0.0% |
| Q1 2026 | 271 | $5.6B | 140,861,990 | 41 | 139 | 54 | 0.0% |
| Q4 2025 | 240 | $4.7B | 119,257,184 | 24 | 112 | 68 | 0.0% |
| Q3 2025 | 219 | $4.2B | 111,277,879 | 31 | 96 | 67 | 0.0% |
| Q2 2025 | 203 | $3.8B | 106,721,755 | 35 | 101 | 47 | 0.0% |
| Q1 2025 | 183 | $2.9B | 83,946,843 | 42 | 110 | 21 | 0.0% |
| Q4 2024 | 149 | $1.4B | 42,200,608 | 51 | 70 | 12 | 0.0% |
| Q3 2024 | 93 | $815.8M | 24,428,075 | 40 | 43 | 7 | 0.0% |
| Q2 2024 | 56 | $345.0M | 11,156,286 | 32 | 17 | 5 | 0.0% |
| Q1 2024 | 25 | $230.5M | 7,112,069 | 15 | 4 | 3 | 0.0% |
| Q4 2023 | 11 | $115.2M | 4,063,422 | 6 | 2 | 1 | 0.0% |
| Q3 2023 | 6 | $63.1M | 2,427,467 | 4 | 1 | 1 | 0.0% |
| Q2 2023 | 2 | $44.7M | 1,759,334 | 2 | 0 | 0 | 0.0% |