VICTORY PORTFOLIOS II (VFLO)
Institutional ownership reported to the SEC as of Q3 2026, across 14 quarters.
18
Reporting holders
$118.0M
Reported value
0.0%
Calls
0.0%
Puts
-291
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RVW Wealth, LLC | $56.9M | 1,110,720 | 3.65% | 10q | +9.1%+$4.7M |
| Financial Enhancement Group LLC | $21.7M | 414,586 | 2.49% | 8q | -12.3%-$3.1M |
| Financial Designs Corp | $11.5M | 225,542 | 5.94% | 12q | +4.1%+$453.8K |
| Bank of New Hampshire | $6.1M | 118,284 | 1.31% | new | NEW |
| Cadent Capital Advisors, LLC | $4.5M | 87,987 | 0.97% | new | NEW |
| Farther Finance Advisors, LLC | $4.1M | 79,639 | 0.03% | 7q | -5.3%-$226.3K |
| VISTA INVESTMENT PARTNERS LLC | $3.3M | 64,915 | 0.87% | 8q | -3.9%-$135.1K |
| M.E. ALLISON & CO., INC. | $3.2M | 62,754 | 1.80% | 8q | +26.9%+$680.6K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.6M | 51,098 | 1.58% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $1.8M | 34,558 | 0.11% | 4q | +31.9%+$428.2K |
| GK Wealth Management LLC | $1.3M | 26,333 | 0.76% | new | NEW |
| Worth Asset Management, LLC | $414.1K | 8,090 | 0.12% | new | NEW |
| Plan A Wealth LLC | $338.6K | 6,615 | 0.12% | 7q | -12.2%-$47.1K |
| Elm3 Financial Group, LLC | $236.5K | 4,621 | 0.16% | 2q | +5.7%+$12.7K |
| Davis Capital Management | $6.6K | 128 | 0.00% | 5q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $4.8K | 94 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $4.0K | 78 | 0.00% | new | NEW |
| GAMMA Investing LLC | $1.4K | 27 | 0.00% | 6q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $118.0M | 2,296,069 | 6 | 5 | 4 | 0.0% |
| Q2 2026 | 309 | $6.8B | 147,589,091 | 45 | 143 | 78 | 0.0% |
| Q1 2026 | 280 | $5.6B | 142,107,793 | 43 | 145 | 55 | 0.0% |
| Q4 2025 | 249 | $4.7B | 120,283,995 | 27 | 114 | 71 | 0.0% |
| Q3 2025 | 225 | $4.2B | 113,060,178 | 32 | 99 | 69 | 0.0% |
| Q2 2025 | 214 | $3.9B | 110,120,677 | 34 | 106 | 49 | 0.0% |
| Q1 2025 | 195 | $3.0B | 87,352,531 | 49 | 115 | 21 | 0.0% |
| Q4 2024 | 156 | $1.5B | 43,738,269 | 52 | 73 | 13 | 0.0% |
| Q3 2024 | 100 | $853.7M | 25,564,571 | 41 | 47 | 7 | 0.0% |
| Q2 2024 | 62 | $367.4M | 11,880,599 | 37 | 18 | 5 | 0.0% |
| Q1 2024 | 28 | $233.0M | 7,191,082 | 16 | 5 | 4 | 0.0% |
| Q4 2023 | 13 | $117.1M | 4,130,233 | 8 | 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% |