VICTORY PORTFOLIOS II (VSDA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
46
Reporting holders
$175.2M
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 |
|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | $49.3M | 847,849 | 0.78% | 27q | +2.9%+$1.4M |
| Pinnacle Financial Partners, Inc. | $33.3M | 573,111 | 0.23% | 3q | HELD |
| Investors Research Corp | $17.3M | 297,940 | 3.10% | 24q | -1.0%-$180.1K |
| MORGAN STANLEY | $15.2M | 260,634 | 0.00% | 28q | HELD |
| Kingsview Wealth Management, LLC | $8.9M | 152,574 | 0.11% | new | NEW |
| LPL Financial LLC | $7.0M | 120,296 | 0.00% | 30q | -1.4%-$100.0K |
| FIDUCIARY FINANCIAL ADVISORS | $5.8M | 100,074 | 0.59% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $5.7M | 98,261 | 0.00% | 31q | +4.0%+$221.4K |
| Gladstone Institutional Advisory LLC | $5.7M | 98,179 | 0.18% | 19q | +0.9%+$51.6K |
| Cetera Investment Advisers | $3.5M | 59,755 | 0.00% | 10q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $2.0M | 33,847 | 0.09% | 21q | -4.6%-$96.0K |
| DDD Partners, LLC | $1.9M | 32,884 | 0.12% | 13q | -70.4%-$4.5M |
| Farther Finance Advisors, LLC | $1.9M | 32,550 | 0.01% | 3q | +2293.4%+$1.8M |
| CITADEL ADVISORS LLC | $1.7M | 29,241 | 0.00% | 6q | +16.1%+$235.4K |
| Keystone Financial Group | $1.4M | 24,137 | 0.08% | 8q | +1.0%+$14.4K |
| Integrated Wealth Concepts LLC | $1.4M | 23,507 | 0.01% | 13q | +59.7%+$511.4K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 22,808 | 0.00% | 7q | +0.7%+$9.5K |
| ROYAL BANK OF CANADA | $1.3M | 21,978 | 0.00% | 31q | +122.0%+$702.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $985.9K | 16,947 | 0.00% | 23q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $941.3K | 16,180 | 0.00% | 28q | +4.0%+$35.8K |
| Apella Capital, LLC | $900.1K | 15,225 | 0.01% | 20q | -1.5%-$13.4K |
| STIFEL FINANCIAL CORP | $848.2K | 14,579 | 0.00% | 25q | +4.2%+$34.3K |
| OSAIC HOLDINGS, INC. | $758.2K | 13,029 | 0.00% | 26q | -0.9%-$7.2K |
| WELLS FARGO & COMPANY/MN | $743.9K | 12,788 | 0.00% | 24q | -45.6%-$622.5K |
| Global Retirement Partners, LLC | $670.8K | 11,530 | 0.01% | 4q | -27.3%-$252.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $666.6K | 11,459 | 0.00% | 3q | HELD |
| Landmark Wealth Management, LLC | $627.9K | 10,793 | 0.15% | 14q | +5.7%+$33.9K |
| Allworth Financial LP | $478.0K | 8,217 | 0.00% | 12q | HELD |
| NewEdge Advisors, LLC | $427.6K | 7,350 | 0.00% | new | NEW |
| Strategic Blueprint, LLC | $392.0K | 6,739 | 0.02% | 6q | -18.6%-$89.3K |
| Athena Wealth Management, LLC | $391.5K | 6,730 | 0.29% | 3q | -0.5%-$2.1K |
| QTR Family Wealth, LLC | $386.0K | 6,635 | 0.13% | 6q | -7.0%-$28.9K |
| Hilltop Holdings Inc. | $312.8K | 5,376 | 0.02% | 7q | -9.4%-$32.5K |
| Invariant Investment Management | $304.7K | 5,160 | 0.18% | 3q | HELD |
| Rockefeller Capital Management L.P. | $259.4K | 4,458 | 0.00% | 4q | -1.7%-$4.5K |
| Focus Financial Network, Inc. | $235.8K | 4,054 | 0.01% | 9q | -2.8%-$6.8K |
| Steward Partners Investment Advisory, LLC | $75.6K | 1,300 | 0.00% | 28q | HELD |
| PRIVATE TRUST CO NA | $31.5K | 541 | 0.00% | 17q | HELD |
| FIFTH THIRD BANCORP | $29.3K | 503 | 0.00% | 21q | HELD |
| UBS Group AG | $26.3K | 452 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14.6K | 250 | 0.00% | 3q | HELD |
| TD Capital Management LLC | $7.9K | 135 | 0.00% | 7q | +0.7% |
| Clearstead Advisors, LLC | $7.9K | 135 | 0.00% | new | NEW |
| FMR LLC | $7.4K | 126 | 0.00% | 13q | +50.0%+$2.5K |
| Cambridge Investment Research Advisors, Inc. | $6.7K | 115,558 | 0.01% | 19q | +104.2%+$3.4K |
| WPG Advisers, LLC | $3.8K | 65 | 0.00% | 7q | HELD |
| Abound Wealth Management | $3.1K | 53 | 0.00% | 2q | -80.8%-$13.0K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $203 | 3,489 | 0.01% | new | NEW |
| Coston, McIsaac & Partners | $4 | 71 | 0.00% | 15q | -22.0% |
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 | 46 | $175.2M | 3,010,434 | 5 | 14 | 15 | 0.0% |
| Q1 2026 | 46 | $150.1M | 2,752,812 | 5 | 12 | 15 | 0.0% |
| Q4 2025 | 44 | $146.2M | 2,769,289 | 4 | 14 | 11 | 0.0% |
| Q3 2025 | 40 | $158.1M | 2,956,387 | 3 | 9 | 16 | 0.0% |
| Q2 2025 | 41 | $153.0M | 2,953,156 | 4 | 14 | 10 | 0.0% |
| Q1 2025 | 41 | $147.2M | 2,850,283 | 5 | 13 | 10 | 0.0% |
| Q4 2024 | 42 | $119.1M | 2,343,883 | 6 | 10 | 15 | 0.0% |
| Q3 2024 | 42 | $119.9M | 2,256,840 | 5 | 13 | 13 | 0.0% |
| Q2 2024 | 41 | $111.5M | 2,306,210 | 5 | 13 | 16 | 0.0% |
| Q1 2024 | 40 | $141.9M | 2,821,429 | 7 | 12 | 14 | 0.0% |
| Q4 2023 | 35 | $119.0M | 2,502,243 | 1 | 13 | 15 | 0.0% |
| Q3 2023 | 37 | $94.1M | 2,168,555 | 2 | 13 | 14 | 0.0% |
| Q2 2023 | 38 | $106.8M | 2,310,757 | 5 | 17 | 10 | 0.0% |
| Q1 2023 | 35 | $93.1M | 2,188,313 | 5 | 10 | 15 | 0.0% |
| Q4 2022 | 29 | $87.6M | 1,960,999 | 2 | 9 | 14 | 0.0% |
| Q3 2022 | 38 | $172.7M | 4,373,264 | 1 | 10 | 14 | 0.0% |
| Q2 2022 | 46 | $191.1M | 4,609,956 | 4 | 10 | 22 | 0.0% |
| Q1 2022 | 47 | $206.2M | 4,589,977 | 3 | 13 | 19 | 0.0% |
| Q4 2021 | 45 | $252.8M | 5,311,189 | 10 | 7 | 14 | 0.0% |
| Q3 2021 | 35 | $224.9M | 5,206,190 | 2 | 12 | 12 | 0.0% |
| Q2 2021 | 36 | $257.8M | 5,841,021 | 4 | 17 | 11 | 0.0% |
| Q1 2021 | 34 | $239.7M | 5,770,581 | 4 | 11 | 17 | 0.0% |
| Q4 2020 | 34 | $242.0M | 6,108,751 | 6 | 12 | 7 | 0.0% |
| Q3 2020 | 30 | $217.7M | 6,008,259 | 6 | 12 | 7 | 0.0% |
| Q2 2020 | 26 | $193.1M | 5,831,456 | 9 | 7 | 7 | 0.0% |
| Q1 2020 | 21 | $261.1M | 9,045,403 | 4 | 9 | 5 | 0.0% |
| Q4 2019 | 23 | $157.0M | 4,391,657 | 6 | 13 | 2 | 0.0% |
| Q3 2019 | 19 | $116.2M | 3,411,081 | 10 | 7 | 2 | 0.0% |
| Q2 2019 | 9 | $6.3M | 192,149 | 2 | 6 | 1 | 0.0% |
| Q1 2019 | 8 | $3.4M | 109,159 | 1 | 5 | 1 | 0.0% |
| Q4 2018 | 9 | $3.0M | 109,029 | 0 | 0 | 0 | 0.0% |