VICTORY PORTFOLIOS II (VSMV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
30
Reporting holders
$127.6M
Reported value
0.0%
Held as options
+3
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. | $56.0M | 936,541 | 0.88% | 11q | +3.6%+$2.0M |
| VICTORY CAPITAL MANAGEMENT INC | $19.8M | 331,712 | 0.01% | 31q | HELD |
| Tower Wealth Partners, Inc. | $19.0M | 317,448 | 9.37% | 23q | -1.5%-$289.3K |
| MORGAN STANLEY | $8.8M | 146,419 | 0.00% | 28q | HELD |
| ROYAL BANK OF CANADA | $5.7M | 95,973 | 0.00% | 31q | -0.5%-$29.8K |
| LPL Financial LLC | $4.0M | 66,306 | 0.00% | 30q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 57,834 | 0.00% | 7q | +18.9%+$550.2K |
| GOLDMAN SACHS GROUP INC | $1.9M | 31,011 | 0.00% | 16q | -8.8%-$179.4K |
| BANK OF AMERICA CORP /DE/ | $1.6M | 26,630 | 0.00% | 31q | -2.4%-$38.7K |
| Trilogy Capital Inc. | $1.3M | 21,065 | 0.05% | 15q | -9.1%-$126.2K |
| Sovereign Financial Group, Inc. | $1.0M | 16,824 | 0.15% | 11q | -4.0%-$42.3K |
| TWO SIGMA INVESTMENTS, LP | $1.0M | 16,754 | 0.00% | 8q | -31.7%-$464.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $824.4K | 13,786 | 0.00% | 13q | +57.2%+$299.9K |
| Dakota Wealth Management | $552.7K | 9,242 | 0.01% | 3q | -13.4%-$85.9K |
| CITADEL ADVISORS LLC | $541.7K | 9,058 | 0.00% | new | NEW |
| LexAurum Advisors, LLC | $389.9K | 6,520 | 0.05% | 28q | -26.2%-$138.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $384.7K | 6,433 | 0.00% | 4q | -14.9%-$67.3K |
| Private Advisor Group, LLC | $380.6K | 6,364 | 0.00% | 27q | -1.9%-$7.5K |
| TRUIST FINANCIAL CORP | $330.4K | 5,525 | 0.00% | 13q | HELD |
| Valley Financial Group, Inc. | $225.5K | 3,771 | 0.11% | 4q | HELD |
| Global Retirement Partners, LLC | $148.5K | 2,483 | 0.00% | 4q | -14.9%-$25.9K |
| UBS Group AG | $70.2K | 1,174 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $66.4K | 1,111 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $59.8K | 1,000 | 0.00% | 28q | HELD |
| WELLS FARGO & COMPANY/MN | $54.7K | 915 | 0.00% | 3q | -50.0%-$54.7K |
| OSAIC HOLDINGS, INC. | $44.2K | 739 | 0.00% | 26q | HELD |
| Integrated Wealth Concepts LLC | $30.8K | 514 | 0.00% | new | NEW |
| FMR LLC | $12.2K | 203 | 0.00% | 9q | +16.0%+$1.7K |
| Abound Wealth Management | $4.7K | 79 | 0.00% | 2q | -81.4%-$20.7K |
| Cambridge Investment Research Advisors, Inc. | $544 | 9,112 | 0.00% | 4q | +140.7% |
| One Degree Advisors Inc | $483 | 8,169 | 0.11% | 11q | HELD |
| SUMMIT SECURITIES GROUP LLC | $60 | 1 | 0.00% | 4q | 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $127.6M | 2,133,435 | 3 | 4 | 14 | 0.0% |
| Q1 2026 | 27 | $119.3M | 2,108,560 | 2 | 5 | 16 | 0.0% |
| Q4 2025 | 28 | $134.7M | 2,438,057 | 5 | 8 | 7 | 0.0% |
| Q3 2025 | 24 | $103.7M | 1,932,810 | 2 | 6 | 11 | 0.0% |
| Q2 2025 | 26 | $93.3M | 1,893,984 | 2 | 7 | 10 | 0.0% |
| Q1 2025 | 26 | $89.3M | 1,843,067 | 3 | 9 | 9 | 0.0% |
| Q4 2024 | 28 | $90.1M | 1,875,814 | 2 | 6 | 12 | 0.0% |
| Q3 2024 | 27 | $101.3M | 2,085,360 | 2 | 6 | 10 | 0.0% |
| Q2 2024 | 25 | $112.0M | 2,465,730 | 1 | 8 | 8 | 0.0% |
| Q1 2024 | 24 | $129.0M | 2,851,928 | 1 | 7 | 11 | 0.0% |
| Q4 2023 | 26 | $125.3M | 2,977,107 | 6 | 7 | 8 | 0.0% |
| Q3 2023 | 22 | $91.5M | 2,328,019 | 1 | 4 | 13 | 0.0% |
| Q2 2023 | 22 | $98.8M | 2,428,017 | 4 | 3 | 8 | 0.0% |
| Q1 2023 | 19 | $94.7M | 2,447,761 | 0 | 5 | 9 | 0.0% |
| Q4 2022 | 22 | $98.5M | 2,580,542 | 4 | 7 | 6 | 0.0% |
| Q3 2022 | 22 | $91.3M | 2,619,755 | 3 | 10 | 3 | 0.0% |
| Q2 2022 | 20 | $95.7M | 2,634,194 | 1 | 5 | 11 | 0.0% |
| Q1 2022 | 21 | $125.2M | 3,110,073 | 4 | 3 | 11 | 0.0% |
| Q4 2021 | 20 | $134.6M | 3,196,612 | 1 | 8 | 7 | 0.0% |
| Q3 2021 | 25 | $133.7M | 3,499,750 | 5 | 7 | 5 | 0.0% |
| Q2 2021 | 20 | $135.8M | 3,560,245 | 3 | 8 | 6 | 0.0% |
| Q1 2021 | 18 | $129.0M | 3,582,603 | 1 | 7 | 6 | 0.0% |
| Q4 2020 | 19 | $126.0M | 3,703,969 | 1 | 7 | 6 | 0.0% |
| Q3 2020 | 20 | $129.4M | 4,027,986 | 3 | 7 | 6 | 0.0% |
| Q2 2020 | 17 | $136.0M | 4,425,042 | 1 | 8 | 3 | 0.0% |
| Q1 2020 | 21 | $204.3M | 7,615,359 | 5 | 8 | 4 | 0.0% |
| Q4 2019 | 20 | $145.3M | 4,392,582 | 5 | 10 | 3 | 0.0% |
| Q3 2019 | 19 | $139.2M | 4,358,106 | 5 | 9 | 2 | 0.0% |
| Q2 2019 | 14 | $31.1M | 1,005,630 | 4 | 6 | 4 | 0.0% |
| Q1 2019 | 12 | $28.1M | 957,178 | 3 | 4 | 4 | 0.0% |
| Q4 2018 | 11 | $19.0M | 712,199 | 1 | 0 | 0 | 0.0% |