SEC 13F Intelligence

VICTORY PORTFOLIOS II

CUSIP 92647N774

Victory Portfolios II has 29 institutional holders in Filings Flow’s 13F database, together reporting 43.4K shares worth $2M as of Q3 2025. The largest reported holders are Lpl Financial LLC, Cwm, LLC, and Royal Bank Of Canada.

Institutional Holders
1
Q3 2025
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
12

Ownership Trend

Institutional holders
Q4 ’18: 32Q4 ’18Q1 ’19: 37Q2 ’19: 35Q2 ’19Q3 ’19: 29Q2 ’21: 20Q2 ’21Q4 ’21: 24Q4 ’22: 29Q4 ’22Q3 ’24: 18Q4 ’24: 16Q4 ’24Q1 ’25: 21Q2 ’25: 1Q2 ’25Q3 ’25: 1filingsflow.com
Total reported value
Q4 ’18: $50MQ4 ’18Q1 ’19: $56MQ2 ’19: $41MQ2 ’19Q3 ’19: $29MQ2 ’21: $314MQ2 ’21Q4 ’21: $34MQ4 ’22: $38MQ4 ’22Q3 ’24: $21MQ4 ’24: $21MQ4 ’24Q1 ’25: $13MQ2 ’25: $49,004Q2 ’25Q3 ’25: $2Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.03%$232,0684.5KQ1 2025OLDER
Keystone Financial Group$1.5B AUM0.02%$207,8034.0KQ1 2025OLDER
Nova Wealth Management, Inc.$154M AUM0.02%$40,708762Q1 2025OLDER
Gen-Wealth Partners Inc$317M AUM0.01%$35,621691Q1 2025OLDER
CWM, LLC$38.1B AUM0.01%$2M44.8KQ1 2025OLDER
Goodman Advisory Group, LLC$385M AUM0.00%$15,981310Q1 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$49,004893Q2 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$2M42.7KQ1 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$647,05612.6KQ1 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$618,60612.0KQ1 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$3M61.2KQ1 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$623,70712.1KQ1 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$365,0007.1KQ1 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M21.0KQ1 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$57,1541.1KQ1 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M43.4KQ3 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$517,10310.0KQ1 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$378,4847.3KQ1 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$16,456319Q1 2025OLDER
UBS Group AG$666.3B AUM0.00%$74,8511.5KQ1 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3,71272Q1 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.