VICTORY PORTFOLIOS II
CUSIP 92647N782
Victory Portfolios II has 68 institutional holders in Filings Flow’s 13F database, together reporting 3.09M shares worth $224M as of Q1 2026. The largest reported holders are Cetera Investment Advisers, Raymond James Financial Inc, and Lpl Financial LLC.
Institutional Holders
68
Q1 2026
Reported Value
$224M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Family Capital Management, Inc.$225M AUM | 0.58% | $1M | 17.5K | Q1 2026OLDER |
| Intrua Financial, LLC$969M AUM | 0.43% | $4M | 55.9K | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.37% | $1M | 17.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.35% | $5M | 69.7K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.28% | $1M | 15.8K | Q2 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.20% | $3M | 46.8K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.14% | $254,907 | 3.4K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.13% | $916,411 | 12.4K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.11% | $173,813 | 2.3K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.06% | $97,733 | 1.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.06% | $8M | 101.7K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.06% | $579,796 | 7.8K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $378,021 | 5.1K | Q1 2026OLDER |
| Vantage Financial Partners, LLC$493M AUM | 0.04% | $210,312 | 2.9K | Q3 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.04% | $4M | 57.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.04% | $5M | 61.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $32M | 435.5K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.03% | $530,856 | 7.2K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 0.03% | $79,936 | 1.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 165.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 62.9K | Q2 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.01% | $203,719 | 2.5K | Q2 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.01% | $39,227 | 529 | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.01% | $212,966 | 2.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $420,393 | 5.3K | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $13M | 173.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $28M | 376.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $390,607 | 5.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $205,476 | 2.8K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $23M | 307.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $108,477 | 1.5K | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $470,346 | 6.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $1M | 14.1K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $31,730 | 430 | Q3 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $5M | 61.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18M | 237.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $143,781 | 1.9K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $34,703 | 468 | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $258,865 | 3.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $563,428 | 7.6K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $332,832 | 4.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $49,785 | 671 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $201,323 | 2.7K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $22,466 | 304 | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $980,580 | 13.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $1M | 14.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 99.9K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $19M | 259.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $295,983 | 4.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $568,895 | 7.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $14,470 | 194 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $23,386 | 317 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 137.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 13.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $341,174 | 4.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 56.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $8,776 | 115 | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $23,321 | 316 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 23.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 33.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $17,427 | 236 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 27.8K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $71,929 | 970 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,025 | 69 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $29,364 | 396 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $443,982 | 6.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $327,604 | 4.4K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $7,341 | 99 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $341,174 | 4.6K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $3,782 | 51 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $78,537 | 1.1K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $1,928 | 26 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9,832 | 135 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $11 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.