Victory Portfolios II - CDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 950,472 | 70,687 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 672,320 | 50,000 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 657,463 | 48,895 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 500,277 | 37,205 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 460,359 | 34,237 | 2.08% | 2.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 384,423 | 28,589 | 18.29% | 18.29% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 278,684 | 20,725 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 226,141 | 16,818 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 214,130 | 15,925 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 185,456 | 13,792 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 162,452 | 12,081 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 146,219 | 10,874 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 119,744 | 8,905 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 110,292 | 8,202 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 107,636 | 8,004 | 1.23% | 1.23% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 106,834 | 7,945 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 89,230 | 6,636 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 73,767 | 5,486 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 71,652 | 5,328 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 62,092 | 4,617 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | No change | 50,995 | 3,792 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 50,492 | 3,755 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 45,125 | 3,357 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 37,449 | 2,785 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | No change | 34,847 | 2,591 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 34,026 | 2,530 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 30,600 | 2,275 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,174 | 2,244 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Keystone Financial Group | History | No change | 27,276 | 2,028 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,839 | 1,772 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 23,465 | 1,745 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 22,624 | 1,682 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 21,425 | 1,623 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caprock Group, LLC | History | No change | 20,043 | 1,490 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,591 | 1,456 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 18,614 | 1,384 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Salus Financial Advisors, LLC | History | No change | 17,283 | 1,285 | 0.63% | 0.63% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,960 | 1,112 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 14,397 | 1,070 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,581 | 935 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 12,334 | 917 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Western Wealth Management, LLC | History | No change | 12,173 | 905 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 11,037 | 820 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axis Wealth Partners, LLC | History | No change | 10,242 | 761 | 0.37% | 0.37% | 44 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 9,037 | 672 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smith Thornton Advisors LLC | History | No change | 8,186 | 623 | 0.27% | 0.27% | 46 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KPP Advisory Services LLC | History | No change | 8,334 | 619 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplicity Wealth,LLC | History | No change | 7,663 | 569 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,549 | 566 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 7,556 | 561 | 0.3% | 0.3% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,095 | 527 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 6,764 | 503 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,752 | 502 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 6,275 | 466 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,300 | 394 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 5,268 | 391 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,393 | 385 | 0.01% | 0.01% | 57 | -2 | -0.04% | Q3 2026 | Oct 08, 2026 |
| StoneX Group Inc. | History | No change | 4,559 | 336 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 4,680 | 334 | 0.02% | 0.02% | 59 | -209 | -4.27% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 4,303 | 320 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,228 | 314 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 3,796 | 282 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,750 | 278 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 3,326 | 247 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,326 | 247 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 3,197 | 237 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 3,178 | 236 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 3,041 | 226 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,996 | 222 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platt Wealth Management LLC | History | No change | 2,968 | 220 | 0.18% | 0.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 2,943 | 218 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| one8zero8, LLC | History | No change | 2,800 | 208 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intrua Financial, LLC | History | No change | 2,760 | 205 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trek Financial, LLC | History | No change | 2,755 | 204 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 2,736 | 203 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 2,692 | 200 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,662 | 197 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,433 | 185 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,200 | 163 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 896 | 66 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 688 | 51 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 656 | 48 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 560 | 41 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 477 | 35 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 482 | 35 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 395 | 29 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 395 | 28 | 0.01% | 0.02% | 88 | -225 | -36.29% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 391 | 28 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 346 | 25 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 264 | 19 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 248 | 18 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 214 | 15 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 200 | 14 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 162 | 12 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 128 | 9 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Operose Advisors LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 35 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22 | 1 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |