Victory Portfolios II - CFO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | Added to | 429,810 | 31,738 | 0.03% | 0.04% | 1 | +16,513 | 4.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 392,530 | 28,985 | 0.01% | 0.01% | 2 | -25,796 | -6.17% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 324,685 | 23,975 | 0.01% | 0.01% | 3 | -18,555 | -5.41% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 259,245 | 19,143 | 0.0% | 0.0% | 4 | -23,938 | -8.45% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 246,356 | 18,191 | 0.0% | — | 5 | +246,356 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 169,304 | 12,502 | 0.01% | 0.01% | 6 | +699 | 0.41% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 169,134 | 12,489 | 0.02% | 0.02% | 7 | -4,874 | -2.8% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 142,884 | 10,551 | 0.0% | 0.0% | 8 | +907 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 102,567 | 7,573 | 0.09% | 0.07% | 9 | -2,448 | -2.33% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 96,776 | 7,146 | 0.0% | 0.0% | 10 | +699 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 73,478 | 5,425 | 0.4% | 0.45% | 11 | -6,357 | -7.96% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 67,119 | 4,956 | 0.0% | 0.0% | 12 | -5,201 | -7.19% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 65,220 | 4,816 | 0.02% | 0.02% | 13 | +6,090 | 10.3% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 61,614 | 4,549 | 0.06% | 0.05% | 14 | +4,964 | 8.76% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 58,427 | 4,314 | 0.04% | 0.04% | 15 | -103 | -0.18% | Q4 2025 | Jan 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 58,008 | 4,283 | 0.45% | 0.48% | 16 | -2,327 | -3.86% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 33,449 | 2,470 | 0.0% | 0.0% | 17 | -2,392 | -6.67% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,936 | 2,136 | 0.0% | 0.0% | 18 | +25,568 | 759.14% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 27,844 | 2,056 | 0.0% | 0.0% | 19 | +10,091 | 56.84% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,839 | 1,760 | 0.0% | 0.0% | 20 | -707 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 23,437 | 1,730 | 0.21% | 0.23% | 21 | -1,028 | -4.2% | Q4 2025 | Jan 26, 2026 |
| Family Capital Management, Inc. | History | Reduced | 18,794 | 1,387 | 0.62% | 0.66% | 22 | -66 | -0.35% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,438 | 1,362 | 0.0% | 0.0% | 23 | +966 | 5.53% | Q4 2025 | Feb 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 17,577 | 1,297 | 0.35% | 0.37% | 24 | -1,073 | -5.75% | Q4 2025 | Jan 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 16,661 | 1,230 | 0.0% | 0.0% | 25 | -381 | -2.24% | Q4 2025 | Feb 02, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 16,230 | 1,198 | 0.33% | 0.27% | 26 | +1 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,010 | 1,182 | 0.01% | 0.01% | 27 | -1,456 | -8.34% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 15,479 | 1,143 | 0.0% | 0.0% | 28 | -1,380 | -8.19% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 14,274 | 1,054 | 0.0% | 0.0% | 29 | -1,708 | -10.69% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,862 | 950 | 0.0% | 0.0% | 30 | +507 | 4.1% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 12,633 | 932 | 0.05% | 0.14% | 31 | -18,728 | -59.72% | Q4 2025 | Feb 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 12,347 | 911 | 0.13% | 0.15% | 32 | -1,033 | -7.72% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,395 | 767 | 0.0% | 0.0% | 33 | -69 | -0.66% | Q4 2025 | Feb 10, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 8,019 | 592 | 0.05% | 0.06% | 34 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 7,630 | 563 | 0.0% | 0.0% | 35 | -362 | -4.53% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,254 | 388 | 0.01% | 0.01% | 36 | +8 | 0.15% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,250 | 387 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cerity Partners LLC | History | No change | 4,601 | 339 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | No change | 4,601 | 339 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 4,506 | 332 | 0.0% | — | 40 | +4,506 | New | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,211 | 310 | 0.0% | 0.0% | 41 | +10 | 0.24% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 3,817 | 281 | 0.0% | — | 42 | +3,817 | New | Q4 2025 | Feb 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 3,649 | 269 | 0.13% | 0.15% | 43 | -409 | -10.08% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,417 | 252 | 0.0% | 0.0% | 44 | -619 | -15.34% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,083 | 227 | 0.0% | 0.0% | 45 | -21,653 | -87.54% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,872 | 212 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | No change | 2,771 | 204 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 2,344 | 173 | 0.17% | — | 48 | +2,344 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,939 | 143 | 0.0% | 0.0% | 49 | -271 | -12.26% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,469 | 108 | 0.01% | — | 50 | +1,469 | New | Q4 2025 | Jan 21, 2026 |
| Horizons Wealth Management | History | Reduced | 1,431 | 105 | 0.07% | 0.08% | 51 | -168 | -10.51% | Q4 2025 | Jan 05, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 1,078 | 79 | 0.03% | 0.04% | 52 | -621 | -36.55% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 840 | 62 | 0.0% | 0.0% | 53 | +48 | 6.06% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 756 | 55 | 0.0% | 0.0% | 54 | +75 | 11.01% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 669 | 49 | 0.0% | 0.0% | 55 | +2 | 0.3% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 529 | 39 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 468 | 34 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | New | 317 | 23 | 0.0% | — | 59 | +317 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 316 | 23 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 236 | 17 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 194 | 14 | 0.0% | — | 61 | +194 | New | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 135 | 9 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | No change | 115 | 8 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 69 | 5 | 0.0% | 0.0% | 64 | -138 | -66.67% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 60 | 4 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 50 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 26 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,492 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Vantage Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,850 | -100.0% | Q3 2025 | Nov 05, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -430 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |