Victory Portfolios II - CFO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | History | No change | 439,136 | 35,165 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 368,630 | 29,519 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 300,362 | 24,052 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 295,625 | 23,673 | 1.44% | 1.44% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 254,694 | 20,395 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 203,383 | 16,287 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 176,454 | 14,130 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 164,099 | 13,140 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 129,416 | 10,363 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 102,274 | 8,189 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 94,221 | 7,544 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 63,476 | 5,083 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 58,114 | 4,653 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 55,486 | 4,443 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | No change | 55,340 | 4,431 | 0.41% | 0.41% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keystone Financial Group | History | No change | 54,525 | 4,366 | 0.26% | 0.26% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 46,039 | 3,686 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 39,785 | 3,185 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 31,900 | 2,554 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 27,793 | 2,225 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 24,591 | 1,969 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 23,171 | 1,855 | 0.19% | 0.19% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 17,510 | 1,402 | 0.36% | 0.36% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Family Capital Management, Inc. | History | No change | 17,295 | 1,384 | 0.54% | 0.54% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 16,607 | 1,329 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 15,808 | 1,265 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,531 | 1,244 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 14,569 | 1,167 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,453 | 1,157 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,450 | 1,157 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 13,892 | 1,112 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,161 | 893 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 10,901 | 872 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 7,819 | 626 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,807 | 545 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 6,634 | 519 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,296 | 504 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 5,280 | 422 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 5,250 | 420 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advisory Advocates, LLC | History | No change | 5,205 | 416 | 0.36% | 0.36% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,167 | 413 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LexAurum Advisors, LLC | History | No change | 4,865 | 389 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 4,601 | 368 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,601 | 368 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,085 | 327 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AE Wealth Management LLC | History | No change | 3,653 | 292 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,073 | 246 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,023 | 242 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,872 | 229 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Western Wealth Management, LLC | History | No change | 2,771 | 221 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,757 | 220 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAP Partners, LLC | History | No change | 2,684 | 214 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,651 | 212 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 2,344 | 187 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 1,939 | 155 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,078 | 86 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 911 | 72 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizons Wealth Management | History | New | 900 | 69 | 0.04% | — | 58 | +900 | New | Q3 2026 | Oct 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 845 | 67 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 700 | 56 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 673 | 53 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 637 | 51 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 527 | 42 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 529 | 42 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 468 | 37 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 316 | 25 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 194 | 15 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD ADVISERS INC | History | No change | 99 | 7 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 66 | 5 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 69 | 5 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 26 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,544 | -100.0% | Q3 2026 | Oct 08, 2026 |