Victory Portfolios II - CSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 223,148 | 14,636 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 115,226 | 7,558 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nvest Financial, LLC | History | No change | 111,105 | 7,287 | 2.3% | 2.3% | 3 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 84,594 | 5,548 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 83,717 | 5,491 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 73,692 | 4,833 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 54,918 | 3,602 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IAG Wealth Partners, LLC | History | No change | 51,901 | 3,404 | 0.34% | 0.34% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eagle Strategies LLC | History | No change | 45,382 | 2,976 | 0.3% | 0.3% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | No change | 36,473 | 2,392 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 23,574 | 1,546 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Allworth Financial LP | History | No change | 22,985 | 1,507 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 22,352 | 1,466 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,680 | 1,422 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 19,236 | 1,183 | 0.21% | 0.24% | 15 | -1,058 | -5.21% | Q3 2026 | Oct 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,356 | 941 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,700 | 898 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 12,844 | 842 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accel Wealth Management | History | No change | 11,713 | 768 | 0.17% | 0.17% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 10,635 | 697 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,607 | 695 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 8,996 | 590 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 8,676 | 569 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 8,325 | 563 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICUS CAPITAL | History | No change | 8,160 | 535 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investment Planning Advisors, Inc. | History | No change | 8,044 | 527 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,944 | 521 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| one8zero8, LLC | History | No change | 7,236 | 474 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,174 | 470 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 7,010 | 459 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 6,360 | 410 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,415 | 355 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 5,257 | 344 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | No change | 5,227 | 342 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | No change | 5,198 | 340 | 0.32% | 0.32% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,900 | 321 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,402 | 294 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,402 | 294 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,767 | 247 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,374 | 221 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 3,240 | 212 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,163 | 208 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,464 | 161 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,624 | 106 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,355 | 88 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,241 | 81 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 540 | 35 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 488 | 32 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 445 | 29 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 350 | 22 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 323 | 21 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 189 | 12 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 165 | 10 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 151 | 9 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robinswood Financial LLC | History | No change | 117 | 7 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 50 | 3 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |