Victory Portfolios II - SFLO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,904,723 | 85,646 | 0.05% | 0.04% | 1 | +324,602 | 12.58% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,698,260 | 50,073 | 0.0% | 0.0% | 2 | +451,056 | 36.17% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,519,915 | 44,815 | 0.0% | 0.0% | 3 | +747,909 | 96.88% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,074,376 | 31,678 | 0.01% | 0.01% | 4 | +12,038 | 1.13% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 957,288 | 28,226 | 0.01% | 0.01% | 5 | +293,515 | 44.22% | Q4 2025 | Feb 11, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 606,248 | 17,875 | 6.4% | 6.36% | 6 | +9,673 | 1.62% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 480,631 | 14,171 | 0.05% | 0.05% | 7 | +95,763 | 24.88% | Q4 2025 | Feb 18, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 413,720 | 12,198 | 0.88% | 0.84% | 8 | +23,853 | 6.12% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 411,874 | 12,144 | 0.02% | 0.0% | 9 | +406,920 | 8213.97% | Q4 2025 | Mar 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 404,824 | 11,936 | 0.07% | 0.13% | 10 | -470,667 | -53.76% | Q4 2025 | Jan 29, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 399,022 | 11,765 | 1.36% | 0.02% | 11 | +393,688 | 7380.73% | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 389,727 | 11,491 | 2.33% | 2.34% | 12 | +7,693 | 2.01% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 376,529 | 11,102 | 0.0% | 0.0% | 13 | +23,176 | 6.56% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 302,834 | 8,929 | 0.02% | 0.02% | 14 | +76,281 | 33.67% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 290,241 | 8,558 | 0.0% | — | 15 | +290,241 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 140,183 | 4,133 | 0.0% | 0.0% | 16 | +17,177 | 13.96% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 91,137 | 2,687 | 0.03% | 0.04% | 17 | -180 | -0.2% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 88,028 | 2,595 | 0.0% | 0.0% | 18 | +32,513 | 58.57% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 80,668 | 2,378 | 0.0% | 0.0% | 19 | +5,950 | 7.96% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 72,667 | 2,142 | 0.25% | 0.27% | 20 | -624 | -0.85% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 72,106 | 2,126 | 0.01% | 0.01% | 21 | +8,041 | 12.55% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 67,624 | 1,993 | 0.01% | 0.01% | 22 | +17,989 | 36.24% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 61,012 | 1,832 | 0.0% | 0.0% | 23 | +232 | 0.38% | Q4 2025 | Jan 08, 2026 |
| StoneX Group Inc. | History | Added to | 54,287 | 1,600 | 0.07% | 0.06% | 24 | +3,610 | 7.12% | Q4 2025 | Feb 12, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 48,574 | 1,432 | 0.37% | 0.33% | 25 | +4,004 | 8.98% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 47,957 | 1,414 | 0.0% | 0.0% | 26 | -2,492 | -4.94% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 38,798 | 1,143 | 0.01% | 0.0% | 27 | +23,223 | 149.1% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 34,173 | 1,007 | 0.0% | 0.0% | 28 | +12,098 | 54.8% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 33,723 | 994 | 0.05% | 0.06% | 29 | -1,059 | -3.04% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 27,382 | 807 | 0.02% | 0.05% | 30 | -1,694 | -5.83% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,962 | 794 | 0.0% | 0.0% | 31 | +1,518 | 5.97% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 26,760 | 789 | 0.0% | 0.0% | 32 | +4,936 | 22.62% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,742 | 759 | 0.01% | 0.01% | 33 | +2,528 | 10.89% | Q4 2025 | Jan 29, 2026 |
| Excelsior Advisor Network LLC | History | New | 21,382 | 630 | 0.31% | — | 34 | +21,382 | New | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 21,119 | 622 | 0.13% | 0.1% | 35 | +6,189 | 41.45% | Q4 2025 | Feb 11, 2026 |
| KPP Advisory Services LLC | History | Added to | 18,305 | 539 | 0.08% | 0.07% | 36 | +987 | 5.7% | Q4 2025 | Feb 02, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 12,997 | 383 | 0.02% | 0.02% | 37 | -693 | -5.06% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 12,342 | 363 | 0.0% | — | 38 | +12,342 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 12,232 | 360 | 0.08% | 0.08% | 39 | +2,430 | 24.79% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Added to | 11,980 | 353 | 0.02% | 0.02% | 40 | +878 | 7.91% | Q4 2025 | Feb 12, 2026 |
| Atlas Wealth LLC | History | Added to | 11,831 | 348 | 0.11% | 0.08% | 41 | +3,153 | 36.33% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,588 | 312 | 0.0% | 0.0% | 42 | +103 | 0.98% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,475 | 308 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Maridea Wealth Management LLC | History | Added to | 10,356 | 305 | 0.05% | 0.05% | 44 | +172 | 1.69% | Q4 2025 | Jan 08, 2026 |
| Blue Water Asset Management | History | New | 10,177 | 300 | 0.11% | — | 45 | +10,177 | New | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | No change | 9,850 | 297 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | New | 9,532 | 281 | 0.0% | — | 47 | +9,532 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 8,083 | 238 | 0.0% | 0.0% | 48 | +22 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | No change | 8,000 | 235 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 5,119 | 150 | 0.0% | 0.0% | 50 | +4,051 | 379.31% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,459 | 72 | 0.0% | — | 51 | +2,459 | New | Q4 2025 | Feb 13, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,859 | 54 | 0.04% | 0.01% | 52 | +1,572 | 547.74% | Q4 2025 | Feb 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 1,660 | 48 | 0.0% | — | 53 | +1,660 | New | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,121 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,726 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,693 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -312 | -100.0% | Q3 2025 | Nov 26, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |