Victory Portfolios II - VSDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 867,794 | 45,802 | 0.88% | 1.23% | 1 | -277,046 | -24.2% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 563,347 | 29,733 | 0.22% | — | 2 | +563,347 | New | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | Added to | 294,790 | 15,558 | 2.85% | 2.81% | 3 | +10,433 | 3.67% | Q4 2025 | Jan 06, 2026 |
| MORGAN STANLEY | History | Added to | 207,870 | 10,971 | 0.0% | 0.0% | 4 | +436 | 0.21% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 124,636 | 6,578 | 0.0% | 0.0% | 5 | -582 | -0.46% | Q4 2025 | Feb 11, 2026 |
| DDD Partners, LLC | History | Added to | 109,442 | 5,776 | 0.37% | 0.36% | 6 | +4,374 | 4.16% | Q4 2025 | Jan 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 98,362 | 5,191 | 0.0% | 0.0% | 7 | +2,445 | 2.55% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 92,350 | 4,874 | 0.18% | 0.19% | 8 | +1,655 | 1.82% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 61,370 | 3,239 | 0.0% | 0.0% | 9 | +44,350 | 260.58% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 51,329 | 2,709 | 0.01% | 0.01% | 10 | +1,068 | 2.12% | Q4 2025 | Feb 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 45,569 | 2,405 | 0.13% | 0.16% | 11 | -2,029 | -4.26% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 35,046 | 1,849 | 0.0% | — | 12 | +35,046 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 26,291 | 1,388 | 0.0% | — | 13 | +26,291 | New | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Added to | 23,366 | 1,233 | 0.09% | 0.09% | 14 | +1,160 | 5.22% | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,177 | 1,223 | 0.0% | 0.0% | 15 | -4,338 | -15.77% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 16,600 | 876 | 0.0% | 0.0% | 16 | -965 | -5.49% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,507 | 871 | 0.0% | 0.0% | 17 | +303 | 1.87% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Reduced | 15,928 | 840 | 0.02% | 0.02% | 18 | -163 | -1.01% | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 15,870 | 837 | 0.01% | 0.02% | 19 | -254 | -1.58% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 14,737 | 777 | 0.05% | 0.12% | 20 | -36,553 | -71.27% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,937 | 735 | 0.0% | 0.0% | 21 | -1,128 | -7.49% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,666 | 721 | 0.0% | 0.0% | 22 | -27,063 | -66.45% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,340 | 598 | 0.0% | 0.0% | 23 | -1,846 | -14.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,237 | 540 | 0.0% | 0.0% | 24 | +410 | 4.17% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,056 | 530 | 0.01% | 0.0% | 25 | +125 | 1.26% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 8,217 | 433 | 0.0% | — | 26 | +8,217 | New | Q4 2025 | Feb 05, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 7,236 | 423 | 0.19% | 0.19% | 27 | -311 | -4.12% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 6,872 | 362 | 0.14% | 0.14% | 28 | +34 | 0.5% | Q4 2025 | Feb 05, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,934 | 313 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invariant Investment Management | History | New | 5,160 | 280 | 0.18% | — | 30 | +5,160 | New | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,989 | 263 | 0.0% | 0.0% | 31 | +3,065 | 159.3% | Q4 2025 | Mar 16, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,160 | 219 | 0.01% | 0.01% | 32 | +30 | 0.73% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,270 | 119 | 0.0% | — | 33 | +2,270 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,360 | 71 | 0.0% | — | 34 | +1,360 | New | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,300 | 68 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 575 | 30 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 541 | 28 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | No change | 503 | 26 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 250 | 13 | 0.0% | — | 39 | +250 | New | Q4 2025 | Feb 03, 2026 |
| Scarborough Advisors, LLC | History | Added to | 233 | 12 | 0.0% | 0.0% | 40 | +2 | 0.87% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 200 | 10 | 0.0% | — | 41 | +200 | New | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 134 | 7 | 0.0% | 0.0% | 42 | +2 | 1.52% | Q4 2025 | Feb 26, 2026 |
| Coston, McIsaac & Partners | History | Added to | 91 | 4 | 0.0% | 0.0% | 44 | +1 | 1.11% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,754 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,405 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,195 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -770 | -100.0% | Q3 2025 | Nov 13, 2025 |