Victory Portfolios II - VSDA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 847,849 | 49,325 | 0.78% | 0.82% | 1 | +23,726 | 2.88% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 573,111 | 33,341 | 0.23% | 0.24% | 2 | +1,385 | 0.24% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 297,940 | 17,333 | 3.1% | 3.14% | 3 | -3,096 | -1.03% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | Added to | 260,634 | 15,162 | 0.0% | 0.0% | 4 | +560 | 0.22% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 152,574 | 8,876 | 0.11% | — | 5 | +152,574 | New | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | Reduced | 120,296 | 6,998 | 0.0% | 0.0% | 6 | -1,719 | -1.41% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 100,074 | 5,821 | 0.59% | — | 7 | +100,074 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 98,261 | 5,716 | 0.0% | 0.0% | 8 | +3,806 | 4.03% | Q2 2026 | Aug 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 98,179 | 5,711 | 0.18% | 0.2% | 9 | +887 | 0.91% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 59,755 | 3,476 | 0.0% | 0.0% | 10 | -151 | -0.25% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,779 | 3,361 | 0.01% | 0.01% | 11 | +1,190 | 2.1% | Q2 2026 | Jul 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 33,847 | 1,969 | 0.09% | 0.11% | 12 | -1,650 | -4.65% | Q2 2026 | Aug 04, 2026 |
| DDD Partners, LLC | History | Reduced | 32,884 | 1,913 | 0.12% | 0.42% | 13 | -78,082 | -70.37% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,550 | 1,893 | 0.01% | 0.0% | 14 | +31,190 | 2293.38% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,241 | 1,701 | 0.0% | 0.0% | 15 | +4,047 | 16.06% | Q2 2026 | Sep 02, 2026 |
| Keystone Financial Group | History | Added to | 24,137 | 1,404 | 0.08% | 0.09% | 16 | +247 | 1.03% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 22,808 | 1,326 | 0.0% | 0.0% | 17 | +163 | 0.72% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 21,978 | 1,279 | 0.0% | 0.0% | 18 | +12,078 | 122.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 16,947 | 985 | 0.0% | 0.0% | 19 | +84 | 0.5% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,180 | 941 | 0.0% | 0.0% | 20 | +615 | 3.95% | Q2 2026 | Jul 29, 2026 |
| Apella Capital, LLC | History | Reduced | 15,225 | 900 | 0.01% | 0.01% | 21 | -227 | -1.47% | Q2 2026 | Jul 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,579 | 848 | 0.0% | 0.0% | 22 | +590 | 4.22% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,592 | 848 | 0.01% | 0.01% | 23 | -124 | -0.84% | Q2 2026 | Sep 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,029 | 758 | 0.0% | 0.0% | 24 | -123 | -0.94% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,788 | 743 | 0.0% | 0.0% | 25 | +1,044 | 8.89% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 11,530 | 670 | 0.01% | — | 26 | +11,530 | New | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,459 | 666 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 10,793 | 627 | 0.15% | 0.15% | 28 | +582 | 5.7% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 8,217 | 478 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | New | 7,350 | 427 | 0.0% | — | 30 | +7,350 | New | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,739 | 392 | 0.02% | 0.03% | 31 | -1,535 | -18.55% | Q2 2026 | Jul 23, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 6,730 | 391 | 0.29% | 0.3% | 32 | -36 | -0.53% | Q2 2026 | Jul 21, 2026 |
| QTR Family Wealth, LLC | History | Reduced | 6,635 | 385 | 0.13% | 0.16% | 33 | -496 | -6.96% | Q2 2026 | Jul 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,376 | 312 | 0.02% | 0.03% | 34 | -558 | -9.4% | Q2 2026 | Aug 13, 2026 |
| Invariant Investment Management | History | No change | 5,160 | 304 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,458 | 259 | 0.0% | 0.0% | 36 | -77 | -1.7% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,054 | 235 | 0.01% | 0.01% | 37 | -117 | -2.81% | Q2 2026 | Jul 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 3,489 | 203 | 0.01% | — | 38 | +3,489 | New | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,300 | 75 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 541 | 31 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 575 | 31 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 503 | 29 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | New | 452 | 26 | 0.0% | — | 43 | +452 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 250 | 14 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 135 | 7 | 0.0% | — | 47 | +135 | New | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 126 | 7 | 0.0% | 0.0% | 45 | +42 | 50.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | Added to | 135 | 7 | 0.0% | 0.0% | 46 | +1 | 0.75% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 71 | 4 | 0.0% | 0.0% | 48 | -20 | -21.98% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | Reduced | 53 | 3 | 0.0% | 0.0% | 49 | -223 | -80.8% | Q2 2026 | Jul 10, 2026 |
| WPG Advisers, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,195 | -100.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q2 2026 | Aug 03, 2026 |