Victory Portfolios II - VSMV
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 | 864,751 | 47,792 | 0.92% | 0.63% | 1 | +274,980 | 46.62% | Q4 2025 | Feb 12, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 417,579 | 23,078 | 12.69% | 12.26% | 2 | +1,703 | 0.41% | Q4 2025 | Jan 16, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 331,712 | 18,332 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 223,455 | 12,349 | 0.0% | 0.0% | 4 | +217,521 | 3665.67% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 147,789 | 8,167 | 0.0% | 0.0% | 5 | -11,089 | -6.98% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 96,722 | 5,346 | 0.0% | — | 6 | +96,722 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 69,400 | 3,835 | 0.0% | 0.0% | 7 | -11,462 | -14.17% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 45,681 | 2,524 | 0.0% | 0.0% | 8 | -1 | -0.0% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,479 | 2,347 | 0.0% | 0.0% | 9 | +10,288 | 31.96% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,242 | 2,334 | 0.0% | 0.0% | 10 | +12,844 | 43.69% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 40,831 | 2,256 | 0.0% | 0.0% | 11 | +28,731 | 237.45% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,084 | 1,717 | 0.0% | 0.0% | 12 | -16,529 | -34.72% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 23,454 | 1,296 | 0.06% | 0.07% | 13 | -3,758 | -13.81% | Q4 2025 | Jan 22, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 17,727 | 979 | 0.17% | 0.2% | 14 | -2,175 | -10.93% | Q4 2025 | Jan 07, 2026 |
| Dakota Wealth Management | History | New | 10,345 | 571 | 0.01% | — | 15 | +10,345 | New | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,329 | 460 | 0.0% | 0.0% | 16 | +2,262 | 37.28% | Q4 2025 | Feb 02, 2026 |
| One Degree Advisors Inc | History | Added to | 8,181 | 452 | 0.12% | 0.13% | 17 | +5 | 0.06% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,762 | 429 | 0.0% | 0.0% | 18 | -36 | -0.46% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | No change | 6,364 | 351 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Valley Financial Group, Inc. | History | Added to | 3,968 | 219 | 0.12% | 0.12% | 20 | +130 | 3.39% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,785 | 209 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,917 | 161 | 0.0% | 0.0% | 22 | +226 | 8.4% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,250 | 69 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,154 | 63 | 0.0% | — | 24 | +1,154 | New | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 800 | 44 | 0.0% | 0.0% | 25 | -151 | -15.88% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 175 | 9 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 82 | 4 | 0.0% | — | 27 | +82 | New | Q4 2025 | Feb 13, 2026 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,786 | -100.0% | Q3 2025 | Dec 16, 2025 |
| UBS Group AG | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 29, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |