VICTORY PORTFOLIOS II shareholder history

Current and past VICTORY PORTFOLIOS II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
VICTORY CAPITAL MANAGEMENT INC 17170.03%0.59%1.06%Q3 2019Q3 202317
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
UNITED SERVICES AUTOMOBILE ASSOCIATION 17171.44%2.48%4.75%Q3 2019Q3 202317
TOTH FINANCIAL ADVISORY CORP 16160.11%0.40%0.70%Q4 2019Q3 202316
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
ROYAL BANK OF CANADA 16160.00%0.00%0.00%Q4 2019Q3 202316
BANK OF AMERICA CORP /DE/ 16160.00%0.00%0.00%Q4 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Raymond James Financial Services Advisors, Inc. 15150.00%0.00%0.00%Q1 2020Q3 202315
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 14140.05%0.07%0.11%Q2 2020Q3 202314
UBS Group AG 1130.00%0.00%0.00%Q4 2019Q3 202314
Geneos Wealth Management Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
Rockefeller Capital Management L.P. 13130.00%0.00%0.01%Q4 2019Q4 202213
WELLS FARGO & COMPANY/MN 1120.00%0.00%0.00%Q1 2020Q3 202313
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q4 2019Q3 202313
Sovereign Financial Group, Inc. 12120.20%0.41%0.77%Q4 2020Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.01%0.01%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 1010.00%0.00%0.00%Q2 2020Q3 202311
Citadel Advisors 510.00%0.00%0.00%Q3 2019Q1 202311
THOROUGHBRED FINANCIAL SERVICES, LLC 11110.04%0.24%0.53%Q1 2021Q3 202311
SUSQUEHANNA INTERNATIONAL GROUP, LLP 610.00%0.00%0.00%Q4 2019Q1 202310
HighTower Advisors, LLC 630.00%0.00%0.00%Q1 2021Q3 20239
LPL Financial LLC 610.00%0.00%0.00%Q4 2019Q3 20239
Bogart Wealth, LLC 880.00%0.03%0.27%Q4 2021Q3 20238
Kingsview Wealth Management, LLC 770.03%0.06%0.08%Q2 2020Q4 20217
Cetera Advisor Networks LLC 520.00%0.01%0.02%Q4 2021Q3 20237
EverSource Wealth Advisors, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Allworth Financial LP 660.16%0.23%0.27%Q2 2022Q3 20236
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Goldstein Advisors, LLC 444.59%5.46%6.30%Q4 2022Q3 20234
Sigma Planning Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.12%0.52%0.76%Q4 2022Q3 20234
MML INVESTORS SERVICES, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.00%0.00%0.00%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 440.06%0.07%0.08%Q3 2021Q2 20224
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2022Q2 20234
IAG Wealth Partners, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
FMR LLC 310.00%0.00%0.00%Q3 2019Q2 20234
Fortune 45 LLC 330.85%2.07%3.31%Q4 2021Q2 20223
Patriot Financial Group Insurance Agency, LLC 330.34%0.47%0.65%Q1 2023Q3 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
First Heartland Consultants, Inc. 220.44%0.56%0.68%Q2 2023Q3 20232
NEXT Financial Group, Inc 220.00%0.02%0.03%Q3 2021Q4 20212
Advisor Group, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Fortitude Advisory Group L.L.C. 220.03%0.03%0.03%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Advisory Services Network, LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Resource Planning Group 220.23%0.23%0.23%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2019Q2 20202
FLOW TRADERS U.S. LLC 110.04%0.09%0.15%Q4 2020Q2 20212
AdvisorNet Financial, Inc 220.00%0.05%0.09%Q2 2023Q3 20232
Gladstone Institutional Advisory LLC 220.02%0.07%0.13%Q2 2023Q3 20232
Allen Capital Group, LLC 221.51%2.44%3.36%Q2 2023Q3 20232
Alliance Wealth Advisors, LLC 227.57%10.06%12.54%Q2 2023Q3 20232
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q1 2022Q3 20232
Creative Planning 220.00%0.00%0.00%Q2 2023Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Koshinski Asset Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sloy Dahl & Holst, LLC 110.66%0.66%0.66%Q3 2023Q3 20231
Cambridge Investment Research Advisors, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Gradient Investments LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CWM, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Leelyn Smith, LLC 110.79%0.79%0.79%Q3 2023Q3 20231
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
TRUIST FINANCIAL CORP 110.01%0.01%0.01%Q3 2023Q3 20231
DAYMARK WEALTH PARTNERS, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MOTCO 110.00%0.00%0.00%Q3 2022Q3 20221
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2023Q3 20231
Engrave Wealth Partners LLC 110.00%0.00%0.00%Q2 2020Q2 20201
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
External links

This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.