Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 32 | 32 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 5 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q1 2023 | 27 |
NewEdge Advisors, LLC | 26 | 26 | 0.00% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 26 | 26 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 8 | 6 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2021 | 21 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Cornerstone Wealth Management, LLC | 17 | 17 | 0.03% | 0.12% | 0.33% | Q4 2016 | Q4 2020 | 17 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 17 |
First Heartland Consultants, Inc. | 17 | 17 | 0.05% | 0.15% | 0.35% | Q4 2015 | Q4 2019 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.22% | 0.46% | Q4 2015 | Q3 2019 | 16 |
Integrated Wealth Concepts LLC | 12 | 4 | 0.01% | 0.20% | 0.56% | Q4 2017 | Q4 2021 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Parallax Volatility Advisers, L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 4 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q4 2019 | 15 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2019 | 14 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 13 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
StoneX Group Inc. | 11 | 11 | 0.10% | 0.56% | 1.09% | Q2 2017 | Q4 2019 | 11 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2019 | 10 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Keystone Financial Group | 9 | 9 | 0.06% | 1.00% | 5.93% | Q4 2017 | Q4 2019 | 9 |
Caprock Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q2 2017 | Q1 2019 | 8 |
RAYMOND JAMES & ASSOCIATES | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2019 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Fermata Advisors, LLC | 6 | 1 | 0.19% | 0.27% | 0.37% | Q3 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q4 2022 | 7 |
Hilltop Holdings Inc. | 6 | 6 | 0.08% | 0.15% | 0.20% | Q1 2022 | Q2 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
MONECO Advisors, LLC | 5 | 5 | 0.12% | 0.26% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2019 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 0.52% | 0.89% | 1.17% | Q2 2022 | Q2 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Stratos Wealth Partners, LTD. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q1 2017 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
TAP Consulting, LLC | 2 | 1 | 0.00% | 2.25% | 3.40% | Q1 2019 | Q4 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.12% | 0.24% | 0.47% | Q2 2021 | Q4 2021 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 0.67% | 0.71% | 0.75% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.04% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 3 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clarius Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.