VICTORY PORTFOLIOS II shareholder history

Current and past VICTORY PORTFOLIOS II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 32320.01%0.03%0.09%Q4 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.00%0.00%Q4 2015Q3 202332
STIFEL FINANCIAL CORP 29290.00%0.01%0.02%Q3 2016Q3 202329
MORGAN STANLEY 28280.00%0.00%0.00%Q4 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.00%0.00%Q4 2016Q3 202328
BANK OF AMERICA CORP /DE/ 28280.00%0.00%0.00%Q4 2016Q3 202328
IFP Advisors, Inc 1450.00%0.01%0.10%Q4 2015Q1 202327
NewEdge Advisors, LLC 26260.00%0.07%0.22%Q2 2017Q3 202326
CWM, LLC 1880.02%0.06%0.13%Q1 2017Q3 202326
Patriot Financial Group Insurance Agency, LLC 26260.02%0.04%0.09%Q2 2017Q3 202326
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1410.00%0.00%0.00%Q4 2015Q3 202326
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NEXT Financial Group, Inc 860.01%0.02%0.06%Q4 2015Q4 202121
Raymond James Financial Services Advisors, Inc. 20200.00%0.01%0.02%Q4 2018Q3 202320
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 1080.00%0.01%0.03%Q4 2017Q3 202318
Cornerstone Wealth Management, LLC 17170.03%0.12%0.33%Q4 2016Q4 202017
UBS Group AG 610.00%0.00%0.00%Q1 2016Q3 202317
First Heartland Consultants, Inc. 17170.05%0.15%0.35%Q4 2015Q4 201917
VICTORY CAPITAL MANAGEMENT INC 16160.00%0.01%0.01%Q4 2015Q3 201916
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%0.22%0.46%Q4 2015Q3 201916
Integrated Wealth Concepts LLC 1240.01%0.20%0.56%Q4 2017Q4 202116
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Parallax Volatility Advisers, L.P. 15150.00%0.00%0.00%Q4 2015Q2 201915
LADENBURG THALMANN FINANCIAL SERVICES INC. 1140.00%0.00%0.03%Q4 2015Q4 201915
Cambridge Investment Research Advisors, Inc. 14140.01%0.02%0.05%Q1 2016Q2 201914
Citadel Advisors 510.00%0.00%0.00%Q4 2015Q3 202314
Tower Research Capital LLC (TRC) 910.00%0.00%0.00%Q4 2015Q4 202113
Carroll Financial Associates, Inc. 12120.00%0.00%0.01%Q1 2019Q4 202112
StoneX Group Inc. 11110.10%0.56%1.09%Q2 2017Q4 201911
JANE STREET GROUP, LLC 610.00%0.00%0.01%Q1 2016Q2 201911
BENJAMIN F. EDWARDS & COMPANY, INC. 10100.01%0.02%0.03%Q1 2017Q2 201910
Private Advisor Group, LLC 510.00%0.01%0.02%Q1 2016Q4 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
Keystone Financial Group 990.06%1.00%5.93%Q4 2017Q4 20199
Caprock Group, LLC 880.07%0.08%0.10%Q2 2017Q1 20198
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.01%Q2 2017Q1 20198
First Allied Advisory Services, Inc. 770.01%0.03%0.05%Q1 2018Q3 20197
Janney Montgomery Scott LLC 770.00%0.01%0.01%Q4 2017Q2 20197
Fermata Advisors, LLC 610.19%0.27%0.37%Q3 2021Q3 20237
MONEY CONCEPTS CAPITAL CORP 520.00%0.02%0.07%Q4 2020Q4 20227
Hilltop Holdings Inc. 660.08%0.15%0.20%Q1 2022Q2 20236
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q1 2019Q2 20206
DEUTSCHE BANK AG\ 660.00%0.00%0.01%Q1 2018Q2 20196
NATIONAL PLANNING CORP 660.02%0.02%0.03%Q4 2015Q1 20176
Equitable Holdings, Inc. 550.00%0.01%0.02%Q3 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
MONECO Advisors, LLC 550.12%0.26%0.33%Q3 2022Q3 20235
Orion Portfolio Solutions, LLC 310.00%0.02%0.03%Q2 2020Q3 20235
Cetera Advisor Networks LLC 410.00%0.00%0.01%Q3 2018Q3 20235
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.02%0.04%Q3 2018Q3 20195
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q4 2017Q4 20185
Lumature Wealth Partners, LLC 550.52%0.89%1.17%Q2 2022Q2 20235
Westside Investment Management, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Stratos Wealth Partners, LTD. 440.02%0.05%0.07%Q2 2016Q1 20174
Brinker Capital Investments, LLC 440.03%0.03%0.03%Q1 2022Q4 20224
Kestra Advisory Services, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
BB&T SECURITIES, LLC 440.00%0.00%0.01%Q1 2018Q4 20184
TAP Consulting, LLC 210.00%2.25%3.40%Q1 2019Q4 20214
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q3 2021Q2 20224
Sunbelt Securities, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Fulcrum Equity Management 330.12%0.24%0.47%Q2 2021Q4 20213
THOROUGHBRED FINANCIAL SERVICES, LLC 330.07%0.11%0.14%Q4 2022Q2 20233
Atria Investments, Inc 330.03%0.03%0.03%Q1 2021Q3 20213
Belpointe Asset Management LLC 210.00%0.01%0.01%Q4 2021Q4 20223
Empirical Asset Management, LLC 330.67%0.71%0.75%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 210.01%0.01%0.01%Q3 2021Q2 20233
Steward Partners Investment Advisory, LLC 330.02%0.03%0.03%Q3 2022Q1 20233
Virtu KCG Holdings LLC 330.01%0.01%0.01%Q2 2016Q4 20163
CALTON & ASSOCIATES, INC. 210.04%0.07%0.08%Q1 2019Q4 20193
FMR LLC 110.00%0.00%0.00%Q4 2018Q1 20212
CITIGROUP INC 220.00%0.00%0.00%Q2 2019Q3 20192
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q2 20232
AE Wealth Management LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2020Q1 20201
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Eudaimonia Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clarius Group, LLC 110.11%0.11%0.11%Q3 2018Q3 20181
Advisors Preferred, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Single Point Partners, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2018Q1 20181
SIGNATUREFD, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2019Q3 20191
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Royal Fund Management, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
External links

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