VICTORY PORTFOLIOS II shareholder history

Current and past VICTORY PORTFOLIOS II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 32320.02%0.11%0.23%Q4 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.01%0.02%Q4 2015Q3 202332
Private Advisor Group, LLC 32320.00%0.13%0.35%Q4 2015Q3 202332
RAYMOND JAMES & ASSOCIATES 32320.00%0.01%0.03%Q4 2015Q3 202332
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 32320.02%0.06%0.15%Q4 2015Q3 202332
MORGAN STANLEY 32320.00%0.01%0.03%Q4 2015Q3 202332
UBS Group AG 32320.00%0.01%0.04%Q4 2015Q3 202332
Cambridge Investment Research Advisors, Inc. 32320.01%0.09%0.17%Q4 2015Q3 202332
STIFEL FINANCIAL CORP 3010.01%0.03%0.04%Q4 2015Q3 202331
Raymond James Financial Services Advisors, Inc. 2380.01%0.10%0.21%Q4 2015Q3 202331
BANK OF AMERICA CORP /DE/ 31310.00%0.00%0.01%Q1 2016Q3 202331
IFP Advisors, Inc 17140.05%0.14%0.23%Q4 2015Q3 202331
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1710.00%0.00%0.00%Q1 2016Q3 202328
AMERIPRISE FINANCIAL INC 28280.00%0.01%0.02%Q4 2016Q3 202328
First Heartland Consultants, Inc. 17110.01%0.06%0.17%Q4 2015Q2 202328
Patriot Financial Group Insurance Agency, LLC 28280.24%0.49%0.94%Q4 2016Q3 202328
NewEdge Advisors, LLC 26260.02%0.11%0.22%Q2 2017Q3 202326
Integrated Wealth Concepts LLC 24240.15%1.14%3.61%Q4 2017Q3 202324
Janney Montgomery Scott LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.08%0.17%Q4 2017Q3 202324
LexAurum Advisors, LLC 24240.18%0.68%1.81%Q4 2017Q3 202324
WELLS FARGO & COMPANY/MN 2210.00%0.00%0.01%Q4 2016Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 23230.01%0.03%0.05%Q1 2018Q3 202323
NEXT Financial Group, Inc 1480.00%0.03%0.07%Q4 2015Q4 202122
Keystone Financial Group 2022.01%4.44%5.88%Q1 2018Q3 202322
Hochman Cole Investment Advisors, Inc. 21210.13%0.43%0.83%Q3 2016Q3 202121
Cetera Advisor Networks LLC 21210.00%0.03%0.05%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
ENVESTNET ASSET MANAGEMENT INC 20200.00%0.00%0.00%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.06%0.11%0.21%Q4 2018Q3 202320
FMR LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
Sound Income Strategies, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
MONECO Advisors, LLC 19190.31%0.75%1.22%Q4 2018Q2 202319
Western Wealth Management, LLC 1180.02%0.17%1.78%Q4 2018Q3 202319
Citadel Advisors 720.00%0.00%0.00%Q1 2018Q3 202319
CWM, LLC 1180.00%0.00%0.00%Q4 2018Q3 202319
Steward Partners Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2019Q3 202318
Stratos Wealth Partners, LTD. 18180.02%0.03%0.08%Q2 2016Q3 202018
CALTON & ASSOCIATES, INC. 18180.30%0.48%0.91%Q1 2019Q2 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.03%0.09%Q4 2015Q4 201917
B. Riley Wealth Advisors, Inc. 17170.01%0.02%0.05%Q1 2018Q1 202217
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16160.01%3.68%9.34%Q4 2015Q3 201916
JANE STREET GROUP, LLC 910.00%0.01%0.02%Q4 2015Q2 202316
North Star Investment Management Corp. 16160.00%0.00%0.00%Q3 2019Q2 202316
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Tower Research Capital LLC (TRC) 1010.00%0.02%0.10%Q4 2015Q3 202316
VICTORY CAPITAL MANAGEMENT INC 16160.01%0.02%0.04%Q4 2015Q3 201916
OSAIC HOLDINGS, INC. 15150.01%0.02%0.03%Q1 2020Q3 202315
FLAGSHIP HARBOR ADVISORS, LLC 1050.02%0.04%0.06%Q2 2018Q1 202215
Advisor Group, Inc. 15150.01%0.02%0.04%Q2 2016Q4 201915
Parallax Volatility Advisers, L.P. 15150.00%0.00%0.00%Q4 2015Q2 201915
Creative Planning 14140.00%0.02%0.08%Q2 2020Q3 202314
StoneX Group Inc. 1310.03%0.66%1.55%Q2 2017Q4 202114
Mutual Advisors, LLC 14140.02%0.04%0.05%Q2 2020Q3 202314
Kestra Advisory Services, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
STEPHENS INC /AR/ 1120.01%0.01%0.04%Q3 2018Q1 202313
Baird Financial Group, Inc. 1210.00%0.00%0.01%Q3 2017Q3 202313
BlackRock Inc. 530.00%0.00%0.00%Q1 2018Q4 202212
Eudaimonia Partners, LLC 840.09%0.22%0.39%Q4 2019Q4 202212
CIBC Private Wealth Group, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Perigon Wealth Management, LLC 1110.08%0.25%0.37%Q3 2011Q1 202312
Rockefeller Capital Management L.P. 650.00%0.00%0.00%Q1 2019Q4 202211
Proficio Capital Partners LLC 11110.02%0.08%0.28%Q4 2015Q2 201811
Atria Investments, Inc 11110.03%0.05%0.06%Q3 2020Q1 202311
MML INVESTORS SERVICES, LLC 1010.00%0.01%0.01%Q2 2017Q2 202311
Aldebaran Financial Inc. 10100.15%0.20%0.29%Q3 2016Q4 201810
HARBOUR INVESTMENTS, INC. 640.00%0.09%0.26%Q1 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.01%0.35%0.78%Q4 2020Q3 202310
Cornerstone Wealth Management, LLC 10100.03%0.68%1.11%Q4 2016Q1 201910
Capital Advisors, Ltd. LLC 990.00%0.00%0.00%Q3 2021Q3 20239
CIBC BANK USA 990.03%0.05%0.06%Q4 2015Q4 20179
TAP Consulting, LLC 710.01%1.64%3.74%Q1 2019Q4 20219
HUNTINGTON NATIONAL BANK 990.00%0.00%0.00%Q3 2021Q3 20239
AVANTAX ADVISORY SERVICES, INC. 320.00%0.01%0.04%Q4 2018Q3 20239
Geneos Wealth Management Inc. 990.00%0.00%0.00%Q3 2018Q3 20209
DEUTSCHE BANK AG\ 880.00%0.00%0.01%Q1 2018Q4 20198
Commonwealth Equity Services, Inc 880.01%0.03%0.06%Q4 2015Q3 20178
BARNES PETTEY FINANCIAL ADVISORS, LLC 880.37%0.56%0.82%Q4 2021Q3 20238
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 880.03%0.07%0.10%Q4 2019Q3 20218
NATIONAL PLANNING CORP 880.02%0.04%0.06%Q4 2015Q3 20178
EverSource Wealth Advisors, LLC 880.07%0.19%0.29%Q4 2021Q3 20238
BB&T SECURITIES, LLC 880.01%0.03%0.04%Q4 2017Q3 20198
D.A. DAVIDSON & CO. 880.01%0.03%0.04%Q4 2017Q3 20198
Gradient Investments LLC 530.00%0.00%0.00%Q4 2018Q4 20228
MATHER GROUP, LLC. 880.01%0.17%0.28%Q4 2021Q3 20238
First Allied Advisory Services, Inc. 880.02%0.12%0.25%Q1 2018Q4 20198
Gladstone Institutional Advisory LLC 880.02%0.21%0.45%Q3 2021Q2 20238
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Horizons Wealth Management 770.10%0.81%1.15%Q2 2022Q4 20237
Sweet Financial Partners, LLC 770.46%7.82%15.91%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.03%0.03%0.04%Q1 2022Q3 20237
WEDBUSH SECURITIES INC 770.02%0.12%0.20%Q1 2018Q3 20197
SILVER OAK SECURITIES, INCORPORATED 775.55%7.47%10.25%Q1 2022Q3 20237
Newbridge Financial Services Group, Inc. 770.06%0.07%0.07%Q3 2020Q1 20227
HighTower Advisors, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
55I, LLC 660.01%0.02%0.03%Q2 2021Q3 20226
PRIVATE TRUST CO NA 660.02%0.02%0.03%Q2 2022Q3 20236
GREAT VALLEY ADVISOR GROUP, INC. 660.64%1.18%1.82%Q1 2019Q2 20206
Parkside Financial Bank & Trust 660.01%0.01%0.02%Q3 2017Q4 20186
Cetera Advisors LLC 420.02%0.02%0.02%Q1 2018Q3 20196
FDx Advisors, Inc. 660.56%0.70%0.79%Q4 2021Q1 20236
BDO Wealth Advisors, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
JPMORGAN CHASE & CO 420.00%0.00%0.00%Q3 2018Q3 20236
Cascadia Advisory Services, LLC 310.06%0.09%0.15%Q4 2019Q3 20216
Qube Research & Technologies Ltd 210.00%0.02%0.07%Q4 2019Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.01%0.01%0.01%Q3 2018Q4 20196
Vantage Financial Partners, LLC 551.18%2.78%3.81%Q3 2022Q3 20235
Westside Investment Management, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
Sigma Planning Corp 550.12%0.12%0.13%Q3 2021Q3 20225
SII INVESTMENTS INC/WI 550.02%0.07%0.19%Q4 2016Q4 20175
US BANCORP \DE\ 410.00%0.00%0.00%Q4 2019Q1 20215
Lumature Wealth Partners, LLC 551.72%2.85%3.79%Q2 2022Q2 20235
COMMERCE BANK 550.00%0.00%0.00%Q1 2021Q1 20225
Bowman & Co S.C. 550.20%0.33%0.46%Q2 2022Q2 20235
MSI Financial Services Inc 550.00%0.01%0.02%Q4 2015Q4 20165
SEI INVESTMENTS CO 440.00%0.00%0.00%Q2 2017Q1 20184
NewDay Solutions, LLC 311.33%1.93%3.49%Q4 2018Q4 20194
Syntegra Private Wealth Group, LLC 440.10%0.11%0.14%Q4 2022Q3 20234
TWO SIGMA SECURITIES, LLC 210.00%0.01%0.04%Q2 2018Q3 20194
SIGNATUREFD, LLC 310.00%0.01%0.02%Q1 2018Q4 20194
Wealth & Pension Services Group, Inc. 440.46%0.54%0.58%Q4 2018Q3 20194
Aspire Wealth Management Corp 440.01%0.01%0.01%Q4 2022Q3 20234
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.06%0.09%0.17%Q3 2018Q2 20194
Kovack Advisors, Inc. 440.07%0.07%0.08%Q1 2018Q4 20184
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q3 2020Q1 20234
LEVEL FOUR FINANCIAL, LLC 440.50%0.54%0.56%Q4 2020Q3 20214
FREEDOM WEALTH ALLIANCE, LLC 448.11%8.56%8.90%Q4 2022Q3 20234
Family Capital Management, Inc. 440.66%0.90%1.05%Q4 2022Q3 20234
Sowa Financial Group, Inc. 330.02%0.02%0.02%Q2 2020Q4 20203
WHITENER CAPITAL MANAGEMENT, INC. 330.01%0.01%0.01%Q4 2018Q2 20193
MAI Capital Management 330.01%0.02%0.02%Q4 2021Q2 20223
Dynamic Advisor Solutions LLC 330.02%0.02%0.03%Q1 2023Q3 20233
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 210.00%0.00%0.01%Q3 2018Q2 20193
Golden State Wealth Management, LLC 330.01%0.02%0.03%Q1 2019Q3 20193
Summit Financial Wealth Advisors, LLC 330.32%0.33%0.34%Q2 2019Q4 20193
BMS Financial Advisors, LLC 110.13%0.13%0.13%Q4 2021Q4 20223
FLOW TRADERS U.S. LLC 210.01%0.03%0.04%Q4 2021Q1 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Claraphi Advisory Network, LLC 330.11%0.13%0.15%Q1 2020Q3 20203
Virtu KCG Holdings LLC 210.01%0.01%0.01%Q4 2015Q4 20163
FLYNN ZITO CAPITAL MANAGEMENT, LLC 210.22%0.24%0.25%Q4 2021Q3 20223
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
GUIDANCE CAPITAL, INC 220.54%0.55%0.57%Q2 2023Q3 20232
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.03%0.03%0.04%Q4 2020Q1 20212
Retirement Planning Group, LLC 110.09%0.12%0.15%Q3 2022Q2 20232
BARCLAYS PLC 220.00%0.00%0.00%Q1 2021Q2 20212
Bellwether Investment Group, LLC 110.03%0.03%0.03%Q2 2016Q4 20162
Clarius Group, LLC 110.05%0.11%0.18%Q3 2018Q1 20192
Old North State Trust, LLC 220.24%0.25%0.26%Q3 2018Q4 20182
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q2 2018Q3 20182
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
Leelyn Smith, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2019Q3 20191
TRUSTCORE FINANCIAL SERVICES, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
DHJJ Financial Advisors, Ltd. 110.02%0.02%0.02%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Advisors Preferred, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Independence Bank of Kentucky 110.02%0.02%0.02%Q3 2022Q3 20221
Royal Fund Management, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Charles Schwab Investment Advisory, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20221
SG Americas Securities, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
JNBA Financial Advisors 110.01%0.01%0.01%Q1 2018Q1 20181
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q1 2020Q1 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Hibernia Wealth Partners, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Independent Advisor Alliance 110.03%0.03%0.03%Q4 2019Q4 20191
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
ASSETMARK, INC 110.00%0.00%0.00%Q1 2023Q1 20231
SOCIETE GENERALE 110.00%0.00%0.00%Q2 2016Q2 20161
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
CNB Bank 110.00%0.00%0.00%Q4 2021Q4 20211
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2019Q4 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Csenge Advisory Group 110.04%0.04%0.04%Q3 2022Q3 20221
Cedar Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Altshuler Shaham Ltd 110.00%0.00%0.00%Q2 2018Q2 20181
Financial Advocates Investment Management 110.03%0.03%0.03%Q3 2018Q3 20181
Brand Asset Management Group, Inc. 110.06%0.06%0.06%Q3 2018Q3 20181
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2019Q3 20191
MASSMUTUAL TRUST CO FSB/ADV 110.01%0.01%0.01%Q2 2018Q2 20181
Capital Square, LLC 110.04%0.04%0.04%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.