Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 18 | 8 | 0.01% | 0.04% | 0.13% | Q1 2017 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.00% | 0.05% | 0.15% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 24 |
IFP Advisors, Inc | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 23 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q4 2021 | 21 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2019 | 17 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2020 | 17 |
First Heartland Consultants, Inc. | 16 | 16 | 0.06% | 0.15% | 0.33% | Q4 2015 | Q3 2019 | 16 |
RAYMOND JAMES & ASSOCIATES | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
Keystone Financial Group | 11 | 4 | 0.04% | 0.33% | 0.95% | Q4 2017 | Q3 2021 | 15 |
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 |
Cornerstone Wealth Management, LLC | 14 | 14 | 0.12% | 0.22% | 0.42% | Q4 2016 | Q1 2020 | 14 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.10% | 0.35% | 0.67% | Q4 2017 | Q1 2020 | 10 |
Wealthcare Advisory Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
StoneX Group Inc. | 9 | 9 | 0.07% | 0.41% | 0.70% | Q2 2017 | Q2 2019 | 9 |
Caprock Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q1 2019 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 8 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.02% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q2 2020 | 6 |
Horizons Wealth Management | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
TAP Consulting, LLC | 4 | 1 | 0.00% | 2.17% | 3.67% | Q1 2019 | Q4 2021 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q4 2018 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2019 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 4 |
JPMORGAN CHASE & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.23% | 0.24% | 0.27% | Q4 2018 | Q3 2019 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Stratos Wealth Partners, LTD. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 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 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.