VICTORY PORTFOLIOS II shareholder history

Current and past VICTORY PORTFOLIOS II shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 32320.00%0.00%0.01%Q4 2015Q3 202332
LPL Financial LLC 32320.00%0.01%0.06%Q4 2015Q3 202332
ROYAL BANK OF CANADA 32320.00%0.00%0.00%Q4 2015Q3 202332
UBS Group AG 3010.00%0.00%0.01%Q4 2015Q3 202331
STIFEL FINANCIAL CORP 30300.00%0.01%0.01%Q2 2016Q3 202330
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.00%Q2 2016Q3 202330
AMERIPRISE FINANCIAL INC 27270.00%0.00%0.01%Q1 2017Q3 202327
CWM, LLC 1880.01%0.04%0.13%Q1 2017Q3 202326
NewEdge Advisors, LLC 26260.00%0.05%0.15%Q2 2017Q3 202326
JANE STREET GROUP, LLC 1410.00%0.00%0.02%Q4 2015Q3 202324
IFP Advisors, Inc 840.00%0.00%0.01%Q4 2015Q4 202223
Raymond James Financial Services Advisors, Inc. 22220.00%0.00%0.00%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
NEXT Financial Group, Inc 1410.00%0.03%0.06%Q4 2015Q4 202121
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q4 2016Q3 202320
Citadel Advisors 910.00%0.00%0.00%Q4 2017Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1310.00%0.00%0.00%Q2 2016Q3 202317
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.02%Q4 2015Q4 201917
Cambridge Investment Research Advisors, Inc. 1610.00%0.01%0.04%Q1 2016Q2 202017
First Heartland Consultants, Inc. 16160.06%0.15%0.33%Q4 2015Q3 201916
RAYMOND JAMES & ASSOCIATES 1150.00%0.00%0.01%Q2 2017Q2 202116
VICTORY CAPITAL MANAGEMENT INC 16160.00%0.01%0.02%Q4 2015Q3 201916
Keystone Financial Group 1140.04%0.33%0.95%Q4 2017Q3 202115
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Cornerstone Wealth Management, LLC 14140.12%0.22%0.42%Q4 2016Q1 202014
Janney Montgomery Scott LLC 13130.00%0.01%0.01%Q4 2017Q4 202013
BENJAMIN F. EDWARDS & COMPANY, INC. 12120.01%0.02%0.03%Q1 2017Q4 201912
Carroll Financial Associates, Inc. 12120.00%0.00%0.01%Q1 2019Q4 202112
Integrated Wealth Concepts LLC 10100.10%0.35%0.67%Q4 2017Q1 202010
Wealthcare Advisory Partners LLC 10100.01%0.01%0.01%Q4 2017Q1 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
StoneX Group Inc. 990.07%0.41%0.70%Q2 2017Q2 20199
Caprock Group, LLC 880.07%0.08%0.09%Q2 2017Q1 20198
Patriot Financial Group Insurance Agency, LLC 880.00%0.00%0.01%Q3 2020Q2 20228
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q1 2016Q2 20218
WFG Advisors, LP 770.00%0.00%0.01%Q4 2015Q2 20177
Atria Wealth Solutions, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
ADVANTAGE INVESTMENT MANAGEMENT, LLC 770.00%0.00%0.01%Q4 2015Q2 20177
MATHER GROUP, LLC. 770.02%0.06%0.07%Q1 2022Q3 20237
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q1 2018Q2 20196
Rockefeller Capital Management L.P. 660.00%0.03%0.05%Q1 2019Q2 20206
Horizons Wealth Management 660.14%0.17%0.20%Q2 2022Q3 20236
TAP Consulting, LLC 410.00%2.17%3.67%Q1 2019Q4 20216
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.03%0.06%Q4 2017Q4 20185
BB&T SECURITIES, LLC 550.00%0.01%0.01%Q4 2017Q4 20185
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 550.00%0.04%0.08%Q3 2018Q3 20195
SIGNATUREFD, LLC 310.00%0.01%0.01%Q1 2018Q4 20194
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2017Q3 20184
Wealth & Pension Services Group, Inc. 440.23%0.24%0.27%Q4 2018Q3 20194
Clarus Wealth Advisors 440.01%0.02%0.02%Q2 2018Q1 20194
Stratos Wealth Partners, LTD. 330.02%0.04%0.05%Q3 2016Q1 20173
US BANCORP \DE\ 210.00%0.00%0.00%Q4 2019Q3 20203
MSI Financial Services Inc 330.00%0.00%0.00%Q2 2016Q4 20163
First Allied Advisory Services, Inc. 220.01%0.01%0.01%Q1 2018Q2 20182
CALTON & ASSOCIATES, INC. 220.06%0.06%0.07%Q1 2019Q2 20192
Virtu KCG Holdings LLC 220.01%0.01%0.02%Q1 2016Q2 20162
Cetera Advisor Networks LLC 110.00%0.01%0.01%Q2 2020Q3 20232
Bellwether Investment Group, LLC 110.02%0.03%0.03%Q2 2016Q4 20162
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
FMR LLC 110.00%0.00%0.00%Q4 2019Q2 20212
Creative Planning 220.00%0.00%0.00%Q2 2020Q3 20202
TWO SIGMA SECURITIES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
SII INVESTMENTS INC/WI 220.01%0.02%0.03%Q3 2017Q4 20172
First Command Financial Services, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
FLOW TRADERS U.S. LLC 110.11%0.11%0.11%Q3 2023Q3 20231
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
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
Capital Square, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2018Q2 20181
FREEDOM WEALTH ALLIANCE, LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Virtu Financial LLC 110.03%0.03%0.03%Q2 2018Q2 20181
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2019Q3 20191
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2023Q2 20231
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2018Q4 20181
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Westside Investment Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
External links

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