| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VICTORY CAPITAL MANAGEMENT INC | 32 | 32 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 32 |
| ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
| BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
| JANE STREET GROUP, LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
| LPL Financial LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
| NEXT Financial Group, Inc | 21 | 21 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q4 2021 | 21 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
| STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
| UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 18 |
| Rockefeller Capital Management L.P. | 11 | 4 | 0.00% | 0.01% | 0.10% | Q1 2019 | Q4 2022 | 15 |
| Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
| ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
| RIVERSEDGE ADVISORS, LLC | 15 | 15 | 0.18% | 0.40% | 0.80% | Q1 2020 | Q3 2023 | 15 |
| TAP Consulting, LLC | 15 | 15 | 0.53% | 0.88% | 1.17% | Q1 2020 | Q3 2023 | 15 |
| Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
| Oakworth Capital, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
| OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 8 |
| Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
| Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
| Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 5 |
| Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
| Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 4 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2019 | 3 |
| NATIONAL PLANNING CORP | 3 | 3 | 0.38% | 0.40% | 0.43% | Q4 2015 | Q2 2016 | 3 |
| WELLS FARGO & COMPANY/MN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
| MORGAN STANLEY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
| Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
| Secure Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
| Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
| Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.