| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LPL Financial LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 19 |
| VICTORY CAPITAL MANAGEMENT INC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2020 | 19 |
| BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 18 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 17 |
| UBS Group AG | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 17 |
| Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.54% | 4.14% | Q2 2017 | Q1 2021 | 16 |
| JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 16 |
| IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 16 |
| NEXT Financial Group, Inc | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2020 | 13 |
| STIFEL FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
| Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 11 |
| Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
| ROYAL BANK OF CANADA | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
| Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.05% | Q1 2018 | Q4 2019 | 8 |
| Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
| Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
| JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
| CWM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
| Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 4 |
| OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
| Sloy Dahl & Holst, LLC | 2 | 1 | 0.08% | 0.15% | 0.24% | Q4 2019 | Q4 2020 | 3 |
| WELLS FARGO & COMPANY/MN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
| MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
| Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
| NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
| FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
| First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
| CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
| MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own VICTORY PORTFOLIOS II or have owned VICTORY PORTFOLIOS II in the past.