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Victory Portfolios II

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sunbelt Securities, Inc.
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$49.0K (+$3.0K)
Filed 2025-08-14
LPL Financial LLC
CLOSED
Shares0 from 61,176
Change-61,176 (-100%)
Value$0 (-$3.2M)
Filed 2025-08-12
Bank of America Corp
CLOSED
Shares0 from 48,444
Change-48,444 (-100%)
Value$0 (-$2.5M)
Filed 2025-08-14
CWM, LLC
CLOSED
Shares0 from 44,800
Change-44,800 (-100%)
Value$0 (-$2.3K)
Filed 2025-07-25
Royal Bank of Canada
CLOSED
Shares0 from 43,441
Change-43,441 (-100%)
Value$0 (-$2.2M)
Filed 2025-11-21
Cetera Investment Advisers
CLOSED
Shares0 from 42,729
Change-42,729 (-100%)
Value$0 (-$2.2M)
Filed 2025-08-08
Morgan Stanley
CLOSED
Shares0 from 33,088
Change-33,088 (-100%)
Value$0 (-$1.7M)
Filed 2025-08-14
Raymond James Financial Inc
CLOSED
Shares0 from 21,025
Change-21,025 (-100%)
Value$0 (-$1.1M)
Filed 2025-08-14
NewEdge Advisors, LLC
CLOSED
Shares0 from 12,552
Change-12,552 (-100%)
Value$0 (-$647.1K)
Filed 2025-08-14
Stifel Financial Corp
CLOSED
Shares0 from 12,099
Change-12,099 (-100%)
Value$0 (-$623.7K)
Filed 2025-08-14
Two Sigma Investments, LP
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$618.6K)
Filed 2025-08-14
Susquehanna International Group, LLP
CLOSED
Shares0 from 10,031
Change-10,031 (-100%)
Value$0 (-$517.1K)
Filed 2025-08-14
Citadel Advisors LLC
CLOSED
Shares0 from 7,342
Change-7,342 (-100%)
Value$0 (-$378.5K)
Filed 2025-08-14
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 7,089
Change-7,089 (-100%)
Value$0 (-$365)
Filed 2025-08-06
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 4,502
Change-4,502 (-100%)
Value$0 (-$232.1K)
Filed 2025-07-21
Keystone Financial Group
CLOSED
Shares0 from 4,031
Change-4,031 (-100%)
Value$0 (-$207.8K)
Filed 2025-08-13
UBS Group AG
CLOSED
Shares0 from 1,452
Change-1,452 (-100%)
Value$0 (-$74.9K)
Filed 2025-08-14
Allworth Financial LP
CLOSED
Shares0 from 1,120
Change-1,120 (-100%)
Value$0 (-$57.2K)
Filed 2025-08-07
Gen-Wealth Partners Inc
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$35.6K)
Filed 2025-08-14
Nova Wealth Management, Inc.
CLOSED
Shares0 from 333
Change-333 (-100%)
Value$0 (-$17.2K)
Filed 2025-07-07
Osaic Holdings, Inc.
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$16.5K)
Filed 2025-09-04
Goodman Advisory Group, LLC
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$16.0K)
Filed 2025-08-18
Wells Fargo & Company
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$3.7K)
Filed 2025-08-14
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Sunbelt Securities, Inc.
UNCHANGED89389300%$46.0K$49.0K+$3.0K2025-08-14
LPL Financial LLC
CLOSED061,176-61,176-100%$3.2M$0-$3.2M2025-08-12
Bank of America Corp
CLOSED048,444-48,444-100%$2.5M$0-$2.5M2025-08-14
CWM, LLC
CLOSED044,800-44,800-100%$2.3K$0-$2.3K2025-07-25
Royal Bank of Canada
CLOSED043,441-43,441-100%$2.2M$0-$2.2M2025-11-21
Cetera Investment Advisers
CLOSED042,729-42,729-100%$2.2M$0-$2.2M2025-08-08
Morgan Stanley
CLOSED033,088-33,088-100%$1.7M$0-$1.7M2025-08-14
Raymond James Financial Inc
CLOSED021,025-21,025-100%$1.1M$0-$1.1M2025-08-14
NewEdge Advisors, LLC
CLOSED012,552-12,552-100%$647.1K$0-$647.1K2025-08-14
Stifel Financial Corp
CLOSED012,099-12,099-100%$623.7K$0-$623.7K2025-08-14
Two Sigma Investments, LP
CLOSED012,000-12,000-100%$618.6K$0-$618.6K2025-08-14
Susquehanna International Group, LLP
CLOSED010,031-10,031-100%$517.1K$0-$517.1K2025-08-14
Citadel Advisors LLC
CLOSED07,342-7,342-100%$378.5K$0-$378.5K2025-08-14
Commonwealth Equity Services, LLC
CLOSED07,089-7,089-100%$365$0-$3652025-08-06
Patriot Financial Group Insurance Agency, LLC
CLOSED04,502-4,502-100%$232.1K$0-$232.1K2025-07-21
Keystone Financial Group
CLOSED04,031-4,031-100%$207.8K$0-$207.8K2025-08-13
UBS Group AG
CLOSED01,452-1,452-100%$74.9K$0-$74.9K2025-08-14
Allworth Financial LP
CLOSED01,120-1,120-100%$57.2K$0-$57.2K2025-08-07
Gen-Wealth Partners Inc
CLOSED0691-691-100%$35.6K$0-$35.6K2025-08-14
Nova Wealth Management, Inc.
CLOSED0333-333-100%$17.2K$0-$17.2K2025-07-07
Osaic Holdings, Inc.
CLOSED0319-319-100%$16.5K$0-$16.5K2025-09-04
Goodman Advisory Group, LLC
CLOSED0310-310-100%$16.0K$0-$16.0K2025-08-18
Wells Fargo & Company
CLOSED072-72-100%$3.7K$0-$3.7K2025-08-14
Proequities, Inc.
CLOSED000—$0$0$02025-08-12
Showing 24 of 24 institutions