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Victory Portfolios II

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
INCREASED
Shares317,381 from 141,667
Change+175,714 (+124%)
Value$9.9M (+$5.8M)
Filed 2024-11-15
Susquehanna International Group, LLP
INCREASED
Shares57,515 from 8,189
Change+49,326 (+602%)
Value$1.8M (+$1.6M)
Filed 2024-11-14
Morgan Stanley
INCREASED
Shares46,147 from 40,291
Change+5,856 (+15%)
Value$1.4M (+$278.0K)
Filed 2025-05-14
LPL Financial LLC
DECREASED
Shares37,630 from 42,857
Change-5,227 (-12%)
Value$1.2M (-$62.1K)
Filed 2024-11-08
Citadel Advisors LLC
INCREASED
Shares23,805 from 8,026
Change+15,779 (+197%)
Value$743.4K (+$511.7K)
Filed 2024-11-14
Private Advisor Group, LLC
INCREASED
Shares21,536 from 19,971
Change+1,565 (+8%)
Value$672.6K (+$96.0K)
Filed 2024-10-22
Daiwa Securities Group Inc.
INCREASED
Shares20,608 from 14,955
Change+5,653 (+38%)
Value$644 (+$212)
Filed 2024-11-12
RPS Advisory Solutions LLC
NEW
Shares15,102
Change+15,102
Value$471.6K
Filed 2024-10-18
Wealthcare Advisory Partners LLC
DECREASED
Shares11,291 from 11,615
Change-324 (-3%)
Value$352.6K (+$17.3K)
Filed 2024-11-04
Bank of Montreal
NEW
Shares9,414
Change+9,414
Value$295.0K
Filed 2024-11-13
Commonwealth Equity Services, LLC
DECREASED
Shares7,138 from 7,264
Change-126 (-2%)
Value$223 (+$13)
Filed 2024-10-18
Fort Point Capital Partners LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$218.6K (+$16.5K)
Filed 2024-11-14
Osaic Holdings, Inc.
DECREASED
Shares1,941 from 2,089
Change-148 (-7%)
Value$60.6K (+$330)
Filed 2024-11-13
Wells Fargo & Company
DECREASED
Shares913 from 3,763
Change-2,850 (-76%)
Value$28.5K (-$80.1K)
Filed 2024-11-13
Royal Bank of Canada
DECREASED
Shares908 from 9,640
Change-8,732 (-91%)
Value$28.0K (-$251.0K)
Filed 2024-11-14
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$12.5K (+$944)
Filed 2024-10-11
UBS Group AG
NEW
Shares94
Change+94
Value$2.9K
Filed 2024-11-14
Farther Finance Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$625 (+$49)
Filed 2024-10-29
JPMorgan Chase & Co
NEW
Shares1
Change+1
Value$31
Filed 2024-12-26
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 14,841
Change-14,841 (-100%)
Value$0 (-$428.5K)
Filed 2024-10-18
Bank of America Corp
CLOSED
Shares0 from 12,272
Change-12,272 (-100%)
Value$0 (-$354.3K)
Filed 2025-03-18
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
Jane Street Group, LLC
INCREASED317,381141,667+175,714+124%$4.1M$9.9M+$5.8M2024-11-15
Susquehanna International Group, LLP
INCREASED57,5158,189+49,326+602%$236.4K$1.8M+$1.6M2024-11-14
Morgan Stanley
INCREASED46,14740,291+5,856+15%$1.2M$1.4M+$278.0K2025-05-14
LPL Financial LLC
DECREASED37,63042,857-5,227-12%$1.2M$1.2M-$62.1K2024-11-08
Citadel Advisors LLC
INCREASED23,8058,026+15,779+197%$231.7K$743.4K+$511.7K2024-11-14
Private Advisor Group, LLC
INCREASED21,53619,971+1,565+8%$576.6K$672.6K+$96.0K2024-10-22
Daiwa Securities Group Inc.
INCREASED20,60814,955+5,653+38%$432$644+$2122024-11-12
RPS Advisory Solutions LLC
NEW15,102—+15,102——$471.6K—2024-10-18
Wealthcare Advisory Partners LLC
DECREASED11,29111,615-324-3%$335.3K$352.6K+$17.3K2024-11-04
Bank of Montreal
NEW9,414—+9,414——$295.0K—2024-11-13
Commonwealth Equity Services, LLC
DECREASED7,1387,264-126-2%$210$223+$132024-10-18
Fort Point Capital Partners LLC
UNCHANGED7,0007,00000%$202.1K$218.6K+$16.5K2024-11-14
Osaic Holdings, Inc.
DECREASED1,9412,089-148-7%$60.3K$60.6K+$3302024-11-13
Wells Fargo & Company
DECREASED9133,763-2,850-76%$108.6K$28.5K-$80.1K2024-11-13
Royal Bank of Canada
DECREASED9089,640-8,732-91%$279.0K$28.0K-$251.0K2024-11-14
Thurston, Springer, Miller, Herd & Titak, Inc.
UNCHANGED40040000%$11.5K$12.5K+$9442024-10-11
UBS Group AG
NEW94—+94——$2.9K—2024-11-14
Farther Finance Advisors, LLC
UNCHANGED202000%$576$625+$492024-10-29
JPMorgan Chase & Co
NEW1—+1——$31—2024-12-26
Raymond James Financial Services Advisors, Inc.
CLOSED014,841-14,841-100%$428.5K$0-$428.5K2024-10-18
Bank of America Corp
CLOSED012,272-12,272-100%$354.3K$0-$354.3K2025-03-18
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 22 of 22 institutions