13FBOX
VICTORY PORTFOLIOS II · 13F Institutional Holdings
Options Calculator Rankings
V

VICTORY PORTFOLIOS II

MODL
Institutions
52
Combined AUM (Q2 2026)
$925.7M
Combined Shares (Q2 2026)
18.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.0M
32 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-170,384
17 · 4 Exit · ≈
⚖️ Net
+2.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$925.7M
Institutions
52
New Buys
3
Adds
29
Reduces
13
Exits
4
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VICTORY CAPITAL MANAGEMENT INC
0.16%0.16%#10$288.3M5.7M$252.8M5.7M00.00%Unchanged
BANK OF AMERICA CORP /DE/
0.01%<0.01%#34$104.3M2.0M$43.3M967,878+1.1M+111.47%Add
Janney Montgomery Scott LLC
0.15%0.14%#11$76.5M1.5M$57.6M1.3M+211,752+16.43%Add
LPL Financial LLC
0.02%0.01%#29$73.1M1.4M$51.7M1.2M+276,483+23.88%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#25$66.6M1.3M$54.9M1.2M+78,860+6.42%Add
Integrated Wealth Concepts LLC
0.32%0.25%#6$64.9M1.3M$31.0M694,559+579,422+83.42%Add
TRUIST FINANCIAL CORP
0.06%0.05%#16$54.2M1.1M$39.6M886,262+176,895+19.96%Add
Rockefeller Capital Management L.P.
0.05%0.05%#18$30.4M595,961$26.8M598,577-2,616-0.44%Reduce
MORGAN STANLEY
<0.01%<0.01%#46$23.1M453,796$14.9M321,321+132,475+41.23%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#41$20.7M405,924$21.1M472,306-66,382-14.05%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#38$19.5M383,308$8.7M194,213+189,095+97.36%Add
STIFEL FINANCIAL CORP
0.02%0.01%#30$18.1M355,181$14.0M313,290+41,891+13.37%Add
MBL Wealth, LLC
0.91%0.87%#3$13.3M261,184$11.5M257,963+3,221+1.25%Add
Steward Partners Investment Advisory, LLC
0.04%0.01%#20$8.0M156,959$2.1M47,081+109,878+233.38%Add
D.A. DAVIDSON & CO.
0.03%0.03%#21$5.7M111,550$4.8M108,045+3,505+3.24%Add
Huntleigh Advisors, Inc.
0.76%0.76%#4$5.4M106,350$4.4M99,546+6,804+6.84%Add
Fairvoy Private Wealth, LLC
1.04%0.78%#2$5.1M100,689$3.3M73,089+27,600+37.76%Add
Summit Financial, LLC
0.06%0.06%#17$5.1M99,840$4.6M101,927-2,087-2.05%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#32$4.1M79,772$3.5M77,273+2,499+3.23%Add
Tradition Wealth Management, LLC
0.25%0.25%#8$4.0M78,836$3.6M79,751-915-1.15%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$3.2M63,547$2.6M58,418+5,129+8.78%Add
Kuhn & Co Investment Counsel
1.61%1.79%#1$2.8M54,527$2.8M62,043-7,516-12.11%Reduce
DAVENPORT & Co LLC
0.01%0.01%#31$2.8M54,197$1.5M33,590+20,607+61.35%Add
Gladstone Institutional Advisory LLC
0.08%0.08%#15$2.7M52,206$2.2M49,803+2,403+4.83%Add
FIRETHORN WEALTH PARTNERS, LLC
0.67%0.59%#5$2.1M40,583$1.6M35,791+4,792+13.39%Add
Coastal Bridge Advisors, LLC
0.12%0.11%#14$1.9M37,164$1.6M36,101+1,063+2.94%Add
Capital Analysts, LLC
0.04%<0.01%#19$1.8M35,491$126,0002,637+32,854+1,245.89%Add
Gotham Asset Management, LLC
<0.01%<0.01%#39$1.8M34,449$1.5M34,44900.00%Unchanged
J.W. COLE ADVISORS, INC.
0.03%0.01%#23$1.7M34,092$318,1917,120+26,972+378.82%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.01%#26$1.6M31,876$1.1M25,702+6,174+24.02%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#42$1.6M31,345$1.5M32,309-964-2.98%Reduce
Sanctuary Advisors, LLC
0.01%0.01%#35$1.4M27,998$1.2M27,857+141+0.51%Add
Arkadios Wealth Advisors
0.02%0.02%#27$1.2M22,933$1.0M22,611+322+1.42%Add
Private Advisor Group, LLC
0.01%0.01%#37$1.1M22,219$1.1M23,890-1,671-6.99%Reduce
Cetera Investment Advisers
<0.01%#47$812,66615,944$00+15,944New Buy
Pine Valley Investments Ltd Liability Co
0.03%0.03%#22$774,74415,200$601,03613,449+1,751+13.02%Add
CARY STREET PARTNERS FINANCIAL LLC
0.02%0.02%#28$762,00214,950$685,99215,350-400-2.61%Reduce
STEPHENS INC /AR/
0.01%0.01%#33$744,16214,600$652,47414,60000.00%Unchanged
Concurrent Investment Advisors, LLC
0.01%<0.01%#36$702,76913,788$330,5717,397+6,391+86.40%Add
Leverty Financial Group, LLC
0.13%0.15%#12$669,03213,126$657,07714,703-1,577-10.73%Reduce
WEALTH EFFECTS LLC
0.18%0.21%#9$648,69512,727$582,22013,028-301-2.31%Reduce
GENTRY PRIVATE WEALTH, LLC
0.28%0.5%#7$535,89910,514$836,01518,707-8,193-43.80%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#49$380,6377,468$333,6567,466+2+0.03%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#51$375,2837,401$433,8779,964-2,563-25.72%Reduce
Broadway Wealth Solutions, Inc.
0.12%0.12%#13$259,4885,091$227,5175,09100.00%Unchanged
FIFTH THIRD BANCORP
<0.01%<0.01%#48$237,4674,659$208,0584,656+3+0.06%Add
Aptus Capital Advisors, LLC
<0.01%#44$224,2174,399$00+4,399New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#50$203,0143,983$178,0003,98300.00%Unchanged
GoalVest Advisory LLC
0.02%0.07%#24$111,0642,179$357,7438,005-5,826-72.78%Reduce
PRIVATE TRUST CO NA
<0.01%#43$29,053570$00+570New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow