Filing Research | VICTORY PORTFOLIOS II Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	2.9MSH	$148.8M
2	Stonebridge Financial Group, LLC	Shares	927.2KSH	$46.9M
3	Amplius Wealth Advisors, LLC	Shares	790.7KSH	$40.0M
4	Broadway Wealth Solutions, Inc.	Shares	578.8KSH	$29.3M
5	Marquette Asset Management, LLC	Shares	550.4KSH	$27.9M
6	Winter & Associates, Inc.	Shares	355.6KSH	$18.0M
7	ERn Financial, LLC	Shares	349.7KSH	$17.7M
8	StoryOne LLC	Shares	277.7KSH	$14.1M
9	Redhawk Wealth Advisors, Inc.	Shares	276.3KSH	$14.0M
10	Certified Advisory Corp	Shares	269.7KSH	$13.7M
11	Apella Capital, LLC	Shares	242.1KSH	$12.3M
12	TOTH FINANCIAL ADVISORY CORP	Shares	221.7KSH	$11.2M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	217.0KSH	$10.9M
14	Pinnacle Wealth Management Group, Inc.	Shares	180.6KSH	$9.1M
15	Smith Thornton Advisors LLC	Shares	141.5KSH	$7.1M
16	Pine Valley Investments Ltd Liability Co	Shares	119.6KSH	$6.1M
17	Clarity Asset Management, Inc.	Shares	117.4KSH	$5.9M
18	Farther Finance Advisors, LLC	Shares	102.5KSH	$5.2M
19	Bensler, LLC	Shares	101.1KSH	$5.1M
20	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	94.8KSH	$4.8M
21	Patriot Financial Group Insurance Agency, LLC	Shares	66.2KSH	$3.4M
22	Lakeridge Wealth Management LLC	Shares	39.4KSH	$2.0M
23	FLAGSHIP HARBOR ADVISORS, LLC	Shares	29.8KSH	$1.5M
24	Wall Street Financial Group, Inc.	Shares	28.8KSH	$1.5M
25	Fiscal Wisdom Wealth Management, LLC	Shares	20.6KSH	$1.0M
26	SWMG, LLC	Shares	13.4KSH	$675.4K
27	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	11.8KSH	$599.2K
28	M.E. ALLISON & CO., INC.	Shares	11.5KSH	$582.8K
29	Octavia Wealth Advisors, LLC	Shares	8.4KSH	$423.7K
30	Financial Guidance Group, Inc.	Shares	7.8KSH	$393.4K
31	Integras Partners LLC	Shares	7.5KSH	$379.0K
32	Intrua Financial, LLC	Shares	4.6KSH	$234.0K
33	Atlantic Edge Private Wealth Management, LLC	Shares	435SH	$22.0K
34	Blue Trust, Inc.	Shares	262SH	$13.3K
35	Versant Capital Management, Inc	Shares	10SH	$506

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	Winter & Associates, Inc. added	Shares	+157.2K	+$8.0M	$18.0M
2	Merit Financial Group, LLC added	Shares	+117.0K	+$6.0M	$148.8M
3	StoryOne LLC added	Shares	+277.7K	+$4.9M	$14.1M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+65.9K	+$3.3M	$10.9M
5	Amplius Wealth Advisors, LLC added	Shares	+57.4K	+$2.9M	$40.0M
6	Stonebridge Financial Group, LLC added	Shares	+45.9K	+$2.4M	$46.9M
7	Certified Advisory Corp added	Shares	+37.7K	+$1.9M	$13.7M
8	Wall Street Financial Group, Inc. new	Shares	+28.8K	+$1.5M	$1.5M
9	Marquette Asset Management, LLC added	Shares	+25.0K	+$1.3M	$27.9M
10	Apella Capital, LLC added	Shares	+22.1K	+$1.1M	$12.3M
11	Fiscal Wisdom Wealth Management, LLC new	Shares	+20.6K	+$1.0M	$1.0M
12	Broadway Wealth Solutions, Inc. added	Shares	+18.8K	+$976.5K	$29.3M
13	ERn Financial, LLC added	Shares	+15.5K	+$799.7K	$17.7M
14	Redhawk Wealth Advisors, Inc. added	Shares	+11.5K	+$592.6K	$14.0M
15	TOTH FINANCIAL ADVISORY CORP added	Shares	+11.2K	+$575.7K	$11.2M
16	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+10.0K	+$507.1K	$4.8M
17	Smith Thornton Advisors LLC added	Shares	+10.2K	+$488.4K	$7.1M
18	Integras Partners LLC new	Shares	+7.5K	+$379.0K	$379.0K
19	Clarity Asset Management, Inc. added	Shares	+5.5K	+$282.0K	$5.9M
20	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+3.2K	+$164.9K	$1.5M
21	Pine Valley Investments Ltd Liability Co added	Shares	+3.0K	+$158.5K	$6.1M
22	Pinnacle Wealth Management Group, Inc. added	Shares	+1.8K	+$97.5K	$9.1M
23	Octavia Wealth Advisors, LLC added	Shares	+563	+$28.8K	$423.7K
24	Atlantic Edge Private Wealth Management, LLC added	Shares	+385	+$19.5K	$22.0K
25	Blue Trust, Inc. new	Shares	+262	+$13.3K	$13.3K
26	M.E. ALLISON & CO., INC. added	Shares	+245	+$12.8K	$582.8K
27	Financial Guidance Group, Inc. unchanged	Shares	0	+$311	$393.4K
28	Versant Capital Management, Inc unchanged	Shares	0	$0	$506
29	CoreCap Advisors, LLC exited	Shares	-55	-$2.8K	$0
30	SWMG, LLC trimmed	Shares	-207	-$12.5K	$675.4K
31	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed	Shares	-3.0K	-$153.2K	$599.2K
32	RFG Advisory, LLC exited	Shares	-4.3K	-$218.4K	$0
33	PRIVATE CLIENT SERVICES, LLC exited	Shares	-5.0K	-$253.1K	$0
34	Sonoma Allocations LLC exited	Shares	-5.7K	-$288.5K	$0
35	Intrua Financial, LLC trimmed	Shares	-6.6K	-$336.0K	$234.0K
36	Bensler, LLC trimmed	Shares	-12.7K	-$639.2K	$5.1M
37	Farther Finance Advisors, LLC trimmed	Shares	-14.4K	-$725.6K	$5.2M
38	Lakeridge Wealth Management LLC trimmed	Shares	-22.2K	-$1.1M	$2.0M
39	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-56.0K	-$2.8M	$3.4M