Filing Research | VICTORY PORTFOLIOS II Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Intrua Financial, LLC	Shares	55.3KSH	$4.4M
2	Patriot Financial Group Insurance Agency, LLC	Shares	23.2KSH	$1.9M
3	BridgePort Financial Solutions, LLC	Shares	17.5KSH	$1.4M
4	WORLD EQUITY GROUP, INC.	Shares	15.8KSH	$1.3M
5	Syntegra Private Wealth Group, LLC	Shares	7.8KSH	$626.1K
6	Dynamic Advisor Solutions LLC	Shares	5.3KSH	$420.4K
7	LexAurum Advisors, LLC	Shares	4.9KSH	$389.6K
8	MISSION WEALTH MANAGEMENT, LP	Shares	3.1KSH	$246.1K
9	First Heartland Consultants, Inc.	Shares	2.5KSH	$203.7K
10	IFP Advisors, Inc	Shares	1.9KSH	$155.3K
11	DHJJ Financial Advisors, Ltd.	Shares	529SH	$42.4K
12	LANARK FINANCIAL, INC.	Shares	468SH	$37.5K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	194SH	$15.6K
14	EverSource Wealth Advisors, LLC	Shares	0SH	$12
15	Capital Advisors, Ltd. LLC	Shares	60SH	$5

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

15 / 15 loaded

#		Instrument
1	Intrua Financial, LLC trimmed	Shares	-535	+$288.3K	$4.4M
2	MISSION WEALTH MANAGEMENT, LP new	Shares	+3.1K	+$246.1K	$246.1K
3	First Heartland Consultants, Inc. new	Shares	+2.5K	+$203.7K	$203.7K
4	BridgePort Financial Solutions, LLC unchanged	Shares	0	+$103.8K	$1.4M
5	WORLD EQUITY GROUP, INC. added	Shares	+1	+$93.8K	$1.3M
6	Syntegra Private Wealth Group, LLC unchanged	Shares	0	+$46.3K	$626.1K
7	Dynamic Advisor Solutions LLC unchanged	Shares	0	+$31.1K	$420.4K
8	LexAurum Advisors, LLC trimmed	Shares	-233	+$11.6K	$389.6K
9	IFP Advisors, Inc unchanged	Shares	0	+$11.5K	$155.3K
10	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$3.1K	$42.4K
11	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.8K	$37.5K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.1K	$15.6K
13	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$5
14	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$1	$12
15	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-23.6K	-$1.6M	$1.9M

Filing Research | VICTORY PORTFOLIOS II Institutional Holdings