Filing Research | VICTORY PORTFOLIOS II Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	Merit Financial Group, LLC	Shares	3.2MSH	$147.5M
2	Composition Wealth, LLC	Shares	2.3MSH	$104.0M
3	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	2.2MSH	$99.2M
4	Goldstein Advisors, LLC	Shares	1.2MSH	$55.8M
5	RVW Wealth, LLC	Shares	1.0MSH	$46.6M
6	Wilkerson Advisory Group LLC	Shares	589.6KSH	$27.0M
7	Ledyard National Bank	Shares	516.2KSH	$23.6M
8	Financial Enhancement Group LLC	Shares	473.0KSH	$21.6M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	265.0KSH	$12.6M
10	FLAGSHIP HARBOR ADVISORS, LLC	Shares	245.4KSH	$11.2M
11	Financial Designs Corp	Shares	216.7KSH	$9.9M
12	EXCHANGE TRADED CONCEPTS, LLC	Shares	209.3KSH	$9.6M
13	Triumph Capital Management	Shares	188.5KSH	$8.6M
14	Clarity Asset Management, Inc.	Shares	182.5KSH	$8.4M
15	Pine Valley Investments Ltd Liability Co	Shares	176.8KSH	$8.1M
16	Financial Guidance Group, Inc.	Shares	132.6KSH	$6.1M
17	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	104.4KSH	$4.8M
18	Cornerstone Wealth Management, LLC	Shares	100.9KSH	$4.6M
19	Mechanics Bank Trust Department	Shares	87.0KSH	$4.0M
20	Boyce & Associates Wealth Consulting, Inc.	Shares	86.0KSH	$3.9M
21	KPP Advisory Services LLC	Shares	85.1KSH	$3.9M
22	Farther Finance Advisors, LLC	Shares	84.1KSH	$3.8M
23	Annex Advisory Services, LLC	Shares	73.0KSH	$3.3M
24	EverSource Wealth Advisors, LLC	Shares	68.9KSH	$3.2M
25	VISTA INVESTMENT PARTNERS LLC	Shares	67.6KSH	$3.1M
26	NEW WAVE WEALTH ADVISORS LLC	Shares	64.4KSH	$2.9M
27	Wealthcare Advisory Partners LLC	Shares	57.4KSH	$2.6M
28	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	55.2KSH	$2.5M
29	M.E. ALLISON & CO., INC.	Shares	49.5KSH	$2.3M
30	Patriot Financial Group Insurance Agency, LLC	Shares	46.4KSH	$2.1M
31	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	44.1KSH	$2.0M
32	D.A. DAVIDSON & CO.	Shares	40.1KSH	$1.8M
33	Stonebridge Financial Group, LLC / MO	Shares	38.0KSH	$1.7M
34	BENJAMIN EDWARDS INC	Shares	37.4KSH	$1.7M
35	Optivise Advisory Services LLC	Shares	34.1KSH	$1.6M
36	Embree Financial Group	Shares	29.3KSH	$1.3M
37	Y-Intercept (Hong Kong) Ltd	Shares	26.4KSH	$1.2M
38	TITLEIST ASSET MANAGEMENT, LLC	Shares	26.2KSH	$1.2M
39	INDEPENDENT FINANCIAL GROUP, LLC	Shares	25.2KSH	$1.2M
40	Wealth Group Ltd	Shares	22.4KSH	$1.0M
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	21.5KSH	$985.1K
42	Spinnaker Investment Group, LLC	Shares	20.9KSH	$957.6K
43	Summit Financial Wealth Advisors, LLC	Shares	20.0KSH	$912.9K
44	DAVENPORT & Co LLC	Shares	19.9KSH	$909.6K
45	Prospera Financial Services Inc	Shares	16.9KSH	$772.6K
46	Integras Partners LLC	Shares	16.4KSH	$751.1K
47	Ocean Park Asset Management, LLC	Shares	15.1KSH	$691.1K
48	Intrua Financial, LLC	Shares	14.2KSH	$651.6K
49	Secure Asset Management, LLC	Shares	13.3KSH	$610.5K
50	First American Bank	Shares	8.7KSH	$398.5K

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

50 / 82 loaded

#		Instrument
1	Merit Financial Group, LLC added	Shares	+402.0K	+$36.1M	$147.5M
2	Composition Wealth, LLC added	Shares	+106.8K	+$18.5M	$104.0M
3	TRAPHAGEN INVESTMENT ADVISORS LLC trimmed	Shares	-14.0K	+$13.0M	$99.2M
4	RVW Wealth, LLC added	Shares	+17.6K	+$7.1M	$46.6M
5	Ledyard National Bank added	Shares	+42.1K	+$4.9M	$23.6M
6	Triumph Capital Management added	Shares	+88.3K	+$4.7M	$8.6M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+50.0K	+$4.0M	$12.6M
8	Wilkerson Advisory Group LLC added	Shares	+4.4K	+$3.9M	$27.0M
9	NEW WAVE WEALTH ADVISORS LLC added	Shares	+56.7K	+$2.6M	$2.9M
10	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+17.1K	+$2.2M	$11.2M
11	Financial Enhancement Group LLC added	Shares	+4.8K	+$2.1M	$21.6M
12	LAUREL OAK WEALTH MANAGEMENT, LLC added	Shares	+26.8K	+$1.7M	$4.8M
13	Pine Valley Investments Ltd Liability Co added	Shares	+9.1K	+$1.5M	$8.1M
14	Y-Intercept (Hong Kong) Ltd new	Shares	+26.4K	+$1.2M	$1.2M
15	Financial Designs Corp trimmed	Shares	-8.7K	+$1.0M	$9.9M
16	Clarity Asset Management, Inc. trimmed	Shares	-4.0K	+$985.3K	$8.4M
17	Mechanics Bank Trust Department added	Shares	+10.5K	+$961.7K	$4.0M
18	BENJAMIN EDWARDS INC added	Shares	+15.2K	+$834.8K	$1.7M
19	M.E. ALLISON & CO., INC. added	Shares	+12.2K	+$790.2K	$2.3M
20	Boyce & Associates Wealth Consulting, Inc. added	Shares	+5.6K	+$759.8K	$3.9M
21	Integras Partners LLC new	Shares	+16.4K	+$751.1K	$751.1K
22	Financial Guidance Group, Inc. trimmed	Shares	-2.3K	+$739.7K	$6.1M
23	Ocean Park Asset Management, LLC new	Shares	+15.1K	+$691.1K	$691.1K
24	Wealthcare Advisory Partners LLC added	Shares	+7.3K	+$648.7K	$2.6M
25	Cornerstone Wealth Management, LLC added	Shares	+20	+$633.2K	$4.6M
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+7.0K	+$551.0K	$2.0M
27	Farther Finance Advisors, LLC trimmed	Shares	-1.2K	+$465.2K	$3.8M
28	Stonebridge Financial Group, LLC / MO added	Shares	+4.0K	+$397.8K	$1.7M
29	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added	Shares	+490	+$365.8K	$2.5M
30	D.A. DAVIDSON & CO. added	Shares	+2.9K	+$363.8K	$1.8M
31	PRESILIUM PRIVATE WEALTH, LLC new	Shares	+7.4K	+$338.4K	$338.4K
32	Prospera Financial Services Inc added	Shares	+5.7K	+$332.5K	$772.6K
33	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-24.8K	+$331.3K	$9.6M
34	VISTA INVESTMENT PARTNERS LLC trimmed	Shares	-3.3K	+$294.3K	$3.1M
35	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+3.1K	+$287.5K	$1.2M
36	KPP Advisory Services LLC trimmed	Shares	-7.1K	+$254.4K	$3.9M
37	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.0K	+$237.9K	$1.2M
38	Lewis Asset Management, LLC new	Shares	+5.2K	+$235.9K	$235.9K
39	WealthBridge Capital Management, LLC new	Shares	+4.9K	+$223.6K	$223.6K
40	Wealth Group Ltd added	Shares	+1.6K	+$203.6K	$1.0M
41	DAVENPORT & Co LLC added	Shares	+350	+$138.5K	$909.6K
42	Summit Financial Wealth Advisors, LLC added	Shares	+139	+$130.6K	$912.9K
43	Optivise Advisory Services LLC trimmed	Shares	-2.5K	+$114.8K	$1.6M
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed	Shares	-763	+$104.9K	$985.1K
45	Spinnaker Investment Group, LLC trimmed	Shares	-1.0K	+$90.8K	$957.6K
46	Secure Asset Management, LLC added	Shares	+29	+$84.8K	$610.5K
47	Plan A Wealth LLC added	Shares	+882	+$82.1K	$344.8K
48	NorthAvenue LLC new	Shares	+1.1K	+$48.4K	$48.4K
49	UNIQUE WEALTH, LLC unchanged	Shares	0	+$41.5K	$302.7K
50	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	+$39.2K	$286.2K

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