Victory Portfolios IIETF
13F holders, Q1 2025 (March 31)23holders +5
5new positions
0sold out
1famous investor
$51.55avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Victory Portfolios II in their 13F filings, up 5 from Q4 2024. 5 opened new positions and 0 sold out. The largest holders were LPL Financial LLC ($3.2M), Bank of America Corp. ($2.5M) and Cwm, LLC ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victory Portfolios II
- CUSIP
- 92647N774
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $730K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 34,255 shares bought and 163,274 shares sold, net −129,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| LPL Financial LLC | 0.00% | Reduce -28.5% | 61,176 | $3.2M |
| Bank of America Corp. | 0.00% | Add +1.9% | 48,444 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -2.5% | 44,800 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +79.2% | 43,441 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -12.9% | 42,729 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 33,088 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -78.1% | 21,025 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.8% | 12,552 | $647K |
| Stifel Financial Corp. | 0.00% | Reduce -15.9% | 12,099 | $624K |
| Two Sigma Investments, LP | 0.00% | New | 12,000 | $619K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.9% | 10,031 | $517K |
| Citadel Advisors | 0.00% | Reduce -83.1% | 7,342 | $378K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 7,089 | $365K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +0.1% | 4,502 | $232K |
| Keystone Financial Group | 0.02% | Reduce -5.8% | 4,031 | $208K |
| UBS Group AG | 0.00% | New | 1,452 | $75K |
| Allworth Financial LP | 0.00% | No change | 1,120 | $57K |
| Sunbelt Securities, Inc. | 0.00% | No change | 893 | $46K |
| Gen-Wealth Partners Inc | 0.01% | No change | 691 | $36K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -22.4% | 333 | $17K |
| Osaic Holdings, Inc. | 0.00% | New | 319 | $16K |
| Goodman Advisory Group, LLC | 0.00% | New | 310 | $16K |
| Wells Fargo & Company | 0.00% | New | 72 | $4K |
"% of holder's portfolio" is VICTORY PORTFOLIOS II's weight in each manager's 13F, not the share of Victory Portfolios II the manager owns.