Who Owns VICTORY PORTFOLIOS II (CFO)? -- Institutional Holders (2026-06-30)
75 institutions reported holding $270.0M of VICTORY PORTFOLIOS II (CFO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cetera Investment Advisers ($35.2M), RAYMOND JAMES FINANCIAL INC ($29.5M), LPL Financial LLC ($24.1M), SILVER OAK SECURITIES, INCORPORATED ($23.7M), MORGAN STANLEY ($20.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cetera Investment Advisers | $35.2M | 439,136 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $29.5M | 368,630 | Trimmed |
| 3 | LPL Financial LLC | $24.1M | 300,362 | Trimmed |
| 4 | SILVER OAK SECURITIES, INCORPORATED | $23.7M | 295,625 | New |
| 5 | MORGAN STANLEY | $20.4M | 254,694 | Trimmed |
| 6 | Royal Bank of Canada | $16.3M | 203,383 | Trimmed |
| 7 | Integrated Wealth Concepts LLC | $16.0M | 199,649 | Added |
| 8 | STIFEL FINANCIAL CORP | $14.1M | 176,454 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $13.1M | 164,099 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $10.4M | 129,416 | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $7.5M | 94,221 | Trimmed |
| 12 | Clearstead Advisors, LLC | $5.1M | 63,476 | Added |
| 13 | NewEdge Advisors, LLC | $4.7M | 58,114 | Trimmed |
| 14 | Creative Planning | $4.4M | 55,486 | Trimmed |
| 15 | Intrua Financial, LLC | $4.4M | 55,340 | Trimmed |
| 16 | Keystone Financial Group | $4.4M | 54,525 | Trimmed |
| 17 | MATHER GROUP, LLC. | $3.7M | 46,039 | Trimmed |
| 18 | Vise Technologies, Inc. | $3.2M | 39,785 | New |
| 19 | UBS Group AG | $2.6M | 31,900 | Trimmed |
| 20 | GOLDMAN SACHS GROUP INC | $2.2M | 27,793 | Trimmed |
| 21 | AMERIPRISE FINANCIAL INC | $2.0M | 24,591 | Added |
| 22 | Patriot Financial Group Insurance Agency, LLC | $1.9M | 23,171 | Trimmed |
| 23 | BridgePort Financial Solutions, LLC | $1.4M | 17,510 | Hold |
| 24 | Family Capital Management, Inc. | $1.4M | 17,295 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $1.3M | 16,607 | Added |
Source: SEC Form 13F filings · as of 2026-06-30