Victory Portfolios Ii Victoryshares Short-Term Bond Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 0.16% | 0.18% | #57 | $279.9M | 5.5M | $273.7M | 5.4M | +120,000+2.22% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #104 | $149.9M | 3.0M | $86.0M | 1.7M | +1.3M+75.47% | Add | |
| Merit Financial Group, LLC | 0.91% | 1.06% | #31 | $148.8M | 2.9M | $142.8M | 2.8M | +116,973+4.14% | Add | |
| Go Invest LLC | 27.85% | — | #1 | $118.5M | 2.3M | $0 | 0 | +2.3M | New Buy | |
| SHP Wealth Management | 6.22% | 4.76% | #6 | $90.4M | 1.8M | $63.1M | 1.2M | +537,159+43.03% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #110 | $88.1M | 1.7M | $77.5M | 1.5M | +208,526+13.62% | Add | |
| LPL Financial LLC | 0.02% | 0.02% | #87 | $80.7M | 1.6M | $81.3M | 1.6M | -12,964-0.81% | Reduce | |
| Stonebridge Financial Group, LLC | 3.56% | 3.67% | #9 | $46.9M | 927,201 | $44.6M | 881,331 | +45,870+5.20% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | <0.01% | #106 | $45.6M | 900,711 | $10.7M | 211,904 | +688,807+325.06% | Add | |
| Amplius Wealth Advisors, LLC | 2.93% | 3.09% | #12 | $40.0M | 790,733 | $37.1M | 733,336 | +57,397+7.83% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #100 | $35.4M | 699,421 | $24.4M | 482,124 | +217,297+45.07% | Add | |
| Private Advisor Group, LLC | 0.14% | 0.11% | #62 | $29.7M | 587,296 | $23.5M | 464,463 | +122,833+26.45% | Add | |
| Broadway Wealth Solutions, Inc. | 13.69% | 14.65% | #2 | $29.3M | 578,799 | $28.3M | 559,951 | +18,848+3.37% | Add | |
| Marquette Asset Management, LLC | 3.58% | 3.97% | #8 | $27.9M | 550,446 | $26.6M | 525,433 | +25,013+4.76% | Add | |
| Capital Analysts, LLC | 0.6% | 0.82% | #38 | $26.2M | 516,643 | $28.6M | 562,631 | -45,988-8.17% | Reduce | |
| Waverly Advisors, LLC | 0.14% | 0.17% | #61 | $24.0M | 474,980 | $22.8M | 451,585 | +23,395+5.18% | Add | |
| Janney Montgomery Scott LLC | 0.05% | 0.03% | #74 | $23.5M | 464,325 | $13.4M | 263,995 | +200,330+75.88% | Add | |
| KINTRA WEALTH, LLC | 1.12% | 1.4% | #25 | $21.4M | 424,283 | $19.8M | 392,069 | +32,214+8.22% | Add | |
| MOTCO | 1.65% | 1.75% | #21 | $19.2M | 379,986 | $18.9M | 372,958 | +7,028+1.88% | Add | |
| Winter & Associates, Inc. | 13.53% | 8.79% | #3 | $18.0M | 355,616 | $10.0M | 198,454 | +157,162+79.19% | Add | |
| ERn Financial, LLC | 2.93% | 3.18% | #13 | $17.7M | 349,663 | $16.9M | 334,129 | +15,534+4.65% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #94 | $17.4M | 343,042 | $15.6M | 307,627 | +35,415+11.51% | Add | |
| Focus Partners Advisor Solutions, LLC | 0.15% | 0.1% | #59 | $17.2M | 340,457 | $9.8M | 193,011 | +147,446+76.39% | Add | |
| Cornerstone Planning Group LLC | 1.92% | 1.98% | #20 | $15.3M | 302,568 | $14.8M | 292,838 | +9,730+3.32% | Add | |
| StoryOne LLC | 6.67% | 5.14% | #5 | $14.1M | 277,676 | $9.1M | 180,291 | +97,385+54.02% | Add | |
| Redhawk Wealth Advisors, Inc. | 1.38% | 1.48% | #22 | $14.0M | 276,282 | $13.4M | 264,785 | +11,497+4.34% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #123 | $13.7M | 270,638 | $11.9M | 234,309 | +36,329+15.50% | Add | |
| Certified Advisory Corp | 1.1% | 1.05% | #27 | $13.7M | 269,658 | $11.7M | 231,971 | +37,687+16.25% | Add | |
| HORAN Wealth, LLC | 1.09% | 1.26% | #29 | $13.4M | 264,769 | $13.3M | 262,376 | +2,393+0.91% | Add | |
| Integrated Wealth Concepts LLC | 0.06% | 0.08% | #70 | $12.3M | 242,301 | $10.4M | 206,471 | +35,830+17.35% | Add | |
| Apella Capital, LLC | 0.17% | 0.17% | #53 | $12.3M | 242,085 | $11.1M | 220,010 | +22,075+10.03% | Add | |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 9.16% | 9.02% | #4 | $12.2M | 264,245 | $13.4M | 265,596 | -1,351-0.51% | Reduce | |
| TOTH FINANCIAL ADVISORY CORP | 1.1% | 1.17% | #28 | $11.2M | 221,722 | $10.6M | 210,516 | +11,206+5.32% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | <0.01% | #109 | $11.2M | 220,708 | $131,603 | 2,602 | +218,106+8,382.24% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.02% | #97 | $11.0M | 218,055 | $12.6M | 249,515 | -31,460-12.61% | Reduce | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.02% | 0.02% | #88 | $10.9M | 217,002 | $7.7M | 151,109 | +65,893+43.61% | Add | |
| Steward Partners Investment Advisory, LLC | 0.06% | 0.05% | #72 | $10.9M | 214,983 | $9.1M | 180,424 | +34,559+19.15% | Add | |
| Summit Financial, LLC | 0.11% | 0.12% | #64 | $9.8M | 193,690 | $9.7M | 191,605 | +2,085+1.09% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.02% | #98 | $9.2M | 182,660 | $13.5M | 267,057 | -84,397-31.60% | Reduce | |
| ADAPT WEALTH ADVISORS, LLC | 3.02% | 3.47% | #11 | $9.2M | 182,656 | $9.6M | 189,516 | -6,860-3.62% | Reduce | |
| Pinnacle Wealth Management Group, Inc. | 4.26% | 4.44% | #7 | $9.1M | 180,560 | $9.0M | 178,774 | +1,786+1.00% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #122 | $8.7M | 171,901 | $7.9M | 155,654 | +16,247+10.44% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 0.02% | #86 | $8.5M | 167,766 | $7.6M | 149,974 | +17,792+11.86% | Add | |
| AVAII WEALTH MANAGEMENT, LLC | 2.37% | 2.71% | #18 | $8.1M | 159,757 | $7.8M | 153,409 | +6,348+4.14% | Add | |
| REDW Wealth LLC | 2.86% | 2.43% | #15 | $8.0M | 157,490 | $6.1M | 120,685 | +36,805+30.50% | Add | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.02% | #93 | $7.5M | 147,246 | $6.2M | 122,836 | +24,410+19.87% | Add | |
| Smith Thornton Advisors LLC | 3.14% | 3.34% | #10 | $7.1M | 141,546 | $6.6M | 131,303 | +10,243+7.80% | Add | |
| Trademark Financial Management, LLC | 2.73% | 1.35% | #16 | $6.7M | 131,815 | $2.8M | 54,566 | +77,249+141.57% | Add | |
| Quadcap Wealth Management, LLC | 0.61% | 0.74% | #37 | $6.3M | 124,518 | $6.5M | 128,389 | -3,871-3.02% | Reduce | |
| Cetera Investment Advisers | 0.01% | <0.01% | #111 | $6.1M | 120,467 | $867,229 | 17,146 | +103,321+602.60% | Add |