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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 92647N691

VICTORY PORTFOLIOS II

56 institutions · $144.2M total · 2,759,490 shares

#ManagerSharesValue% of TotalPeriod
1GREAT VALLEY ADVISOR GROUP, INC.864,751$47.8M31.33%2025-12-31
2Tower Wealth Partners, Inc.417,579$23.1M15.13%2025-12-31
3VICTORY CAPITAL MANAGEMENT INC331,712$18.3M12.02%2025-12-31
4GOLDMAN SACHS GROUP INC223,455$12.3M8.09%2025-12-31
5MORGAN STANLEY147,788$8.2M5.35%2025-12-31
6Royal Bank of Canada96,722$5.3M3.50%2025-12-31
7LPL Financial LLC69,400$3.8M2.51%2025-12-31
8BANK OF AMERICA CORP /DE/45,396$2.4M1.64%2025-12-31
9SUSQUEHANNA INTERNATIONAL GROUP, LLP42,479$2.3M1.53%2025-12-31
10CITADEL ADVISORS LLC42,242$2.3M1.53%2025-12-31
11RAYMOND JAMES FINANCIAL INC41,286$2.3M1.49%2025-12-31
12TWO SIGMA INVESTMENTS, LP40,831$2.3M1.47%2025-12-31
13Atria Investments, Inc45,680$1.8M1.65%2023-06-30
14Raymond James Financial Services Advisors, Inc.33,232$1.6M1.20%2024-09-30
15Trilogy Capital Inc.23,454$1.3M0.84%2025-12-31
16Sovereign Financial Group, Inc.17,727$979.7K0.64%2025-12-31
17SMITH, MOORE & CO.20,614$838.6K0.74%2023-12-31
18Dakota Wealth Management10,345$571.7K0.37%2025-12-31
19RAYMOND JAMES & ASSOCIATES11,263$547.2K0.40%2024-09-30
20LexAurum Advisors, LLC9,585$514.3K0.34%2025-09-30
21Independent Advisor Alliance10,324$495.9K0.37%2024-12-31
22TRUIST FINANCIAL CORP8,329$460.3K0.30%2025-12-31
23COMMONWEALTH EQUITY SERVICES, LLC7,762$429.0K0.28%2025-12-31
24Atria Wealth Solutions, Inc.8,630$425.3K0.31%2025-06-30
25Keystone Financial Group2,910$372.6K0.10%2024-12-31
26Lindenwold Advisors, INC6,786$364.1K0.24%2025-12-31
27ENVESTNET ASSET MANAGEMENT INC7,357$353.4K0.26%2024-12-31
28Private Advisor Group, LLC6,364$351.7K0.23%2025-12-31
29JANE STREET GROUP, LLC6,671$324.1K0.24%2024-09-30
30Cetera Investment Advisers6,667$320.2K0.24%2024-12-31
31LEGACY SOLUTIONS, LLC6,230$307.0K0.22%2025-06-30
32Cetera Advisors LLC5,755$260.4K0.20%2024-03-31
33Valley Financial Group, Inc.3,968$219.3K0.14%2025-12-31
34Trust Investment Advisors5,329$203.3K0.19%2023-03-31
35Global Retirement Partners, LLC2,917$161.2K0.10%2025-12-31
36Quent Capital, LLC2,200$106.6K0.07%2025-03-31
37Clear Point Advisors Inc.1,862$90.5K0.06%2024-09-30
38Steward Partners Investment Advisory, LLC1,250$69.1K0.04%2025-12-31
39Rockefeller Capital Management L.P.1,154$63.8K0.04%2025-12-31
40ADVISOR GROUP HOLDINGS, INC.800$44.2K0.02%2025-12-31
41FIFTH THIRD BANCORP752$28.7K0.02%2023-03-31
42American Portfolios Advisors565$23.8K0.02%2023-03-31
43COMERICA BANK578$22.7K0.02%2023-12-31
44JPMORGAN CHASE & CO433$21.0K0.01%2025-03-31
45FMR LLC175$9.7K0.00%2025-12-31
46Advisory Services Network, LLC200$7.7K0.00%2023-06-30
47WELLS FARGO & COMPANY/MN82$4.5K0.00%2025-12-31
48Nova Wealth Management, Inc.62$3.1K0.00%2025-06-30
49IFP Advisors, Inc105,864$2.9K3.83%2023-03-31
50One Degree Advisors Inc8,181$4520.29%2025-12-31
51UBS Group AG4$2210.00%2025-12-31
52Cambridge Investment Research Advisors, Inc.3,785$2090.13%2025-12-31
53Tower Research Capital LLC (TRC)2$960.00%2024-12-31
54CLEAR STREET MARKETS LLC1$550.00%2025-12-31
55SageView Advisory Group, LLC0$10.00%2025-12-31
56CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30