VICTORY PORTFOLIOS II

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CFA·92647N766·US·ETF

CFA (VICTORY PORTFOLIOS II) is held by 42 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($60.7M), BANK OF AMERICA CORP /DE/ ($34.2M), FIFTH THIRD BANCORP ($22.5M). Net institutional sentiment: Mixed.

42

Holders

(6 Elite)

$276.4M

Total Value

45% (33)

Consensus

15 buying - 18 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)54

Activist (13D/13G)55

Congressional (STOCK Act)62

Holder Quality

11

★★★★★

Elite

67

★★★★

Strong

19

★★★

Solid

57

★★

Below

20

★

Weak

Held by 42 funds

6 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CFA.

Top Holders

Top Holders (42)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	614,159(-1.4%)	$60.7M	0.0%	+26.91%	0
BANK OF AMERICA CORP /DE/	Decreased	346,379(-1.5%)	$34.2M	0.0%	+52.11%	0
FIFTH THIRD BANCORP	Decreased	227,887(-2.2%)	$22.5M	0.0%	+7.55%	0
RAYMOND JAMES FINANCIAL INC	Decreased	206,343(-3.8%)	$20.4M	0.0%	+17.65%	0
WELLS FARGO & COMPANY/MN	Decreased	199,729(-0.6%)	$19.7M	0.0%	+76.71%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	195,819(-0.2%)	$19.3M	0.0%	+27.49%	0
UBS Group AG	Decreased	193,295(-0.5%)	$19.1M	0.0%	+84.88%	0
Rockefeller Capital Management L.P.	Decreased	122,321(-0.1%)	$12.1M	0.0%	+8.36%	0
LPL Financial LLC	Decreased	118,900(-1.7%)	$11.7M	0.0%	+59.87%	0
GOLDMAN SACHS GROUP INC	Increased	78,785(+3.1%)	$7.8M	0.0%	+19.94%	28
JONES FINANCIAL COMPANIES LLLP	Increased	59,637(+17.1%)	$5.9M	0.0%	+12.07%	32
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	53,512(-1.4%)	$5.3M	0.0%	+60.63%	0
ROYAL BANK OF CANADA	Decreased	52,379(-44.3%)	$5.2M	0.0%	+33.44%	0
NewEdge Advisors, LLC	Decreased	51,001(-8.1%)	$5M	0.0%	+8.79%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	47,483(+40.2%)	$4.7M	0.0%	+6.06%	36
AMERIPRISE FINANCIAL INC	Increased	36,403(+1.3%)	$3.6M	0.0%	+65.72%	27
OSAIC HOLDINGS, INC.	Decreased	34,104(-0.3%)	$3.4M	0.0%	+112.75%	0
Private Advisor Group, LLC	Decreased	31,979(-74.1%)	$3.2M	0.0%	+89.74%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	20,633(+2.3%)	$2M	0.0%	+105.86%	26
IWIntegrated Wealth Concepts LLC	Decreased	18,706(-3.9%)	$1.8M	0.0%	+19.00%	0

Showing 1-20 of 42

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CFAVICTORY PORTFOLIOS II

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer