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Disclosery

SFLO VICTORY PORTFOLIOS II

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VICT SMA CAP ETF (fund)

61 managers (62 13F filers) reported a position in SFLO shares at 2026-03-31, 14,112,778 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
61
13F filers
62
New
12
Added
35
Reduced
11
Sold out
2
Shares held by filers
14,112,778

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VICTORY CAPITAL MANAGEMENT INC3,004,723$90.2M0.06%+100,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,958,594$58.8M<0.01%+260,33413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,776,593$53.4M<0.01%+256,67813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,138,215$34.2M0.01%+63,83913F-HRTimelineGroup
LPL Financial LLC1,101,288$33.1M0.01%+144,00013F-HRTimeline
Boothe Investment Group, Inc.610,384$18.3M5.9%+4,13613F-HRTimeline
NewEdge Advisors, LLC588,682$17.7M0.06%+108,05113F-HR/ATimeline
Tradition Wealth Management, LLC412,055$12.4M0.88%-1,66513F-HRTimeline
Sanctuary Advisors, LLC399,203$12M0.06%-5,62113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…398,758$12M0.02%-13,11613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC352,667$10.6M<0.01%-23,86213F-HRTimelineGroup
IAG Wealth Partners, LLC342,785$10.3M1.15%-56,23713F-HRTimeline
MML INVESTORS SERVICES, LLC286,727$8.61M0.02%-16,10713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA265,975$7.99M<0.01%-24,26613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…133,858$4.02M0.23%+61,19113F-HRTimeline
UBS Group AGin group UBS Group AG116,670$3.5M<0.01%-23,51313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,258$3.19M<0.01%+18,23013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP83,863$2.52M<0.01%+3,19513F-HRTimelineGroup
&PARTNERS80,759$2.42M0.01%+13,13513F-HRTimeline
Farther Finance Advisors, LLC75,724$2.28M0.02%-15,41313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.73,399$2.16M0.01%+1,29313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,876$1.8M<0.01%+11,91913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,024$1.58M<0.01%-8,98813F-HRTimeline
D.A. DAVIDSON & CO.50,376$1.51M0.01%+11,57813F-HRTimeline
Atlas Wealth LLC48,632$1.46M0.44%+36,80113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,764$1.1M<0.01%+2,59113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV35,858$1.08M0.06%+2,13513F-HRTimeline
WCG Wealth Advisors LLC30,762$924K0.03%+3,38013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,784$894K+1,583Timeline
COMMONWEALTH EQUITY SERVICES, LLC28,340$851K<0.01%+1,37813F-HRTimeline
HighTower Advisors, LLC27,608$829K<0.01%+84813F-HRTimeline
Xcelsior Advisor Partners LLC21,934$659K0.25%+55213F-HRTimeline
GWN SECURITIES INC.21,375$642K0.12%+25613F-HRTimeline
KPP Advisory Services LLC18,368$552K0.08%+6313F-HRTimeline
Cetera Investment Advisers16,613$499K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,891$447K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC13,208$397K<0.01%+3,67613F-HRTimeline
Pine Valley Investments Ltd Liability Co13,163$395K0.02%+16613F-HRTimeline
Triumph Capital Management12,707$382K0.08%+47513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,705$382K<0.01%+2,11713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,378$372K<0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,358$371K<0.01%+1613F-HRTimelineGroup
Keel Point, LLC11,982$360K0.02%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,837$355K<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,675$321K0.01%+20013F-HRTimelineGroup
Krilogy Financial LLC9,850$313K0.01%013F-HRTimeline
Blue Water Asset Management10,191$306K0.11%+1413F-HRTimeline
LeClair Wealth Partners LLC10,191$306K0.11%new13F-HRTimeline
Maridea Wealth Management LLC9,901$297K0.04%-45513F-HRTimeline
Janney Montgomery Scott LLC8,712$262K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…8,590$258K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,094$243K<0.01%+1113F-HRTimelineGroup
Western Wealth Management, LLC8,000$240K0.01%013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,110$214K<0.01%new13F-HR/ATimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,169$125K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,919$57.6K0.04%+6013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,660$49.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…416$12.5K<0.01%new13F-HRTimeline
Bangor Savings Bank103$3.09K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC74$2.22K<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline