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VSMV VICTORY PORTFOLIOS II

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VICTORYSHS US (fund)

28 managers (28 13F filers) reported a position in VSMV shares at 2025-03-31, 1,855,131 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
28
13F filers
28
New
3
Added
10
Reduced
11
Sold out
5
Shares held by filers
1,855,131

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tower Wealth Partners, Inc.404,425$19.6M10.47%+1,13513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…332,569$16.1M0.35%-4,73113F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC331,712$16.1M0.02%-52,24413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY269,507$13.1M<0.01%-4,65013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA99,816$4.83M<0.01%+50313F-HR/ATimelineGroup
LPL Financial LLC89,703$4.34M<0.01%+1,05313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC51,804$2.51M<0.01%+7,86813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,248$2.43M<0.01%+18,46613F-HRTimelineGroup
Trilogy Capital Inc.43,529$2.11M0.11%-4,91213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,009$1.45M<0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.29,062$1.41M0.32%+49213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,703$1.34M<0.01%+7,97713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,300$935K<0.01%013F-HRTimelineGroup
One Degree Advisors Inc12,135$587K0.24%-4,06813F-HRTimeline
LexAurum Advisors, LLC11,276$546K0.1%-27813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,836$476K<0.01%-37513F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,601$417K0.01%+1813F-HRTimeline
Private Advisor Group, LLC6,684$324K<0.01%-2,04413F-HRTimeline
LEGACY SOLUTIONS, LLC6,230$302K0.33%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,196$300K<0.01%-6,17713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,067$294K<0.01%+47813F-HRTimelineGroup
Lindenwold Advisors, INC4,576$222K0.12%-87213F-HRTimeline
Quent Capital, LLC2,200$107K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,250$60.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO433$21K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC198$9.59K<0.01%+2313F-HRTimelineGroup
Nova Wealth Management, Inc.62$3K<0.01%-913F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.