VFLO — Victory Portfolios II Institutional Holders · Q3 2026
Who owns Victory Portfolios II (VFLO)? 20 institutions reported holding $117.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($56.9M), Financial Enhancement Group LLC ($21.7M), Financial Designs Corp ($11.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RVW Wealth, LLC | $56.9M | 1.1M | Added |
| 2 | Financial Enhancement Group LLC | $21.7M | 414,586 | Trimmed |
| 3 | Financial Designs Corp | $11.5M | 225,542 | Added |
| 4 | Bank of New Hampshire | $6.1M | 118,284 | New |
| 5 | Cadent Capital Advisors, LLC | $4.5M | 87,987 | New |
| 6 | Farther Finance Advisors, LLC | $4.1M | 79,639 | Trimmed |
| 7 | VISTA INVESTMENT PARTNERS LLC | $3.3M | 64,915 | Trimmed |
| 8 | M.E. ALLISON & CO., INC. | $3.2M | 62,754 | Added |
| 9 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.6M | 51,098 | New |
| 10 | TITLEIST ASSET MANAGEMENT, LLC | $1.8M | 34,558 | Added |
| 11 | GK Wealth Management LLC | $1.3M | 26,333 | New |
| 12 | Worth Asset Management, LLC | $414,127 | 8,090 | New |
| 13 | Plan A Wealth LLC | $338,622 | 6,615 | Trimmed |
| 14 | Elm3 Financial Group, LLC | $236,549 | 4,621 | Added |
| 15 | Davis Capital Management | $6,552 | 128 | Hold |
| 16 | TOTH FINANCIAL ADVISORY CORP | $4,812 | 94 | Hold |
| 17 | CoreCap Advisors, LLC | $3,993 | 78 | New |
| 18 | GAMMA Investing LLC | $1,382 | 27 | Hold |
| 19 | Tactive Advisors, LLC | $0 | 0 | Exited |
| 20 | Wealth Group Ltd | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30