13F Insight
DOSSIER · 13F Holders · Q2 2026
CDC

VICTORY PORTFOLIOS II

108 institutions still hold VICTORY PORTFOLIOS II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92647N824·108 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$431M
visible holders
Holders
108
filers reporting
Concentration
16.40%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

108 institutions reported CDC in Q2 2026. MORGAN STANLEY leads at 16.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$71M950K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M672K0.00%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M657K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$37M500K0.01%Q2 202605
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$34M460K2.08%Q2 202606
ATLANTIC FAMILY WEALTH, LLC
CIK 0002012511
$29M384K18.29%Q2 202607
CWM, LLC
CIK 0001535847
$22M304K0.06%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$21M279K0.01%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M226K0.00%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$16M214K0.00%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M178K0.03%Q1 202612
Rockefeller Capital Management L.P.
CIK 0001739439
$12M162K0.02%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M146K0.01%Q2 202614
UBS Group AG
CIK 0001610520
$9M120K0.00%Q2 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M110K0.00%Q2 202616
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$8M108K1.23%Q2 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$8M107K0.05%Q2 202618
NewEdge Advisors, LLC
CIK 0001633516
$7M89K0.02%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$5M74K0.03%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$5M72K0.00%Q2 2026
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