13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CDC

VICTORY PORTFOLIOS II

109 institutions still hold VICTORY PORTFOLIOS II as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92647N824·109 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.9%
vs prior quarter
13F value held
$421M
58.0% inst. owned
of float
Holders
109
+40 QoQ
filers reporting
Activity
+49 / −15
+861 added · −802 reduced
this quarter
Concentration
19.08%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

109 institutions reported CDC in Q1 2026. MORGAN STANLEY leads at 19.1% of the visible book. +40 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$80M1.1M0.00%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$47M655K0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M588K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$37M520K0.01%Q1 202605
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$33M467K2.44%Q1 202606
ATLANTIC FAMILY WEALTH, LLC
CIK 0002012511
$27M381K19.67%Q1 202607
CWM, LLC
CIK 0001535847
$22M304K0.06%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$20M284K0.01%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M232K0.00%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$16M227K0.00%Q1 202611
Rockefeller Capital Management L.P.
CIK 0001739439
$12M165K0.02%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M152K0.02%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$8M118K0.00%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$8M110K0.06%Q1 202615
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$8M110K1.39%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M109K0.00%Q1 202617
UBS Group AG
CIK 0001610520
$8M106K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$7M95K0.02%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$6M80K0.03%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$5M65K0.00%Q1 2026
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