DOSSIER · 13F Holders · Q2 2026
CDL

VICTORY PORTFOLIOS II

67 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 92647N865·67 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$195M
visible holders
Holders
67
filers reporting
Concentration
24.61%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported CDL in Q2 2026. MORGAN STANLEY leads at 24.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$48M617K0.00%Q2 2026
02
ATLANTIC FAMILY WEALTH, LLC
CIK 0002012511
$30M381K18.91%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M262K0.00%Q2 2026
04
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$17M213K0.01%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$12M157K0.00%Q2 2026
06
HighTower Advisors, LLC
CIK 0001462245
$8M107K0.01%Q2 2026
07
Summit Financial, LLC
CIK 0001765536
$8M106K0.09%Q2 2026
08
Integrated Wealth Concepts LLC
CIK 0001737109
$8M98K0.04%Q2 2026
09
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$8M96K0.00%Q2 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M94K0.00%Q2 2026
11
MPWM ADVISORY SOLUTIONS, LLC
CIK 0002056693
$4M48K1.72%Q2 2026
12
Vise Technologies, Inc.
CIK 0001812090
$3M44K0.04%Q2 2026
13
NewEdge Advisors, LLC
CIK 0001633516
$3M44K0.01%Q2 2026
14
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M43K0.00%Q2 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M40K0.00%Q2 2026
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M38K0.00%Q2 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M34K0.00%Q2 2026
18
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M31K0.00%Q2 2026
19
TRUIST FINANCIAL CORP
CIK 0000092230
$2M28K0.00%Q2 2026
20
Private Advisor Group, LLC
CIK 0001567755
$2M25K0.01%Q2 2026
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Insiders at VICTORY PORTFOLIOS II
Ellis Judith AStratford PatriciaOrr Jacquelyn JTaylor Randy LReifenheiser Thomas VSuleman FaridMiles Michael A