DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
CDL

VICTORY PORTFOLIOS II

65 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 92647N865·65 13F holders·last filed Mar 31, 2026
Market cap
0.6%
vs prior quarter
13F value held
$185M
64.0% inst. owned
of float
Holders
65
-33 QoQ
filers reporting
Activity
+29 / −11
+1,020 added · −915 reduced
this quarter
Concentration
24.96%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

65 institutions reported CDL in Q1 2026. MORGAN STANLEY leads at 25.0% of the visible book. -33 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$46M618K0.00%Q1 2026
02
ATLANTIC FAMILY WEALTH, LLC
CIK 0002012511
$28M375K20.18%Q1 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M268K0.00%Q1 2026
04
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$15M207K0.01%Q1 2026
05
LPL Financial LLC
CIK 0001403438
$11M152K0.00%Q1 2026
06
HighTower Advisors, LLC
CIK 0001462245
$8M113K0.01%Q1 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M101K0.00%Q1 2026
08
Summit Financial, LLC
CIK 0001765536
$7M99K0.09%Q1 2026
09
TAP Consulting, LLC
CIK 0001748930
$7M106K1.42%Q4 2024
10
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M86K0.00%Q1 2026
11
MPWM ADVISORY SOLUTIONS, LLC
CIK 0002056693
$4M50K1.97%Q1 2026
12
NewEdge Advisors, LLC
CIK 0001633516
$4M48K0.01%Q1 2026
13
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M43K0.00%Q1 2026
14
Integrated Wealth Concepts LLC
CIK 0001737109
$3M42K0.02%Q1 2026
15
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M40K0.00%Q1 2026
16
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M36K0.00%Q1 2026
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M32K0.00%Q1 2026
18
TRUIST FINANCIAL CORP
CIK 0000092230
$2M28K0.00%Q1 2026
19
Private Advisor Group, LLC
CIK 0001567755
$2M26K0.01%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M20K0.00%Q1 2026
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