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

VICTORY PORTFOLIOS II

40 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 92647X764·40 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.2%
vs prior quarter
13F value held
$662M
73.0% inst. owned
of float
Holders
40
-50 QoQ
filers reporting
Activity
+31 / −54
+1,055 added · −838 reduced
this quarter
Concentration
46.04%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported GFLW in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 46.0% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$305M11.6M0.20%Q1 202602
HighTower Advisors, LLC
CIK 0001462245
$92M3.5M0.10%Q1 202603
Smith Anglin Financial, LLC
CIK 0001553540
$77M2.9M6.93%Q2 202504
Miracle Mile Advisors, LLC
CIK 0001585859
$61M2.3M0.83%Q1 202605
Annex Advisory Services, LLC
CIK 0001542287
$35M1.3M0.66%Q1 202606
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$35M1.3M2.83%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M1.1M0.00%Q1 202608
LPL Financial LLC
CIK 0001403438
$4M157K0.00%Q1 202609
Tradition Wealth Management, LLC
CIK 0001843010
$4M150K0.28%Q1 202610
Parallel Advisors, LLC
CIK 0001690010
$4M144K0.07%Q1 202611
Sunbelt Securities, Inc.
CIK 0001632932
$4M138K0.23%Q1 202612
Krilogy Financial LLC
CIK 0001659047
$2M81K0.08%Q1 202613
Wealth Management Partners, LLC
CIK 0001843294
$2M68K0.51%Q1 202614
UBS Group AG
CIK 0001610520
$2M68K0.00%Q1 202615
REGIONS FINANCIAL CORP
CIK 0001281761
$2M64K0.01%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$1M47K0.00%Q1 202617
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1M45K0.00%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$1M38K0.00%Q1 202619
Purus Wealth Management, LLC
CIK 0001844250
$915,40635K0.29%Q1 202620
WBI INVESTMENTS, LLC
CIK 0001397424
$886,84034K0.24%Q1 2026
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