DOSSIER · 13F Holders · Q1 2026
GLOW

VICTORY PORTFOLIOS II

12 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 92647X798·12 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$43M
visible holders
Holders
12
filers reporting
Concentration
60.37%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported GLOW in Q1 2026. CWM, LLC leads at 60.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$26M850K0.07%Q1 2026
02
TRUIST FINANCIAL CORP
CIK 0000092230
$5M131K0.01%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M122K0.00%Q2 2026
04
Janney Montgomery Scott LLC
CIK 0001329948
$2M78K0.01%Q1 2026
05
Sanctuary Advisors, LLC
CIK 0001777271
$2M51K0.01%Q2 2026
06
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M45K0.00%Q2 2026
07
DAVENPORT & Co LLC
CIK 0000887777
$631K18K0.00%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$542K16K0.00%Q2 2026
09
ROYAL BANK OF CANADA
CIK 0001000275
$485K14K0.00%Q2 2026
10
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$385K11K0.01%Q2 2026
11
Coastal Bridge Advisors, LLC
CIK 0001665976
$356K10K0.02%Q2 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at VICTORY PORTFOLIOS II
Archer KennethLombardi Patrick JHolst PeterClark David CGiangano DavidLusk James SIles GaryCohen James Hugh