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

VICTORY PORTFOLIOS II

64 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 92647X822·64 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.3%
vs prior quarter
13F value held
$407M
49.0% inst. owned
of float
Holders
64
+11 QoQ
filers reporting
Activity
+28 / −25
+965 added · −867 reduced
this quarter
Concentration
22.19%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported SFLO in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 22.2% of the visible book. +11 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$90M3.0M0.06%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$59M2.0M0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$53M1.8M0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M1.1M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$33M1.1M0.01%Q1 202606
Boothe Investment Group, Inc.
CIK 0001749798
$18M610K5.90%Q1 202607
NewEdge Advisors, LLC
CIK 0001633516
$18M589K0.06%Q1 202608
Tradition Wealth Management, LLC
CIK 0001843010
$12M412K0.88%Q1 202609
Sanctuary Advisors, LLC
CIK 0001777271
$12M399K0.06%Q1 202610
Rockefeller Capital Management L.P.
CIK 0001739439
$12M399K0.02%Q1 202611
Vantage Financial Partners, LLC
CIK 0001911766
$11M390K2.33%Q4 202512
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M353K0.00%Q1 202613
IAG Wealth Partners, LLC
CIK 0001827261
$10M343K1.15%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$9M287K0.02%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$8M266K0.00%Q1 202616
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$4M134K0.23%Q1 202617
UBS Group AG
CIK 0001610520
$4M117K0.00%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$3M106K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$3M84K0.00%Q1 202620
&PARTNERS
CIK 0000107136
$2M81K0.01%Q1 2026
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