13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
UBND

VICTORY PORTFOLIOS II

46 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 92647X863·46 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.2%
vs prior quarter
13F value held
$1.7B
65.0% inst. owned
of float
Holders
46
-120 QoQ
filers reporting
Activity
+29 / −114
+888 added · −913 reduced
this quarter
Concentration
28.75%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported UBND in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 28.7% of the visible book. -120 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
$500M23.0M0.32%Q1 202602
Annex Advisory Services, LLC
CIK 0001542287
$385M17.7M7.22%Q1 202603
CAHABA WEALTH MANAGEMENT, INC.
CIK 0001716399
$178M8.2M12.09%Q1 202604
Retirement Planning Group, LLC
CIK 0001508195
$160M7.4M4.97%Q1 202605
Merit Financial Group, LLC
CIK 0001621225
$139M6.4M1.03%Q1 202606
1900 WEALTH MANAGEMENT LLC
CIK 0001791996
$95M4.4M6.12%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$45M2.1M0.07%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$38M1.8M0.02%Q1 202609
Goldstein Advisors, LLC
CIK 0001963807
$37M1.7M4.10%Q1 202610
Madison Wealth Partners, Inc
CIK 0001844424
$35M1.6M5.57%Q1 202611
TRUIST FINANCIAL CORP
CIK 0000092230
$34M1.5M0.05%Q1 202612
Corient Private Wealth LLC
CIK 0001948780
$26M1.2M0.04%Q1 202613
CORRECT CAPITAL WEALTH MANAGEMENT
CIK 0001844835
$25M1.2M4.74%Q1 202614
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$10M468K0.26%Q1 202615
Elk River Wealth Management, LLC
CIK 0001844107
$8M361K1.31%Q1 202616
Huntleigh Advisors, Inc.
CIK 0001367653
$8M354K1.32%Q1 202617
Impact Investors, Inc
CIK 0001824539
$6M258K3.90%Q1 202618
OneDigital Investment Advisors LLC
CIK 0001690370
$4M176K0.04%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M152K0.00%Q1 202620
LPL Financial LLC
CIK 0001403438
$3M151K0.00%Q1 2026
Page 1 of 3
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