13F Insight
DOSSIER · 13F Holders · Q2 2026
UITB

VICTORY PORTFOLIOS II

146 institutions still hold VICTORY PORTFOLIOS II as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92647N527·146 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.0B
visible holders
Holders
146
filers reporting
Concentration
35.56%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

146 institutions reported UITB in Q2 2026. VICTORY CAPITAL MANAGEMENT INC leads at 35.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$696M14.9M0.39%Q2 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$201M4.3M0.03%Q2 202603
MORGAN STANLEY
CIK 0000895421
$183M3.9M0.01%Q2 202604
Bogart Wealth, LLC
CIK 0001715740
$102M2.2M3.49%Q2 202605
LPL Financial LLC
CIK 0001403438
$100M2.1M0.02%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$74M1.6M0.00%Q2 202607
Orion Portfolio Solutions, LLC
CIK 0001802647
$72M1.6M0.35%Q1 202508
WELLS FARGO & COMPANY/MN
CIK 0000072971
$64M1.4M0.01%Q2 202609
Calamos Wealth Management LLC
CIK 0001455258
$63M1.3M1.91%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$57M1.2M0.05%Q2 202611
Allen Capital Group, LLC
CIK 0001601384
$56M1.2M4.53%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$53M1.1M0.01%Q2 202613
Meeder Advisory Services, Inc.
CIK 0001792167
$37M793K1.36%Q2 202614
MBL Wealth, LLC
CIK 0001845785
$36M759K2.43%Q2 202615
NICOLET BANKSHARES INC
CIK 0001174850
$31M671K1.00%Q2 202616
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$31M665K1.23%Q2 202617
Alliance Wealth Advisors, LLC
CIK 0001849724
$28M589K8.96%Q2 202618
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$27M570K3.25%Q2 202619
Allworth Financial LP
CIK 0001555170
$24M511K0.10%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$22M476K0.11%Q2 2026
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