13F Insight
DOSSIER · 13F Holders · Q1 2026
UITB

VICTORY PORTFOLIOS II

145 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 92647N527·145 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.1B
visible holders
Holders
145
filers reporting
Concentration
34.05%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

145 institutions reported UITB in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 34.0% 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
$698M14.9M0.45%Q1 202602
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$260M5.5M0.04%Q1 202603
MORGAN STANLEY
CIK 0000895421
$177M3.8M0.01%Q1 202604
Bogart Wealth, LLC
CIK 0001715740
$102M2.2M3.49%Q2 202605
LPL Financial LLC
CIK 0001403438
$99M2.1M0.03%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$92M2.0M0.02%Q1 202607
Orion Portfolio Solutions, LLC
CIK 0001802647
$72M1.6M0.35%Q1 202508
BANK OF AMERICA CORP /DE/
CIK 0000070858
$66M1.4M0.00%Q1 202609
Calamos Advisors LLC
CIK 0001316507
$63M1.3M0.22%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$60M1.3M0.06%Q1 202611
Calamos Wealth Management LLC
CIK 0001455258
$60M1.3M2.06%Q1 202612
Allen Capital Group, LLC
CIK 0001601384
$52M1.1M4.68%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M1.0M0.01%Q1 202614
Meeder Advisory Services, Inc.
CIK 0001792167
$36M771K1.52%Q1 202615
MBL Wealth, LLC
CIK 0001845785
$36M759K2.43%Q2 202616
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$31M665K1.23%Q2 202617
Alliance Wealth Advisors, LLC
CIK 0001849724
$28M589K8.96%Q2 202618
Allworth Financial LP
CIK 0001555170
$27M585K0.11%Q1 202619
NICOLET BANKSHARES INC
CIK 0001174850
$23M485K0.84%Q1 202620
Atlantic Edge Private Wealth Management, LLC
CIK 0002011145
$22M461K4.41%Q2 2026
Page 1 of 8
125 more holders available. Log in →