13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
UITB

VICTORY PORTFOLIOS II

144 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 92647N527·144 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.6%
vs prior quarter
13F value held
$2.0B
58.0% inst. owned
of float
Holders
144
+65 QoQ
filers reporting
Activity
+51 / −87
+831 added · −825 reduced
this quarter
Concentration
34.22%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

144 institutions reported UITB in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 34.2% of the visible book. +65 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
$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
LPL Financial LLC
CIK 0001403438
$99M2.1M0.03%Q1 202605
Bogart Wealth, LLC
CIK 0001715740
$97M2.1M3.73%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
$34M721K2.56%Q1 202616
Allworth Financial LP
CIK 0001555170
$27M585K0.11%Q1 202617
Alliance Wealth Advisors, LLC
CIK 0001849724
$27M580K11.94%Q1 202618
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$27M577K1.24%Q1 202619
NICOLET BANKSHARES INC
CIK 0001174850
$23M485K0.84%Q1 202620
Newman Dignan & Sheerar, Inc.
CIK 0001566493
$22M474K4.69%Q1 2026
Page 1 of 8
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