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

VICTORY PORTFOLIOS II

154 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 92647N535·154 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
154
filers reporting
Concentration
20.84%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

154 institutions reported USTB in Q2 2026. VICTORY CAPITAL MANAGEMENT INC leads at 20.8% 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
$280M5.5M0.16%Q2 202602
MORGAN STANLEY
CIK 0000895421
$150M3.0M0.01%Q2 202603
Merit Financial Group, LLC
CIK 0001621225
$149M2.9M0.91%Q2 202604
Go Invest LLC
CIK 0002139692
$119M2.3M27.85%Q2 202605
SHP Wealth Management
CIK 0001807060
$90M1.8M6.22%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M1.7M0.01%Q2 202607
LPL Financial LLC
CIK 0001403438
$81M1.6M0.02%Q2 202608
Stonebridge Financial Group, LLC
CIK 0002009367
$47M927K3.56%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$46M901K0.01%Q2 202610
Amplius Wealth Advisors, LLC
CIK 0001900584
$40M791K2.93%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M699K0.01%Q2 202612
Private Advisor Group, LLC
CIK 0001567755
$30M587K0.14%Q2 202613
Broadway Wealth Solutions, Inc.
CIK 0002021265
$29M579K13.69%Q2 202614
Marquette Asset Management, LLC
CIK 0001395067
$28M550K3.58%Q2 202615
Capital Analysts, LLC
CIK 0001624758
$26M517K0.69%Q1 202616
Waverly Advisors, LLC
CIK 0001568787
$24M475K0.14%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$23M459K0.00%Q1 202618
Evergreen Wealth Solutions, LLC
CIK 0001904432
$21M424K1.12%Q2 202619
MOTCO
CIK 0001306333
$19M380K1.65%Q2 202620
Winter & Associates, Inc.
CIK 0002109063
$18M356K13.53%Q2 2026
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