13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
USTB

VICTORY PORTFOLIOS II

152 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 92647N535·152 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.4%
vs prior quarter
13F value held
$1.1B
45.0% inst. owned
of float
Holders
152
-49 QoQ
filers reporting
Activity
+41 / −81
+775 added · −808 reduced
this quarter
Concentration
25.00%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

152 institutions reported USTB in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 25.0% of the visible book. -49 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
$274M5.4M0.18%Q1 202602
Merit Financial Group, LLC
CIK 0001621225
$143M2.8M1.06%Q1 202603
MORGAN STANLEY
CIK 0000895421
$128M2.5M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$81M1.6M0.02%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$77M1.5M0.01%Q1 202606
SHP Wealth Management
CIK 0001807060
$63M1.2M4.76%Q1 202607
Stonebridge Financial Group, LLC
CIK 0002009367
$45M881K3.67%Q1 202608
Amplius Wealth Advisors, LLC
CIK 0001900584
$37M733K3.09%Q1 202609
Broadway Wealth Solutions, Inc.
CIK 0002021265
$28M560K14.64%Q1 202610
Marquette Asset Management, LLC
CIK 0001395067
$26M517K3.88%Q4 202511
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M482K0.01%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$23M464K0.11%Q1 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$23M459K0.00%Q1 202614
Waverly Advisors, LLC
CIK 0001568787
$23M452K0.17%Q1 202615
Evergreen Wealth Solutions, LLC
CIK 0001904432
$20M392K1.40%Q1 202616
MOTCO
CIK 0001306333
$19M373K1.75%Q1 202617
ERn Financial, LLC
CIK 0001768302
$17M334K3.18%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$16M308K0.01%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$14M267K0.02%Q1 202620
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
CIK 0001914515
$13M266K9.02%Q1 2026
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