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

VICTORY PORTFOLIOS II

149 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 92647N535·149 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
149
filers reporting
Concentration
24.29%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

149 institutions reported USTB in Q1 2026. VICTORY CAPITAL MANAGEMENT INC leads at 24.3% 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
$274M5.4M0.18%Q1 202602
Merit Financial Group, LLC
CIK 0001621225
$149M2.9M0.91%Q2 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
$47M927K3.56%Q2 202608
Amplius Wealth Advisors, LLC
CIK 0001900584
$40M791K2.93%Q2 202609
Broadway Wealth Solutions, Inc.
CIK 0002021265
$29M579K13.69%Q2 202610
Marquette Asset Management, LLC
CIK 0001395067
$28M550K3.58%Q2 202611
Capital Analysts, LLC
CIK 0001624758
$26M517K0.69%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$24M482K0.01%Q1 202613
Private Advisor Group, LLC
CIK 0001567755
$23M464K0.11%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$23M459K0.00%Q1 202615
Waverly Advisors, LLC
CIK 0001568787
$23M452K0.17%Q1 202616
Evergreen Wealth Solutions, LLC
CIK 0001904432
$20M392K1.40%Q1 202617
MOTCO
CIK 0001306333
$19M373K1.75%Q1 202618
Winter & Associates, Inc.
CIK 0002109063
$18M356K13.53%Q2 202619
ERn Financial, LLC
CIK 0001768302
$18M350K2.93%Q2 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$16M308K0.01%Q1 2026
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