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

VICTORY PORTFOLIOS II

157 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 92647N535·157 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
157
filers reporting
Concentration
19.78%
VICTORY CAPITAL MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

157 institutions reported USTB in Q2 2026. VICTORY CAPITAL MANAGEMENT INC leads at 19.8% 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
$131M2.6M27.70%Q3 202605
SHP Wealth Management
CIK 0001807060
$90M1.8M6.22%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$88M1.7M0.01%Q2 202607
Stonebridge Financial Group, LLC
CIK 0002009367
$86M1.7M6.37%Q3 202608
LPL Financial LLC
CIK 0001403438
$81M1.6M0.02%Q2 202609
Pacific Center for Financial Services
CIK 0001698222
$54M1.1M11.42%Q3 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$46M901K0.01%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$35M699K0.01%Q2 202612
Broadway Wealth Solutions, Inc.
CIK 0002021265
$31M612K13.69%Q3 202613
Private Advisor Group, LLC
CIK 0001567755
$30M587K0.14%Q2 202614
Marquette Asset Management, LLC
CIK 0001395067
$28M563K3.67%Q3 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
Amplius Wealth Advisors, LLC
CIK 0001900584
$22M435K1.49%Q3 202619
Evergreen Wealth Solutions, LLC
CIK 0001904432
$21M424K1.12%Q2 202620
Winter & Associates, Inc.
CIK 0002109063
$20M399K14.38%Q3 2026
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