DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
USVM

VICTORY PORTFOLIOS II

63 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 92647N568·63 13F holders·last filed Mar 31, 2026
Market cap
4.7%
vs prior quarter
13F value held
$1.1B
59.0% inst. owned
of float
Holders
63
-43 QoQ
filers reporting
Activity
+64 / −46
+865 added · −744 reduced
this quarter
Concentration
62.56%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported USVM in Q1 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 62.6% of the visible book. -43 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$659M7.0M1.34%Q1 2026
02
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$141M1.5M0.09%Q1 2026
03
Cerity Partners LLC
CIK 0001566475
$136M1.4M0.19%Q1 2026
04
Blue Water Asset Management
CIK 0002033384
$18M191K6.25%Q1 2026
05
LeClair Wealth Partners LLC
CIK 0002056667
$18M191K6.25%Q1 2026
06
Systelligence, LLC
CIK 0001882691
$16M169K3.12%Q1 2026
07
Anderson Financial Strategies, LLC
CIK 0002018166
$9M83K4.75%Q1 2026
08
NorthCrest Asset Manangement, LLC
CIK 0001893159
$8M80K0.24%Q1 2026
09
Vise Technologies, Inc.
CIK 0001812090
$7M82K0.15%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M60K0.00%Q1 2026
11
Retirement Planning Group, LLC
CIK 0001508195
$5M57K0.17%Q1 2026
12
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$5M53K0.61%Q1 2026
13
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M52K0.00%Q1 2026
14
TRUIST FINANCIAL CORP
CIK 0000092230
$5M51K0.01%Q1 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$3M35K0.00%Q4 2025
16
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M30K0.00%Q1 2026
17
LexAurum Advisors, LLC
CIK 0001729677
$3M30K0.36%Q1 2026
18
LPL Financial LLC
CIK 0001403438
$3M30K0.00%Q1 2026
19
Trilogy Capital Inc.
CIK 0001722512
$3M27K0.11%Q1 2026
20
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M24K0.00%Q1 2026
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