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

VICTORY PORTFOLIOS II

64 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 92647N568·64 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
64
filers reporting
Concentration
67.94%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported USVM in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 67.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$855M8.0M1.43%Q2 202602
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$141M1.5M0.09%Q1 202603
Cerity Partners LLC
CIK 0001566475
$136M1.4M0.19%Q1 202604
Systelligence, LLC
CIK 0001882691
$19M172K3.16%Q2 202605
Blue Water Asset Management
CIK 0002033384
$18M191K6.25%Q1 202606
LeClair Wealth Partners LLC
CIK 0002056667
$18M191K6.25%Q1 202607
NorthCrest Asset Manangement, LLC
CIK 0001893159
$10M91K0.25%Q2 202608
Anderson Financial Strategies, LLC
CIK 0002018166
$9M83K4.75%Q1 202609
Vise Technologies, Inc.
CIK 0001812090
$7M82K0.15%Q1 202610
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$7M67K0.82%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M60K0.00%Q1 202612
Retirement Planning Group, LLC
CIK 0001508195
$5M57K0.17%Q1 202613
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M52K0.00%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$5M51K0.01%Q1 202615
LexAurum Advisors, LLC
CIK 0001729677
$4M33K0.41%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$3M35K0.00%Q4 202517
Trilogy Capital Inc.
CIK 0001722512
$3M27K0.11%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M30K0.00%Q1 202619
LPL Financial LLC
CIK 0001403438
$3M30K0.00%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M24K0.00%Q1 2026
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