13F Insight
DOSSIER · 13F Holders · Q3 2026
USVM

VICTORY PORTFOLIOS II

66 institutions still hold VICTORY PORTFOLIOS II as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92647N568·66 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
66
filers reporting
Concentration
66.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

66 institutions reported USVM in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 66.3% 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
$877M8.5M1.30%Q3 202602
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$163M1.5M0.09%Q2 202603
Cerity Partners LLC
CIK 0001566475
$150M1.4M0.18%Q2 202604
Blue Water Asset Management
CIK 0002033384
$21M193K6.86%Q2 202605
Systelligence, LLC
CIK 0001882691
$19M172K3.16%Q2 202606
Vise Technologies, Inc.
CIK 0001812090
$12M114K0.14%Q2 202607
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$10M98K1.08%Q3 202608
NorthCrest Asset Manangement, LLC
CIK 0001893159
$10M95K0.23%Q3 202609
Anderson Financial Strategies, LLC
CIK 0002018166
$9M82K4.70%Q2 202610
Family Capital Trust Co
CIK 0001123320
$8M75K2.44%Q3 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M60K0.00%Q2 202612
LPL Financial LLC
CIK 0001403438
$6M56K0.00%Q2 202613
Retirement Planning Group, LLC
CIK 0001508195
$5M53K0.14%Q3 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$5M49K0.01%Q2 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M45K0.00%Q2 202616
Evergreen Wealth Solutions, LLC
CIK 0001904432
$4M32K0.19%Q2 202617
LexAurum Advisors, LLC
CIK 0001729677
$3M33K0.39%Q3 202618
Cetera Investment Advisers
CIK 0001666741
$3M28K0.00%Q2 202619
Trilogy Capital Inc.
CIK 0001722512
$3M25K0.10%Q3 202620
CITADEL ADVISORS LLC
CIK 0001423053
$2M23K0.00%Q2 2026
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