13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
VFLO

VICTORY PORTFOLIOS II

295 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 92647X830·Exchange Traded Fund·295 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$4.0B
47.0% inst. owned
of float
Holders
295
-18 QoQ
filers reporting
Activity
+35 / −9
+859 added · −729 reduced
this quarter
Concentration
15.85%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

295 institutions reported VFLO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.8% of the visible book. -18 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$630M16.0M0.05%Q1 202602
LPL Financial LLC
CIK 0001403438
$531M13.4M0.14%Q1 202603
MORGAN STANLEY
CIK 0000895421
$496M12.6M0.03%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$310M7.9M0.06%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$299M7.6M0.18%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$227M5.8M0.07%Q1 202607
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$198M5.0M0.13%Q1 202608
UBS Group AG
CIK 0001610520
$142M3.6M0.02%Q1 202609
Allworth Financial LP
CIK 0001555170
$139M3.5M0.56%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$119M3.0M0.13%Q1 202611
Merit Financial Group, LLC
CIK 0001621225
$111M2.8M0.83%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$101M2.6M0.02%Q1 202613
Smith Anglin Financial, LLC
CIK 0001553540
$96M2.7M8.71%Q2 202514
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$95M2.4M0.03%Q1 202615
Modern Wealth Management, LLC
CIK 0002001900
$94M2.4M1.61%Q1 202616
TRAPHAGEN INVESTMENT ADVISORS LLC
CIK 0002023380
$86M2.2M6.98%Q1 202617
Miracle Mile Advisors, LLC
CIK 0001585859
$86M2.2M1.17%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$85M2.1M0.01%Q1 202619
Krilogy Financial LLC
CIK 0001659047
$70M1.7M2.24%Q1 202620
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$65M1.6M1.17%Q1 2026
Page 1 of 15
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