DOSSIER · 13F Holders · Q1 2026
VSDA

VICTORY PORTFOLIOS II

49 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 92647N667·49 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$176M
visible holders
Holders
49
filers reporting
Concentration
25.51%
GREAT VALLEY ADVISOR GROUP, INC. #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported VSDA in Q1 2026. GREAT VALLEY ADVISOR GROUP, INC. leads at 25.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$45M824K0.82%Q1 2026
02
Pinnacle Financial Partners, Inc.
CIK 0002082866
$31M572K0.24%Q1 2026
03
PINNACLE FINANCIAL PARTNERS INC
CIK 0001115055
$28M529K0.68%Q3 2025
04
Investors Research Corp
CIK 0001730630
$17M298K3.10%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$14M260K0.00%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$7M122K0.00%Q1 2026
07
DDD Partners, LLC
CIK 0001729673
$6M111K0.42%Q1 2026
08
Gladstone Institutional Advisory LLC
CIK 0001766530
$5M97K0.20%Q1 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M94K0.00%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$3M60K0.00%Q1 2026
11
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M57K0.01%Q1 2026
12
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$2M35K0.11%Q1 2026
13
Farther Finance Advisors, LLC
CIK 0001992825
$2M33K0.01%Q2 2026
14
Keystone Financial Group
CIK 0001729299
$1M24K0.09%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M23K0.00%Q1 2026
16
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$919K17K0.00%Q1 2026
17
Apella Capital, LLC
CIK 0001801507
$900K15K0.01%Q2 2026
18
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$848K16K0.00%Q1 2026
19
Global Retirement Partners, LLC
CIK 0001749744
$838K16K0.01%Q4 2025
20
Integrated Wealth Concepts LLC
CIK 0001737109
$802K15K0.01%Q1 2026
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