13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
VSDA

VICTORY PORTFOLIOS II

52 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 92647N667·52 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.0%
vs prior quarter
13F value held
$172M
47.0% inst. owned
of float
Holders
52
-3 QoQ
filers reporting
Activity
+92 / −23
+842 added · −868 reduced
this quarter
Concentration
26.18%
GREAT VALLEY ADVISOR GROUP, INC. #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported VSDA in Q1 2026. GREAT VALLEY ADVISOR GROUP, INC. leads at 26.2% of the visible book. -3 net institutions QoQ — distribution reading.

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 202602
Pinnacle Financial Partners, Inc.
CIK 0002082866
$31M572K0.24%Q1 202603
PINNACLE FINANCIAL PARTNERS INC
CIK 0001115055
$28M529K0.68%Q3 202504
Investors Research Corp
CIK 0001730630
$16M301K3.14%Q1 202605
MORGAN STANLEY
CIK 0000895421
$14M260K0.00%Q1 202606
LPL Financial LLC
CIK 0001403438
$7M122K0.00%Q1 202607
DDD Partners, LLC
CIK 0001729673
$6M111K0.42%Q1 202608
Gladstone Institutional Advisory LLC
CIK 0001766530
$5M97K0.20%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M94K0.00%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$3M60K0.00%Q1 202611
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$2M35K0.11%Q1 202612
Keystone Financial Group
CIK 0001729299
$1M24K0.09%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M23K0.00%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$919,05017K0.00%Q1 202615
Apella Capital, LLC
CIK 0001801507
$866,96115K0.01%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$848,31016K0.00%Q1 202617
Global Retirement Partners, LLC
CIK 0001749744
$837,62616K0.01%Q4 202518
Integrated Wealth Concepts LLC
CIK 0001737109
$802,05215K0.01%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$762,54714K0.00%Q1 202620
CITADEL ADVISORS LLC
CIK 0001423053
$721,29114K0.00%Q4 2025
Page 1 of 3
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