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

VICTORY PORTFOLIOS II

51 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 92647N667·51 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$196M
visible holders
Holders
51
filers reporting
Concentration
25.17%
GREAT VALLEY ADVISOR GROUP, INC. #1
top holder share
AI Holders Summary · Q2 2026

51 institutions reported VSDA in Q2 2026. GREAT VALLEY ADVISOR GROUP, INC. leads at 25.2% 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
$49M848K0.78%Q2 202602
Pinnacle Financial Partners, Inc.
CIK 0002082866
$33M573K0.23%Q2 202603
PINNACLE FINANCIAL PARTNERS INC
CIK 0001115055
$28M529K0.68%Q3 202504
Investors Research Corp
CIK 0001730630
$17M298K3.10%Q2 202605
MORGAN STANLEY
CIK 0000895421
$15M261K0.00%Q2 202606
Kingsview Wealth Management, LLC
CIK 0001791965
$9M153K0.11%Q2 202607
LPL Financial LLC
CIK 0001403438
$7M120K0.00%Q2 202608
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$6M100K0.59%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M98K0.00%Q2 202610
Gladstone Institutional Advisory LLC
CIK 0001766530
$6M98K0.18%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$3M60K0.00%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M57K0.01%Q1 202613
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$2M34K0.09%Q2 202614
DDD Partners, LLC
CIK 0001729673
$2M33K0.12%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$2M33K0.01%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$2M29K0.00%Q2 202617
Keystone Financial Group
CIK 0001729299
$1M24K0.08%Q2 202618
Integrated Wealth Concepts LLC
CIK 0001737109
$1M24K0.01%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M23K0.00%Q2 202620
ROYAL BANK OF CANADA
CIK 0001000275
$1M22K0.00%Q2 2026
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