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

VICTORY PORTFOLIOS II

35 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 92647N691·35 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$129M
visible holders
Holders
35
filers reporting
Concentration
43.34%
GREAT VALLEY ADVISOR GROUP, INC. #1
top holder share
AI Holders Summary · Q2 2026

35 institutions reported VSMV in Q2 2026. GREAT VALLEY ADVISOR GROUP, INC. leads at 43.3% 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
$56M937K0.88%Q2 202602
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$20M332K0.01%Q2 202603
Tower Wealth Partners, Inc.
CIK 0001852808
$19M317K9.37%Q2 202604
MORGAN STANLEY
CIK 0000895421
$9M146K0.00%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$6M96K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$4M66K0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M58K0.00%Q2 202608
CITADEL ADVISORS LLC
CIK 0001423053
$2M42K0.00%Q4 202509
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M31K0.00%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M27K0.00%Q2 202611
Trilogy Capital Inc.
CIK 0001722512
$1M21K0.05%Q2 202612
Sovereign Financial Group, Inc.
CIK 0001846175
$1M17K0.15%Q2 202613
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$1M17K0.00%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$824K14K0.00%Q2 202615
Dakota Wealth Management
CIK 0001631353
$553K9K0.01%Q2 202616
One Degree Advisors Inc
CIK 0002005743
$461K8K0.12%Q1 202617
Atria Wealth Solutions, Inc.
CIK 0001927543
$425K9K0.01%Q2 202518
LexAurum Advisors, LLC
CIK 0001729677
$390K7K0.04%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$385K6K0.00%Q2 202620
Private Advisor Group, LLC
CIK 0001567755
$381K6K0.00%Q2 2026
Page 1 of 2
15 more holders available. Log in →