VICTORY PORTFOLIOS II
CUSIP 92647N667
Victory Portfolios II has 48 institutional holders in Filings Flow’s 13F database, together reporting 2.75M shares worth $146M as of Q1 2026. The largest reported holders are Great Valley Advisor Group, Inc., Pinnacle Financial Partners, Inc., and Pinnacle Financial Partners Inc.
Institutional Holders
48
Q1 2026
Reported Value
$146M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Investors Research Corp$523M AUM | 3.14% | $16M | 301.0K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.82% | $45M | 824.1K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.68% | $28M | 529.0K | Q3 2025OLDER |
| DDD Partners, LLC$1.5B AUM | 0.42% | $6M | 111.0K | Q1 2026OLDER |
| Athena Wealth Management, LLC$122M AUM | 0.30% | $368,773 | 6.8K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.24% | $31M | 571.7K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.20% | $5M | 97.3K | Q1 2026OLDER |
| Invariant Investment Management$171M AUM | 0.18% | $304,669 | 5.2K | Q2 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.17% | $396,615 | 7.1K | Q1 2026OLDER |
| Landmark Wealth Management, LLC$373M AUM | 0.15% | $556,511 | 10.2K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.11% | $2M | 35.5K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.09% | $1M | 23.9K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.03% | $323,408 | 5.9K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.03% | $450,945 | 8.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $182,089 | 3.4K | Q3 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $837,626 | 15.9K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $900,131 | 15.2K | Q2 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $235,825 | 4.1K | Q2 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $802,052 | 14.7K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 59.9K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $15,043 | 276 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $29,485 | 541 | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,543 | 65 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $31,338 | 575 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $50,686 | 930 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $447,834 | 8.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 122.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $119,629 | 2.2K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $12,728 | 234 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $848,310 | 15.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $716,861 | 13.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $13,591 | 250 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $762,547 | 14.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $73,936 | 1.4K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $7,320 | 134 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 207.9K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $919,050 | 16.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $119,822 | 2.3K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $247,186 | 4.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 22.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 94.5K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $70,851 | 1.3K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 25.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $26,215 | 481 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $640,031 | 11.7K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $540,000 | 9.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $624,526 | 11.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $27,414 | 503 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,469 | 82 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $41,172 | 770 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10,556 | 200 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4,578 | 84 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.