VICTORY PORTFOLIOS II
CUSIP 92647N691
Victory Portfolios II has 29 institutional holders in Filings Flow’s 13F database, together reporting 2.12M shares worth $119M as of Q1 2026. The largest reported holders are Great Valley Advisor Group, Inc., Victory Capital Management Inc, and Tower Wealth Partners, Inc..
Institutional Holders
29
Q1 2026
Reported Value
$119M
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 |
|---|---|---|---|---|
| Tower Wealth Partners, Inc.$181M AUM | 10.08% | $18M | 322.3K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.93% | $51M | 903.6K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.17% | $991,681 | 17.5K | Q1 2026OLDER |
| Lindenwold Advisors, INC$212M AUM | 0.17% | $364,132 | 6.8K | Q4 2025OLDER |
| Valley Financial Group, Inc.$185M AUM | 0.12% | $213,287 | 3.8K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.06% | $499,716 | 8.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.05% | $1M | 21.1K | Q2 2026 |
| Dakota Wealth Management$4.6B AUM | 0.01% | $604,026 | 10.7K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.01% | $19M | 331.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $521,664 | 9.2K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.01% | $23,985 | 424 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $161,188 | 2.9K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $367,087 | 6.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 24.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 66.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 96.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 48.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $427,550 | 7.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 147.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $312,513 | 5.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 42.2K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $56,567 | 1.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 34.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 27.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $62,846 | 1.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $41,805 | 739 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $496,152 | 8.8K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $51,759 | 915 | Q2 2026 |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $57 | 1 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $9,899 | 175 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $221 | 4 | Q4 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $1 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.