VICTORY PORTFOLIOS II
CUSIP 92647N873
Victory Portfolios II has 59 institutional holders in Filings Flow’s 13F database, together reporting 1.36M shares worth $84M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Ubs Group AG, and Nvest Financial, LLC.
Institutional Holders
59
Q1 2026
Reported Value
$84M
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 |
|---|---|---|---|---|
| Nvest Financial, LLC$268M AUM | 2.55% | $7M | 111.0K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.36% | $3M | 51.5K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.35% | $3M | 47.0K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.32% | $661,370 | 10.7K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 0.32% | $339,948 | 5.5K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.31% | $2M | 26.3K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.20% | $765,562 | 12.4K | Q1 2026OLDER |
| Investment Planning Advisors, Inc.$363M AUM | 0.13% | $478,150 | 7.7K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.11% | $334,391 | 5.4K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.10% | $4M | 54.9K | Q2 2026 |
| one8zero8, LLC$449M AUM | 0.10% | $438,814 | 7.1K | Q1 2026OLDER |
| Huntleigh Advisors, Inc.$585M AUM | 0.09% | $548,425 | 8.9K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.05% | $727,754 | 11.8K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 23.6K | Q2 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.04% | $543,232 | 8.4K | Q1 2026OLDER |
| VICUS CAPITAL$1.4B AUM | 0.04% | $490,962 | 8.0K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.03% | $651,539 | 11.1K | Q4 2025OLDER |
| RETIREMITTEN FINANCIAL LLC$207M AUM | 0.02% | $49,082 | 795 | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.02% | $43,003 | 727 | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $423,679 | 7.2K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $6M | 89.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $322,636 | 5.2K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $213,062 | 3.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 83.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $258,731 | 4.2K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $2M | 29.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $553,217 | 9.4K | Q4 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $282,324 | 4.4K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $20,681 | 353 | Q4 2025OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $411,083 | 6.7K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $26,786 | 457 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 35.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $611,077 | 9.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $367,054 | 5.9K | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $295,221 | 5.0K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 93.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $153,511 | 2.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $28,031 | 453 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $902,863 | 14.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 119.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $11,671 | 189 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 228.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $9,287 | 157 | Q3 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $33,347 | 540 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $852,186 | 13.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $100,287 | 1.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 27.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $432,793 | 7.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $4M | 70.2K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $328,833 | 5.3K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $9,292 | 150 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $21,613 | 350 | Q2 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.00% | $11,831 | 200 | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $221,086 | 3.8K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 30.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $302,588 | 4.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 37.8K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $367,089 | 6.2K | Q3 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $3,088 | 50 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $295,116 | 4.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $27,480 | 445 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $37,953 | 615 | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $442,306 | 7.2K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $19,514 | 316 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $51,373 | 832 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $344,842 | 5.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $30,596 | 495 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $85,097 | 1.4K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $3,109 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8,000 | 135 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $293 | 5 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $19,968 | 323 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $6,129 | 99 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.