VICTORY PORTFOLIOS II (UBND)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
53
Reporting holders
$2.0B
Reported value
0.0%
Held as options
+12
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | $499.0M | 22,967,672 | 0.28% | 19q | HELD |
| Annex Advisory Services, LLC | $410.8M | 18,906,834 | 7.01% | 9q | +6.9%+$26.6M |
| Merit Financial Group, LLC | $287.4M | 13,227,690 | 0.88% | 4q | +107.1%+$148.6M |
| CAHABA WEALTH MANAGEMENT, INC. | $186.0M | 8,561,595 | 11.22% | 5q | +4.7%+$8.3M |
| Retirement Planning Group, LLC | $177.4M | 8,164,569 | 4.51% | 8q | +11.0%+$17.5M |
| 1900 WEALTH MANAGEMENT LLC | $89.2M | 4,103,679 | 4.96% | 12q | -6.3%-$6.0M |
| Corient Private Wealth LP | $66.0M | 3,036,655 | 0.04% | 8q | +151.3%+$39.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.0M | 2,669,245 | 0.03% | 2q | +51.6%+$19.7M |
| OSAIC HOLDINGS, INC. | $45.3M | 2,084,261 | 0.05% | 7q | +1.5%+$664.6K |
| TRUIST FINANCIAL CORP | $40.0M | 1,840,500 | 0.05% | 2q | +19.7%+$6.6M |
| Goldstein Advisors, LLC | $39.6M | 1,824,886 | 3.62% | 10q | +7.8%+$2.9M |
| Madison Wealth Partners, Inc | $37.1M | 1,707,703 | 4.72% | 9q | +6.5%+$2.3M |
| CORRECT CAPITAL WEALTH MANAGEMENT | $25.5M | 1,175,240 | 4.40% | 11q | +0.9%+$226.0K |
| Arax Advisory Partners | $11.7M | 540,076 | 0.08% | new | NEW |
| GOLDMAN SACHS GROUP INC | $9.3M | 428,401 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $8.9M | 411,443 | 0.00% | 2q | +2072.6%+$8.5M |
| FIDUCIARY FINANCIAL ADVISORS | $8.2M | 376,350 | 0.83% | new | NEW |
| Elk River Wealth Management LLC | $7.1M | 329,014 | 1.14% | 11q | -8.9%-$697.9K |
| Impact Investors, Inc | $6.6M | 304,138 | 4.83% | 4q | +17.9%+$1.0M |
| LPL Financial LLC | $5.9M | 273,047 | 0.00% | 2q | +80.4%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $5.6M | 259,045 | 0.00% | 3q | +279.5%+$4.1M |
| ENVESTNET ASSET MANAGEMENT INC | $4.9M | 225,634 | 0.00% | 7q | +962.5%+$4.4M |
| OneDigital Investment Advisors LLC | $4.4M | 202,726 | 0.04% | 10q | +15.1%+$577.8K |
| Tandem Financial, LLC | $2.3M | 106,198 | 0.69% | 2q | +26.8%+$488.1K |
| Cornerstone Wealth Management, LLC | $1.4M | 62,911 | 0.06% | new | NEW |
| AMERIPRISE FINANCIAL INC | $950.4K | 43,745 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $938.7K | 43,210 | 0.00% | 6q | -2.8%-$27.0K |
| JANE STREET GROUP, LLC | $915.7K | 42,148 | 0.00% | 4q | -72.2%-$2.4M |
| Trademark Financial Management, LLC | $878.3K | 40,429 | 0.36% | 2q | +4.6%+$39.0K |
| Huntleigh Advisors, Inc. | $875.6K | 40,302 | 0.12% | 7q | -88.6%-$6.8M |
| Integrated Investment Consultants, LLC | $867.4K | 39,925 | 0.17% | 5q | +0.8%+$7.1K |
| JUNCTURE WEALTH STRATEGIES, LLC | $758.3K | 34,906 | 0.20% | new | NEW |
| LANDMARK WEALTH MANAGEMENT, INC. | $698.5K | 32,152 | 0.23% | new | NEW |
| LexAurum Advisors, LLC | $685.2K | 31,540 | 0.08% | 13q | +18.5%+$106.8K |
| Stonebridge Financial Group, LLC / MO | $584.7K | 26,912 | 0.39% | 3q | +11.4%+$59.7K |
| OneAscent Financial Services LLC | $518.9K | 23,886 | 0.02% | 2q | +5.4%+$26.5K |
| Clarity Asset Management, Inc. | $405.8K | 18,674 | 0.20% | 2q | +22.1%+$73.4K |
| COMMERCE BANK | $333.4K | 15,346 | 0.00% | new | NEW |
| Vise Technologies, Inc. | $295.2K | 13,586 | 0.00% | 3q | +4.5%+$12.6K |
| Steward Partners Investment Advisory, LLC | $276.1K | 12,711 | 0.00% | 11q | +43.1%+$83.1K |
| REDW Wealth LLC | $231.4K | 10,651 | 0.08% | new | NEW |
| Axis Wealth Partners, LLC | $216.6K | 9,968 | 0.10% | new | NEW |
| JPMORGAN CHASE & CO | $203.5K | 9,334 | 0.00% | 2q | +380.9%+$161.2K |
| Park Place Capital Corp | $93.1K | 4,286 | 0.01% | 4q | +1.3%+$1.2K |
| FIFTH THIRD BANCORP | $77.7K | 3,575 | 0.00% | 2q | +0.6% |
| Johnson Financial Group, Inc. | $54.3K | 2,501 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $28.1K | 1,292 | 0.00% | new | NEW |
| Comprehensive Financial Planning, Inc./PA | $15.1K | 696 | 0.01% | 3q | -88.3%-$113.9K |
| Blue Trust, Inc. | $13.2K | 607 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $8.1K | 375 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.6K | 119 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $1.4K | 62,675 | 0.06% | 2q | +280.4%+$1.0K |
| ASSETMARK, INC | $608 | 28 | 0.00% | 4q | -95.7%-$13.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $127 | 6 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $2.0B | 94,292,422 | 15 | 29 | 7 | 0.0% |
| Q1 2026 | 41 | $1.8B | 80,348,728 | 12 | 22 | 5 | 0.0% |
| Q4 2025 | 32 | $1.5B | 70,280,731 | 5 | 18 | 5 | 0.0% |
| Q3 2025 | 30 | $1.3B | 61,072,454 | 8 | 15 | 3 | 0.0% |
| Q2 2025 | 23 | $988.8M | 45,254,270 | 4 | 9 | 5 | 0.0% |
| Q1 2025 | 22 | $599.3M | 27,491,075 | 5 | 12 | 1 | 0.0% |
| Q4 2024 | 18 | $510.0M | 23,866,650 | 3 | 11 | 3 | 0.0% |
| Q3 2024 | 16 | $420.0M | 18,880,911 | 2 | 7 | 6 | 0.0% |
| Q2 2024 | 16 | $339.8M | 15,880,704 | 6 | 8 | 1 | 0.0% |
| Q1 2024 | 11 | $306.9M | 14,232,642 | 2 | 5 | 2 | 0.0% |
| Q4 2023 | 11 | $259.4M | 11,946,478 | 6 | 3 | 0 | 0.0% |
| Q3 2023 | 7 | $209.6M | 10,118,949 | 4 | 2 | 0 | 0.0% |
| Q2 2023 | 4 | $214.2M | 9,972,245 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $217.0M | 9,970,768 | 2 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $210.2M | 9,942,875 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $208.4M | 9,942,875 | 0 | 1 | 0 | 0.0% |
| Q2 2022 | 1 | $215.2M | 9,790,150 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 2 | $219.6M | 9,724,448 | 0 | 1 | 1 | 0.0% |
| Q4 2021 | 2 | $195.0M | 7,824,962 | 2 | 0 | 0 | 0.0% |