VICTORY PORTFOLIOS II (UEVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
20
Reporting holders
$217.0M
Reported value
0.0%
Held as options
+1
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 | $189.5M | 3,267,652 | 0.11% | 28q | HELD |
| BANK OF AMERICA CORP /DE/ | $7.9M | 136,114 | 0.00% | 7q | -40.6%-$5.4M |
| OLD MISSION CAPITAL LLC | $6.6M | 113,602 | 0.10% | 4q | +262.3%+$4.8M |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $3.0M | 55,137 | 2.23% | 6q | +6.5%+$182.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 37,758 | 0.00% | 5q | +138.0%+$1.3M |
| LPL Financial LLC | $1.3M | 22,962 | 0.00% | 5q | +6.3%+$79.2K |
| CITADEL ADVISORS LLC | $1.3M | 22,424 | 0.00% | 4q | HELD |
| JANE STREET GROUP, LLC | $1.2M | 20,501 | 0.00% | 4q | -6.8%-$86.9K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 19,714 | 0.00% | 6q | -14.0%-$185.5K |
| Sigma Planning Corp | $1.1M | 18,428 | 0.03% | 4q | -1.7%-$18.1K |
| Kingsview Wealth Management, LLC | $921.1K | 15,884 | 0.01% | 2q | +252.0%+$659.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $478.5K | 8,251 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $394.9K | 6,810 | 0.00% | 11q | -0.9%-$3.8K |
| IFP Advisors, Inc | $15.8K | 272 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $10.8K | 187 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $10.8K | 187 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.5K | 146 | 0.00% | 2q | +342.4%+$6.6K |
| FMR LLC | $5.8K | 100 | 0.00% | 2q | HELD |
| Bogart Wealth, LLC | $628 | 11 | 0.00% | 15q | HELD |
| Capital Analysts, LLC | $115 | 1,990 | 0.00% | 2q | +38.4% |
| MORGAN STANLEY | $104 | 1 | 0.00% | 3q | HELD |
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 | 20 | $217.0M | 3,746,141 | 1 | 6 | 5 | 0.0% |
| Q1 2026 | 19 | $213.1M | 3,723,842 | 4 | 8 | 4 | 0.0% |
| Q4 2025 | 17 | $201.9M | 3,642,053 | 3 | 6 | 7 | 0.0% |
| Q3 2025 | 17 | $221.8M | 3,996,276 | 7 | 4 | 4 | 0.0% |
| Q2 2025 | 11 | $204.2M | 3,895,309 | 3 | 4 | 3 | 0.0% |
| Q1 2025 | 10 | $169.3M | 3,572,449 | 4 | 2 | 2 | 0.0% |
| Q4 2024 | 8 | $159.0M | 3,373,007 | 2 | 2 | 1 | 0.0% |
| Q3 2024 | 11 | $167.2M | 3,355,617 | 2 | 1 | 5 | 0.0% |
| Q2 2024 | 11 | $165.9M | 3,389,536 | 2 | 3 | 3 | 0.0% |
| Q1 2024 | 9 | $154.6M | 3,387,925 | 0 | 3 | 3 | 0.0% |
| Q4 2023 | 15 | $160.1M | 3,591,738 | 3 | 3 | 4 | 0.0% |
| Q3 2023 | 12 | $149.6M | 3,609,604 | 3 | 4 | 3 | 0.0% |
| Q2 2023 | 11 | $149.1M | 3,545,778 | 2 | 1 | 4 | 0.0% |
| Q1 2023 | 11 | $149.5M | 3,619,400 | 1 | 4 | 2 | 0.0% |
| Q4 2022 | 12 | $155.5M | 3,899,456 | 3 | 4 | 4 | 0.0% |
| Q3 2022 | 14 | $150.6M | 4,210,013 | 3 | 3 | 4 | 0.0% |
| Q2 2022 | 14 | $193.9M | 4,702,982 | 8 | 2 | 1 | 0.0% |
| Q1 2022 | 8 | $212.3M | 4,718,716 | 0 | 3 | 2 | 0.0% |
| Q4 2021 | 10 | $219.8M | 4,548,701 | 3 | 3 | 2 | 0.0% |
| Q3 2021 | 9 | $220.9M | 4,553,666 | 1 | 1 | 4 | 0.0% |
| Q2 2021 | 9 | $244.4M | 4,711,489 | 1 | 2 | 4 | 0.0% |
| Q1 2021 | 9 | $333.4M | 6,857,578 | 2 | 0 | 6 | 0.0% |
| Q4 2020 | 8 | $319.5M | 7,028,462 | 2 | 2 | 2 | 0.0% |
| Q3 2020 | 9 | $231.1M | 5,895,753 | 4 | 2 | 2 | 0.0% |
| Q2 2020 | 7 | $201.3M | 5,305,539 | 3 | 1 | 2 | 0.0% |
| Q1 2020 | 6 | $292.9M | 8,776,891 | 0 | 2 | 2 | 0.0% |
| Q4 2019 | 7 | $246.1M | 5,484,537 | 1 | 4 | 0 | 0.0% |
| Q3 2019 | 7 | $224.7M | 5,340,687 | 7 | 0 | 0 | 0.0% |
| Q2 2019 | 4 | $234.1M | 5,234,053 | 3 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $164.9M | 3,689,649 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 4 | $150.4M | 3,603,448 | 0 | 0 | 0 | 0.0% |