VICTORY PORTFOLIOS II (UEVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
21
Reporting holders
$218.4M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| CITADEL ADVISORS LLC | $2.6M | 44,848 | 0.00% | 4q | +99.4%+$1.3M |
| 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 |
| 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 |
| Capital Analysts, LLC | $115.0K | 1,990 | 0.00% | 2q | +38.4%+$31.9K |
| 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 |
| 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 | 21 | $218.4M | 3,770,555 | 1 | 8 | 5 | 0.0% |
| Q1 2026 | 20 | $213.1M | 3,725,280 | 5 | 8 | 4 | 0.0% |
| Q4 2025 | 17 | $201.9M | 3,642,053 | 3 | 6 | 7 | 0.0% |
| Q3 2025 | 18 | $222.2M | 4,004,762 | 7 | 4 | 5 | 0.0% |
| Q2 2025 | 12 | $205.1M | 3,913,541 | 3 | 5 | 3 | 0.0% |
| Q1 2025 | 11 | $170.1M | 3,589,645 | 5 | 2 | 2 | 0.0% |
| Q4 2024 | 9 | $159.2M | 3,378,206 | 3 | 2 | 1 | 0.0% |
| Q3 2024 | 12 | $168.3M | 3,379,138 | 2 | 1 | 6 | 0.0% |
| Q2 2024 | 12 | $168.8M | 3,448,619 | 2 | 4 | 3 | 0.0% |
| Q1 2024 | 10 | $156.0M | 3,417,841 | 0 | 4 | 3 | 0.0% |
| Q4 2023 | 17 | $161.5M | 3,623,334 | 4 | 4 | 4 | 0.0% |
| Q3 2023 | 13 | $150.1M | 3,623,404 | 3 | 4 | 4 | 0.0% |
| Q2 2023 | 12 | $151.5M | 3,603,350 | 2 | 2 | 4 | 0.0% |
| Q1 2023 | 12 | $151.3M | 3,664,556 | 2 | 4 | 2 | 0.0% |
| Q4 2022 | 13 | $155.6M | 3,899,915 | 4 | 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% |