VICTORY PORTFOLIOS II (UITB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
138
Reporting holders
$2.6B
Reported value
0.0%
Held as options
+9
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 | $695.6M | 14,850,508 | 0.39% | 28q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $201.2M | 4,295,086 | 0.03% | 25q | -22.3%-$57.8M |
| Sixth Street Partners Management Company, L.P. | $201.2M | 4,295,086 | 0.03% | new | NEW |
| MORGAN STANLEY | $182.9M | 3,904,106 | 0.01% | 27q | +3.8%+$6.6M |
| Bogart Wealth, LLC | $101.8M | 2,172,807 | 3.49% | 19q | +5.4%+$5.2M |
| LPL Financial LLC | $100.0M | 2,135,811 | 0.02% | 17q | +1.8%+$1.7M |
| BANK OF AMERICA CORP /DE/ | $74.2M | 1,584,354 | 0.00% | 27q | +13.4%+$8.8M |
| WELLS FARGO & COMPANY/MN | $64.2M | 1,371,114 | 0.01% | 13q | -64.9%-$118.6M |
| Calamos Wealth Management LLC | $63.2M | 1,349,050 | 1.91% | 4q | +5.9%+$3.5M |
| Cetera Investment Advisers | $56.6M | 1,207,956 | 0.05% | 10q | -5.9%-$3.5M |
| Allen Capital Group, LLC | $55.6M | 1,187,333 | 4.53% | 13q | +6.6%+$3.4M |
| RAYMOND JAMES FINANCIAL INC | $53.4M | 1,140,377 | 0.01% | 7q | +10.4%+$5.1M |
| Meeder Advisory Services, Inc. | $37.1M | 792,976 | 1.36% | 5q | +2.8%+$1.0M |
| MBL Wealth, LLC | $35.5M | 758,771 | 2.43% | 9q | +5.3%+$1.8M |
| NICOLET BANKSHARES INC | $31.4M | 671,256 | 1.00% | 4q | +38.3%+$8.7M |
| Pine Valley Investments Ltd Liability Co | $31.1M | 664,602 | 1.23% | 9q | +24.1%+$6.1M |
| Alliance Wealth Advisors, LLC | $27.6M | 588,561 | 8.96% | 13q | +1.5%+$414.0K |
| GREENUP STREET WEALTH MANAGEMENT LLC | $26.7M | 570,026 | 3.25% | 3q | +27.9%+$5.8M |
| Allworth Financial LP | $23.9M | 510,934 | 0.10% | 17q | -12.6%-$3.5M |
| Steward Partners Investment Advisory, LLC | $22.3M | 476,300 | 0.11% | 10q | +121.6%+$12.2M |
| Atlantic Edge Private Wealth Management, LLC | $21.6M | 460,836 | 4.41% | 10q | +71.0%+$9.0M |
| Blue Water Asset Management | $21.1M | 450,385 | 6.81% | 3q | +2.6%+$544.4K |
| HORAN Wealth, LLC | $19.6M | 417,413 | 1.60% | 5q | +1.5%+$295.6K |
| Sargent Investment Group, LLC | $19.0M | 405,609 | 2.28% | 10q | HELD |
| Pathway Financial Advisors LLC | $18.6M | 398,354 | 2.17% | 11q | -0.9%-$173.9K |
| KLINGENSTEIN FIELDS & CO LP | $16.6M | 355,284 | 0.58% | 11q | +13.2%+$1.9M |
| OSAIC HOLDINGS, INC. | $16.6M | 353,949 | 0.02% | 26q | +70.4%+$6.8M |
| Envision Financial LLC | $16.2M | 345,285 | 7.45% | 7q | +25.8%+$3.3M |
| SouthState Bank Corp | $16.0M | 341,118 | 0.67% | 6q | -8.7%-$1.5M |
| Newman Dignan & Sheerar, Inc. | $15.9M | 338,592 | 3.03% | 10q | -28.5%-$6.3M |
| Oath Planning, LLC | $15.8M | 337,678 | 11.74% | 3q | +23.8%+$3.0M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $15.8M | 337,136 | 0.75% | 8q | -6.6%-$1.1M |
| UBS Group AG | $15.6M | 332,334 | 0.00% | 14q | +3.5%+$530.8K |
| Sanctuary Advisors, LLC | $15.4M | 328,482 | 0.07% | 8q | -2.4%-$374.5K |
| Crusonia Wealth Advisors LLC | $15.1M | 322,183 | 2.48% | 3q | +0.6%+$94.6K |
| PLANNING DIRECTIONS INC | $14.2M | 303,886 | 6.59% | 9q | +1.7%+$243.3K |
| Cyr Financial Inc. | $14.0M | 299,590 | 7.31% | 8q | +7.4%+$971.1K |
| Integrated Wealth Concepts LLC | $13.9M | 296,493 | 0.07% | 10q | +100.5%+$7.0M |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $11.1M | 261,783 | 8.33% | 7q | -39.3%-$7.2M |
| IMA Advisory Services, Inc. | $10.7M | 227,451 | 0.67% | 6q | +3.3%+$344.1K |
| TRUIST FINANCIAL CORP | $10.4M | 222,648 | 0.01% | 12q | -1.7%-$177.2K |
| TOTH FINANCIAL ADVISORY CORP | $9.7M | 207,262 | 0.95% | 27q | +5.8%+$531.3K |
| Orion Porfolio Solutions, LLC | $9.1M | 193,968 | 0.07% | 11q | -2.8%-$259.7K |
| Souders Financial Advisors | $9.0M | 192,458 | 0.91% | 3q | +8.7%+$721.8K |
| JPMORGAN CHASE & CO | $8.5M | 181,659 | 0.00% | 12q | +4.3%+$351.4K |
| Fjell Capital, LLC | $8.5M | 181,398 | 5.80% | 7q | +4.7%+$381.6K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $8.1M | 173,049 | 0.80% | 6q | +5.3%+$406.4K |
| Pinnacle Wealth Management Group, Inc. | $7.3M | 155,645 | 3.40% | 8q | +0.6%+$42.6K |
| Simplicity Wealth,LLC | $7.3M | 155,031 | 0.25% | new | NEW |
| Insight Wealth Partners, LLC | $7.1M | 152,068 | 0.96% | 8q | +11.5%+$733.3K |
| Smith Thornton Advisors LLC | $7.1M | 152,724 | 3.11% | 9q | +6.1%+$406.2K |
| ROYAL BANK OF CANADA | $6.9M | 146,987 | 0.00% | 27q | -2.9%-$207.1K |
| Gladstone Institutional Advisory LLC | $6.1M | 129,831 | 0.19% | 13q | +1.0%+$62.2K |
| FSA WEALTH PARTNERS, INC. | $6.0M | 127,612 | 1.50% | 11q | +1.9%+$111.5K |
| Wealth Advisory Team LLC | $5.8M | 123,467 | 4.70% | 3q | -2.3%-$136.8K |
| Aptus Capital Advisors, LLC | $5.8M | 123,467 | 0.04% | 7q | HELD |
| Sloy Dahl & Holst, LLC | $5.6M | 119,637 | 0.69% | 12q | +2.4%+$132.3K |
| Summit Financial, LLC | $5.5M | 117,021 | 0.06% | 4q | +2.5%+$134.8K |
| Private Advisor Group, LLC | $4.9M | 104,882 | 0.02% | 11q | +4.7%+$219.7K |
| &PARTNERS | $4.5M | 95,770 | 0.02% | 6q | +6.0%+$254.5K |
| Bank of New York Mellon Corp | $4.2M | 90,190 | 0.00% | 3q | -4.4%-$194.9K |
| Axis Wealth Partners, LLC | $4.1M | 86,970 | 1.96% | 7q | +12.4%+$449.1K |
| CITADEL ADVISORS LLC | $4.0M | 86,454 | 0.00% | 5q | +49.0%+$1.3M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.9M | 82,891 | 2.61% | 3q | +12.5%+$431.5K |
| HARBOUR INVESTMENTS, INC. | $3.8M | 81,675 | 0.05% | 13q | -1.7%-$67.1K |
| Indivisible Partners | $3.8M | 81,385 | 0.22% | 3q | +9.1%+$316.8K |
| James J. Burns & Company, LLC | $3.5M | 74,964 | 0.38% | 10q | +2.0%+$69.0K |
| Equitable Holdings, Inc. | $3.1M | 65,500 | 0.02% | 5q | +57.1%+$1.1M |
| DAYMARK WEALTH PARTNERS, LLC | $3.1M | 65,125 | 0.07% | 12q | +12.3%+$333.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.9M | 61,601 | 0.00% | 12q | -6.4%-$196.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 61,261 | 0.00% | 11q | +21.5%+$507.9K |
| Gotham Asset Management, LLC | $2.8M | 58,867 | 0.01% | 10q | +0.9%+$24.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.7M | 57,492 | 0.00% | 9q | +3.1%+$80.0K |
| Calamos Advisors LLC | $2.7M | 56,929 | 0.01% | 4q | -95.7%-$59.8M |
| Valmark Advisers, Inc. | $2.6M | 55,480 | 0.03% | 9q | +30.0%+$599.6K |
| Atria Investments, Inc | $2.5M | 54,213 | 0.03% | 3q | +4.4%+$106.2K |
| Chris Bulman Inc | $2.5M | 52,710 | 0.90% | 8q | +11.0%+$244.6K |
| Owl Creek Wealth Partners LLC | $1.9M | 41,285 | 0.57% | 2q | -11.7%-$256.6K |
| Brookstone Capital Management | $1.9M | 40,723 | 0.02% | 11q | +7.5%+$133.0K |
| Optivise Advisory Services LLC | $1.8M | 37,850 | 0.90% | 4q | +57.3%+$646.1K |
| STIFEL FINANCIAL CORP | $1.7M | 35,855 | 0.00% | 12q | -4.1%-$71.0K |
| Focus Financial Network, Inc. | $1.5M | 32,293 | 0.05% | 11q | -0.8%-$11.5K |
| NewEdge Wealth, LLC | $1.5M | 31,899 | 0.01% | 8q | -1.3%-$19.9K |
| BlackRock, Inc. | $1.5M | 31,683 | 0.00% | 7q | HELD |
| AdvisorNet Financial, Inc | $1.5M | 31,115 | 0.07% | 13q | -0.9%-$12.6K |
| Patriot Financial Group Insurance Agency, LLC | $1.4M | 29,776 | 0.14% | 14q | -43.4%-$1.1M |
| JANE STREET GROUP, LLC | $1.3M | 28,492 | 0.00% | 2q | -83.3%-$6.7M |
| ASPIRIANT, LLC | $1.3M | 28,000 | 0.03% | new | NEW |
| TENET WEALTH PARTNERS, LLC | $1.2M | 25,748 | 0.89% | new | FIRST |
| MML INVESTORS SERVICES, LLC | $1.1M | 23,141 | 0.00% | 15q | -20.2%-$273.6K |
| FIFTH THIRD BANCORP | $995.2K | 21,248 | 0.00% | 10q | -45.2%-$820.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $992.2K | 21,183 | 0.07% | 2q | +245.1%+$704.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $965.1K | 20,606 | 0.00% | new | NEW |
| Cornerstone Wealth Management, LLC | $963.3K | 20,567 | 0.04% | 8q | -1.9%-$18.7K |
| NOVEM GROUP | $761.1K | 16,250 | 0.08% | 7q | +4.3%+$31.2K |
| Foundations Investment Advisors, LLC | $749.5K | 16,002 | 0.01% | 4q | +11.0%+$74.0K |
| COMPASS FINANCIAL MANAGEMENT LLC | $669.2K | 14,287 | 0.08% | new | FIRST |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $655.9K | 14,132 | 0.00% | 12q | +55.4%+$233.9K |
| Advisory Services Network, LLC | $606.7K | 12,954 | 0.01% | 13q | HELD |
| Keystone Financial Group | $565.1K | 12,066 | 0.03% | 8q | HELD |
Showing the largest 100 of 144 reported holders.
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 | 138 | $2.6B | 56,449,828 | 11 | 67 | 35 | 0.0% |
| Q1 2026 | 129 | $2.6B | 55,033,464 | 8 | 71 | 29 | 0.0% |
| Q4 2025 | 138 | $2.5B | 52,553,689 | 15 | 80 | 21 | 0.0% |
| Q3 2025 | 124 | $2.3B | 48,496,427 | 14 | 63 | 23 | 0.0% |
| Q2 2025 | 115 | $2.1B | 44,480,126 | 13 | 58 | 28 | 0.0% |
| Q1 2025 | 107 | $2.2B | 46,842,716 | 12 | 59 | 26 | 0.0% |
| Q4 2024 | 109 | $2.2B | 47,628,509 | 12 | 57 | 19 | 0.0% |
| Q3 2024 | 104 | $2.2B | 45,063,720 | 16 | 57 | 18 | 0.0% |
| Q2 2024 | 97 | $2.0B | 42,550,398 | 17 | 49 | 17 | 0.0% |
| Q1 2024 | 82 | $2.0B | 42,513,137 | 22 | 37 | 16 | 0.0% |
| Q4 2023 | 69 | $1.8B | 38,036,129 | 20 | 27 | 15 | 0.0% |
| Q3 2023 | 51 | $1.4B | 31,846,980 | 15 | 24 | 8 | 0.0% |
| Q2 2023 | 38 | $1.4B | 30,230,942 | 12 | 17 | 3 | 0.0% |
| Q1 2023 | 30 | $1.4B | 29,492,363 | 7 | 12 | 4 | 0.0% |
| Q4 2022 | 24 | $1.3B | 28,239,044 | 6 | 12 | 4 | 0.0% |
| Q3 2022 | 26 | $1.2B | 27,397,253 | 4 | 11 | 9 | 0.0% |
| Q2 2022 | 27 | $1.2B | 25,307,175 | 4 | 7 | 13 | 0.0% |
| Q1 2022 | 28 | $1.2B | 25,777,712 | 2 | 11 | 12 | 0.0% |
| Q4 2021 | 27 | $1.2B | 22,089,655 | 3 | 7 | 13 | 0.0% |
| Q3 2021 | 22 | $1.0B | 19,127,284 | 4 | 9 | 6 | 0.0% |
| Q2 2021 | 19 | $866.1M | 16,110,270 | 1 | 9 | 6 | 0.0% |
| Q1 2021 | 20 | $662.4M | 12,525,549 | 3 | 8 | 8 | 0.0% |
| Q4 2020 | 20 | $613.5M | 11,252,455 | 2 | 10 | 5 | 0.0% |
| Q3 2020 | 18 | $441.1M | 8,148,518 | 2 | 12 | 3 | 0.0% |
| Q2 2020 | 18 | $429.8M | 7,983,614 | 7 | 8 | 3 | 0.0% |
| Q1 2020 | 12 | $451.9M | 8,649,854 | 2 | 8 | 1 | 0.0% |
| Q4 2019 | 13 | $358.7M | 6,903,019 | 9 | 3 | 1 | 0.0% |
| Q3 2019 | 4 | $307.9M | 5,908,422 | 4 | 0 | 0 | 0.0% |
| Q2 2019 | 2 | $260.6M | 5,085,709 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $214.7M | 4,314,647 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 1 | $168.6M | 3,505,565 | 0 | 0 | 0 | 0.0% |