VICTORY PORTFOLIOS II (UIVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
19
Reporting holders
$282.7M
Reported value
0.0%
Held as options
+2
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 | $269.7M | 3,752,437 | 0.15% | 28q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 33,265 | 0.00% | 7q | +22.7%+$441.7K |
| Empirical Asset Management, LLC | $1.7M | 23,421 | 0.38% | 4q | +6.9%+$108.7K |
| CITADEL ADVISORS LLC | $1.6M | 22,576 | 0.00% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 21,724 | 0.00% | 22q | +26.6%+$328.2K |
| Financial Enhancement Group LLC | $1.6M | 21,597 | 0.19% | 28q | -2.1%-$32.9K |
| JANE STREET GROUP, LLC | $909.6K | 12,654 | 0.00% | 10q | -60.0%-$1.4M |
| Perigon Wealth Management, LLC | $795.5K | 11,066 | 0.01% | 2q | +7.0%+$51.9K |
| IFP Advisors, Inc | $716.9K | 9,973 | 0.01% | 3q | -7.4%-$57.7K |
| NewEdge Advisors, LLC | $495.1K | 6,887 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $364.1K | 5,065 | 0.00% | 2q | +4.2%+$14.8K |
| LPL Financial LLC | $340.5K | 4,737 | 0.00% | 3q | +14.6%+$43.3K |
| World Investment Advisors | $267.0K | 3,910 | 0.00% | 5q | HELD |
| HighTower Advisors, LLC | $205.4K | 2,858 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $22.7K | 315 | 0.00% | 3q | +29.6%+$5.2K |
| UBS Group AG | $7.8K | 108 | 0.00% | 2q | HELD |
| FLOW TRADERS U.S. LLC | $5.3K | 73,722 | 0.22% | 2q | +35.7%+$1.4K |
| Triumph Capital Management | $3.6K | 50 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $2.9K | 41 | 0.00% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $54 | 1 | 0.00% | 15q | -50.0% |
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 | 19 | $282.7M | 3,932,685 | 3 | 7 | 4 | 0.0% |
| Q1 2026 | 17 | $268.4M | 3,929,322 | 4 | 6 | 3 | 0.0% |
| Q4 2025 | 17 | $257.8M | 3,993,396 | 5 | 6 | 4 | 0.0% |
| Q3 2025 | 14 | $242.1M | 3,963,492 | 3 | 4 | 4 | 0.0% |
| Q2 2025 | 12 | $239.3M | 4,106,347 | 3 | 4 | 3 | 0.0% |
| Q1 2025 | 9 | $217.7M | 4,258,771 | 1 | 3 | 2 | 0.0% |
| Q4 2024 | 11 | $196.6M | 4,250,645 | 2 | 3 | 3 | 0.0% |
| Q3 2024 | 11 | $214.3M | 4,274,174 | 3 | 1 | 3 | 0.0% |
| Q2 2024 | 8 | $203.9M | 4,305,461 | 0 | 3 | 3 | 0.0% |
| Q1 2024 | 11 | $228.2M | 4,670,444 | 3 | 4 | 2 | 0.0% |
| Q4 2023 | 10 | $227.3M | 4,921,225 | 1 | 1 | 5 | 0.0% |
| Q3 2023 | 10 | $212.9M | 5,019,751 | 1 | 3 | 3 | 0.0% |
| Q2 2023 | 11 | $232.4M | 5,317,982 | 2 | 2 | 4 | 0.0% |
| Q1 2023 | 10 | $259.0M | 6,022,814 | 1 | 2 | 4 | 0.0% |
| Q4 2022 | 12 | $256.6M | 6,192,542 | 3 | 4 | 4 | 0.0% |
| Q3 2022 | 12 | $237.5M | 6,666,467 | 3 | 3 | 4 | 0.0% |
| Q2 2022 | 12 | $268.3M | 6,674,430 | 4 | 4 | 2 | 0.0% |
| Q1 2022 | 9 | $296.9M | 6,708,530 | 0 | 3 | 5 | 0.0% |
| Q4 2021 | 9 | $339.4M | 6,892,306 | 3 | 3 | 0 | 0.0% |
| Q3 2021 | 8 | $333.2M | 6,851,229 | 0 | 2 | 3 | 0.0% |
| Q2 2021 | 10 | $341.1M | 6,872,657 | 1 | 6 | 2 | 0.0% |
| Q1 2021 | 11 | $485.1M | 10,062,744 | 3 | 1 | 6 | 0.0% |
| Q4 2020 | 10 | $485.7M | 10,660,731 | 3 | 2 | 2 | 0.0% |
| Q3 2020 | 13 | $409.5M | 10,107,083 | 3 | 3 | 6 | 0.0% |
| Q2 2020 | 12 | $374.3M | 9,729,486 | 5 | 2 | 3 | 0.0% |
| Q1 2020 | 7 | $556.0M | 15,893,974 | 0 | 5 | 1 | 0.0% |
| Q4 2019 | 9 | $430.5M | 9,337,436 | 3 | 3 | 2 | 0.0% |
| Q3 2019 | 9 | $410.6M | 9,208,879 | 9 | 0 | 0 | 0.0% |
| Q2 2019 | 6 | $387.8M | 8,574,466 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 6 | $301.0M | 6,605,143 | 4 | 1 | 0 | 0.0% |
| Q4 2018 | 3 | $266.8M | 6,435,901 | 0 | 0 | 0 | 0.0% |