HolderBook

VICTORY PORTFOLIOS II (ULVM)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

16
Reporting holders
$231.3M
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

FilerValueShares Their book Held Change
VICTORY CAPITAL MANAGEMENT INC$219.5M2,067,4050.12%28qHELD
BANK OF AMERICA CORP /DE/$2.8M26,4120.00%12q+2.1%+$58.8K
Cetera Investment Advisers$2.3M22,0150.00%5q-2.5%-$61.1K
MANCHESTER FINANCIAL INC$2.2M20,9230.39%7q+10.2%+$205.4K
CITADEL ADVISORS LLC$1.8M16,8710.00%3q+5.0%+$85.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$648.3K6,1050.00%3q-69.4%-$1.5M
World Investment Advisors$615.8K6,4490.01%2qHELD
Western Wealth Management, LLC$440.8K4,1510.01%21q-1.0%-$4.2K
HighTower Advisors, LLC$410.9K3,8690.00%22qHELD
TWO SIGMA INVESTMENTS, LP$339.8K3,2000.00%newNEW
OSAIC HOLDINGS, INC.$50.8K4780.00%3qHELD
UBS Group AG$35.8K3370.00%2q+130.8%+$20.3K
ASSETMARK, INC$26.5K2500.00%6qHELD
MORGAN STANLEY$15.0K1410.00%5q+0.7%
Bogart Wealth, LLC$14.3K1350.00%19qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$8.0K750.00%3qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202616$231.3M2,178,8161530.0%
Q1 202615$207.8M2,176,6022420.0%
Q4 202513$181.0M1,981,0074400.0%
Q3 202511$152.1M1,680,0401400.0%
Q2 202512$142.8M1,676,8962410.0%
Q1 202512$126.2M1,571,7192420.0%
Q4 202412$125.9M1,565,5263140.0%
Q3 20249$142.0M1,756,6803210.0%
Q2 20247$128.0M1,707,9561010.0%
Q1 20249$133.1M1,749,8050230.0%
Q4 202311$150.7M2,208,0420250.0%
Q3 202313$138.9M2,252,7713230.0%
Q2 202311$173.1M2,696,5231140.0%
Q1 202312$209.7M3,331,4153150.0%
Q4 202211$224.3M3,546,1882340.0%
Q3 202212$231.5M4,077,9823230.0%
Q2 202212$246.3M4,111,9582430.0%
Q1 202211$279.2M4,239,4750270.0%
Q4 202116$354.9M5,008,3965260.0%
Q3 202110$337.7M5,211,2512140.0%
Q2 202111$420.2M6,399,5444230.0%
Q1 20219$621.7M10,123,7823050.0%
Q4 20209$593.0M10,809,6883130.0%
Q3 20208$538.8M11,128,5743140.0%
Q2 20206$539.8M11,921,5993120.0%
Q1 20205$768.0M19,564,4280130.0%
Q4 20197$627.1M11,640,3540320.0%
Q3 20198$582.1M11,353,2147000.0%
Q2 20197$560.7M10,939,0442120.0%
Q1 20195$405.5M8,072,3271210.0%
Q4 20186$342.8M7,606,7960000.0%