VICTORY PORTFOLIOS II (USTB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
141
Reporting holders
$1.9B
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | $297.6M | 5,879,768 | 0.91% | 7q | +108.3%+$154.7M |
| VICTORY CAPITAL MANAGEMENT INC | $279.9M | 5,530,366 | 0.16% | 28q | +2.2%+$6.1M |
| MORGAN STANLEY | $149.9M | 2,960,883 | 0.01% | 27q | +17.1%+$21.9M |
| Go Invest LLC | $118.5M | 2,341,147 | 27.85% | 3q | +15.1%+$15.6M |
| SHP Wealth Management | $90.4M | 1,785,374 | 6.22% | 3q | +43.0%+$27.2M |
| BANK OF AMERICA CORP /DE/ | $88.1M | 1,740,024 | 0.01% | 22q | +13.6%+$10.6M |
| LPL Financial LLC | $80.7M | 1,594,959 | 0.02% | 19q | -0.8%-$656.2K |
| Stonebridge Financial Group, LLC | $46.9M | 927,201 | 3.56% | 6q | +5.2%+$2.3M |
| WELLS FARGO & COMPANY/MN | $45.6M | 900,711 | 0.01% | 19q | +112.5%+$24.1M |
| Amplius Wealth Advisors, LLC | $40.0M | 790,733 | 2.93% | 6q | +7.8%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $35.4M | 699,421 | 0.01% | 7q | +45.1%+$11.0M |
| Private Advisor Group, LLC | $29.7M | 587,296 | 0.14% | 12q | +26.4%+$6.2M |
| Broadway Wealth Solutions, Inc. | $29.3M | 578,799 | 13.69% | 7q | +3.4%+$954.1K |
| Marquette Asset Management, LLC | $27.9M | 550,446 | 3.58% | 15q | +4.8%+$1.3M |
| Waverly Advisors, LLC | $24.0M | 474,980 | 0.14% | 10q | +5.2%+$1.2M |
| KINTRA WEALTH, LLC | $21.4M | 424,283 | 1.12% | 6q | +8.2%+$1.6M |
| MOTCO | $19.2M | 379,986 | 1.65% | 8q | +1.9%+$355.8K |
| Winter & Associates, Inc. | $18.0M | 355,616 | 13.53% | 3q | +79.2%+$8.0M |
| ERn Financial, LLC | $17.7M | 349,663 | 2.93% | 9q | +4.6%+$786.3K |
| STIFEL FINANCIAL CORP | $17.4M | 343,042 | 0.01% | 17q | +11.5%+$1.8M |
| Focus Partners Advisor Solutions, LLC | $17.2M | 340,457 | 0.15% | 7q | +76.4%+$7.5M |
| Cornerstone Planning Group LLC | $15.3M | 302,568 | 1.92% | 11q | +3.3%+$490.4K |
| StoryOne LLC | $14.1M | 277,676 | 6.64% | 3q | HELD |
| Redhawk Wealth Advisors, Inc. | $14.0M | 276,282 | 1.38% | 11q | +4.3%+$582.0K |
| ROYAL BANK OF CANADA | $13.7M | 270,638 | 0.00% | 24q | +15.5%+$1.8M |
| Certified Advisory Corp | $13.7M | 269,658 | 1.10% | 10q | +16.2%+$1.9M |
| HORAN Wealth, LLC | $13.4M | 264,769 | 1.09% | 5q | +0.9%+$121.1K |
| Integrated Wealth Concepts LLC | $12.3M | 242,301 | 0.06% | 12q | +17.4%+$1.8M |
| Apella Capital, LLC | $12.3M | 242,085 | 0.17% | 5q | +10.0%+$1.1M |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $12.2M | 264,245 | 9.16% | 7q | -0.5%-$62.5K |
| TOTH FINANCIAL ADVISORY CORP | $11.2M | 221,722 | 1.10% | 27q | +5.3%+$567.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.2M | 220,708 | 0.01% | 4q | +8382.2%+$11.0M |
| OSAIC HOLDINGS, INC. | $11.0M | 218,055 | 0.01% | 19q | -12.6%-$1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.9M | 217,002 | 0.02% | 12q | +43.6%+$3.3M |
| Steward Partners Investment Advisory, LLC | $10.9M | 214,983 | 0.06% | 5q | +19.2%+$1.7M |
| Summit Financial, LLC | $9.8M | 193,690 | 0.11% | 4q | +1.1%+$105.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.2M | 182,660 | 0.01% | 10q | -31.6%-$4.3M |
| ADAPT WEALTH ADVISORS, LLC | $9.2M | 182,656 | 3.02% | 8q | -3.6%-$347.3K |
| Pinnacle Wealth Management Group, Inc. | $9.1M | 180,560 | 4.26% | 8q | +1.0%+$90.4K |
| ENVESTNET ASSET MANAGEMENT INC | $8.7M | 171,901 | 0.00% | 24q | +10.4%+$822.4K |
| AVAII WEALTH MANAGEMENT, LLC | $8.1M | 159,757 | 2.37% | 6q | +4.1%+$321.3K |
| REDW Wealth LLC | $8.0M | 157,490 | 2.86% | 10q | +30.5%+$1.9M |
| MML INVESTORS SERVICES, LLC | $7.5M | 147,246 | 0.02% | 6q | +19.9%+$1.2M |
| Smith Thornton Advisors LLC | $7.1M | 141,546 | 3.14% | 9q | +7.8%+$515.9K |
| Trademark Financial Management, LLC | $6.7M | 131,815 | 2.73% | 11q | +141.6%+$3.9M |
| Quadcap Wealth Management, LLC | $6.3M | 124,518 | 0.61% | 10q | -3.0%-$196.0K |
| Cetera Investment Advisers | $6.1M | 120,467 | 0.01% | 10q | +602.6%+$5.2M |
| Midwest Capital Advisors, LLC | $6.1M | 119,864 | 2.46% | 7q | +7.4%+$419.6K |
| Pine Valley Investments Ltd Liability Co | $6.1M | 119,596 | 0.24% | 11q | -41.0%-$4.2M |
| UBS Group AG | $6.0M | 119,371 | 0.00% | 15q | -43.3%-$4.6M |
| Darrow Company, Inc. | $6.0M | 118,115 | 2.32% | 15q | +3.7%+$214.2K |
| Clarity Asset Management, Inc. | $5.9M | 117,432 | 2.91% | 2q | +4.9%+$277.4K |
| Farther Finance Advisors, LLC | $5.2M | 102,500 | 0.04% | 3q | -12.3%-$726.7K |
| Bensler, LLC | $5.1M | 101,114 | 0.45% | 8q | -11.2%-$643.7K |
| Rooted Wealth Advisors, Inc. | $5.0M | 98,438 | 1.22% | 3q | +38.5%+$1.4M |
| Equitable Holdings, Inc. | $4.9M | 97,634 | 0.03% | 7q | +28.0%+$1.1M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.9M | 97,535 | 0.24% | 11q | -47.5%-$4.5M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.8M | 94,788 | 0.23% | 11q | +11.7%+$503.7K |
| Allen Capital Group, LLC | $4.6M | 90,048 | 0.37% | 2q | +11.6%+$473.6K |
| Kingsview Wealth Management, LLC | $4.3M | 85,198 | 0.05% | 7q | -1.9%-$83.4K |
| Valmark Advisers, Inc. | $4.3M | 84,062 | 0.05% | 12q | +31.6%+$1.0M |
| Tulsa Wealth Advisors, INC | $3.8M | 75,586 | 0.54% | 2q | +1.3%+$47.9K |
| Madison Wealth Partners, Inc | $3.4M | 67,190 | 0.43% | 8q | +13.8%+$412.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 66,445 | 0.00% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $3.4M | 66,235 | 0.34% | 3q | -45.8%-$2.8M |
| OneAscent Wealth Management LLC | $3.3M | 64,761 | 0.98% | 7q | +24.8%+$650.6K |
| Bank of New York Mellon Corp | $3.2M | 63,142 | 0.00% | 4q | +38.3%+$884.4K |
| Samalin Investment Counsel, LLC | $2.8M | 54,969 | 0.87% | 12q | -4.3%-$125.9K |
| Comprehensive Wealth Management, LLC | $2.4M | 47,911 | 1.11% | 9q | +112.5%+$1.3M |
| CITADEL ADVISORS LLC | $2.4M | 47,903 | 0.00% | 2q | -56.2%-$3.1M |
| OPPENHEIMER & CO INC | $2.3M | 45,394 | 0.02% | 7q | +3.0%+$66.5K |
| Perigon Wealth Management, LLC | $2.1M | 41,524 | 0.03% | 8q | +42.7%+$628.7K |
| Ameritas Advisory Services, LLC | $2.1M | 41,351 | 0.04% | new | NEW |
| AMERIPRISE FINANCIAL INC | $2.0M | 41,897 | 0.00% | new | NEW |
| Lakeridge Wealth Management LLC | $2.0M | 39,393 | 0.73% | 6q | -36.0%-$1.1M |
| Elk River Wealth Management LLC | $1.8M | 35,135 | 0.28% | 11q | -9.2%-$181.2K |
| AlphaCore Capital LLC | $1.7M | 34,466 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $1.6M | 31,361 | 0.00% | 7q | +59.2%+$590.5K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.5M | 29,779 | 0.06% | 8q | +12.2%+$163.8K |
| Miller Financial Services LLC | $1.5M | 29,301 | 1.19% | 3q | +32.2%+$361.0K |
| Kestra Advisory Services, LLC | $1.5M | 28,879 | 0.00% | 19q | -1.8%-$26.4K |
| Wall Street Financial Group, Inc. | $1.5M | 28,823 | 0.78% | new | NEW |
| Stratos Investment Management, LLC | $1.4M | 27,780 | 0.05% | 6q | +13.6%+$168.0K |
| SILVER OAK SECURITIES, INCORPORATED | $1.3M | 25,947 | 0.08% | 7q | +4.1%+$51.7K |
| Axis Wealth Partners, LLC | $1.3M | 25,568 | 0.62% | 7q | -2.0%-$26.0K |
| Maridea Wealth Management LLC | $1.2M | 24,127 | 0.13% | 4q | +356.4%+$953.7K |
| Advisory Services Network, LLC | $1.2M | 23,379 | 0.01% | 19q | -3.9%-$48.1K |
| Fiscal Wisdom Wealth Management, LLC | $1.0M | 20,581 | 0.88% | new | NEW |
| Mariner, LLC | $987.6K | 19,510 | 0.00% | 16q | -28.3%-$390.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $939.3K | 18,555 | 0.01% | 5q | +3.9%+$34.9K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $935.9K | 18,488 | 0.07% | 10q | HELD |
| Sigma Planning Corp | $931.1K | 18,394 | 0.02% | 14q | -23.4%-$284.7K |
| Atria Investments, Inc | $924.7K | 18,268 | 0.01% | 19q | -32.2%-$439.1K |
| Orion Porfolio Solutions, LLC | $907.2K | 17,922 | 0.01% | 13q | -21.2%-$244.4K |
| Claro Advisors Inc. | $785.9K | 15,525 | 0.08% | 6q | -5.2%-$42.9K |
| SWMG, LLC | $675.4K | 13,392 | 0.16% | 13q | -1.5%-$10.4K |
| JANE STREET GROUP, LLC | $604.5K | 11,941 | 0.00% | 2q | -97.4%-$22.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $599.2K | 11,838 | 0.07% | 11q | -20.4%-$153.8K |
| RPS ADVISORY SOLUTIONS LLC | $584.6K | 11,549 | 0.39% | 2q | -0.7%-$4.0K |
| M.E. ALLISON & CO., INC. | $582.8K | 11,514 | 0.34% | 5q | +2.2%+$12.4K |
Showing the largest 100 of 148 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 | 141 | $1.9B | 37,845,135 | 16 | 74 | 35 | 0.0% |
| Q1 2026 | 135 | $1.6B | 31,447,752 | 13 | 76 | 31 | 0.0% |
| Q4 2025 | 128 | $1.4B | 26,480,053 | 14 | 67 | 22 | 0.0% |
| Q3 2025 | 122 | $1.2B | 22,777,622 | 16 | 71 | 19 | 0.0% |
| Q2 2025 | 113 | $940.9M | 18,515,625 | 15 | 52 | 25 | 0.0% |
| Q1 2025 | 104 | $851.2M | 16,806,688 | 14 | 53 | 22 | 0.0% |
| Q4 2024 | 101 | $700.8M | 13,958,855 | 15 | 47 | 21 | 0.0% |
| Q3 2024 | 86 | $576.6M | 11,350,367 | 12 | 43 | 22 | 0.0% |
| Q2 2024 | 79 | $521.8M | 10,473,334 | 8 | 38 | 20 | 0.0% |
| Q1 2024 | 79 | $531.5M | 10,621,953 | 14 | 40 | 15 | 0.0% |
| Q4 2023 | 73 | $505.3M | 10,192,043 | 17 | 22 | 25 | 0.0% |
| Q3 2023 | 74 | $500.5M | 10,230,990 | 22 | 25 | 22 | 0.0% |
| Q2 2023 | 61 | $553.6M | 11,325,057 | 15 | 19 | 22 | 0.0% |
| Q1 2023 | 52 | $406.6M | 8,289,619 | 8 | 15 | 24 | 0.0% |
| Q4 2022 | 49 | $409.8M | 8,425,156 | 9 | 13 | 18 | 0.0% |
| Q3 2022 | 43 | $323.6M | 6,682,421 | 2 | 17 | 15 | 0.0% |
| Q2 2022 | 51 | $335.7M | 6,854,131 | 9 | 11 | 26 | 0.0% |
| Q1 2022 | 46 | $358.9M | 7,234,012 | 4 | 16 | 14 | 0.0% |
| Q4 2021 | 45 | $362.6M | 7,063,685 | 24 | 8 | 6 | 0.0% |
| Q3 2021 | 16 | $254.4M | 4,911,727 | 5 | 7 | 1 | 0.0% |
| Q2 2021 | 16 | $253.5M | 4,882,893 | 2 | 7 | 2 | 0.0% |
| Q1 2021 | 15 | $206.7M | 3,994,330 | 4 | 4 | 5 | 0.0% |
| Q4 2020 | 11 | $237.1M | 4,576,272 | 3 | 4 | 3 | 0.0% |
| Q3 2020 | 13 | $212.6M | 4,108,212 | 5 | 2 | 5 | 0.0% |
| Q2 2020 | 11 | $95.4M | 1,856,035 | 6 | 2 | 3 | 0.0% |
| Q1 2020 | 7 | $83.5M | 1,675,728 | 1 | 4 | 1 | 0.0% |
| Q4 2019 | 9 | $80.5M | 1,592,646 | 4 | 2 | 1 | 0.0% |
| Q3 2019 | 6 | $73.5M | 1,451,934 | 6 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $69.8M | 1,381,467 | 2 | 1 | 0 | 0.0% |
| Q1 2019 | 2 | $64.7M | 1,291,327 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 3 | $60.0M | 1,212,530 | 0 | 0 | 0 | 0.0% |