VICTORY PORTFOLIOS II (USVM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
62
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $854.8M | 7,950,998 | 1.43% | 8q | +14.0%+$105.1M |
| VICTORY CAPITAL MANAGEMENT INC | $163.2M | 1,485,719 | 0.09% | 28q | HELD |
| Cerity Partners LLC | $149.8M | 1,363,934 | 0.18% | 13q | -4.9%-$7.7M |
| Blue Water Asset Management | $21.2M | 193,408 | 6.86% | 3q | +1.2%+$253.9K |
| Systelligence, LLC | $18.9M | 172,282 | 3.16% | 8q | +1.7%+$321.3K |
| Vise Technologies, Inc. | $12.5M | 113,671 | 0.14% | 5q | +38.7%+$3.5M |
| NorthCrest Asset Manangement, LLC | $9.8M | 90,648 | 0.25% | 6q | +13.2%+$1.1M |
| Anderson Financial Strategies, LLC | $9.0M | 81,804 | 4.70% | 6q | -1.9%-$179.6K |
| Family Capital Trust Co | $8.2M | 74,647 | 1.38% | 6q | +480.9%+$6.8M |
| Wealth Enhancement Trust Services, Inc. | $8.1M | 74,863 | 0.48% | 3q | +40.5%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $6.6M | 60,497 | 0.00% | 6q | +0.6%+$41.8K |
| LPL Financial LLC | $6.1M | 55,501 | 0.00% | 7q | +87.8%+$2.8M |
| Retirement Planning Group, LLC | $5.9M | 53,505 | 0.15% | 6q | -5.6%-$348.8K |
| TRUIST FINANCIAL CORP | $5.4M | 48,888 | 0.01% | 5q | -4.3%-$240.1K |
| TWO SIGMA INVESTMENTS, LP | $5.0M | 45,400 | 0.00% | 3q | -12.7%-$724.9K |
| KINTRA WEALTH, LLC | $3.6M | 32,349 | 0.19% | new | NEW |
| LexAurum Advisors, LLC | $3.6M | 32,575 | 0.41% | 2q | +10.2%+$330.1K |
| Cetera Investment Advisers | $3.1M | 28,375 | 0.00% | 9q | +112.1%+$1.6M |
| Trilogy Capital Inc. | $2.9M | 26,523 | 0.11% | 27q | -1.5%-$44.6K |
| CITADEL ADVISORS LLC | $2.5M | 22,661 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.3M | 21,128 | 0.00% | 28q | -11.4%-$297.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $2.1M | 18,832 | 0.05% | new | NEW |
| US BANCORP \DE\ | $2.0M | 17,761 | 0.00% | 2q | +5.2%+$96.3K |
| Beacon Financial Advisory LLC | $1.9M | 17,006 | 0.37% | 9q | +9.8%+$166.9K |
| Steward Partners Investment Advisory, LLC | $1.8M | 16,024 | 0.01% | 5q | -2.3%-$40.6K |
| HARBOUR INVESTMENTS, INC. | $1.5M | 13,258 | 0.02% | 2q | -1.1%-$16.7K |
| AQR CAPITAL MANAGEMENT LLC | $1.1M | 10,326 | 0.00% | 3q | +17.5%+$169.1K |
| JPMORGAN CHASE & CO | $816.5K | 7,435 | 0.00% | 5q | +5.3%+$41.4K |
| ENVESTNET ASSET MANAGEMENT INC | $764.2K | 6,958 | 0.00% | 6q | +1.7%+$12.9K |
| OSAIC HOLDINGS, INC. | $662.3K | 6,030 | 0.00% | 19q | +12.4%+$72.9K |
| Nova Wealth Management, Inc. | $636.1K | 5,792 | 0.35% | 6q | +3.3%+$20.4K |
| MONEY CONCEPTS CAPITAL CORP | $418.9K | 3,814 | 0.02% | 3q | +8.9%+$34.3K |
| Quantinno Capital Management LP | $397.8K | 3,622 | 0.00% | new | NEW |
| MORGAN STANLEY | $388.8K | 3,540 | 0.00% | 21q | +21.3%+$68.3K |
| BlackRock, Inc. | $365.5K | 3,328 | 0.00% | 6q | +39.8%+$104.1K |
| OneDigital Investment Advisors LLC | $364.1K | 3,315 | 0.00% | 15q | -12.3%-$51.3K |
| Equitable Holdings, Inc. | $339.7K | 3,093 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $321.2K | 2,924 | 0.00% | 2q | +33.8%+$81.2K |
| FIFTH THIRD BANCORP | $303.3K | 2,761 | 0.00% | 2q | -0.6%-$1.8K |
| Cerity Partners Retirement Plan Advisors LLC | $284.9K | 2,594 | 0.12% | new | NEW |
| Capital Square, LLC | $266.1K | 2,447 | 0.12% | 2q | +6.6%+$16.4K |
| Sigma Planning Corp | $265.7K | 2,419 | 0.01% | 2q | HELD |
| Curry Webb Wealth Management LLC | $203.7K | 1,855 | 0.08% | new | FIRST |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $103.7K | 944 | 0.00% | 9q | +208.5%+$70.1K |
| Strive Financial Group ,LLC | $90.3K | 822 | 0.02% | 3q | +93.9%+$43.7K |
| ROYAL BANK OF CANADA | $86.0K | 784 | 0.00% | 17q | +113.6%+$45.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $85.7K | 780 | 0.00% | 3q | +2500.0%+$82.4K |
| Qube Research & Technologies Ltd | $42.9K | 391 | 0.00% | new | NEW |
| CVA Family Office, LLC | $30.6K | 279 | 0.00% | 2q | HELD |
| FMR LLC | $29.0K | 264 | 0.00% | 8q | -70.0%-$67.5K |
| Allworth Financial LP | $15.4K | 140 | 0.00% | 3q | HELD |
| Golden State Wealth Management, LLC | $12.4K | 113 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $9.1K | 83 | 0.00% | new | NEW |
| ASSETMARK, INC | $9.0K | 82 | 0.00% | 3q | +310.0%+$6.8K |
| Bogart Wealth, LLC | $6.4K | 59 | 0.00% | 19q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.4K | 58 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $6.4K | 58 | 0.00% | 2q | -33.3%-$3.2K |
| AE Wealth Management LLC | $4.7K | 43 | 0.00% | 3q | -78.3%-$17.0K |
| UBS Group AG | $4.2K | 38 | 0.00% | 2q | -94.2%-$68.1K |
| Aptus Capital Advisors, LLC | $2.7K | 25 | 0.00% | new | NEW |
| Essential Investment Partners LLC | $2.3K | 21 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $304 | 2,767 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $94 | 1 | 0.00% | 7q | -99.6%-$21.3K |
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 | 62 | $1.3B | 12,189,495 | 9 | 28 | 16 | 0.0% |
| Q1 2026 | 59 | $1.1B | 11,257,550 | 14 | 22 | 12 | 0.0% |
| Q4 2025 | 50 | $1.2B | 12,586,113 | 11 | 20 | 10 | 0.0% |
| Q3 2025 | 37 | $1.0B | 11,510,921 | 2 | 17 | 12 | 0.0% |
| Q2 2025 | 39 | $916.9M | 10,770,219 | 6 | 17 | 11 | 0.0% |
| Q1 2025 | 40 | $756.9M | 9,612,658 | 17 | 13 | 5 | 0.0% |
| Q4 2024 | 23 | $230.0M | 2,731,018 | 5 | 9 | 4 | 0.0% |
| Q3 2024 | 18 | $226.5M | 2,662,261 | 4 | 7 | 3 | 0.0% |
| Q2 2024 | 21 | $199.0M | 2,560,908 | 8 | 6 | 3 | 0.0% |
| Q1 2024 | 16 | $200.1M | 2,489,275 | 3 | 3 | 7 | 0.0% |
| Q4 2023 | 15 | $215.8M | 2,933,658 | 1 | 3 | 7 | 0.0% |
| Q3 2023 | 17 | $198.1M | 3,022,312 | 2 | 6 | 5 | 0.0% |
| Q2 2023 | 21 | $209.4M | 3,131,593 | 3 | 3 | 7 | 0.0% |
| Q1 2023 | 19 | $111.9M | 1,755,130 | 2 | 4 | 8 | 0.0% |
| Q4 2022 | 20 | $116.1M | 1,842,819 | 4 | 6 | 6 | 0.0% |
| Q3 2022 | 20 | $224.1M | 3,881,736 | 4 | 6 | 4 | 0.0% |
| Q2 2022 | 21 | $237.8M | 3,937,768 | 3 | 10 | 3 | 0.0% |
| Q1 2022 | 19 | $260.7M | 3,795,857 | 2 | 6 | 6 | 0.0% |
| Q4 2021 | 18 | $267.5M | 3,633,633 | 4 | 3 | 9 | 0.0% |
| Q3 2021 | 15 | $264.7M | 3,772,386 | 2 | 6 | 3 | 0.0% |
| Q2 2021 | 15 | $274.9M | 3,808,163 | 2 | 2 | 7 | 0.0% |
| Q1 2021 | 14 | $325.4M | 4,770,884 | 1 | 2 | 8 | 0.0% |
| Q4 2020 | 16 | $292.7M | 4,912,312 | 3 | 2 | 7 | 0.0% |
| Q3 2020 | 18 | $252.2M | 5,177,638 | 4 | 6 | 5 | 0.0% |
| Q2 2020 | 16 | $244.4M | 5,355,540 | 6 | 1 | 6 | 0.0% |
| Q1 2020 | 11 | $281.6M | 7,475,910 | 1 | 5 | 1 | 0.0% |
| Q4 2019 | 11 | $249.9M | 4,619,432 | 5 | 3 | 2 | 0.0% |
| Q3 2019 | 7 | $116.7M | 2,323,933 | 7 | 0 | 0 | 0.0% |
| Q2 2019 | 8 | $120.1M | 2,354,850 | 2 | 3 | 1 | 0.0% |
| Q1 2019 | 6 | $81.5M | 1,595,497 | 2 | 2 | 1 | 0.0% |
| Q4 2018 | 5 | $65.7M | 1,446,941 | 0 | 0 | 0 | 0.0% |