Who Owns VICTORY PORTFOLIOS II (CSB)? -- Institutional Holders (2026-06-30)
64 institutions reported holding $78.9M of VICTORY PORTFOLIOS II (CSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($14.6M), UBS Group AG ($7.6M), Nvest Financial, LLC ($7.3M), GOLDMAN SACHS GROUP INC ($5.5M), Rockefeller Capital Management L.P. ($5.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $14.6M | 223,148 | Trimmed |
| 2 | UBS Group AG | $7.6M | 115,226 | Trimmed |
| 3 | Nvest Financial, LLC | $7.3M | 111,105 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $5.5M | 84,594 | Added |
| 5 | Rockefeller Capital Management L.P. | $5.5M | 83,717 | Added |
| 6 | LPL Financial LLC | $4.8M | 73,692 | Trimmed |
| 7 | Dynamic Advisor Solutions LLC | $3.6M | 54,918 | Trimmed |
| 8 | IAG Wealth Partners, LLC | $3.4M | 51,901 | Added |
| 9 | Eagle Strategies LLC | $3.0M | 45,382 | Trimmed |
| 10 | Cetera Investment Advisers | $2.4M | 36,473 | Added |
| 11 | CoreCap Advisors, LLC | $1.5M | 23,574 | Added |
| 12 | Allworth Financial LP | $1.5M | 22,985 | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.5M | 22,352 | Trimmed |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 21,680 | Trimmed |
| 15 | Investors Research Corp | $1.3M | 20,294 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $941,635 | 14,356 | Trimmed |
| 17 | TWO SIGMA INVESTMENTS, LP | $898,617 | 13,700 | Trimmed |
| 18 | Fifth Third Securities, Inc. | $842,470 | 12,844 | Added |
| 19 | Accel Wealth Management | $768,259 | 11,713 | Trimmed |
| 20 | PACIFIC SUN FINANCIAL CORP | $697,576 | 10,635 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $695,719 | 10,607 | Added |
| 22 | Huntleigh Advisors, Inc. | $590,072 | 8,996 | Added |
| 23 | Private Advisor Group, LLC | $569,110 | 8,676 | Added |
| 24 | Sovran Advisors, LLC | $563,960 | 8,325 | Trimmed |
| 25 | VICUS CAPITAL | $535,220 | 8,160 | Added |
Source: SEC Form 13F filings · as of 2026-06-30