Who Owns VICTORY PORTFOLIOS II (UBND)? -- Institutional Holders (2026-06-30)
56 institutions reported holding $1.87B of VICTORY PORTFOLIOS II (UBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: VICTORY CAPITAL MANAGEMENT INC ($499.0M), Annex Advisory Services, LLC ($410.8M), CAHABA WEALTH MANAGEMENT, INC. ($186.0M), Retirement Planning Group, LLC ($177.4M), Merit Financial Group, LLC ($143.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $499.0M | 23.0M | Hold |
| 2 | Annex Advisory Services, LLC | $410.8M | 18.9M | Added |
| 3 | CAHABA WEALTH MANAGEMENT, INC. | $186.0M | 8.6M | Added |
| 4 | Retirement Planning Group, LLC | $177.4M | 8.2M | Added |
| 5 | Merit Financial Group, LLC | $143.7M | 6.6M | Added |
| 6 | 1900 WEALTH MANAGEMENT LLC | $89.2M | 4.1M | Trimmed |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.0M | 2.7M | Added |
| 8 | OSAIC HOLDINGS, INC. | $45.3M | 2.1M | Added |
| 9 | TRUIST FINANCIAL CORP | $40.0M | 1.8M | Added |
| 10 | Goldstein Advisors, LLC | $39.6M | 1.8M | Added |
| 11 | Madison Wealth Partners, Inc | $37.1M | 1.7M | Added |
| 12 | Corient Private Wealth LLC | $33.0M | 1.5M | Added |
| 13 | CORRECT CAPITAL WEALTH MANAGEMENT | $25.5M | 1.2M | Added |
| 14 | Arax Advisory Partners | $11.7M | 540,076 | New |
| 15 | GOLDMAN SACHS GROUP INC | $9.3M | 428,401 | New |
| 16 | WELLS FARGO & COMPANY/MN | $8.9M | 411,443 | Added |
| 17 | FIDUCIARY FINANCIAL ADVISORS | $8.2M | 376,350 | New |
| 18 | Elk River Wealth Management, LLC | $7.1M | 329,014 | Trimmed |
| 19 | Impact Investors, Inc | $6.6M | 304,138 | Added |
| 20 | LPL Financial LLC | $5.9M | 273,047 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $5.6M | 259,045 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 225,634 | Added |
| 23 | OneDigital Investment Advisors LLC | $4.4M | 202,726 | Added |
| 24 | Tandem Financial, LLC | $2.3M | 106,198 | Added |
| 25 | Cornerstone Wealth Management, LLC | $1.4M | 62,911 | New |
Source: SEC Form 13F filings · as of 2026-06-30