UITB — Victory Portfolios II Institutional Holders · Q3 2026
Who owns Victory Portfolios II (UITB)? 6 institutions reported holding $33.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pathway Financial Advisors LLC ($18.2M), Toth Financial Advisory Corp ($9.6M), Stewardship Concepts Financial Services LLC ($4.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $18.2M | 406,962 | Added |
| 2 | TOTH FINANCIAL ADVISORY CORP | $9.6M | 214,357 | Added |
| 3 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.4M | 98,752 | Added |
| 4 | TITLEIST ASSET MANAGEMENT, LLC | $1.0M | 23,047 | Added |
| 5 | AVAII WEALTH MANAGEMENT, LLC | $495,728 | 11,101 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $102,769 | 2,302 | Added |
Source: SEC Form 13F filings · as of 2026-09-30