ULVM — Victory Portfolios II Institutional Holders · Q2 2026
Who owns Victory Portfolios II (ULVM)? 16 institutions reported holding $231.29M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Victory Capital Management Inc ($219.5M), Bank of America Corp ($2.8M), Cetera Investment Advisers ($2.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $219.5M | 2.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $2.8M | 26,412 | Added |
| 3 | Cetera Investment Advisers | $2.3M | 22,015 | Trimmed |
| 4 | MANCHESTER FINANCIAL INC | $2.2M | 20,923 | Added |
| 5 | CITADEL ADVISORS LLC | $1.8M | 16,871 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $648,263 | 6,105 | Trimmed |
| 7 | World Investment Advisors | $615,789 | 6,449 | Hold |
| 8 | Western Wealth Management, LLC | $440,778 | 4,151 | Trimmed |
| 9 | HighTower Advisors, LLC | $410,883 | 3,869 | Hold |
| 10 | TWO SIGMA INVESTMENTS, LP | $339,794 | 3,200 | New |
| 11 | OSAIC HOLDINGS, INC. | $50,795 | 478 | Added |
| 12 | UBS Group AG | $35,785 | 337 | Added |
| 13 | ASSETMARK, INC | $26,546 | 250 | Hold |
| 14 | MORGAN STANLEY | $15,014 | 141 | Added |
| 15 | Bogart Wealth, LLC | $14,320 | 135 | Hold |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7,967 | 75 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30