USTB — Victory Portfolios II Institutional Holders · Q3 2026
Who owns Victory Portfolios II (USTB)? 12 institutions reported holding $286.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Go Invest LLC ($130.9M), Stonebridge Financial Group, LLC ($86.4M), Marquette Asset Management, LLC ($28.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Go Invest LLC | $130.9M | 2.6M | Added |
| 2 | Stonebridge Financial Group, LLC | $86.4M | 1.7M | Added |
| 3 | Marquette Asset Management, LLC | $28.1M | 563,466 | Added |
| 4 | Apella Capital, LLC | $15.8M | 315,669 | Added |
| 5 | TOTH FINANCIAL ADVISORY CORP | $11.2M | 225,351 | Added |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $8.2M | 164,576 | Added |
| 7 | Farther Finance Advisors, LLC | $4.7M | 94,244 | Trimmed |
| 8 | M.E. ALLISON & CO., INC. | $618,301 | 12,397 | Added |
| 9 | PRIVATE CLIENT SERVICES, LLC | $235,883 | 4,729 | New |
| 10 | ATWOOD & PALMER INC | $109,387 | 2,193 | New |
| 11 | Versant Capital Management, Inc | $499 | 10 | Hold |
| 12 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30