Victory Portfolios II - UBND
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 22,967,672 | 498,972 | 0.28% | 0.28% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Annex Advisory Services, LLC | History | No change | 18,906,834 | 410,750 | 7.01% | 7.01% | 2 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 8,561,595 | 186,000 | 11.22% | 11.22% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | No change | 8,164,569 | 177,375 | 4.51% | 4.51% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 6,613,845 | 143,685 | 0.88% | 0.88% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 4,103,679 | 89,152 | 4.96% | 4.96% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,669,245 | 57,989 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,084,261 | 45,300 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,840,500 | 39,984 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Goldstein Advisors, LLC | History | No change | 1,824,886 | 39,645 | 3.62% | 3.62% | 10 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Madison Wealth Partners, Inc | History | No change | 1,707,703 | 37,099 | 4.72% | 4.72% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 1,484,759 | 32,256 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 1,175,240 | 25,532 | 4.4% | 4.4% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 540,076 | 11,733 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 428,401 | 9,307 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 411,443 | 8,938 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 376,350 | 8,176 | 0.83% | 0.83% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elk River Wealth Management LLC | History | No change | 329,014 | 7,147 | 1.14% | 1.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impact Investors, Inc | History | No change | 304,138 | 6,607 | 4.83% | 4.83% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 273,047 | 5,931 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 259,045 | 5,627 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 225,634 | 4,901 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 202,726 | 4,404 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tandem Financial, LLC | History | No change | 106,198 | 2,307 | 0.69% | 0.69% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 62,911 | 1,366 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 62,675 | 1,362 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 43,745 | 950 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,210 | 938 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,148 | 915 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trademark Financial Management, LLC | History | No change | 40,429 | 878 | 0.36% | 0.36% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 40,302 | 875 | 0.12% | 0.12% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 39,925 | 867 | 0.17% | 0.17% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 32,152 | 698 | 0.23% | 0.23% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LexAurum Advisors, LLC | History | No change | 31,540 | 685 | 0.08% | 0.08% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 31,741 | 655 | 0.17% | 0.2% | 35 | -3,165 | -9.07% | Q3 2026 | Oct 06, 2026 |
| Stonebridge Financial Group, LLC / MO | History | No change | 26,912 | 584 | 0.39% | 0.39% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneAscent Financial Services LLC | History | No change | 23,886 | 518 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clarity Asset Management, Inc. | History | No change | 18,674 | 405 | 0.2% | 0.2% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMERCE BANK | History | No change | 15,346 | 333 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 13,586 | 295 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,711 | 276 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REDW Wealth LLC | History | No change | 10,651 | 231 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Axis Wealth Partners, LLC | History | No change | 9,968 | 216 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9,334 | 203 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 4,286 | 93 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,575 | 77 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,501 | 54 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,292 | 28 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 696 | 15 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 607 | 13 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 375 | 8 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |