Victory Portfolios II - UITB

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$2.452B
QoQ value delta ($000)
-$86.91M (-3.42%)
Implied price effect (QoQ)
-0.43%
Shares
Total shares
52,378,567
QoQ shares delta
-1,622,442 (-3.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 142 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
VICTORY CAPITAL MANAGEMENT INC 695,568 14,850,508 0.39%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 201,173 4,295,086 0.03%
MORGAN STANLEY 182,860 3,904,106 0.01%
Bogart Wealth, LLC 101,769 2,172,807 3.49%
LPL Financial LLC 100,037 2,135,811 0.02%
BANK OF AMERICA CORP /DE/ 74,207 1,584,354 0.0%
WELLS FARGO & COMPANY/MN 64,220 1,371,114 0.01%
Calamos Wealth Management LLC 63,186 1,349,050 1.91%
Cetera Investment Advisers 56,578 1,207,956 0.05%
Allen Capital Group, LLC 55,612 1,187,333 4.53%
RAYMOND JAMES FINANCIAL INC 53,412 1,140,377 0.01%
Meeder Advisory Services, Inc. 37,141 792,976 1.36%
MBL Wealth, LLC 35,539 758,771 2.43%
NICOLET BANKSHARES INC 31,420 671,256 1.0%
Pine Valley Investments Ltd Liability Co 31,128 664,602 1.23%
Alliance Wealth Advisors, LLC 27,567 588,561 8.96%
GREENUP STREET WEALTH MANAGEMENT LLC 26,698 570,026 3.25%
Allworth Financial LP 23,931 510,934 0.1%
Steward Partners Investment Advisory, LLC 22,308 476,300 0.11%
Atlantic Edge Private Wealth Management, LLC 21,584 460,836 4.41%
Blue Water Asset Management 21,095 450,385 6.81%
HORAN Wealth, LLC 19,550 417,413 2.44%
Sargent Investment Group, LLC 18,997 405,609 2.28%
Pathway Financial Advisors LLC 18,645 398,354 2.17%
KLINGENSTEIN FIELDS & CO LP 16,640 355,284 0.58%