Victory Portfolios II - UIVM
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 | Reduced | 3,752,437 | 242,148 | 0.14% | 0.14% | 1 | -95,000 | -2.47% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | New | 92,238 | 5,952 | 0.26% | — | 2 | +92,238 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 27,481 | 1,773 | 0.0% | 0.0% | 3 | -3,608 | -11.61% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,407 | 1,510 | 0.0% | 0.0% | 4 | +6,102 | 35.26% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Added to | 23,037 | 1,486 | 0.42% | 0.25% | 5 | +8,423 | 57.64% | Q4 2025 | Feb 06, 2026 |
| Financial Enhancement Group LLC | History | Added to | 22,122 | 1,485 | 0.19% | 0.18% | 6 | +464 | 2.14% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,974 | 1,353 | 0.0% | 0.0% | 7 | +7,370 | 54.18% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,495 | 483 | 0.0% | 0.0% | 8 | -322 | -4.12% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | New | 5,873 | 378 | 0.01% | — | 9 | +5,873 | New | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,035 | 324 | 0.0% | 0.0% | 10 | +1,349 | 36.6% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | New | 4,431 | 287 | 0.01% | — | 11 | +4,431 | New | Q4 2025 | Jan 30, 2026 |
| World Investment Advisors | History | Reduced | 3,540 | 228 | 0.0% | 0.01% | 12 | -1,337 | -27.41% | Q4 2025 | Mar 12, 2026 |
| LPL Financial LLC | History | New | 3,296 | 212 | 0.0% | — | 13 | +3,296 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,745 | 112 | 0.0% | 0.0% | 14 | +669 | 62.17% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | New | 243 | 15 | 0.0% | — | 15 | +243 | New | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -29,619 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -286 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |