Victory Portfolios II - ULVM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
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 Added to 1,857,405 169,717 0.1% 0.09% 1 +248,284 15.43% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 39,822 3,638 0.0% 2 +39,822 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 24,591 2,246 0.0% 0.0% 3 +1,594 6.93% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 22,828 2,085 0.0% 0.0% 4 +1,860 8.87% Q4 2025 Feb 17, 2026
MANCHESTER FINANCIAL INC History Added to 18,520 1,692 0.32% 0.32% 5 +737 4.14% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History New 8,707 795 0.0% 6 +8,707 New Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History No change 4,191 382 0.02% 0.02% 7 0 0.0% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History No change 3,869 353 0.0% 0.0% 8 0 0.0% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History New 474 43 0.0% 9 +474 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History No change 250 22 0.0% 0.0% 10 0 0.0% Q4 2025 Jan 23, 2026
MORGAN STANLEY History No change 140 12 0.0% 0.0% 11 0 0.0% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History No change 135 12 0.0% 0.0% 12 0 0.0% Q4 2025 Jan 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 75 6 0.0% 13 +75 New Q4 2025 Feb 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Closed out 0 0 0.0% -386 -100.0% Q3 2025 Oct 17, 2025
WPG Advisers, LLC History Closed out 0 0 0.01% -200 -100.0% Q3 2025 Oct 29, 2025