Victory Portfolios II - USVM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,775,986 | 829,511 | 1.13% | 1.11% | 1 | +618,272 | 7.58% | Q4 2025 | Jan 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,420,719 | 129,721 | 0.07% | 0.07% | 2 | +72,303 | 5.36% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 1,407,963 | 128,556 | 0.19% | 0.2% | 3 | +14,104 | 1.01% | Q4 2025 | Feb 11, 2026 |
| Blue Water Asset Management | History | New | 193,786 | 17,693 | 6.36% | — | 4 | +193,786 | New | Q4 2025 | Feb 05, 2026 |
| Systelligence, LLC | History | Added to | 117,923 | 10,767 | 2.05% | 1.99% | 5 | +2,011 | 1.73% | Q4 2025 | Jan 22, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 86,077 | 7,859 | 4.56% | 4.55% | 6 | +1,279 | 1.51% | Q4 2025 | Feb 24, 2026 |
| Vise Technologies, Inc. | History | Added to | 81,966 | 7,484 | 0.15% | 0.13% | 7 | +44,171 | 116.87% | Q4 2025 | Feb 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 59,539 | 5,436 | 0.18% | 0.2% | 8 | -3,773 | -5.96% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 49,404 | 4,510 | 0.01% | 0.01% | 9 | -1,089 | -2.16% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 46,777 | 4,271 | 0.0% | 0.0% | 10 | +28,177 | 151.49% | Q4 2025 | Feb 18, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 42,968 | 4,014 | 0.09% | 0.08% | 11 | +3,766 | 9.61% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,093 | 3,569 | 0.0% | 0.0% | 12 | -7,061 | -15.3% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 35,900 | 3,277 | 0.0% | — | 13 | +35,900 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 34,831 | 3,180 | 0.0% | — | 14 | +34,831 | New | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 29,766 | 2,717 | 0.12% | 0.13% | 15 | -1,651 | -5.26% | Q4 2025 | Jan 22, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 28,460 | 2,598 | 0.6% | 0.59% | 16 | +26 | 0.09% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,968 | 1,640 | 0.0% | 0.0% | 17 | -6,146 | -25.49% | Q4 2025 | Feb 17, 2026 |
| Pursuit Wealth Management LLC | History | New | 16,837 | 1,537 | 1.32% | — | 18 | +16,837 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,652 | 1,429 | 0.01% | 0.01% | 19 | -606 | -3.73% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 12,262 | 1,119 | 0.0% | 0.0% | 20 | +4,160 | 51.35% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,974 | 728 | 0.0% | — | 21 | +7,974 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7,740 | 706 | 0.09% | — | 22 | +7,740 | New | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,625 | 604 | 0.0% | 0.0% | 23 | +1,092 | 19.74% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,382 | 582 | 0.0% | 0.0% | 24 | +2,445 | 62.1% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 5,663 | 517 | 0.0% | 0.0% | 25 | +297 | 5.53% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,371 | 490 | 0.0% | — | 26 | +5,371 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,507 | 411 | 0.0% | 0.0% | 27 | +73 | 1.65% | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,410 | 402 | 0.28% | 0.27% | 28 | +222 | 5.3% | Q4 2025 | Jan 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 3,448 | 314 | 0.02% | — | 29 | +3,448 | New | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,315 | 302 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,729 | 249 | 0.0% | 0.0% | 31 | -29 | -1.05% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 2,574 | 235 | 0.0% | 0.0% | 32 | +17 | 0.66% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 2,492 | 227 | 0.0% | 0.0% | 33 | -722 | -22.46% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,372 | 216 | 0.0% | 0.0% | 34 | +641 | 37.03% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,019 | 184 | 0.0% | — | 35 | +2,019 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,946 | 177 | 0.0% | 0.0% | 36 | +827 | 73.91% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,071 | 97 | 0.0% | 0.0% | 37 | +360 | 50.63% | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 424 | 38 | 0.02% | — | 38 | +424 | New | Q4 2025 | Feb 18, 2026 |
| CENTRAL TRUST Co | History | New | 241 | 22 | 0.0% | — | 39 | +241 | New | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 234 | 21 | 0.0% | 0.0% | 40 | +2 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Family Capital Trust Co | History | Added to | 193 | 17 | 0.01% | 0.0% | 41 | +124 | 179.71% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 140 | 12 | 0.0% | — | 42 | +140 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 113 | 10 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 108 | 9 | 0.0% | 0.0% | 44 | -145 | -57.31% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | New | 36 | 3 | 0.0% | — | 46 | +36 | New | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 30 | 2 | 0.0% | — | 47 | +30 | New | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | New | 20 | 1 | 0.0% | — | 48 | +20 | New | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.1% | — | -1,659 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Oct 17, 2025 |