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 | No change | 7,950,998 | 854,797 | 1.43% | 1.43% | 1 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,485,719 | 163,176 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 1,363,934 | 149,800 | 0.18% | 0.18% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | No change | 193,408 | 21,241 | 6.86% | 6.86% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Systelligence, LLC | History | No change | 172,282 | 18,921 | 3.16% | 3.16% | 5 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vise Technologies, Inc. | History | No change | 113,671 | 12,484 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 98,406 | 10,160 | 1.08% | 0.82% | 7 | +31,283 | 46.61% | Q3 2026 | Oct 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 90,648 | 9,832 | 0.25% | 0.25% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 81,804 | 9,033 | 4.69% | 4.69% | 9 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Family Capital Trust Co | History | No change | 74,635 | 8,197 | 2.67% | 2.67% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 60,497 | 6,644 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 55,501 | 6,095 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Planning Group, LLC | History | No change | 53,505 | 5,876 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 48,888 | 5,369 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 45,400 | 4,986 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 32,349 | 3,603 | 0.19% | 0.19% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LexAurum Advisors, LLC | History | No change | 32,575 | 3,577 | 0.41% | 0.41% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 28,375 | 3,116 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 26,523 | 2,913 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 22,661 | 2,488 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 21,128 | 2,320 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 18,832 | 2,068 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 17,761 | 1,950 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Financial Advisory LLC | History | No change | 17,006 | 1,867 | 0.37% | 0.37% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,024 | 1,759 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,258 | 1,456 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,326 | 1,134 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,435 | 816 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,958 | 764 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,030 | 662 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 5,792 | 636 | 0.35% | 0.35% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 3,814 | 418 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 3,622 | 397 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,540 | 388 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,328 | 365 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,315 | 364 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,093 | 339 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,924 | 321 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,767 | 304 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,761 | 303 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 2,594 | 284 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Square, LLC | History | No change | 2,447 | 266 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 2,419 | 265 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 1,855 | 203 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 944 | 103 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 784 | 86 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 780 | 85 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 411 | 45 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 391 | 42 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 279 | 30 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 264 | 28 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 140 | 15 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 113 | 12 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ASSETMARK, INC | History | No change | 82 | 9 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 59 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 38 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Investment Partners LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |