Institutional Ownership
Victory Portfolios II
CUSIP 92647N865VCSHS US LRG CAPCDLQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.7%
Max % of class reported
Institutional Holders
60
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Feb 21, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 21, 2024 | Atlantic Family Wealth, LLC | 13G | 5.7% | 341.3K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 618.4K | $46.08M |
| 2 | Atlantic Family Wealth, LLC | 375.0K | $27.94M |
| 3 | Bank Of America Corp /De/ | 268.0K | $19.97M |
| 4 | Northwestern Mutual Wealth Management Co | 207.2K | $15.44M |
| 5 | Lpl Financial LLC | 152.4K | $11.36M |
| 6 | Hightower Advisors, LLC | 112.8K | $8.40M |
| 7 | Ameriprise Financial Inc | 101.2K | $7.54M |
| 8 | Summit Financial, LLC | 98.5K | $7.34M |
| 9 | Jones Financial Companies Lllp | 86.4K | $6.36M |
| 10 | Mpwm Advisory Solutions, LLC | 49.8K | $3.71M |