Institutional Ownership
Victory Portfolios II
CUSIP 92647N873VCSHS US SMCP HGCSBQ1 2026
Institutional Holders
58
13F filers
Shares Held
1.36M
Aggregate institutional
Institutional Value
$83.63M
Q1 2026
Net New Holders
-4
7 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased18
Decreased22
Sold out11
Institutional Holders
58 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 228.3K | $14.10M | −37.7K | Reduced |
| 2 | Ubs Group AG | 119.8K | $7.40M | +81 | Added |
| 3 | Nvest Financial, LLC | 111.0K | $6.86M | +96.7K | Added |
| 4 | Lpl Financial LLC | 93.2K | $5.75M | +1.5K | Added |
| 5 | Cwm, LLC | 89.9K | $5.55M | −1.2K | Reduced |
| 6 | Rockefeller Capital Management L.P. | 83.6K | $5.17M | +1.2K | Added |
| 7 | Goldman Sachs Group Inc | 70.2K | $4.34M | +24.9K | Added |
| 8 | Dynamic Advisor Solutions LLC | 55.0K | $3.40M | −2.2K | Reduced |
| 9 | Iag Wealth Partners, LLC | 51.5K | $3.18M | +1.7K | Added |
| 10 | Eagle Strategies LLC | 47.0K | $2.91M | +172 | Added |
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