Who Owns VICTORY PORTFOLIOS II (USTB)? -- Institutional Holders (2026-06-30)

160 institutions reported holding $1.84B of VICTORY PORTFOLIOS II (USTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: VICTORY CAPITAL MANAGEMENT INC ($279.9M), MORGAN STANLEY ($149.9M), Merit Financial Group, LLC ($148.8M), Go Invest LLC ($118.5M), SHP Wealth Management ($90.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VICTORY CAPITAL MANAGEMENT INC$279.9M5.5MAdded
2MORGAN STANLEY$149.9M3.0MAdded
3Merit Financial Group, LLC$148.8M2.9MAdded
4Go Invest LLC$118.5M2.3MAdded
5SHP Wealth Management$90.4M1.8MAdded
6BANK OF AMERICA CORP /DE/$88.1M1.7MAdded
7LPL Financial LLC$80.7M1.6MTrimmed
8Stonebridge Financial Group, LLC$46.9M927,201Added
9WELLS FARGO & COMPANY/MN$45.6M900,711Added
10Amplius Wealth Advisors, LLC$40.0M790,733Added
11RAYMOND JAMES FINANCIAL INC$35.4M699,421Added
12Private Advisor Group, LLC$29.7M587,296Added
13Broadway Wealth Solutions, Inc.$29.3M578,799Added
14Marquette Asset Management, LLC$27.9M550,446Added
15Capital Analysts, LLC$26.2M516,643Added
16Waverly Advisors, LLC$24.0M474,980Added
17Janney Montgomery Scott LLC$23.5M464,325Added
18Evergreen Wealth Solutions, LLC$21.4M424,283Added
19MOTCO$19.2M379,986Added
20Winter & Associates, Inc.$18.0M355,616Added
21ERn Financial, LLC$17.7M349,663Added
22STIFEL FINANCIAL CORP$17.4M343,042Added
23Focus Partners Advisor Solutions, LLC$17.2M340,457Added
24Cornerstone Planning Group LLC$15.3M302,568Added
25StoryOne LLC$14.1M277,676New

Source: SEC Form 13F filings · as of 2026-06-30