USTB institutional holders

VICTORY PORTFOLIOS II · 13F, 2026Q2

Managers holding149
Shares held36,530,708
Reported value$1.8bn
Quarter flows19 new, 82 added, 38 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VICTORY CAPITAL MANAGEMENT INC5,530,366$279.9m0.2%
MORGAN STANLEY2,960,883$149.9m0.0%
Merit Financial Group, LLC2,939,884$148.8m0.9%
Go Invest LLC2,341,147$118.5m27.8%
SHP Wealth Management1,785,374$90.4m6.2%
BANK OF AMERICA CORP /DE/1,740,024$88.1m0.0%
LPL Financial LLC1,594,959$80.7m0.0%
Stonebridge Financial Group, LLC927,201$46.9m3.6%
WELLS FARGO & COMPANY/MN900,711$45.6m0.0%
Amplius Wealth Advisors, LLC790,733$40.0m2.9%
RAYMOND JAMES FINANCIAL INC699,421$35.4m0.0%
Private Advisor Group, LLC587,296$29.7m0.1%
Broadway Wealth Solutions, Inc.578,799$29.3m13.7%
Marquette Asset Management, LLC550,446$27.9m3.6%
Capital Analysts, LLC516,643$26.2m0.6%
Waverly Advisors, LLC474,980$24.0m0.1%
Janney Montgomery Scott LLC464,325$23.5m0.0%
KINTRA WEALTH, LLC424,283$21.4m1.1%
MOTCO379,986$19.2m1.6%
Winter & Associates, Inc.355,616$18.0m13.5%
ERn Financial, LLC349,663$17.7m2.9%
STIFEL FINANCIAL CORP343,042$17.4m0.0%
Focus Partners Advisor Solutions, LLC340,457$17.2m0.1%
Cambridge Investment Research Advisors, Inc.335,532$17.0m0.0%
Cornerstone Planning Group LLC302,568$15.3m1.9%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USTB"). USTB price history · All 13F data

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