USVM institutional holders

VICTORY PORTFOLIOS II · 13F, 2026Q2

Managers holding62
Shares held12,178,307
Reported value$1.3bn
Quarter flows11 new, 26 added, 18 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,950,998$854.8m1.4%
VICTORY CAPITAL MANAGEMENT INC1,485,719$163.2m0.1%
Cerity Partners LLC1,363,934$149.8m0.2%
Blue Water Asset Management193,408$21.2m6.9%
Systelligence, LLC172,282$18.9m3.2%
Vise Technologies, Inc.113,671$12.5m0.1%
NorthCrest Asset Manangement, LLC90,648$9.8m0.3%
Anderson Financial Strategies, LLC81,804$9.0m4.7%
Family Capital Trust Co74,635$8.2m2.7%
Wealth Enhancement Trust Services, Inc.67,123$7.4m0.8%
RAYMOND JAMES FINANCIAL INC60,497$6.6m0.0%
LPL Financial LLC55,501$6.1m0.0%
Retirement Planning Group, LLC53,505$5.9m0.1%
TRUIST FINANCIAL CORP48,888$5.4m0.0%
TWO SIGMA INVESTMENTS, LP45,400$5.0m0.0%
KINTRA WEALTH, LLC32,349$3.6m0.2%
LexAurum Advisors, LLC32,575$3.6m0.4%
Cetera Investment Advisers28,375$3.1m0.0%
Trilogy Capital Inc.26,523$2.9m0.1%
CITADEL ADVISORS LLC22,661$2.5m0.0%
BANK OF AMERICA CORP /DE/21,128$2.3m0.0%
CARY STREET PARTNERS FINANCIAL LLC18,832$2.1m0.0%
US BANCORP \DE\17,761$2.0m0.0%
Beacon Financial Advisory LLC17,006$1.9m0.4%
Steward Partners Investment Advisory, LLC16,024$1.8m0.0%

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

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