UITB institutional holders

VICTORY PORTFOLIOS II · 13F, 2026Q2

Managers holding142
Shares held52,525,082
Reported value$2.5bn
Quarter flows13 new, 74 added, 36 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VICTORY CAPITAL MANAGEMENT INC14,850,508$695.6m0.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,295,086$201.2m0.0%
MORGAN STANLEY3,904,106$182.9m0.0%
Bogart Wealth, LLC2,172,807$101.8m3.5%
LPL Financial LLC2,135,811$100.0m0.0%
BANK OF AMERICA CORP /DE/1,584,354$74.2m0.0%
WELLS FARGO & COMPANY/MN1,371,114$64.2m0.0%
Calamos Wealth Management LLC1,349,050$63.2m1.9%
Cetera Investment Advisers1,207,956$56.6m0.1%
Allen Capital Group, LLC1,187,333$55.6m4.5%
RAYMOND JAMES FINANCIAL INC1,140,377$53.4m0.0%
Meeder Advisory Services, Inc.792,976$37.1m1.4%
MBL Wealth, LLC758,771$35.5m2.4%
NICOLET BANKSHARES INC671,256$31.4m1.0%
Pine Valley Investments Ltd Liability Co664,602$31.1m1.2%
Alliance Wealth Advisors, LLC588,561$27.6m9.0%
GREENUP STREET WEALTH MANAGEMENT LLC570,026$26.7m3.2%
Allworth Financial LP510,934$23.9m0.1%
Steward Partners Investment Advisory, LLC476,300$22.3m0.1%
Atlantic Edge Private Wealth Management, LLC460,836$21.6m4.4%
Blue Water Asset Management450,385$21.1m6.8%
HORAN Wealth, LLC417,413$19.6m2.4%
Sargent Investment Group, LLC405,609$19.0m2.3%
Pathway Financial Advisors LLC398,354$18.6m2.2%
KLINGENSTEIN FIELDS & CO LP355,284$16.6m0.6%

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

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