Who Owns VICTORY PORTFOLIOS II (CSB)? -- Institutional Holders (2026-03-31)
70 institutions reported holding $84.0M of VICTORY PORTFOLIOS II (CSB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($14.1M), UBS Group AG ($7.4M), Nvest Financial, LLC ($6.9M), LPL Financial LLC ($5.8M), CWM, LLC ($5.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $14.1M | 228,259 | Trimmed |
| 2 | UBS Group AG | $7.4M | 119,800 | Added |
| 3 | Nvest Financial, LLC | $6.9M | 111,016 | Added |
| 4 | LPL Financial LLC | $5.8M | 93,184 | Added |
| 5 | CWM, LLC | $5.6M | 89,922 | Trimmed |
| 6 | Rockefeller Capital Management L.P. | $5.2M | 83,645 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $4.3M | 70,204 | Added |
| 8 | Dynamic Advisor Solutions LLC | $3.4M | 55,021 | Trimmed |
| 9 | IAG Wealth Partners, LLC | $3.2M | 51,513 | Added |
| 10 | Eagle Strategies LLC | $2.9M | 47,045 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 37,771 | New |
| 12 | Cetera Investment Advisers | $2.2M | 35,288 | Added |
| 13 | CITADEL ADVISORS LLC | $1.9M | 30,909 | Added |
| 14 | Allworth Financial LP | $1.8M | 29,022 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.7M | 27,647 | Added |
| 16 | Investors Research Corp | $1.6M | 26,334 | Trimmed |
| 17 | CoreCap Advisors, LLC | $1.5M | 23,495 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $902,863 | 14,621 | Trimmed |
| 19 | TWO SIGMA INVESTMENTS, LP | $852,186 | 13,800 | Trimmed |
| 20 | Accel Wealth Management | $765,562 | 12,397 | Trimmed |
| 21 | Fifth Third Securities, Inc. | $727,754 | 11,785 | New |
| 22 | PACIFIC SUN FINANCIAL CORP | $661,370 | 10,710 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $611,077 | 9,896 | Added |
| 24 | Huntleigh Advisors, Inc. | $548,425 | 8,881 | Added |
| 25 | Sovran Advisors, LLC | $543,232 | 8,361 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31