22 institutions reported holding $952.3M of VICTORY PORTFOLIOS II (UBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Annex Advisory Services, LLC ($410.8M), CAHABA WEALTH MANAGEMENT, INC. ($186.0M), Merit Financial Group, LLC ($143.7M), 1900 WEALTH MANAGEMENT LLC ($89.2M), TRUIST FINANCIAL CORP ($40.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Annex Advisory Services, LLC | $410.8M | 18.9M | Added |
| 2 | CAHABA WEALTH MANAGEMENT, INC. | $186.0M | 8.6M | Added |
| 3 | Merit Financial Group, LLC | $143.7M | 6.6M | Added |
| 4 | 1900 WEALTH MANAGEMENT LLC | $89.2M | 4.1M | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $40.0M | 1.8M | Added |
| 6 | Goldstein Advisors, LLC | $39.6M | 1.8M | Added |
| 7 | CORRECT CAPITAL WEALTH MANAGEMENT | $25.5M | 1.2M | Added |
| 8 | Impact Investors, Inc | $6.6M | 304,138 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 225,634 | Added |
| 10 | Cornerstone Wealth Management, LLC | $1.4M | 62,911 | New |
| 11 | Trademark Financial Management, LLC | $878,320 | 40,429 | Added |
| 12 | Huntleigh Advisors, Inc. | $875,561 | 40,302 | Trimmed |
| 13 | JUNCTURE WEALTH STRATEGIES, LLC | $758,333 | 34,906 | New |
| 14 | LexAurum Advisors, LLC | $685,207 | 31,540 | Added |
| 15 | Stonebridge Financial Group, LLC / MO | $584,668 | 26,912 | Added |
| 16 | Clarity Asset Management, Inc. | $405,787 | 18,674 | Added |
| 17 | REDW Wealth LLC | $231,393 | 10,651 | New |
| 18 | Axis Wealth Partners, LLC | $216,555 | 9,968 | New |
| 19 | Blue Trust, Inc. | $13,187 | 607 | New |
| 20 | AE Wealth Management LLC | $2,585 | 119 | New |
| 21 | ASSETMARK, INC | $608 | 28 | Trimmed |
| 22 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30