Who Owns VICTORY PORTFOLIOS II (UBND)? -- Institutional Holders (2026-03-31)
44 institutions reported holding $1.75B of VICTORY PORTFOLIOS II (UBND) in SEC 13F filings for 2026-03-31. Largest institutional holders: VICTORY CAPITAL MANAGEMENT INC ($500.2M), Annex Advisory Services, LLC ($385.1M), CAHABA WEALTH MANAGEMENT, INC. ($178.1M), Retirement Planning Group, LLC ($160.3M), Merit Financial Group, LLC ($139.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $500.2M | 23.0M | Added |
| 2 | Annex Advisory Services, LLC | $385.1M | 17.7M | Added |
| 3 | CAHABA WEALTH MANAGEMENT, INC. | $178.1M | 8.2M | Added |
| 4 | Retirement Planning Group, LLC | $160.3M | 7.4M | Added |
| 5 | Merit Financial Group, LLC | $139.1M | 6.4M | Added |
| 6 | 1900 WEALTH MANAGEMENT LLC | $95.4M | 4.4M | Added |
| 7 | OSAIC HOLDINGS, INC. | $44.7M | 2.1M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.3M | 1.8M | New |
| 9 | Goldstein Advisors, LLC | $36.9M | 1.7M | Added |
| 10 | Madison Wealth Partners, Inc | $34.9M | 1.6M | Added |
| 11 | TRUIST FINANCIAL CORP | $33.6M | 1.5M | New |
| 12 | Corient Private Wealth LLC | $26.3M | 1.2M | Trimmed |
| 13 | CORRECT CAPITAL WEALTH MANAGEMENT | $25.4M | 1.2M | Added |
| 14 | U.S. Capital Wealth Advisors, LLC | $10.2M | 467,972 | Added |
| 15 | Elk River Wealth Management, LLC | $7.9M | 361,138 | Trimmed |
| 16 | Huntleigh Advisors, Inc. | $7.7M | 353,636 | Added |
| 17 | Impact Investors, Inc | $5.6M | 258,046 | Added |
| 18 | OneDigital Investment Advisors LLC | $3.8M | 176,129 | Added |
| 19 | JANE STREET GROUP, LLC | $3.3M | 151,685 | Added |
| 20 | LPL Financial LLC | $3.3M | 151,315 | New |
| 21 | Tandem Financial, LLC | $1.8M | 83,732 | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $1.5M | 68,251 | Added |
| 23 | CITADEL ADVISORS LLC | $968,208 | 44,454 | Added |
| 24 | Trademark Financial Management, LLC | $841,470 | 38,635 | New |
| 25 | LexAurum Advisors, LLC | $579,843 | 26,623 | Added |
Source: SEC Form 13F filings · as of 2026-03-31