15 institutions reported holding $207.8M of VICTORY PORTFOLIOS II (ULVM) in SEC 13F filings for 2026-03-31. Largest institutional holders: VICTORY CAPITAL MANAGEMENT INC ($196.5M), BANK OF AMERICA CORP /DE/ ($2.5M), Cetera Investment Advisers ($2.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.9M), MANCHESTER FINANCIAL INC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $196.5M | 2.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $2.5M | 25,858 | Added |
| 3 | Cetera Investment Advisers | $2.2M | 22,590 | Trimmed |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 19,964 | Trimmed |
| 5 | MANCHESTER FINANCIAL INC | $1.8M | 18,989 | Added |
| 6 | CITADEL ADVISORS LLC | $1.5M | 16,065 | Added |
| 7 | World Investment Advisors | $615,789 | 6,449 | New |
| 8 | Western Wealth Management, LLC | $400,182 | 4,191 | Hold |
| 9 | HighTower Advisors, LLC | $369,481 | 3,869 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $45,479 | 476 | Added |
| 11 | ASSETMARK, INC | $23,871 | 250 | Hold |
| 12 | UBS Group AG | $13,941 | 146 | New |
| 13 | MORGAN STANLEY | $13,368 | 140 | Hold |
| 14 | Bogart Wealth, LLC | $12,877 | 135 | Hold |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7,219 | 75 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31