Who Owns VICTORY PORTFOLIOS II (VSDA)? -- Institutional Holders (2026-03-31)
50 institutions reported holding $152.5M of VICTORY PORTFOLIOS II (VSDA) in SEC 13F filings for 2026-03-31. Largest institutional holders: GREAT VALLEY ADVISOR GROUP, INC. ($44.9M), Pinnacle Financial Partners, Inc. ($31.2M), Investors Research Corp ($16.4M), MORGAN STANLEY ($14.2M), LPL Financial LLC ($6.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GREAT VALLEY ADVISOR GROUP, INC. | $44.9M | 824,123 | Trimmed |
| 2 | Pinnacle Financial Partners, Inc. | $31.2M | 571,726 | Added |
| 3 | Investors Research Corp | $16.4M | 301,036 | Added |
| 4 | MORGAN STANLEY | $14.2M | 260,074 | Added |
| 5 | LPL Financial LLC | $6.6M | 122,015 | Trimmed |
| 6 | DDD Partners, LLC | $6.0M | 110,966 | Added |
| 7 | Gladstone Institutional Advisory LLC | $5.3M | 97,292 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $5.1M | 94,455 | Trimmed |
| 9 | Cetera Investment Advisers | $3.3M | 59,906 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $3.1M | 56,589 | Added |
| 11 | MONEY CONCEPTS CAPITAL CORP | $1.9M | 35,497 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $1.4M | 25,194 | Added |
| 13 | Keystone Financial Group | $1.3M | 23,890 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $1.2M | 22,645 | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $919,050 | 16,863 | Added |
| 16 | Apella Capital, LLC | $866,961 | 15,452 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $848,310 | 15,565 | Trimmed |
| 18 | Integrated Wealth Concepts LLC | $802,052 | 14,716 | Added |
| 19 | STIFEL FINANCIAL CORP | $762,547 | 13,989 | Added |
| 20 | OSAIC HOLDINGS, INC. | $716,861 | 13,152 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $640,031 | 11,744 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $624,526 | 11,459 | Trimmed |
| 23 | Landmark Wealth Management, LLC | $556,511 | 10,211 | Added |
| 24 | Royal Bank of Canada | $540,000 | 9,900 | Trimmed |
| 25 | Strategic Blueprint, LLC | $450,945 | 8,274 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31