Who Owns VICTORY PORTFOLIOS II (UBND)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $1.87B of VICTORY PORTFOLIOS II (UBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: VICTORY CAPITAL MANAGEMENT INC ($499.0M), Annex Advisory Services, LLC ($410.8M), CAHABA WEALTH MANAGEMENT, INC. ($186.0M), Retirement Planning Group, LLC ($177.4M), Merit Financial Group, LLC ($143.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VICTORY CAPITAL MANAGEMENT INC$499.0M23.0MHold
2Annex Advisory Services, LLC$410.8M18.9MAdded
3CAHABA WEALTH MANAGEMENT, INC.$186.0M8.6MAdded
4Retirement Planning Group, LLC$177.4M8.2MAdded
5Merit Financial Group, LLC$143.7M6.6MAdded
61900 WEALTH MANAGEMENT LLC$89.2M4.1MTrimmed
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58.0M2.7MAdded
8OSAIC HOLDINGS, INC.$45.3M2.1MAdded
9TRUIST FINANCIAL CORP$40.0M1.8MAdded
10Goldstein Advisors, LLC$39.6M1.8MAdded
11Madison Wealth Partners, Inc$37.1M1.7MAdded
12Corient Private Wealth LLC$32.3M1.5MAdded
13CORRECT CAPITAL WEALTH MANAGEMENT$25.5M1.2MAdded
14Arax Advisory Partners$11.7M540,076New
15GOLDMAN SACHS GROUP INC$9.3M428,401New
16WELLS FARGO & COMPANY/MN$8.9M411,443Added
17ACTION POINT FINANCIAL PLANNING, LLC$8.2M376,350New
18Elk River Wealth Management, LLC$7.1M329,014Trimmed
19Impact Investors, Inc$6.6M304,138Added
20LPL Financial LLC$5.9M273,047Added
21RAYMOND JAMES FINANCIAL INC$5.6M259,045Added
22ENVESTNET ASSET MANAGEMENT INC$4.9M225,634Added
23OneDigital Investment Advisors LLC$4.4M202,726Added
24Tandem Financial, LLC$2.3M106,198Added
25Cornerstone Wealth Management, LLC$1.4M62,911New

来源：SEC 13F 申报文件 · 截至 2026-06-30