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

68 institutions reported holding $1.32B of VICTORY PORTFOLIOS II (USVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($854.8M), VICTORY CAPITAL MANAGEMENT INC ($163.2M), Cerity Partners LLC ($149.8M), Blue Water Asset Management ($21.2M), Systelligence, LLC ($18.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$854.8M	8.0M	Added
2	VICTORY CAPITAL MANAGEMENT INC	$163.2M	1.5M	Hold
3	Cerity Partners LLC	$149.8M	1.4M	Trimmed
4	Blue Water Asset Management	$21.2M	193,408	Added
5	Systelligence, LLC	$18.9M	172,282	Added
6	Vise Technologies, Inc.	$12.5M	113,671	Added
7	NorthCrest Asset Manangement, LLC	$9.8M	90,648	Added
8	Anderson Financial Strategies, LLC	$9.0M	81,804	Trimmed
9	Family Capital Trust Co	$8.2M	74,635	Added
10	Wealth Enhancement Trust Services, Inc.	$7.4M	67,123	Added
11	RAYMOND JAMES FINANCIAL INC	$6.6M	60,497	Added
12	LPL Financial LLC	$6.1M	55,501	Added
13	Retirement Planning Group, LLC	$5.9M	53,505	Trimmed
14	TRUIST FINANCIAL CORP	$5.4M	48,888	Trimmed
15	TWO SIGMA INVESTMENTS, LP	$5.0M	45,400	Trimmed
16	Evergreen Wealth Solutions, LLC	$3.6M	32,349	New
17	LexAurum Advisors, LLC	$3.6M	32,575	Added
18	Cetera Investment Advisers	$3.1M	28,375	Added
19	Trilogy Capital Inc.	$2.9M	26,523	Trimmed
20	CITADEL ADVISORS LLC	$2.5M	22,661	New
21	BANK OF AMERICA CORP /DE/	$2.3M	21,128	Trimmed
22	CARY STREET PARTNERS FINANCIAL LLC	$2.1M	18,832	New
23	US BANCORP \DE\	$2.0M	17,761	Added
24	Beacon Financial Advisory LLC	$1.9M	17,006	Added
25	Steward Partners Investment Advisory, LLC	$1.8M	16,024	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30