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

32 institutions reported holding $128.3M of VICTORY PORTFOLIOS II (VSMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: GREAT VALLEY ADVISOR GROUP, INC. ($56.0M), VICTORY CAPITAL MANAGEMENT INC ($19.8M), Tower Wealth Partners, Inc. ($19.0M), MORGAN STANLEY ($8.8M), Royal Bank of Canada ($5.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	GREAT VALLEY ADVISOR GROUP, INC.	$56.0M	936,541	Added
2	VICTORY CAPITAL MANAGEMENT INC	$19.8M	331,712	Hold
3	Tower Wealth Partners, Inc.	$19.0M	317,448	Trimmed
4	MORGAN STANLEY	$8.8M	146,419	Trimmed
5	Royal Bank of Canada	$5.7M	95,973	Trimmed
6	LPL Financial LLC	$4.0M	66,306	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$3.5M	57,834	Added
8	GOLDMAN SACHS GROUP INC	$1.9M	31,011	Trimmed
9	BANK OF AMERICA CORP /DE/	$1.6M	26,630	Trimmed
10	Trilogy Capital Inc.	$1.3M	21,065	Trimmed
11	Sovereign Financial Group, Inc.	$1.0M	16,824	Trimmed
12	TWO SIGMA INVESTMENTS, LP	$1.0M	16,754	Trimmed
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$824,381	13,786	Added
14	Dakota Wealth Management	$552,657	9,242	Trimmed
15	CITADEL ADVISORS LLC	$541,654	9,058	New
16	One Degree Advisors Inc	$483,000	8,169	Added
17	LexAurum Advisors, LLC	$389,886	6,520	Trimmed
18	COMMONWEALTH EQUITY SERVICES, LLC	$384,670	6,433	Trimmed
19	Private Advisor Group, LLC	$380,557	6,364	Trimmed
20	TRUIST FINANCIAL CORP	$330,364	5,525	Hold
21	Cambridge Investment Research Advisors, Inc.	$272,000	4,556	Added
22	Valley Financial Group, Inc.	$225,470	3,771	Hold
23	Global Retirement Partners, LLC	$148,461	2,483	Trimmed
24	UBS Group AG	$70,203	1,174	New
25	Rockefeller Capital Management L.P.	$66,436	1,111	Hold

Source: SEC Form 13F filings · as of 2026-06-30