DaveManuel.com · Institutional Ownership · Who Owns It
VICTORY PORTFOLIOS II (UIVM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
20
Reporting holders
$288.0M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | $269.7M | 3,752,437 | 0.15% | 28q | HELD |
| FLOW TRADERS U.S. LLC | $5.3M | 73,722 | 0.22% | 2q | +35.7%+$1.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 33,265 | 0.00% | 7q | +22.7%+$441.7K |
| Empirical Asset Management, LLC | $1.7M | 23,421 | 0.38% | 4q | +6.9%+$108.7K |
| CITADEL ADVISORS LLC | $1.6M | 22,576 | 0.00% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 21,724 | 0.00% | 22q | +26.6%+$328.2K |
| Financial Enhancement Group LLC | $1.6M | 21,597 | 0.19% | 28q | -2.1%-$32.9K |
| JANE STREET GROUP, LLC | $909.6K | 12,654 | 0.00% | 10q | -60.0%-$1.4M |
| Perigon Wealth Management, LLC | $795.5K | 11,066 | 0.01% | 2q | +7.0%+$51.9K |
| IFP Advisors, Inc | $716.9K | 9,973 | 0.01% | 3q | -7.4%-$57.7K |
| NewEdge Advisors, LLC | $495.1K | 6,887 | 0.00% | 8q | -4.2%-$21.5K |
| ENVESTNET ASSET MANAGEMENT INC | $364.1K | 5,065 | 0.00% | 2q | +4.2%+$14.8K |
| LPL Financial LLC | $340.5K | 4,737 | 0.00% | 3q | +14.6%+$43.3K |
| World Investment Advisors | $267.0K | 3,910 | 0.00% | 5q | HELD |
| HighTower Advisors, LLC | $205.4K | 2,858 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $22.7K | 315 | 0.00% | 3q | +29.6%+$5.2K |
| UBS Group AG | $7.8K | 108 | 0.00% | 2q | HELD |
| Triumph Capital Management | $3.6K | 50 | 0.00% | new | NEW |
| Bogart Wealth, LLC | $2.9K | 41 | 0.00% | 19q | HELD |
| WELLS FARGO & COMPANY/MN | $54 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 4 | $3.5M | 47,703 | 0 | 1 | 0 | 0.0% |
| Q2 2026 | 20 | $288.0M | 4,006,407 | 2 | 8 | 4 | 0.0% |
| Q1 2026 | 19 | $272.6M | 3,990,850 | 5 | 5 | 4 | 0.0% |
| Q4 2025 | 17 | $257.8M | 3,993,396 | 5 | 6 | 4 | 0.0% |
| Q3 2025 | 15 | $243.9M | 3,993,111 | 3 | 4 | 5 | 0.0% |
| Q2 2025 | 13 | $241.5M | 4,144,069 | 4 | 4 | 3 | 0.0% |
| Q1 2025 | 9 | $217.7M | 4,258,771 | 1 | 3 | 2 | 0.0% |
| Q4 2024 | 12 | $198.8M | 4,298,656 | 2 | 4 | 3 | 0.0% |
| Q3 2024 | 12 | $215.5M | 4,298,554 | 4 | 1 | 3 | 0.0% |
| Q2 2024 | 8 | $203.9M | 4,305,461 | 0 | 3 | 3 | 0.0% |
| Q1 2024 | 12 | $229.2M | 4,691,372 | 4 | 4 | 2 | 0.0% |
| Q4 2023 | 10 | $227.3M | 4,921,225 | 1 | 1 | 5 | 0.0% |
| Q3 2023 | 10 | $212.9M | 5,019,751 | 1 | 3 | 3 | 0.0% |
| Q2 2023 | 11 | $232.4M | 5,317,982 | 2 | 2 | 4 | 0.0% |
| Q1 2023 | 10 | $259.0M | 6,022,814 | 1 | 2 | 4 | 0.0% |
| Q4 2022 | 12 | $256.6M | 6,192,542 | 3 | 4 | 4 | 0.0% |
| Q3 2022 | 12 | $237.5M | 6,666,467 | 3 | 3 | 4 | 0.0% |
| Q2 2022 | 12 | $268.3M | 6,674,430 | 4 | 4 | 2 | 0.0% |
| Q1 2022 | 9 | $296.9M | 6,708,530 | 0 | 3 | 5 | 0.0% |
| Q4 2021 | 9 | $339.4M | 6,892,306 | 3 | 3 | 0 | 0.0% |
| Q3 2021 | 8 | $333.2M | 6,851,229 | 0 | 2 | 3 | 0.0% |
| Q2 2021 | 10 | $341.1M | 6,872,657 | 1 | 6 | 2 | 0.0% |
| Q1 2021 | 11 | $485.1M | 10,062,744 | 3 | 1 | 6 | 0.0% |
| Q4 2020 | 10 | $485.7M | 10,660,731 | 3 | 2 | 2 | 0.0% |
| Q3 2020 | 13 | $409.5M | 10,107,083 | 3 | 3 | 6 | 0.0% |
| Q2 2020 | 12 | $374.3M | 9,729,486 | 5 | 2 | 3 | 0.0% |
| Q1 2020 | 7 | $556.0M | 15,893,974 | 0 | 5 | 1 | 0.0% |
| Q4 2019 | 9 | $430.5M | 9,337,436 | 3 | 3 | 2 | 0.0% |
| Q3 2019 | 9 | $410.6M | 9,208,879 | 9 | 0 | 0 | 0.0% |
| Q2 2019 | 6 | $387.8M | 8,574,466 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 6 | $301.0M | 6,605,143 | 4 | 1 | 0 | 0.0% |
| Q4 2018 | 3 | $266.8M | 6,435,901 | 0 | 0 | 0 | 0.0% |