Funds holding Victory Portfolios II
1 fund declares a position · 0 ETFs and 1 other funds · 59.6K $ · US92647N8653
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Upright Assets Allocation Plus Fund UPRIGHT INVESTMENTS TRUST | 800 | 59.6K $ | 1.86 % | as of Mar 31, 2026 · Original filing |
Institutional managers
61 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 618,429 | 46.1M $ | as of Mar 31, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | 374,972 | 27.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 268,031 | 20M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 207,247 | 15.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 152,446 | 11.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 112,753 | 8.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 101,218 | 7.5M $ | as of Mar 31, 2026 |
| Summit Financial, LLC | 98,539 | 7.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 86,427 | 6.4M $ | as of Mar 31, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | 49,838 | 3.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 43,279 | 3.2M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 41,978 | 3.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 40,311 | 3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 36,044 | 2.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 31,864 | 2.4M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 27,699 | 2.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 26,016 | 1.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 19,888 | 1.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 18,911 | 1.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 17,803 | 1.3M $ | as of Mar 31, 2026 |
| Sloy Dahl & Holst, LLC | 17,671 | 1.3M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 17,212 | 1.3M $ | as of Mar 31, 2026 |
| Fifth Third Wealth Advisors LLC | 16,528 | 1.2M $ | as of Mar 31, 2026 |
| Investors Research Corp | 15,816 | 1.2M $ | as of Mar 31, 2026 |
| Smith Thornton Advisors LLC | 14,855 | 1.1M $ | as of Mar 31, 2026 |