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Who holds UITB

VICTORY PORTFOLIOS II · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
VICTORY CAPITAL MANAGEMENT INC14.9M$695.6M0.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4.3M$201.2M0.0%
MORGAN STANLEY3.9M$182.9M0.0%
Bogart Wealth, LLC2.2M$101.8M3.5%
LPL Financial LLC2.1M$100.0M0.0%
BANK OF AMERICA CORP /DE/1.6M$74.2M0.0%
WELLS FARGO & COMPANY/MN1.4M$64.2M0.0%
Calamos Wealth Management LLC1.3M$63.2M1.9%
Cetera Investment Advisers1.2M$56.6M0.1%
Allen Capital Group, LLC1.2M$55.6M4.5%
RAYMOND JAMES FINANCIAL INC1.1M$53.4M0.0%
Meeder Advisory Services, Inc.793.0K$37.1M1.4%
MBL Wealth, LLC758.8K$35.5M2.4%
NICOLET BANKSHARES INC671.3K$31.4M1.0%
Pine Valley Investments Ltd Liability Co664.6K$31.1M1.2%
Alliance Wealth Advisors, LLC588.6K$27.6M9.0%
GREENUP STREET WEALTH MANAGEMENT LLC570.0K$26.7M3.2%
Allworth Financial LP510.9K$23.9M0.1%
Steward Partners Investment Advisory, LLC476.3K$22.3M0.1%
Atlantic Edge Private Wealth Management, LLC460.8K$21.6M4.4%
Blue Water Asset Management450.4K$21.1M6.8%
HORAN Wealth, LLC417.4K$19.6M2.4%
Sargent Investment Group, LLC405.6K$19.0M2.3%
Pathway Financial Advisors LLC398.4K$18.6M2.2%
KLINGENSTEIN FIELDS & CO LP355.3K$16.6M0.6%
OSAIC HOLDINGS, INC.353.9K$16.6M0.0%
Envision Financial LLC345.3K$16.2M7.4%
SouthState Bank Corp341.1K$16.0M0.7%
Newman Dignan & Sheerar, Inc.338.6K$15.9M3.0%
Oath Planning, LLC337.7K$15.8M11.7%
CREATIVE FINANCIAL DESIGNS INC /ADV337.1K$15.8M0.8%
UBS Group AG332.3K$15.6M0.0%
Sanctuary Advisors, LLC328.5K$15.4M0.1%
Crusonia Wealth Advisors LLC322.2K$15.1M2.5%
PLANNING DIRECTIONS INC303.9K$14.2M6.6%
Cyr Financial Inc.299.6K$14.0M7.3%
NORTHEAST PLANNING ASSOCIATES, INC. / NH /261.8K$11.1M8.3%
IMA Advisory Services, Inc.227.5K$10.7M0.7%
TRUIST FINANCIAL CORP222.6K$10.4M0.0%
TOTH FINANCIAL ADVISORY CORP207.3K$9.7M0.9%
Orion Porfolio Solutions, LLC194.0K$9.1M0.1%
Souders Financial Advisors192.5K$9.0M0.9%
JPMORGAN CHASE & CO181.7K$8.5M0.0%
Fjell Capital, LLC181.4K$8.5M5.8%
THRIVENT FINANCIAL FOR LUTHERANS180.1K$8.4M0.0%
GREENWOOD CAPITAL ASSOCIATES LLC173.0K$8.1M0.8%
Pinnacle Wealth Management Group, Inc.155.6K$7.3M3.4%
Simplicity Wealth,LLC155.0K$7.3M0.2%
Insight Wealth Partners, LLC152.1K$7.1M1.0%
Smith Thornton Advisors LLC152.7K$7.1M3.1%
Integrated Wealth Concepts LLC149.0K$7.0M0.0%
ROYAL BANK OF CANADA147.0K$6.9M0.0%
Gladstone Institutional Advisory LLC129.8K$6.1M0.2%
FSA WEALTH PARTNERS, INC.127.6K$6.0M1.5%
Wealth Advisory Team LLC123.5K$5.8M4.7%
Aptus Capital Advisors, LLC123.5K$5.8M0.0%
Sloy Dahl & Holst, LLC119.6K$5.6M0.7%
Summit Financial, LLC117.0K$5.5M0.1%
Private Advisor Group, LLC104.9K$4.9M0.0%
&PARTNERS95.8K$4.5M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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