13FBOX
VICTORYSHARES US · 13F Institutional Holdings
Options Calculator Rankings
V

VICTORYSHARES US

CFA
Institutions
81
Combined AUM (Q2 2026)
$330.9M
Combined Shares (Q2 2026)
3.3M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+122,163
34 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-213,570
30 · 3 Exit · ≈
⚖️ Net
-91,407
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$330.9M
Institutions
81
New Buys
14
Adds
20
Reduces
27
Exits
3
Unchanged
20
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#43$60.7M614,159$58.8M646,173-32,014-4.95%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#50$34.2M346,379$32.2M351,574-5,195-1.48%Reduce
FIFTH THIRD BANCORP
0.04%0.04%#23$22.5M227,887$21.3M232,937-5,050-2.17%Reduce
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#40$20.4M206,343$19.6M214,516-8,173-3.81%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#44$19.7M199,729$18.4M200,918-1,189-0.59%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#32$19.3M195,819$18.0M196,239-420-0.21%Reduce
UBS Group AG
<0.01%<0.01%#48$19.1M193,295$17.8M194,273-978-0.50%Reduce
Rockefeller Capital Management L.P.
0.02%0.02%#26$12.1M122,321$11.2M122,420-99-0.08%Reduce
LPL Financial LLC
<0.01%<0.01%#45$11.7M118,900$11.1M120,910-2,010-1.66%Reduce
SILVER OAK SECURITIES, INCORPORATED
0.67%0.75%#1$11.1M112,475$10.3M112,745-270-0.24%Reduce
Summit Financial, LLC
0.09%0.09%#11$8.3M83,820$7.1M77,963+5,857+7.51%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#59$7.8M78,785$7.0M76,407+2,378+3.11%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#49$5.9M59,637$4.6M50,949+8,688+17.05%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#35$5.3M53,512$5.0M54,266-754-1.39%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#57$5.2M52,379$8.6M93,984-41,605-44.27%Reduce
NewEdge Advisors, LLC
0.02%0.02%#29$5.0M51,001$5.1M55,521-4,520-8.14%Reduce
Vise Technologies, Inc.
0.06%#15$4.9M50,010$00+50,010New Buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.23%0.23%#3$4.7M47,741$4.5M49,211-1,470-2.99%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#66$4.7M47,483$3.1M33,858+13,625+40.24%Add
Larson Financial Group LLC
0.12%0.14%#7$4.6M46,205$4.3M46,576-371-0.80%Reduce
Integrated Wealth Concepts LLC
0.02%0.01%#27$3.7M37,410$1.8M19,473+17,937+92.11%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#58$3.6M36,403$3.3M35,941+462+1.29%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$3.4M34,104$3.1M34,216-112-0.33%Reduce
LEVEL FOUR ADVISORY SERVICES, LLC
0.09%0.09%#12$3.2M32,395$2.9M31,472+923+2.93%Add
Private Advisor Group, LLC
0.01%0.05%#30$3.2M31,979$11.3M123,315-91,336-74.07%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#34$3.0M30,784$2.7M29,894+890+2.98%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#63$2.0M20,633$1.8M20,173+460+2.28%Add
Keystone Financial Group
0.09%0.11%#10$1.7M16,806$1.7M18,970-2,164-11.41%Reduce
Allspring Global Investments Holdings, LLC
<0.01%<0.01%#51$1.3M13,600$1.3M13,60000.00%Unchanged
Rossmore Private Capital
0.1%0.1%#9$1.2M12,295$1.2M12,845-550-4.28%Reduce
Golden State Wealth Management, LLC
0.1%0.11%#8$1.1M10,986$1.0M10,999-13-0.12%Reduce
TBH Global Asset Management, LLC
0.19%0.19%#4$1.0M10,333$945,28410,33300.00%Unchanged
Smith Thornton Advisors LLC
0.43%0.46%#2$983,1409,893$905,0039,89300.00%Unchanged
MONEY CONCEPTS CAPITAL CORP
0.04%0.05%#21$918,0309,292$889,4029,722-430-4.42%Reduce
Pathstone Holdings, LLC
<0.01%<0.01%#46$863,9358,744$736,2648,048+696+8.65%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#53$844,8958,500$782,3808,50000.00%Unchanged
Farther Finance Advisors, LLC
0.01%#38$778,3437,878$00+7,878New Buy
NWF Advisory Services Inc.
0.07%0.08%#13$756,7057,659$700,6387,65900.00%Unchanged
IHT Wealth Management, LLC
0.02%0.02%#28$728,4497,373$797,6078,719-1,346-15.44%Reduce
Claro Advisors Inc.
0.07%0.07%#14$662,5506,706$593,3346,486+220+3.39%Add
Cetera Investment Advisers
<0.01%<0.01%#61$598,6686,059$559,9546,121-62-1.01%Reduce
NORTHERN TRUST CORP
<0.01%<0.01%#72$582,6215,897$539,4525,89700.00%Unchanged
GREAT VALLEY ADVISOR GROUP, INC.
0.01%0.01%#33$490,0204,960$453,5194,958+2+0.04%Add
Patriot Financial Group Insurance Agency, LLC
0.05%0.05%#18$475,7204,815$865,3929,460-4,645-49.10%Reduce
Creative Planning
<0.01%<0.01%#68$461,9864,676$427,7564,67600.00%Unchanged
Waverly Advisors, LLC
<0.01%#47$429,0864,343$00+4,343New Buy
HighTower Advisors, LLC
<0.01%<0.01%#64$418,4224,235$375,0044,099+136+3.32%Add
Bank of New York Mellon Corp
<0.01%<0.01%#73$381,1563,858$352,8363,857+1+0.03%Add
FMR LLC
<0.01%<0.01%#77$370,6343,751$287,0973,138+613+19.53%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#70$369,8053,743$342,4063,74300.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow