VICTORY PORTFOLIOS II

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UITB·92647N527·US·etf·Unknown - Unknown

CORE INTERMEDIAT

UITB (VICTORY PORTFOLIOS II) is held by 43 institutional investors as of Q1 2026. Largest holders: VICTORY CAPITAL MANAGEMENT INC ($698.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($259.9M), MORGAN STANLEY ($176.9M). Net institutional sentiment: Mixed.

43

Holders

Avg rating(8 Elite)

$1.7B

Total Value

63% (47)

Fund Consensus

27 buying - 16 selling

Smart Money Verdict

View all

62Mixed MomentumSingle Source

Institutional (13F)62

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how UITB's score breaks down across 4 SEC sources

Holder Quality

8

★★★★★

Elite

17

★★★★

Strong

16

★★★

Solid

6

★★

Below

0

★

Weak

Held by 43 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (43)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VICTORY CAPITAL MANAGEMENT INC	Unchanged	14.9M	$698.2M	0.4%	+1.98%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	5.5M(-1.6%)	$259.9M	0.0%	+6.87%	0
MORGAN STANLEY	Increased	3.8M(+7.1%)	$176.9M	0.0%	+3.71%	33
LPL Financial LLC	Decreased	2.1M(-2.2%)	$98.7M	0.0%	+3.78%	0
WELLS FARGO & COMPANY/MN	Increased	2M(+11.2%)	$91.8M	0.0%	+0.92%	33
BANK OF AMERICA CORP /DE/	Increased	1.4M(+6.2%)	$65.7M	0.0%	+3.07%	31
Calamos Advisors LLC	Increased	1.3M(+2378.1%)	$62.7M	0.2%	-2.89%	57
Cetera Investment Advisers	Increased	1.3M(+7.7%)	$60.3M	0.1%	+2.65%	32
RAYMOND JAMES FINANCIAL INC	Decreased	1M(-11.3%)	$48.5M	0.0%	+3.79%	0
Allworth Financial LP	Increased	584,821(+0.3%)	$27.5M	0.1%	+10.14%	34
Sanctuary Advisors, LLC	Increased	336,477(+10.6%)	$15.8M	0.1%	-1.83%	31
UBS Group AG	Increased	321,001(+102.0%)	$15.1M	0.0%	+0.58%	45
TRUIST FINANCIAL CORP	Increased	226,431(+2.0%)	$10.6M	0.0%	+6.92%	28
Steward Partners Investment Advisory, LLC	Increased	214,913(+1074x)	$10.1M	0.1%	-2.96%	45
OSAIC HOLDINGS, INC.	Decreased	207,740(-3.9%)	$9.8M	0.0%	+3.48%	0
OPOrion Porfolio Solutions, LLC	Decreased	199,512(-2.3%)	$9.4M	0.1%	+1.23%	0
JPMORGAN CHASE & CO	Increased	174,187(+4.7%)	$8.2M	0.0%	+3.42%	29
JANE STREET GROUP, LLC	New	170,504	$8M	0.0%	-2.97%	38
ROYAL BANK OF CANADA	Increased	151,408(+1.0%)	$7.1M	0.0%	+4.88%	28
IWIntegrated Wealth Concepts LLC	Increased	147,841(+29.4%)	$7M	0.1%	+0.03%	34

Showing 1-20 of 47

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer