ULVM VICTORY PORTFOLIOS II
FollowMF Closed and MF Open (fund)
11 managers (11 13F filers) reported a position in ULVM shares at 2025-09-30, 1,680,040 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 5
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 1,680,040
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 1,609,121 | $146M | 0.09% | +10,000 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 22,997 | $2.08M | <0.01% | +22,117 | 13F-HR/ATimelineGroup |
| Cetera Investment Advisers | 20,968 | $1.9M | <0.01% | +32 | 13F-HRTimeline |
| MANCHESTER FINANCIAL INC | 17,783 | $1.61M | 0.32% | +4,217 | 13F-HRTimeline |
| Western Wealth Management, LLC | 4,191 | $380K | 0.02% | 0 | 13F-HRTimeline |
| HighTower Advisors, LLC | 3,869 | $350K | <0.01% | 0 | 13F-HRTimeline |
| FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN… | 386 | $35K | <0.01% | new | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 250 | $22.6K | <0.01% | 0 | 13F-HRTimelineGroup |
| WPG Advisers, LLC | 200 | $18.1K | 0.01% | 0 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 140 | $12.7K | <0.01% | +139 | 13F-HR/ATimelineGroup |
| Bogart Wealth, LLC | 135 | $12.2K | <0.01% | 0 | 13F-HRTimeline |