Skip to content
Disclosery

USVM VICTORY PORTFOLIOS II

Follow

USAA MSCI USA SM (fund)

61 managers (63 13F filers) reported a position in USVM shares at 2026-06-30, 12,184,099 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
61
13F filers
63
New
11
Added
27
Reduced
18
Sold out
7
Shares held by filers
12,184,099

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,950,998$855M1.43%+977,43913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,485,719$163M0.09%013F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding1,366,528$150M-67,730Timeline
Blue Water Asset Management193,408$21.2M6.86%+2,31213F-HRTimeline
Systelligence, LLC172,282$18.9M3.16%+2,92513F-HRTimeline
Vise Technologies, Inc.113,671$12.5M0.14%+31,70513F-HRTimeline
NorthCrest Asset Manangement, LLC90,648$9.83M0.25%+10,55713F-HRTimeline
Anderson Financial Strategies, LLC81,804$9.03M4.7%-1,62613F-HRTimeline
Family Capital Trust Co74,635$8.2M2.67%+61,78413F-HR/ATimeline
Wealth Enhancement Trust Services, Inc.67,123$7.37M0.82%+13,84613F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,497$6.64M<0.01%+38113F-HRTimelineGroup
LPL Financial LLC55,501$6.1M<0.01%+25,94313F-HRTimeline
Retirement Planning Group, LLC53,505$5.88M0.15%-3,17613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,888$5.37M0.01%-2,18613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP45,400$4.99M<0.01%-6,60013F-HRTimelineGroup
KINTRA WEALTH, LLC32,349$3.6M0.19%new13F-HRTimeline
LexAurum Advisors, LLC32,575$3.58M0.41%+3,00613F-HRTimeline
Cetera Investment Advisers28,375$3.12M<0.01%+14,99613F-HRTimeline
Trilogy Capital Inc.26,523$2.91M0.11%-40613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,661$2.49M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,128$2.32M<0.01%-2,70713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,832$2.07M0.05%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\17,761$1.95M<0.01%+87713F-HRTimelineGroup
Beacon Financial Advisory LLC17,006$1.87M0.37%+1,52013F-HRTimeline
Steward Partners Investment Advisory, L…16,024$1.76M0.01%-37013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,258$1.46M0.02%-15213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,326$1.13M<0.01%+1,54013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,435$816K<0.01%+37713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,958$764K<0.01%+11713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,030$662K<0.01%+66413F-HRTimelineGroup
Nova Wealth Management, Inc.5,792$636K0.35%+18613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,814$419K0.02%+31213F-HRTimeline
Quantinno Capital Management LP3,622$398K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,540$389K<0.01%+62213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,328$365K<0.01%+94813F-HRTimelineGroup
OneDigital Investment Advisors LLC3,315$364K<0.01%-46713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,093$340K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,924$321K<0.01%+73913F-HRTimeline
Janney Montgomery Scott LLC2,767$304K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,761$303K<0.01%-1613F-HRTimelineGroup
Capital Square, LLC2,447$266K0.12%+15113F-HRTimeline
Sigma Planning Corp2,419$266K0.01%-813F-HRTimeline
Curry Webb Wealth Management LLC1,855$204K0.08%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…944$104K<0.01%+63813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA784$86K<0.01%+41713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV780$85.7K<0.01%+75013F-HRTimeline
Strive Financial Group ,LLC411$45.1K0.02%-1313F-HR/ATimeline
Qube Research & Technologies Ltd391$42.9K<0.01%new13F-HRTimeline
CVA Family Office, LLC279$30.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC264$29K<0.01%-61513F-HRTimelineGroup
Allworth Financial LP140$15.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC113$12.4K<0.01%013F-HRTimeline
UBS Group AGgroup of 2 filers holding96$10.5K-620Timeline
Integrated Wealth Concepts LLC83$9.12K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC82$9.01K<0.01%+6213F-HRTimelineGroup
Bogart Wealth, LLC59$6.43K<0.01%013F-HRTimeline
Parallel Advisors, LLC58$6.37K<0.01%-2913F-HRTimeline
AE Wealth Management LLC43$4.72K<0.01%-15513F-HRTimeline
Aptus Capital Advisors, LLC25$2.75K<0.01%new13F-HRTimeline
Essential Investment Partners LLC21$2.31K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$94<0.01%-11313F-HRTimelineGroup