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Disclosery

USVM VICTORY PORTFOLIOS II

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USAA MSCI USA SM (fund)

42 managers (42 13F filers) reported a position in USVM shares at 2025-06-30, 10,776,589 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
17
Reduced
11
Sold out
9
Shares held by filers
10,776,589

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…7,468,966$640M1.06%+750,76113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,364,614$115M0.2%+249,82213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,221,416$102M0.07%+27,00013F-HRTimeline
Systelligence, LLC125,487$10.5M1.95%+8,79613F-HRTimeline
Anderson Financial Strategies, LLC85,865$7.21M4.61%-92013F-HRTimeline
Vise Technologies, Inc.84,052$7.05M0.29%13F-HRTimeline
Retirement Planning Group, LLC70,747$5.94M0.25%+53,79113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,128$4.29M0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC46,335$3.89M1.01%-1,17813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC41,387$3.47M<0.01%+33,72013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC36,723$3.15M0.08%+7,90813F-HRTimeline
Trilogy Capital Inc.34,322$2.88M0.14%-7,70413F-HRTimeline
EWG Elevate Inc.31,538$2.65M0.82%+5,08713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,827$2.08M<0.01%-12,91713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,755$1.24M<0.01%+6,90513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,012$924K<0.01%-15,82813F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,303$697K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,751$567K<0.01%+4,21713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,870$493K<0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers4,700$394K<0.01%-14513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,476$376K<0.01%+2,78613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,437$372K<0.01%-5,23913F-HRTimelineGroup
Atria Wealth Solutions, Inc.4,286$367K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,190$352K<0.01%+1,38413F-HRTimelineGroup
LPL Financial LLC3,333$280K<0.01%+65113F-HRTimeline
OneDigital Investment Advisors LLC3,315$278K<0.01%-9513F-HRTimeline
Redhawk Wealth Advisors, Inc.2,802$235K0.03%-14813F-HRTimeline
COMERICA BANK2,560$215K<0.01%+1,06913F-HRTimeline
Nova Wealth Management, Inc.2,268$190K0.14%+1,72713F-HRTimeline
Comprehensive Financial Planning, Inc./…1,649$138K0.11%-55013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,613$135K<0.01%+1,53413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,125$94K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…718$60.2K<0.01%-8713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA625$52K<0.01%+28513F-HR/ATimelineGroup
Golden State Wealth Management, LLC113$9.48K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC107$8.98K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO102$8.56K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC59$4.91K<0.01%013F-HRTimeline
Family Capital Trust Co12$1.01K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$76<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC0$19<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.