Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / CORE INTRMEDIATE
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
41.7M
-
Shares change
-
+13.8M
-
Total reported value, excl. options
-
$920M
-
Value change
-
+$304M
-
Number of buys
-
8
-
Number of sells
-
-2
-
Price
-
$22.05
Significant Holders of VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) as of Q3 2025
10 filings reported holding UBND - VICTORY PORTFOLIOS II - CORE INTRMEDIATE as of Q3 2025.
VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 41.7M shares
.
Largest 10 shareholders include Annex Advisory Services, LLC (16.5M shares), CAHABA WEALTH MANAGEMENT, INC. (7.64M shares), Retirement Planning Group, LLC (5.97M shares), Merit Financial Group, LLC (5.47M shares), 1900 WEALTH MANAGEMENT LLC (4.18M shares), Goldstein Advisors, LLC (1.5M shares), Elk River Wealth Management, LLC (352K shares), U.S. Capital Wealth Advisors, LLC (76.9K shares), CWM, LLC (26.7K shares), and Park Place Capital Corp (4.17K shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.