UITB · Insider trading · 13F holders · Congress trades
Victory Portfolios II (UITB)
Who is buying and selling UITB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 42
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UITB at a glance
- No open-market insider purchases or sales of UITB were filed in the last 90 days.
- 42 13F filers hold UITB among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Oath Planning, LLC (12.1%), Alliance Wealth Advisors, LLC (10.7%) and Northeast Planning Associates, Inc. / Nh / (8.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in UITB.
UITB insider trading
No open-market insider purchases or sales of UITB were filed in the last 90 days.
Who owns UITB? Hedge funds and superinvestors
42 13F filers hold UITB among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Oath Planning, LLC (12.1%), Alliance Wealth Advisors, LLC (10.7%) and Northeast Planning Associates, Inc. / Nh / (8.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Victory Capital Management IncMutual fund manager | 0.4% | $695.6M | 14,850,508 | +0.0% shares | Q2 2026 |
| Bogart Wealth, LLCWealth manager | 3.5% | $101.8M | 2,172,807 | +5.4% shares | Q2 2026 |
| Calamos Wealth Management LLCWealth manager | 1.9% | $63.2M | 1,349,050 | +5.9% shares | Q2 2026 |
| Allen Capital Group, LLCWealth manager | 3.4% | $41.8M | 935,352 | -21.2% shares | Q3 2026 |
| MBL Wealth, LLCWealth manager | 2.4% | $39.9M | 892,807 | +17.7% shares | Q3 2026 |
| Meeder Advisory Services, Inc.Wealth manager | 1.4% | $37.1M | 792,976 | +2.8% shares | Q2 2026 |
| Nicolet Bankshares IncBank & trust | 1.0% | $31.4M | 671,256 | +38.3% shares | Q2 2026 |
| Pine Valley Investments Ltd Liability CoWealth manager | 1.3% | $31.1M | 664,602 | +15.2% shares | Q2 2026 |
| Greenup Street Wealth Management LLCWealth manager | 3.5% | $28.3M | 632,906 | +11.0% shares | Q3 2026 |
| Alliance Wealth Advisors, LLCWealth manager | 10.7% | $26.7M | 598,840 | +1.7% shares | Q3 2026 |
| Blue Water Asset ManagementWealth manager | 6.8% | $21.1M | 450,385 | +2.6% shares | Q2 2026 |
| Atlantic Edge Private Wealth Management, LLCWealth manager | 4.3% | $21.0M | 470,586 | +2.1% shares | Q3 2026 |
| HORAN Wealth, LLCWealth manager | 2.4% | $19.6M | 417,413 | +1.5% shares | Q2 2026 |
| Sargent Investment Group, LLCWealth manager | 2.3% | $19.0M | 405,609 | +0.1% shares | Q2 2026 |
| Oath Planning, LLCWealth manager | 12.1% | $18.7M | 419,333 | +24.2% shares | Q3 2026 |
| Pathway Financial Advisors LLCWealth manager | 2.0% | $18.2M | 406,962 | +2.2% shares | Q3 2026 |
| Envision Financial LLCWealth manager | 7.6% | $17.1M | 383,252 | +11.0% shares | Q3 2026 |
| Klingenstein Fields & Co LPInvestment manager | 0.6% | $16.6M | 355,284 | +13.2% shares | Q2 2026 |
| SouthState Bank CorpBank & trust | 0.7% | $16.0M | 341,118 | -8.7% shares | Q2 2026 |
| Creative Financial Designs Inc /advInvestment manager | 0.8% | $15.8M | 337,136 | -6.6% shares | Q2 2026 |
| Newman Dignan & Sheerar, Inc.Wealth manager | 2.9% | $15.0M | 336,374 | -0.7% shares | Q3 2026 |
| Cyr Financial Inc.Wealth manager | 7.1% | $14.5M | 325,614 | +8.7% shares | Q3 2026 |
| Planning Directions IncWealth manager | 6.6% | $14.2M | 303,886 | +1.7% shares | Q2 2026 |
| Crusonia Wealth Advisors LLCWealth manager | 1.9% | $12.4M | 276,989 | -14.0% shares | Q3 2026 |
| Northeast Planning Associates, Inc. / Nh /Wealth manager | 8.3% | $11.1M | 261,783 | -39.3% shares | Q2 2026 |
| IMA Advisory Services, Inc.Institutional asset manager | 0.7% | $10.7M | 227,451 | +3.3% shares | Q2 2026 |
| Toth Financial Advisory CorpWealth manager | 1.0% | $9.6M | 214,357 | +3.4% shares | Q3 2026 |
| Souders Financial AdvisorsWealth manager | 0.9% | $9.0M | 192,458 | +8.7% shares | Q2 2026 |
| Fjell Capital, LLCWealth manager | 4.7% | $8.3M | 186,101 | +2.6% shares | Q3 2026 |
| Greenwood Capital Associates LLCWealth manager | 0.7% | $7.6M | 170,130 | -1.7% shares | Q3 2026 |
The 30 largest of 42 positions, by value. Each manager counts with its latest 13F (Q3 2026: 23, Q2 2026: 18, Q1 2026: 1). Screen UITB in the grand portfolio →
UITB stock trades by members of Congress
No member of Congress has disclosed a trade in UITB.
UITB questions and answers
Are insiders buying UITB stock?
No open-market insider purchases or sales of UITB were filed in the last 90 days.
Which hedge funds own UITB?
42 13F filers hold UITB among their 50 largest positions, worth $1.4B combined. The biggest bets by portfolio weight are Oath Planning, LLC (12.1%), Alliance Wealth Advisors, LLC (10.7%) and Northeast Planning Associates, Inc. / Nh / (8.3%). In their latest 13Fs, 0 managers opened a new position and 16 added to one.
Has Congress traded UITB?
No member of Congress has disclosed a trade in UITB.
Who is the largest holder of UITB?
Among 13F filers, Victory Capital Management Inc reports the largest UITB position, $695.6M (14,850,508 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Oath Planning, LLC's: 12.1% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.