Victory Capital Holding - AVCTR

13F holders, Q2 2025 (June 30)
306holders +21
53new positions
33sold out
6famous investors
$63.74avg. 13F price*

At the end of Q2 2025, 306 institutions reported holding Victory Capital Holding - A (VCTR) in their 13F filings, up 21 from Q1 2025. 53 opened new positions and 33 sold out. The largest holders were Crestview Partners II GP, L.P. ($484.9M), Vanguard Group Inc. ($269.1M) and BlackRock, Inc. ($235.1M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio).

Company
Victory Capital Holding - A
CUSIP
92645B103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 228Q1 2024Q2 2024: 234Q2 2024Q3 2024: 241Q3 2024Q4 2024: 276Q4 2024Q1 2025: 285Q1 2025Q2 2025: 306Q2 2025Q3 2025: 324Q3 2025Q4 2025: 310Q4 2025Q1 2026: 327Q1 2026Q2 2026: 356Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions53$250.7M
Exits33$39.7M

All 13F filers, Q1 2025 → Q2 2025: 6,037,012 shares bought and 2,224,477 shares sold, net +3,812,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 306 holders

Crestview Partners II GP, L.P. 87.91% Add +0.0% 7,616,404 $484.9M
Vanguard Group Inc. 0.00% Add +3.2% 4,225,870 $269.1M
BlackRock, Inc. 0.00% Add +1.1% 3,692,228 $235.1M
Capital World Investors 0.03% Add +6.2% 3,468,654 $220.8M
Amundi 0.07% New 3,293,471 $213.2M
Franklin Resources Inc. 0.04% Reduce -10.1% 2,157,956 $137.4M
Van Berkom & Associates Inc. 3.38% Reduce -0.9% 1,784,042 $113.6M
Bahl & Gaynor LLC 0.53% Reduce -9.9% 1,644,884 $104.7M
Dimensional Fund Advisors LP 0.02% Reduce -1.8% 1,420,496 $90.4M
Geode Capital Management, LLC 0.01% Add +26.6% 1,359,120 $86.5M
Bank of America Corp. 0.01% Reduce -14.6% 1,302,047 $82.9M
Fuller & Thaler Asset Management, Inc. 0.29% Reduce -2.6% 1,246,382 $79.4M
State Street Corp. 0.00% Add +3.3% 1,239,361 $78.9M
Granahan Investment Management, LLC 3.10% Add +14.1% 1,195,300 $76.1M
LSV Asset Management 0.16% Reduce -4.1% 1,105,290 $70.4M
TimesSquare Capital Management, LLC 0.71% Reduce -2.8% 778,273 $49.6M
Impax Asset Management Group plc 0.22% Reduce -4.0% 600,000 $38.2M
Swedbank AB 0.04% Add +4.3% 600,000 $38.2M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 533,100 $33.9M
Goldman Sachs Group Inc. 0.01% Add +43.9% 527,018 $33.6M
Annex Advisory Services, LLC 0.80% Add +31.6% 520,028 $33.1M
Royce & Associates LP 0.33% Add +43.0% 505,630 $32.2M
Nuveen, LLC 0.01% Reduce -2.6% 459,133 $29.2M
Bank of New York Mellon Corp 0.01% Add +3.8% 439,000 $28.0M
Basswood Capital Management, L.L.C. 1.39% Add +37.9% 437,409 $27.8M
Northern Trust Corp. 0.00% Add +4.1% 434,567 $27.7M
Mariner, LLC 0.03% Reduce -0.3% 320,308 $20.4M
Morgan Stanley 0.00% Reduce -16.1% 309,447 $19.7M
JB Capital Partners LP 3.27% No change 276,812 $17.6M
Qube Research & Technologies Ltd 0.02% Add +2.4% 267,088 $17.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.08% No change 250,475 $15.9M
Federated Hermes, Inc. 0.03% Reduce -8.0% 234,922 $15.0M
FMR LLC 0.00% Add +4.1% 212,462 $13.5M
UBS Group AG 0.00% Add +21.8% 177,400 $11.3M
Invesco Ltd. 0.00% Reduce -18.4% 163,851 $10.4M
Janus Henderson Group PLC 0.01% Add +244.5% 159,680 $10.2M
Alps Advisors Inc. 0.06% Reduce -0.6% 157,292 $10.0M
Pembroke Management, LTD 1.19% Reduce -2.1% 154,704 $9.9M
RBF Capital, LLC 0.47% No change 149,063 $9.5M
Brandywine Global Investment Management, LLC 0.07% Reduce -3.7% 147,584 $9.4M
Public Sector Pension Investment Board 0.04% Add +0.6% 145,066 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +43.2% 140,770 $9.0M
Gator Capital Management, LLC 2.58% Reduce -0.5% 130,182 $8.3M
Lazard Asset Management LLC 0.01% Reduce -2.0% 127,456 $8.1M
Royal Bank of Canada 0.00% Reduce -3.4% 125,148 $8.0M
Argent Capital Management LLC 0.22% Add +1.2% 121,309 $7.7M
Voya Investment Management LLC 0.01% Reduce -0.6% 119,742 $7.6M
Clark Capital Management Group, Inc. 0.05% Reduce -24.8% 114,836 $7.3M
Envestnet Asset Management Inc. 0.00% Reduce -10.7% 114,315 $7.3M
JPMorgan Chase & Co. 0.00% Add +27.9% 112,724 $7.2M
Steamboat Capital Partners, LLC 2.05% Reduce -1.7% 112,676 $7.2M
Susquehanna International Group, LLP 0.01% Add +8.5% 109,541 $7.0M
Denali Advisors LLC 0.70% Add +494.6% 105,277 $6.7M
Acadian Asset Management LLC 0.01% Add +4.6% 104,034 $6.6M
Kennedy Capital Management LLC 0.16% New 103,535 $6.6M
Aptus Capital Advisors, LLC 0.06% Add +9.7% 99,136 $6.3M
Moody National Bank Trust Division 0.57% Add +21.1% 98,300 $6.3M
Barclays PLC 0.00% Add +54.0% 96,333 $6.1M
F/m Investments LLC 0.22% Reduce -11.8% 93,862 $6.0M
Gabelli Funds LLC 0.04% New 93,756 $6.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1.8% 91,603 $5.8M
Kendall Capital Management 1.52% Add +2.9% 90,189 $5.7M
Prudential Financial Inc. 0.01% Add +40.9% 90,135 $5.7M
Savant Capital, LLC 0.04% Add +0.8% 85,533 $5.4M
Verition Fund Management LLC 0.03% Add +155.7% 85,332 $5.4M
Swiss National Bank 0.00% Add +1.5% 83,100 $5.3M
Schroder Investment Management Group 0.00% Reduce -22.2% 74,777 $4.8M
Bank of Montreal 0.00% Reduce -43.9% 70,156 $4.5M
Sei Investments Co. 0.01% Reduce -5.7% 69,674 $4.4M
Danske Bank A/S 0.01% Add +2.6% 69,172 $4.4M
Rhumbline Advisers 0.00% Add +13.9% 66,241 $4.2M
Wells Fargo & Company 0.00% Reduce -18.7% 65,147 $4.1M
Allianz Asset Management GmbH 0.01% Reduce -7.3% 64,088 $4.1M
Man Group plc 0.01% Add +11.2% 62,000 $3.9M
Empowered Funds, LLC 0.04% Add +28.0% 61,220 $3.9M
Seizert Capital Partners, LLC 0.17% Add +2.3% 60,741 $3.9M
First Trust Advisors LP 0.00% Reduce -20.9% 60,239 $3.8M
ExodusPoint Capital Management, LP 0.05% New 59,299 $3.8M
Legal & General Group Plc 0.00% Add +13.4% 54,498 $3.5M
Raymond James Financial Inc. 0.00% Reduce -6.8% 53,024 $3.4M
Alliancebernstein L.P. 0.00% Reduce -5.3% 50,561 $3.2M
Maltese Capital Management LLC 0.45% Reduce -16.7% 50,000 $3.2M
Livforsakringsbolaget Skandia, Omsesidigt 0.14% Add +16.9% 49,700 $3.2M
Fisher Asset Management 0.00% Reduce -29.0% 48,926 $3.1M
O'shaughnessy Asset Management, LLC 0.02% Add +64.7% 45,661 $2.9M
Hantz Financial Services, Inc. 0.05% Reduce -4.9% 45,663 $2.9M
Mercer Global Advisors Inc. 0.01% Reduce -14.1% 45,414 $2.9M
New York State Common Retirement Fund 0.00% Add +176.9% 44,926 $2.9M
Marshall Wace, LLP 0.00% Reduce -23.0% 43,025 $2.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.1% 42,072 $2.7M
Jane Street Group, LLC 0.00% Reduce -38.1% 40,093 $2.6M
Macquarie Group Ltd. 0.00% No change 39,300 $2.5M
California State Teachers Retirement System 0.00% Add +1.2% 39,094 $2.5M
Nebula Research & Development LLC 0.21% Add +3.7% 37,869 $2.4M
Redhawk Wealth Advisors, Inc. 0.30% Add +3.7% 37,464 $2.4M
Moran Wealth Management, LLC 0.07% Reduce -18.3% 37,159 $2.4M
Daymark Wealth Partners, LLC 0.09% Add +0.3% 37,099 $2.4M
T. Rowe Price Associates Inc. 0.00% Add +16.3% 36,500 $2.3M
Bard Financial Services, Inc. 0.27% No change 35,960 $2.3M
Voloridge Investment Management, LLC 0.01% New 35,394 $2.3M
AQR Capital Management 0.00% Reduce -22.6% 34,860 $2.2M
Citigroup Inc. 0.00% Reduce -24.4% 34,397 $2.2M
Huntleigh Advisors, Inc. 0.42% New 34,186 $2.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.37% Reduce -32.4% 34,059 $2.2M
Los Angeles Capital Management LLC 0.01% No change 32,927 $2.1M
Formula Growth Ltd. 0.79% Reduce -11.5% 32,922 $2.1M
Deutsche Bank AG 0.00% Reduce -7.9% 30,628 $2.0M
Engineers Gate Manager LP 0.02% Add +71.3% 29,728 $1.9M
Wesbanco Bank Inc. 0.06% Add +1.6% 29,433 $1.9M
Martingale Asset Management L P 0.05% Reduce -0.0% 29,100 $1.9M
Millennium Management 0.00% Reduce -31.8% 28,947 $1.8M
Manufacturers Life Insurance Company, The 0.00% Add +3.8% 28,673 $1.8M
GS Investments, Inc. 0.81% No change 28,600 $1.8M
MetLife Investment Management, LLC 0.01% Add +8.7% 26,518 $1.7M
Mackenzie Financial Corp. 0.00% Add +0.6% 25,233 $1.6M
Ritholtz Wealth Management 0.04% Add +99.1% 25,143 $1.6M
CenterBook Partners LP 0.09% New 24,890 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.8% 24,272 $1.5M
Creative Planning 0.00% Reduce -50.7% 24,251 $1.5M
Osaic Holdings, Inc. 0.00% Add +82.0% 22,661 $1.4M
US Bancorp \de 0.00% Reduce -0.0% 21,563 $1.4M
Polen Capital Management LLC 0.00% New 21,386 $1.4M
Intech Investment Management LLC 0.01% No change 20,442 $1.3M
Natixis Advisors, LLC 0.00% New 19,453 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -26.6% 19,421 $1.2M
Laurus Global Equity Management Inc. 0.80% New 19,350 $1.2M
Ameriprise Financial Inc. 0.00% Add +14.8% 19,057 $1.2M
MorganRosel Wealth Management, LLC 0.33% Reduce -22.1% 18,845 $1.2M
Legacy Wealth Asset Management, LLC 0.30% Reduce -7.6% 18,666 $1.2M
Truist Financial Corp. 0.00% Reduce -4.8% 18,413 $1.2M
Wedge Capital Management L L P 0.02% Reduce -2.6% 17,936 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 17,751 $1.1M
Stifel Financial Corp. 0.00% Reduce -8.2% 17,671 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.9% 17,094 $1.1M
Elo Mutual Pension Insurance Co 0.02% Add +33.9% 16,762 $1.1M
Baron Capital (BAMCO) 0.00% No change 16,596 $1.1M
Tudor Investment Corporation 0.01% New 16,579 $1.1M
Cubist Systematic Strategies, LLC 0.01% New 16,561 $1.1M
Versor Investments LP 0.18% Reduce -14.2% 16,489 $1.0M
LPL Financial LLC 0.00% Reduce -45.3% 16,465 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +27.6% 15,957 $1.0M
STRS Ohio 0.00% Add +3.3% 15,600 $993K
Windmill Hill Asset Management Ltd 0.24% No change 13,902 $885K
GAMCO Investors 0.01% New 13,590 $865K
Bantamac Capital, LLC 0.30% Reduce -8.3% 13,210 $841K
Arizona State Retirement System 0.00% Add +5.2% 12,694 $808K
Allspring Global Investments Holdings, LLC 0.00% Reduce -25.5% 12,344 $797K
HSBC Holdings PLC 0.00% Reduce -7.6% 12,422 $792K
Evergreen Capital Management LLC 0.02% No change 12,357 $787K
American Century Companies Inc. 0.00% Add +1.9% 11,892 $757K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Add +31.5% 11,700 $745K
Counterpoint Mutual Funds LLC 0.06% Add +69.9% 11,527 $734K
Private Advisor Group, LLC 0.00% No change 11,170 $711K
Aquatic Capital Management LLC 0.01% New 10,474 $667K
Baird Financial Group, Inc. 0.00% Add +1.6% 10,332 $658K
Vident Advisory, LLC 0.01% Add +3.3% 10,174 $648K
Magnetar Financial LLC 0.00% New 10,171 $648K
Police & Firemen's Retirement System of New Jersey 0.01% Add +15.7% 10,130 $645K
QRG Capital Management, Inc. 0.01% Add +0.5% 9,903 $631K
HighTower Advisors, LLC 0.00% Reduce -6.3% 9,863 $628K
McIlrath & Eck, LLC 0.07% No change 9,860 $628K
Tidal Investments LLC 0.00% Add +19.0% 9,767 $622K
KLP Kapitalforvaltning As 0.00% Add +14.6% 9,400 $598K
Apollon Wealth Management, LLC 0.01% Reduce -6.8% 9,350 $595K
ProShare Advisors LLC 0.00% Add +2.0% 9,081 $578K
Picton Mahoney Asset Management 0.01% Add +40559.1% 8,945 $569K
Greenwood Capital Associates LLC 0.07% Reduce -32.9% 8,912 $567K
Handelsbanken Fonder AB 0.00% Add +6.2% 8,600 $548K
Dynamic Technology Lab Private Ltd 0.07% Add +22.9% 8,580 $546K
PFG Advisors 0.02% Add +9.6% 8,461 $539K
Susquehanna Portfolio Strategies, LLC 0.01% New 8,356 $532K
Vestcor Inc 0.02% No change 7,831 $499K
Atria Investments, Inc 0.01% Reduce -7.6% 7,574 $482K
Stegent Equity Advisors, Inc. 0.42% New 7,432 $473K
AlphaQuest LLC 0.05% Add +377.8% 7,429 $473K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +13.1% 7,008 $446K
Readystate Asset Management LP 0.03% New 6,892 $439K
Comerica Bank 0.00% Reduce -9.4% 6,849 $436K
Pictet Asset Management Holding SA 0.00% Add +21.1% 6,761 $430K
Avantax Advisory Services, Inc. 0.00% Reduce -29.9% 6,750 $430K
Fort Point Capital Partners LLC 0.04% No change 6,576 $419K
Vista Finance, LLC 0.36% Add +4.1% 6,541 $416K
Kaizen Financial Strategies 0.21% No change 6,460 $411K
Victory Capital Management Inc. 0.00% Reduce -88.6% 6,206 $395K
Schonfeld Strategic Advisors LLC 0.00% New 6,144 $391K
Janney Montgomery Scott LLC 0.00% Add +2.0% 6,129 $390K
Y-Intercept (Hong Kong) Ltd 0.01% New 6,072 $387K
Vanguard Personalized Indexing Management, LLC 0.00% Add +55.0% 5,816 $370K
Quantinno Capital Management LP 0.00% Add +57.5% 5,796 $369K
Cynosure Group, LLC 0.04% No change 5,725 $365K
Tower Research Capital LLC (TRC) 0.01% Add +651.5% 5,674 $361K
Fort Washington Investment Advisors Inc. 0.00% No change 5,610 $357K
BNP Paribas Financial Markets 0.00% Add +65.8% 5,502 $350K
DGS Capital Management, LLC 0.07% New 5,465 $348K
Cibc World Markets Corp. 0.00% Reduce -40.2% 5,456 $347K
Two Sigma Advisers, LP 0.00% Reduce -72.6% 5,400 $344K
Caldwell Sutter Capital, Inc. 0.15% Reduce -7.2% 5,178 $330K
EntryPoint Capital, LLC 0.16% New 5,123 $326K
Dagco, Inc. 0.09% Add +0.8% 5,015 $319K
Inceptionr LLC 0.07% New 4,893 $312K
Squarepoint Ops LLC 0.00% New 4,772 $304K
Centiva Capital, LP 0.02% New 4,760 $303K
Entropy Technologies, LP 0.02% New 4,556 $290K
Ameritas Investment Partners, Inc. 0.01% Add +5.1% 4,521 $288K
Vicus Capital 0.02% New 4,375 $279K
Rothschild Investment LLC 0.02% Add +0.7% 4,320 $275K
State of Wisconsin Investment Board 0.00% Reduce -80.8% 4,181 $266K
SMH Capital Advisors Inc. 0.59% Reduce -11.6% 4,091 $260K
HM Payson & Co. 0.00% No change 3,985 $254K
EP Wealth Advisors, LLC 0.00% Reduce -5.6% 3,957 $252K
Blue Trust, Inc. 0.00% Add +15.3% 3,821 $243K
Hohimer Wealth Management, LLC 0.04% New 3,778 $241K
New York State Teachers Retirement System 0.00% No change 3,754 $239K
MQS Management LLC 0.13% New 3,743 $238K
Lanark Financial, Inc. 0.02% New 3,735 $237K
Corient Private Wealth LP 0.00% New 3,694 $235K
MML Investors Services, LLC 0.00% New 3,621 $231K
Glenview Trust Co 0.00% No change 3,607 $230K
Neuberger Berman Group LLC 0.00% Reduce -5.5% 3,600 $229K
AMG National Trust Bank 0.01% No change 3,599 $229K
Jefferies Financial Group Inc. 0.00% New 3,574 $228K
Longboard Asset Management, LP 0.55% No change 3,507 $223K
Xponance LLC 0.00% New 3,446 $219K
Forum Financial Management, LP 0.00% New 3,414 $217K
Planned Solutions, Inc. 0.08% New 3,281 $209K
Cambridge Investment Research Advisors, Inc. 0.00% New 3,262 $208K
Point72 Hong Kong Ltd 0.01% New 3,222 $205K
HB Wealth Management, LLC 0.00% Reduce -9.0% 3,155 $201K
Principal Financial Group Inc. 0.00% Reduce -94.2% 3,149 $200K
State of Wyoming 0.02% Reduce -58.4% 2,834 $180K
SG Americas Securities, LLC 0.00% Reduce -79.8% 2,293 $146K
TD Private Client Wealth LLC 0.00% No change 2,177 $139K
Farther Finance Advisors, LLC 0.00% Add +1048.1% 1,504 $96K
Amalgamated Bank 0.00% No change 1,428 $91K
KBC Group NV 0.00% Reduce -44.8% 1,252 $80K
Quantbot Technologies LP 0.00% Add +206.0% 1,224 $78K
Principal Securities, Inc. 0.00% Add +41.8% 855 $54K
Aster Capital Management (DIFC) Ltd 0.01% New 762 $49K
Cwm, LLC 0.00% Reduce -23.9% 754 $48K
Clark Wealth Partners 0.03% No change 705 $45K
Brooklyn Investment Group 0.01% Add +34550.0% 693 $44K
Plante Moran Financial Advisors, LLC 0.00% No change 631 $40K
Contravisory Investment Management, Inc. 0.01% No change 619 $39K
SBI Securities Co., Ltd. 0.00% No change 607 $39K
Opal Wealth Advisors, LLC 0.01% Reduce -6.3% 599 $38K
Quarry LP 0.01% Add +880.0% 588 $37K
Versant Capital Management, Inc 0.01% No change 579 $37K
Maseco LLP 0.00% — 472 $30K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -72.7% 463 $29K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 453 $29K
Nisa Investment Advisors, LLC 0.00% Add +2131.6% 424 $27K
Public Employees Retirement System of Ohio 0.00% Add +16.2% 373 $24K
Physician Wealth Advisors, Inc. 0.00% Add +8.5% 357 $23K
Signaturefd, LLC 0.00% Add +12.8% 335 $21K
PNC Financial Services Group, Inc. 0.00% Reduce -93.4% 332 $21K
Caitong International Asset Management Co., Ltd 0.01% Reduce -53.8% 328 $21K
Harbor Capital Advisors, Inc. 0.00% Add +9.6% 307 $20K
Global Retirement Partners, LLC 0.00% — 312 $20K
Jones Financial Companies LLLP 0.00% Add +326.1% 294 $19K
GAMMA Investing LLC 0.00% Reduce -4.1% 282 $18K
Covestor Ltd 0.01% Reduce -41.2% 271 $17K
Parallel Advisors, LLC 0.00% Reduce -15.0% 243 $15K
EverSource Wealth Advisors, LLC 0.00% Add +135.1% 228 $15K
Optiver Holding B.V. 0.00% Add +7.5% 228 $15K
First Horizon Advisors, Inc. 0.00% No change 196 $13K
Smithfield Trust Co 0.00% No change 195 $12K
Richardson Financial Services Inc. 0.01% Reduce -32.5% 181 $12K
Hillsdale Investment Management Inc. 0.00% No change 130 $8K
Harvest Fund Management Co., Ltd 0.00% Reduce -98.3% 122 $8K
Federation des caisses Desjardins du Quebec 0.00% No change 123 $8K
CIBC Private Wealth Group LLC 0.00% Reduce -21.1% 116 $7K
Parkside Financial Bank & Trust 0.00% Reduce -15.2% 112 $7K
Arax Advisory Partners 0.00% New 110 $7K
Sterling Capital Management LLC 0.00% Add +143.2% 107 $7K
Kestra Investment Management, LLC 0.00% New 105 $7K
Kozak & Associates, Inc. 0.00% No change 102 $7K
Colonial Trust Co / SC 0.00% No change 103 $7K
Steward Partners Investment Advisory, LLC 0.00% New 103 $7K
LRI Investments, LLC 0.00% Reduce -13.7% 101 $6K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 100 $6K
Bell Investment Advisors, Inc 0.00% Add +318.2% 92 $6K
Capital Analysts, LLC 0.00% No change 82 $5K
WealthCollab, LLC 0.00% No change 71 $5K
Strategic Wealth Partners, Ltd. 0.00% — 69 $4K
Park Square Financial Group, LLC 0.00% New 68 $4K
Dogwood Wealth Management LLC 0.00% New 67 $4K
Allworth Financial LP 0.00% Add +10.0% 66 $4K
Hemington Wealth Management 0.00% Reduce -25.0% 63 $4K
Assetmark, Inc. 0.00% New 57 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -22.2% 42 $3K
Mark Sheptoff Financial Planning, LLC 0.00% New 39 $2K
Bogart Wealth, LLC 0.00% No change 32 $2K
Smartleaf Asset Management LLC 0.00% Add +210.0% 31 $2K
True Wealth Design, LLC 0.00% Reduce -4.2% 23 $1K
Fortitude Family Office, LLC 0.00% New 16 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $828
Binnacle Investments Inc 0.00% New 10 $637
Essential Partners LLC 0.00% — 10 $637
CVA Family Office, LLC 0.00% New 10 $637
Bare Financial Services, Inc 0.00% New 9 $573
SJS Investment Consulting Inc. 0.00% Reduce -42.9% 8 $510
HFM Investment Advisors, LLC 0.00% Add +150.0% 5 $318
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 4 $254
Rialto Wealth Management, LLC 0.00% New 2 $128
Parkworth Wealth Management, Inc. 0.00% No change 2 $127
MassMutual Private Wealth & Trust, FSB 0.00% No change 2 $127

"% of holder's portfolio" is VCTR's weight in each manager's 13F, not the share of Victory Capital Holding - A the manager owns.