Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
22,603
shares
|
$2 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
19,018
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
17,850
shares
|
$1.58 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
13,600
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
13,538
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,256
shares
|
$995,818
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
11,123
shares
|
$984,051
0.12% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
10,333
shares
|
$914,160
0.1% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
9,899
shares
|
$875,764
0.5% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,977
shares
|
$794,195
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,719
shares
|
$771,369
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
7,967
shares
|
$704,840
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,837
shares
|
$693,339
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,769
shares
|
$687,323
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
7,659
shares
|
$677,591
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,949
shares
|
$614,778
0.0% of portfolio
|
Q2 2025
Added 142.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,351
shares
|
$473,402
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,039
shares
|
$445,800
0.28% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,857
shares
|
$429,698
0.0% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,675
shares
|
$413,597
0.05% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,652
shares
|
$411,562
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
4,368
shares
|
$386,436
0.36% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,343
shares
|
$384,225
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,265
shares
|
$377,324
0.0% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,743
shares
|
$331,143
0.0% of portfolio
|
Q2 2025
New holding
|