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 68 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
27,621
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 7092.97%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
23,760
shares
|
$2.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
20,250
shares
|
$1.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
17,795
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
14,201
shares
|
$1.22 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
13,600
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
11,573
shares
|
$990,764
0.61% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
11,436
shares
|
$979,035
0.14% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,256
shares
|
$963,626
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
10,333
shares
|
$884,608
0.09% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,911
shares
|
$762,870
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,793
shares
|
$752,768
0.02% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
7,939
shares
|
$679,657
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,837
shares
|
$670,925
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,769
shares
|
$665,104
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,407
shares
|
$462,893
0.01% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,051
shares
|
$432,416
0.0% of portfolio
|
Q1 2025
Added 51.96%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,039
shares
|
$431,388
0.31% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,675
shares
|
$400,226
0.06% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,368
shares
|
$373,944
0.34% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,343
shares
|
$371,804
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,587
shares
|
$307,083
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,082
shares
|
$263,850
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
2,992
shares
|
$256,145
0.12% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,960
shares
|
$253,405
0.0% of portfolio
|
Q1 2025
Reduced 13.25%
|