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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,934
shares
|
$251,179
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,860
shares
|
$244,844
0.0% of portfolio
|
Q1 2025
Reduced 90.86%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,788
shares
|
$238,680
0.05% of portfolio
|
Q3 2021
Added 62.95%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,672
shares
|
$228,749
0.05% of portfolio
|
Q1 2025
Added 303.02%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,505
shares
|
$214,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,140
shares
|
$183,205
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,350
shares
|
$115,573
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,197
shares
|
$102,475
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
963
shares
|
$82,442
0.0% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
577
shares
|
$49,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
450
shares
|
$38,524
0.0% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
436
shares
|
$37,325
0.0% of portfolio
|
Q1 2025
Reduced 40.11%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
400
shares
|
$34,244
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
317
shares
|
$27,138
0.0% of portfolio
|
Q1 2025
Reduced 55.6%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
172
shares
|
$14,724
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
131
shares
|
$11,214
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$342
0.0% of portfolio
|
Q1 2025
Reduced 98.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|