Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
417,546
shares
|
$29 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
392,761
shares
|
$27.3 Million
0.05% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
353,461
shares
|
$24.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
324,321
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,154
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
300,000
shares
|
$20.8 Million
12.07% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
214,109
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
196,956
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
175,615
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
171,532
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
132,589
shares
|
$9.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
110,070
shares
|
$7.64 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
105,464
shares
|
$7.32 Million
0.0% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$6 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
84,924
shares
|
$5.9 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,278
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
60,915
shares
|
$4.23 Million
0.68% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
59,934
shares
|
$4.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
54,645
shares
|
$3.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,016
shares
|
$3.26 Million
1.73% of portfolio
|
Q2 2023
Reduced 56.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,670
shares
|
$3.17 Million
0.09% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
38,465
shares
|
$2.67 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
31,541
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
26,067
shares
|
$1.81 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,009
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.96%
|