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 79 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
404,518
shares
|
$29.6 Million
0.05% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
399,614
shares
|
$29.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
349,770
shares
|
$25.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
322,154
shares
|
$23.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
304,354
shares
|
$22.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
241,717
shares
|
$17.7 Million
0.0% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
204,105
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
174,008
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
158,350
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
107,573
shares
|
$7.86 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
103,999
shares
|
$7.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
87,842
shares
|
$6.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
86,447
shares
|
$6.32 Million
8.38% of portfolio
|
Q3 2023
Reduced 7.02%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
81,839
shares
|
$5.98 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
74,174
shares
|
$5.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
59,404
shares
|
$4.34 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
58,530
shares
|
$4.28 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
55,333
shares
|
$4.04 Million
0.06% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,016
shares
|
$3.44 Million
1.73% of portfolio
|
Q2 2023
Reduced 56.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,670
shares
|
$3.34 Million
0.09% of portfolio
|
Q1 2024
Added 0.83%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
33,877
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
32,330
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
30,486
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
24,465
shares
|
$1.79 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,072
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|