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 80 institutions that hold shares in the stock, with a total of 4.19 Million shares, which have been reported (via 13F filing form) to have a value of $304 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,599
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,770
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
19,223
shares
|
$1.39 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
18,970
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,961
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,755
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
18,378
shares
|
$1.33 Million
0.31% of portfolio
|
Q1 2025
Added 886.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,045
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
16,830
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 67.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
16,650
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,615
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
16,334
shares
|
$1.18 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,584
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,291
shares
|
$889,622
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,968
shares
|
$866,243
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
8,445
shares
|
$611,249
0.07% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,861
shares
|
$568,979
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,519
shares
|
$471,845
0.08% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,250
shares
|
$379,995
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,219
shares
|
$377,751
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
5,122
shares
|
$370,730
0.25% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,951
shares
|
$358,353
0.0% of portfolio
|
Q1 2025
Reduced 24.7%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
4,683
shares
|
$338,955
0.09% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
4,476
shares
|
$323,972
0.16% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,065
shares
|
$294,224
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|