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 74 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
21,783
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
20,946
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,812
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,770
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
19,543
shares
|
$1.33 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
19,357
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
19,173
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
17,921
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
17,214
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,830
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 67.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
16,792
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,072
shares
|
$889,549
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,899
shares
|
$877,776
0.0% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
12,287
shares
|
$836,130
0.0% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
8,510
shares
|
$579,105
0.07% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
8,070
shares
|
$549,163
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,876
shares
|
$535,961
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,039
shares
|
$479,003
0.1% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
6,791
shares
|
$462,127
0.13% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,575
shares
|
$447,428
0.0% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
6,514
shares
|
$443,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,574
shares
|
$379,310
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
5,233
shares
|
$356,105
0.22% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
4,444
shares
|
$302,414
0.16% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,194
shares
|
$285,401
0.0% of portfolio
|
Q4 2024
Added 0.1%
|